Goal Vest Advisory LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $352 Million distributed in 379 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $127M, Vanguard Growth ETF with a value of $32M, Spdr Portfolio Intermediate Te with a value of $14.5M, Vanguard Total Stock Market Et with a value of $13.5M, and Vanguard Small Cap ETF with a value of $8.17M.
Examining the 13F form we can see an increase of $21.4M in the current position value, from $331M to 352M.
Also it can be appreciated an additional of 72 stocks purchases and 1 closed positions.
Below you can find more details about Goal Vest Advisory LLC portfolio as well as his latest detailed transactions.
Portfolio value
$352 Million
ETFs: $243 Million
Financial Services: $21.9 Million
Technology: $21.9 Million
Consumer Cyclical: $13.9 Million
Consumer Defensive: $8.87 Million
Industrials: $7.98 Million
Energy: $7.98 Million
Healthcare: $7.94 Million
Other: $19.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
