Matthew Goff Investment Advisor, LLC Purchases in Q1 2025

Matthew Goff Investment Advisor, LLC

  • $536 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
11.3K
+ 84.65%
$123.61 - $133.01 $1.39M - $1.5M
24.6K $3.17M
RTX
Raytheon Technologies Corp

Industrials
2.13K
+ 2.93%
$114.1 - $135.66 $243K - $289K
74.8K $9.91M
NVS
Novartis Ag

Healthcare
1.83K
+ 2.09%
$97.14 - $115.57 $177K - $211K
89.4K $9.96M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
62.5K
+ 29.6%
$19.42 - $19.54 $1.21M - $1.22M
273K $5.33M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.2K
+ 13.84%
$50.39 - $50.66 $717K - $721K
117K $5.92M
XLF
Financial Sector Spdr

ETFs
10.1K
+ 7.89%
$47.32 - $52.19 $480K - $529K
139K $6.9M
UL
Unilever PLC

Consumer Defensive
2.02K
+ 1.05%
$54.72 - $60.29 $111K - $122K
194K $11.5M
XLE
Energy Sector Spdr

ETFs
6.33K
New
$85.7 - $93.96 $542K - $595K
6.33K $591K
USRT
Ishares Core U.S. Reit ETF

ETFs
10.1K
New
$55.14 - $60.29 $556K - $608K
10.1K $581K
XLV
Select Sector Spdr Fund Health

ETFs
2.91K
+ 49.28%
$137.61 - $149.68 $400K - $435K
8.8K $1.29M
XOM
Exxon Mobil Corp

Energy
123
+ 0.53%
$105.44 - $118.93 $13K - $14.6K
23.3K $2.77M
XLP
Consumer Staples Sector Spdr

ETFs
3.62K
New
N/A
3.62K $275K
RSG
Republic Services, Inc.

Industrials
976
New
$200.09 - $242.16 $195K - $236K
976 $236K
PEP
Pepsico Inc

Consumer Defensive
2.4K
+ 3.76%
$142.64 - $156.42 $342K - $375K
66.2K $9.92M
IYR
Ishares Tr

ETFs
142
+ 0.2%
$89.49 - $98.98 $12.7K - $14.1K
70.1K $6.72M
IYK
Ishares U.S. Consumer Staples

ETFs
591
+ 2.29%
$63.29 - $71.8 $37.4K - $42.4K
26.4K $1.89M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
14.5K
+ 4.2%
$20.7 - $21.15 $300K - $306K
359K $7.44M
LAW
Cs Disco, Inc.

Technology
46.4K
+ 76.58%
$4.09 - $5.49 $190K - $255K
107K $437K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
12
+ 0.32%
$208.48 - $244.03 $2.5K - $2.93K
3.76K $917K
SJNK
Spdr Bloomberg Short Term High

ETFs
6.43K
+ 1.14%
$25.08 - $25.64 $161K - $165K
571K $14.4M
IVE
Ishares S&P 500 Value ETF

ETFs
663
+ 0.75%
$185.78 - $198.58 $123K - $132K
88.9K $17M
KO
Coca Cola CO

Consumer Defensive
34
+ 0.46%
$60.81 - $72.32 $2.07K - $2.46K
7.35K $526K
SHEL
Shell PLC

Energy
98
+ 1.78%
$62.84 - $73.29 $6.16K - $7.18K
5.61K $410K
SCHV
Schwab Strategic Tr Us Large C

ETFs
51
+ 0.06%
$25.77 - $27.6 $1.31K - $1.41K
80.9K $2.15M
XLU
Utilities Sector Spdr

ETFs
7
+ 0.08%
$74.7 - $80.27 $523 - $562
8.84K $696K
SPGI
S&P Global Inc.

Financial Services
6
+ 0.71%
$478.26 - $543.77 $2.87K - $3.26K
855 $434K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 0.19%
$77.7 - $78.94 $466 - $474
3.18K $251K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
213
+ 0.21%
$54.25 - $57.64 $11.6K - $12.3K
103K $5.7M
GOOGL
Alphabet Inc.

Communication Services
124
+ 4.86%
$154.33 - $206.19 $19.1K - $25.6K
2.67K $413K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.48K
+ 5.04%
$92.45 - $106.69 $137K - $158K
30.9K $2.87M
AMZN
Amazon Com Inc

Consumer Cyclical
455
+ 4.79%
$190.26 - $242.06 $86.6K - $110K
9.96K $1.89M
NVDA
Nvidia Corp

Technology
362
+ 3.15%
$106.98 - $149.43 $38.7K - $54.1K
11.9K $1.29M
MRK
Merck & Co., Inc.

Healthcare
2.86K
+ 2.45%
$83.01 - $101.02 $237K - $289K
119K $10.7M
DIS
Walt Disney CO

Communication Services
2.95K
+ 2.93%
$96.87 - $114.0 $286K - $336K
104K $10.2M
ORCL
Oracle Corp

Technology
1.73K
+ 2.15%
$139.81 - $186.47 $242K - $323K
82.2K $11.5M
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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