Matthew Goff Investment Advisor, LLC Sells in Q1 2025

Matthew Goff Investment Advisor, LLC

  • $536 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-361
- 0.31%
$375.39 - $447.2 $136K - $161K
118K $44.3M
AXP
American Express CO

Financial Services
-3.4K
- 5.83%
$255.39 - $325.87 $869K - $1.11M
54.9K $14.8M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-81.8K
- 8.25%
$25.05 - $25.16 $2.05M - $2.06M
909K $22.9M
BAC
Bank Of America Corp

Financial Services
-2.37K
- 0.47%
$39.61 - $47.74 $93.7K - $113K
496K $20.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6.8K
- 12.28%
$120.29 - $134.6 $818K - $916K
48.6K $5.93M
AAPL
Apple Inc.

Technology
-2.24K
- 26.55%
$209.68 - $247.1 $470K - $554K
6.2K $1.38M
SRLN
Ssga Active Trust

ETFs
-11.2K
- 4.07%
$41.02 - $41.99 $459K - $469K
264K $10.8M
GOOG
Alphabet Inc.

Communication Services
-588
- 7.93%
$156.06 - $207.71 $91.8K - $122K
6.83K $1.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-411
- 0.38%
$169.43 - $182.84 $69.6K - $75.1K
109K $18.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-5.27K
- 1.23%
$42.38 - $43.28 $223K - $228K
423K $18M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-8.64K
- 5.94%
$19.43 - $19.62 $168K - $170K
137K $2.68M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-6.01K
- 4.48%
$23.9 - $24.18 $144K - $145K
128K $3.09M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-4.12K
- 8.13%
$20.64 - $20.73 $85K - $85.4K
46.6K $962K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.97K
- 7.92%
N/A
34.5K $819K
PG
Procter & Gamble CO

Consumer Defensive
-1.05K
- 2.55%
$158.56 - $176.26 $167K - $186K
40.2K $6.85M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-4.5K
- 2.93%
$24.79 - $25.26 $112K - $114K
149K $3.76M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-3.12K
- 3.07%
$20.05 - $20.4 $62.6K - $63.7K
98.6K $2.01M
IEMG
Ishares Inc

ETFs
-711
- 0.54%
N/A
130K $6.97M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-3.59K
- 2.53%
$22.61 - $23.14 $81.1K - $83K
138K $3.19M
JPM
Jpmorgan Chase & CO

Financial Services
-137
- 8.35%
$225.19 - $279.95 $30.9K - $38.4K
1.5K $368K
IVV
Ishares Core S&P 500 ETF

ETFs
-15
- 2.47%
$554.06 - $615.85 $8.31K - $9.24K
593 $333K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-19
- 0.52%
$57.21 - $65.8 $1.09K - $1.25K
3.61K $210K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-251
- 6.11%
$51.52 - $52.37 $12.9K - $13.1K
3.86K $202K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-1.38K
- 1.2%
$18.18 - $18.58 $25K - $25.5K
113K $2.09M
VIG
Vanguard Dividend Appreciation

ETFs
-8
- 0.07%
N/A
10.7K $1.95M
Ge Vernova Inc
-1.44K
- 11.04%
N/A
11.6K $0
Ge Healthcare Technologies I
-179
- 1.05%
N/A
16.9K $0
C
Citigroup Inc

Financial Services
-132
- 0.67%
$67.23 - $84.63 $8.87K - $11.2K
19.7K $1.4M
MMM
3 M CO

Industrials
-260
- 10.36%
$129.7 - $155.12 $33.7K - $40.3K
2.25K $330K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-45
- 0.2%
$42.5 - $46.71 $1.91K - $2.1K
22.1K $999K
VFH
Vanguard Financial ETF

ETFs
-168
- 0.47%
$114.07 - $127.34 $19.2K - $21.4K
35.4K $4.22M
CSCO
Cisco Systems, Inc.

Technology
-2.79K
- 3.24%
$58.74 - $64.87 $164K - $181K
83.4K $5.15M
VDC
Vanguard Consumer Staples ETF

ETFs
-11
- 0.07%
$206.54 - $226.16 $2.27K - $2.49K
16.8K $3.68M
UNP
Union Pacific Corp

Industrials
-204
- 0.77%
$225.21 - $254.42 $45.9K - $51.9K
26.4K $6.24M
JNJ
Johnson & Johnson

Healthcare
-295
- 1.24%
$142.06 - $167.7 $41.9K - $49.5K
23.5K $3.9M
ABBV
Abb Vie Inc.

Healthcare
-39
- 0.22%
$169.2 - $216.66 $6.6K - $8.45K
17.5K $3.67M
INTC
Intel Corp

Technology
-2.92K
- 0.91%
$19.1 - $27.39 $55.8K - $80.1K
320K $7.26M
GE
General Electric CO

Industrials
-342
- 0.88%
$168.59 - $212.13 $57.7K - $72.5K
38.3K $7.67M
BK
Bank Of New York Mellon Corp

Financial Services
-3.72K
- 1.32%
$75.42 - $88.95 $281K - $331K
278K $23.3M
V
Visa Inc.

Financial Services
-61
- 0.09%
$306.92 - $362.71 $18.7K - $22.1K
70.9K $24.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-481
- 0.5%
$442.66 - $534.52 $213K - $257K
95.2K $50.7M
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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