Goal Vest Advisory LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $298 Million distributed in 412 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 $100M, Vanguard Growth ETF with a value of $26.8M, Vanguard Total Stock Market Et with a value of $14.3M, Vanguard Small Cap ETF with a value of $13.3M, and J P Morgan ETF Tr U S Quality with a value of $12M.

Examining the 13F form we can see an increase of $71.8M in the current position value, from $226M to 298M. Also it can be appreciated an additional of 119 stocks purchases and 2 closed positions.

Below you can find more details about Goal Vest Advisory LLC portfolio as well as his latest detailed transactions.

Portfolio value $298 Million
ETFs: $199 Million
Technology: $18.1 Million
Financial Services: $16.6 Million
Consumer Cyclical: $12 Million
Energy: $8.55 Million
Healthcare: $8.5 Million
Consumer Defensive: $8.35 Million
Industrials: $7.75 Million
Other: $18.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 412
  • Current Value $298 Million
  • Prior Value $226 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 119 stocks
  • Additional Purchases 125 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 69 stocks
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