Goal Vest Advisory LLC Purchases and Sells in Q2 2025

Goal Vest Advisory LLC

$393 Million
Q2 2025

Top Buys

Incresed Positions

127 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	203 + 0.08%	$456.74 - $568.03 $92.7K - $115K	239K $136M
VUG	12 + 0.02%	$329.49 - $438.4 $3.95K - $5.26K	77.8K $34.1M
NVDA	2.34K + 6.59%	$94.31 - $157.99 $220K - $369K	37.8K $5.97M
SPIB	54.8K + 11.67%	$32.62 - $33.58 $1.79M - $1.84M	525K $17.6M
IEFA	12.2K + 12.94%	$67.83 - $84.09 $827K - $1.02M	106K $8.88M
MSFT	490 + 4.19%	$354.56 - $497.45 $174K - $244K	12.2K $6.06M

New Holdings

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGK	81K New	$62.73 - $78.42 $5.08M - $6.35M	81K $6.28M
AAAU	67.6K New	$29.44 - $33.91 $1.99M - $2.29M	67.6K $2.21M
BWXT	2.59K New	$89.24 - $144.06 $231K - $373K	2.59K $373K
FLR	6.7K New	$30.86 - $51.42 $207K - $345K	6.7K $343K
ADX	9.12K New	$17.11 - $21.71 $156K - $198K	9.12K $197K
DECK	1.6K New	$100.44 - $129.37 $161K - $207K	1.6K $164K

Top Sells

Reduced Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VB	-30.6K - 99.99%	$193.73 - $237.37 $5.94M - $7.27M	2 $0
BKLN	-148K - 82.43%	$20.12 - $21.0 $2.99M - $3.12M	31.6K $661K
UNH	-2.97K - 90.97%	$274.35 - $599.47 $816K - $1.78M	295 $92K
PEP	-2.27K - 19.07%	$128.02 - $151.37 $290K - $343K	9.62K $1.27M
NEE	-3.72K - 40.16%	$64.11 - $75.0 $239K - $279K	5.54K $384K
IVV	-415 - 54.11%	$498.8 - $620.9 $207K - $258K	352 $218K

Activity Summary All Purchases 169 New Holdings 42 Increased Positions 127 All Sells 85 Reductions 85 Sold out 0 Calls 0 Puts 0

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