Goal Vest Advisory LLC Purchases and Sells in Q4 2025

Goal Vest Advisory LLC

$488 Million
Q4 2025

Top Buys

Incresed Positions

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	14.5K + 5.55%	$600.51 - $631.95 $8.72M - $9.18M	276K $171M
BKLN	318K + 988.38%	$20.77 - $20.97 $6.61M - $6.67M	350K $7.34M
AAAU	65.4K + 47.46%	$38.05 - $43.23 $2.49M - $2.83M	203K $8.19M
IEFA	30.2K + 24.85%	$86.09 - $89.88 $2.6M - $2.72M	152K $13.5M
XNTK	9.57K + 25.78%	$268.5 - $294.46 $2.57M - $2.82M	46.7K $12.8M
VUG	4.56K + 5.71%	$470.44 - $504.26 $2.15M - $2.3M	84.4K $40.8M

New Holdings

157 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKR	35.2K New	$44.47 - $49.08 $1.57M - $1.73M	35.2K $1.72M
IEMG	20.9K New	N/A	20.9K $1.12M
UPS	9.33K New	$82.87 - $97.4 $773K - $909K	9.33K $878K
FOXA	7.3K New	$57.0 - $66.71 $416K - $487K	7.3K $473K
XLG	5.23K New	$56.5 - $60.52 $295K - $317K	5.23K $306K
VONG	2.29K New	$118.2 - $126.51 $271K - $290K	2.29K $277K

Top Sells

Reduced Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PGR	-5.83K - 98.56%	$203.7 - $246.46 $1.19M - $1.44M	85 $19K
SON	-30.7K - 99.06%	$39.27 - $43.32 $1.21M - $1.33M	291 $11K
CSCO	-20.8K - 42.0%	$67.46 - $78.0 $1.4M - $1.62M	28.7K $2.23M
JQUA	-16.2K - 22.76%	$61.42 - $63.67 $992K - $1.03M	54.8K $3.4M
TSLA	-1.1K - 7.27%	$401.99 - $468.37 $443K - $516K	14.1K $5.75M
BX	-2.01K - 12.51%	$138.42 - $168.45 $278K - $338K	14K $1.94M

Activity Summary All Purchases 260 New Holdings 157 Increased Positions 103 All Sells 94 Reductions 94 Sold out 0 Calls 0 Puts 0

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