Goal Vest Advisory LLC Purchases in Q4 2024

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
188K
+ 74.06%
$32.65 - $33.68 $6.15M - $6.34M
442K $14.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.65K
+ 2.46%
$521.84 - $558.82 $2.95M - $3.16M
236K $127M
TSLA
Tesla, Inc.

Consumer Cyclical
2.35K
+ 30.07%
$213.65 - $479.86 $503K - $1.13M
10.2K $4.11M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
26.1K
+ 18391.55%
$73.49 - $86.09 $1.92M - $2.25M
26.3K $2.02M
LNG
Cheniere Energy, Inc.

Energy
6.75K
New
$181.07 - $225.92 $1.22M - $1.52M
6.75K $1.45M
VFH
Vanguard Financial ETF

ETFs
12.2K
New
$108.87 - $126.2 $1.32M - $1.53M
12.2K $1.44M
L
Loews Corp

Financial Services
15.6K
New
$76.49 - $87.05 $1.2M - $1.36M
15.6K $1.32M
GS
Goldman Sachs Group Inc

Financial Services
2.14K
+ 1070.0%
$486.1 - $608.57 $1.04M - $1.3M
2.34K $1.34M
PGR
Progressive Corp

Financial Services
5.11K
New
$239.6 - $268.88 $1.23M - $1.38M
5.11K $1.23M
CSCO
Cisco Systems, Inc.

Technology
14.4K
+ 47.53%
$52.45 - $60.02 $753K - $862K
44.6K $2.64M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
40.5K
New
$20.98 - $21.19 $850K - $858K
40.5K $853K
GOOGL
Alphabet Inc.

Communication Services
1.96K
+ 12.05%
$161.86 - $196.66 $318K - $386K
18.2K $3.45M
WULF
Terawulf Inc.

Financial Services
115K
New
$3.82 - $8.82 $439K - $1.01M
115K $650K
BX
Blackstone Inc.

Financial Services
17
+ 0.11%
$148.45 - $199.05 $2.52K - $3.38K
15.3K $2.65M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
526
+ 2.0%
$194.9 - $214.12 $103K - $113K
26.8K $5.41M
FSK
Fs Kkr Capital Corp

Financial Services
2.75K
+ 5.0%
$19.71 - $22.22 $54.2K - $61.1K
57.7K $1.25M
JOBY
Joby Aviation, Inc.

Industrials
18K
New
$4.8 - $9.16 $86.4K - $165K
18K $146K
AMGN
Amgen Inc

Healthcare
600
+ 99.67%
$258.78 - $328.31 $155K - $197K
1.2K $313K
XLY
Select Sector Spdr Consumer Di

ETFs
533
New
$194.8 - $239.43 $104K - $128K
533 $119K
IVV
Ishares Core S&P 500 ETF

ETFs
167
+ 27.93%
$570.51 - $610.59 $95.3K - $102K
765 $450K
VTWO
Vanguard Russell 2000 ETF

ETFs
966
+ 2.56%
$87.42 - $98.06 $84.4K - $94.7K
38.7K $3.45M
SYK
Stryker Corp

Healthcare
201
+ 16.04%
$345.14 - $392.15 $69.4K - $78.8K
1.45K $523K
ARCC
Ares Capital Corp

Financial Services
380
+ 0.64%
$20.74 - $22.27 $7.88K - $8.46K
59.8K $1.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
285
+ 1.41%
$66.77 - $71.52 $19K - $20.4K
20.5K $1.41M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
271
+ 1.11%
$46.48 - $51.32 $12.6K - $13.9K
24.7K $1.19M
VHT
Vanguard Health Care ETF

ETFs
126
New
$250.81 - $283.3 $31.6K - $35.7K
126 $31K
KIE
Spdr S&P Insurance ETF

ETFs
524
New
$55.65 - $62.03 $29.2K - $32.5K
524 $29K
DIS
Walt Disney CO

Communication Services
150
+ 29.59%
$92.39 - $117.6 $13.9K - $17.6K
657 $73K
MGK
Vanguard Mega Cap Growth ETF

ETFs
70
New
$316.94 - $357.88 $22.2K - $25.1K
70 $24K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.17K
+ 300.0%
$25.93 - $105.3 $212K - $861K
10.9K $303K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
425
+ 16.61%
$41.09 - $45.94 $17.5K - $19.5K
2.98K $125K
MGV
Vanguard Mega Cap Value

ETFs
132
New
$124.06 - $133.48 $16.4K - $17.6K
132 $16K
BAC
Bank Of America Corp

Financial Services
136
+ 5.77%
$39.22 - $47.77 $5.33K - $6.5K
2.49K $109K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
134
New
$112.69 - $123.97 $15.1K - $16.6K
134 $15K
PAYX
Paychex Inc

Industrials
40
+ 2.97%
$135.86 - $148.73 $5.43K - $5.95K
1.39K $194K
BA
Boeing CO

Industrials
16
+ 3.69%
$138.14 - $180.72 $2.21K - $2.89K
450 $79K
HYG
Ishares Tr

ETFs
137
New
$78.09 - $80.04 $10.7K - $11K
137 $10K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
419
New
$22.02 - $46.16 $9.23K - $19.3K
419 $9K
SCHW
Schwab Charles Corp

Financial Services
130
New
$63.31 - $82.85 $8.23K - $10.8K
130 $9K
LARK
Landmark Bancorp Inc

Financial Services
346
New
$19.99 - $24.94 $6.92K - $8.63K
346 $8K
VBK
Vanguard Small Cap Growth ETF

ETFs
11
+ 2.9%
$264.18 - $304.19 $2.91K - $3.35K
390 $109K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.2K
+ 200.0%
$22.4 - $68.28 $228K - $696K
15.3K $354K
NSC
Norfolk Southern Corp

Industrials
38
+ 39.18%
$230.6 - $277.0 $8.76K - $10.5K
135 $31K
CVX
Chevron Corp

Energy
168
+ 2.34%
$141.15 - $162.53 $23.7K - $27.3K
7.34K $1.06M
CVS
Cvs Health Corp

Healthcare
177
New
$43.78 - $67.46 $7.75K - $11.9K
177 $7K
XLK
Technology Sector Spdr

ETFs
31
New
$220.26 - $241.44 $6.83K - $7.48K
31 $7K
SOFI
So Fi Technologies, Inc.

Financial Services
481
New
$7.63 - $16.88 $3.67K - $8.12K
481 $7K
FIS
Fidelity National Information Services, Inc.

Technology
77
New
$80.14 - $90.95 $6.17K - $7K
77 $6K
VBR
Vanguard Small Cap Value ETF

ETFs
34
New
$197.36 - $217.3 $6.71K - $7.39K
34 $6K
Activity Summary
Buys All Purchases 134 New Holdings 72 Increased Positions 62 Sells All Sells 102 Reductions 101 Sold out 1 Options Calls 0 Puts 0
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