Goal Vest Advisory LLC Purchases in Q1 2025

Goal Vest Advisory LLC

  • $352 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
179
+ 88.61%
$576.36 - $736.67 $103K - $132K
381 $219K
MA
Mastercard Inc

Financial Services
167
+ 52.85%
$504.67 - $576.31 $84.3K - $96.2K
483 $264K
RTX
Raytheon Technologies Corp

Industrials
603
+ 110.44%
$114.1 - $135.66 $68.8K - $81.8K
1.15K $152K
UNH
Unitedhealth Group Inc

Healthcare
30
+ 0.93%
$461.52 - $548.18 $13.8K - $16.4K
3.27K $1.71M
TMO
Thermo Fisher Scientific Inc.

Healthcare
149
+ 84.66%
$497.6 - $606.74 $74.1K - $90.4K
325 $161K
ABT
Abbott Laboratories

Healthcare
14
+ 0.43%
$111.1 - $140.22 $1.56K - $1.96K
3.27K $433K
ICE
Intercontinental Exchange, Inc.

Financial Services
268
+ 38.78%
$142.8 - $176.36 $38.3K - $47.3K
959 $165K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1.7K
New
$34.17 - $38.11 $58.2K - $64.9K
1.7K $62K
RGLD
Royal Gold Inc

Basic Materials
75
+ 5.24%
$132.55 - $163.51 $9.94K - $12.3K
1.51K $246K
GOOG
Alphabet Inc.

Communication Services
556
+ 65.8%
$156.06 - $207.71 $86.8K - $115K
1.4K $218K
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 23.66%
$890.62 - $1076.86 $47.2K - $57.1K
277 $261K
SNPS
Synopsys Inc

Technology
117
New
$428.58 - $551.54 $50.1K - $64.5K
117 $50K
HD
Home Depot, Inc.

Consumer Cyclical
136
+ 46.26%
$347.25 - $424.87 $47.2K - $57.8K
430 $157K
NXPI
Nxp Semiconductors N.V.

Technology
227
+ 472.92%
$189.99 - $245.86 $43.1K - $55.8K
275 $52K
EW
Edwards Lifesciences Corp

Healthcare
603
+ 93.49%
$67.95 - $76.19 $41K - $45.9K
1.25K $90K
ITW
Illinois Tool Works Inc

Industrials
224
+ 9.06%
$244.9 - $274.48 $54.9K - $61.5K
2.7K $668K
EVRG
Evergy, Inc.

Utilities
3
+ 0.06%
$59.9 - $69.52 $180 - $209
5.1K $351K
CME
Cme Group Inc.

Financial Services
101
+ 62.73%
$225.82 - $266.54 $22.8K - $26.9K
262 $69K
ZTS
Zoetis Inc.

Healthcare
173
+ 64.79%
$156.48 - $175.67 $27.1K - $30.4K
440 $72K
RIO
Rio Tinto PLC

Basic Materials
300
+ 3.89%
$58.19 - $64.29 $17.5K - $19.3K
8.02K $481K
MAA
Mid America Apartment Communities Inc.

Real Estate
160
+ 200.0%
$146.9 - $170.92 $23.5K - $27.3K
240 $40K
SPOT
Spotify Technology S.A.

Communication Services
33
+ 39.76%
$457.79 - $648.32 $15.1K - $21.4K
116 $63K
TT
Trane Technologies PLC

Industrials
84
+ 93.33%
$332.0 - $400.86 $27.9K - $33.7K
174 $58K
ADBE
Adobe Inc.

Technology
71
+ 54.62%
$377.84 - $464.11 $26.8K - $33K
201 $77K
CINF
Cincinnati Financial Corp

Financial Services
102
+ 65.38%
$133.67 - $147.81 $13.6K - $15.1K
258 $38K
NEE
Nextera Energy Inc

Utilities
303
+ 3.38%
$66.96 - $76.16 $20.3K - $23.1K
9.27K $656K
VEU
Vanguard Ftse All World Ex Us

ETFs
164
New
$56.51 - $62.98 $9.27K - $10.3K
164 $10K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
300
+ 48.39%
$47.25 - $67.02 $14.2K - $20.1K
920 $44K
AEP
American Electric Power CO Inc

Utilities
83
New
$90.32 - $109.27 $7.5K - $9.07K
83 $9K
DUK
Duke Energy Corp

Utilities
1
+ 0.18%
$105.87 - $121.97 $106 - $122
567 $69K
IBM
International Business Machines Corp

Technology
5
+ 2.02%
$217.4 - $264.74 $1.09K - $1.32K
253 $62K
PLD
Prologis, Inc.

Real Estate
60
+ 28.99%
$103.59 - $124.04 $6.22K - $7.44K
267 $29K
KO
Coca Cola CO

Consumer Defensive
54
+ 14.67%
$60.81 - $72.32 $3.28K - $3.91K
422 $30K
AMT
American Tower Corp

Real Estate
3
+ 1.67%
$173.46 - $217.6 $520 - $653
183 $39K
PFF
Ishares Trust Ishares Pfd And

ETFs
200
New
$30.73 - $32.26 $6.15K - $6.45K
200 $6K
PWR
Quanta Services, Inc.

Industrials
25
New
$236.71 - $358.03 $5.92K - $8.95K
25 $6K
ES
Eversource Energy

Utilities
3
+ 0.31%
$55.63 - $63.8 $167 - $191
984 $61K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
430
New
$9.49 - $9.97 $4.08K - $4.29K
430 $4K
DE
Deere & CO

Industrials
3
+ 5.0%
$408.57 - $509.27 $1.23K - $1.53K
63 $29K
UNP
Union Pacific Corp

Industrials
4
+ 1.79%
$225.21 - $254.42 $901 - $1.02K
227 $53K
VST
Vistra Corp.

Utilities
27
New
$108.49 - $191.89 $2.93K - $5.18K
27 $3K
NFLX
Netflix Inc

Communication Services
4
New
$828.4 - $1058.6 $3.31K - $4.23K
4 $3K
AFL
Aflac Inc

Financial Services
4
+ 1.28%
$100.99 - $111.19 $404 - $445
317 $35K
IBB
Ishares Biotechnology ETF

ETFs
25
New
$127.9 - $140.56 $3.2K - $3.51K
25 $3K
LOW
Lowes Companies Inc

Consumer Cyclical
27
+ 12.8%
$222.66 - $268.42 $6.01K - $7.25K
238 $55K
GE
General Electric CO

Industrials
12
+ 100.0%
$168.59 - $212.13 $2.02K - $2.55K
24 $4K
GD
General Dynamics Corp

Industrials
3
+ 1.68%
$241.94 - $272.58 $726 - $818
182 $49K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.64%
$286.85 - $318.64 $287 - $319
157 $47K
SHOP
Shopify Inc.

Technology
50
+ 14.41%
$90.59 - $129.31 $4.53K - $6.47K
397 $38K
Activity Summary
Buys All Purchases 322 New Holdings 180 Increased Positions 142 Sells All Sells 79 Reductions 78 Sold out 1 Options Calls 0 Puts 0
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