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
MS
Morgan Stanley

Financial Services
18
New
$111.68 - $141.08 $2.01K - $2.54K
18 $2K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.78%
$478.26 - $543.77 $478 - $544
130 $66K
SBUX
Starbucks Corp

Consumer Cyclical
7
+ 5.98%
$91.75 - $115.81 $642 - $811
124 $12K
SCHW
Schwab Charles Corp

Financial Services
6
+ 4.62%
$71.24 - $83.64 $427 - $502
136 $10K
VZ
Verizon Communications Inc

Communication Services
31
New
$37.81 - $46.49 $1.17K - $1.44K
31 $1K
QCOM
Qualcomm Inc

Technology
5
+ 4.35%
$151.94 - $175.86 $760 - $879
120 $18K
EQT
Eqt Corp

Energy
19
New
$46.16 - $54.25 $877 - $1.03K
19 $1K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
New
$203.38 - $274.79 $1.22K - $1.65K
6 $1K
AMD
Advanced Micro Devices Inc

Technology
10
New
$96.63 - $129.55 $966 - $1.3K
10 $1K
BUG
Global X Fds Cybersecurity ETF

ETFs
50
New
$31.56 - $36.78 $1.58K - $1.84K
50 $1K
CI
Cigna Corp

Healthcare
3
+ 50.0%
$274.49 - $329.0 $823 - $987
9 $2K
CDNS
Cadence Design Systems Inc

Technology
5
New
$233.96 - $324.52 $1.17K - $1.62K
5 $1K
ETN
Eaton Corp PLC

Industrials
6
New
$271.83 - $371.23 $1.63K - $2.23K
6 $1K
D
Dominion Energy, Inc

Utilities
3
+ 1.5%
$52.85 - $57.43 $159 - $172
203 $11K
WTW
Willis Towers Watson PLC

Financial Services
3
New
$306.61 - $340.78 $920 - $1.02K
3 $1K
F
Ford Motor CO

Consumer Cyclical
16
+ 16.0%
$9.12 - $10.43 $146 - $167
116 $1K
MU
Micron Technology Inc

Technology
15
New
$86.89 - $109.38 $1.3K - $1.64K
15 $1K
TDG
Trans Digm Group Inc

Industrials
1
New
$1251.32 - $1394.11 $1.25K - $1.39K
1 $1K
VRSK
Verisk Analytics, Inc.

Industrials
4
New
$268.63 - $301.33 $1.07K - $1.21K
4 $1K
GMED
Globus Medical Inc

Healthcare
20
New
$69.68 - $93.32 $1.39K - $1.87K
20 $1K
WELL
Welltower Inc.

Real Estate
10
New
$124.05 - $156.86 $1.24K - $1.57K
10 $1K
HIG
Hartford Financial Services Group, Inc.

Financial Services
3
+ 3.53%
$106.31 - $123.73 $319 - $371
88 $10K
INTU
Intuit Inc

Technology
3
New
$555.63 - $630.23 $1.67K - $1.89K
3 $1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
New
$1187.71 - $1432.58 $1.19K - $1.43K
1 $1K
NOW
Service Now, Inc.

Technology
20
+ 34.48%
$783.83 - $1170.39 $15.7K - $23.4K
78 $62K
PEG
Public Service Enterprise Group Inc

Utilities
5
+ 3.85%
$78.2 - $90.39 $391 - $452
135 $11K
KLAC
Kla Corp

Technology
2
New
$636.62 - $777.63 $1.27K - $1.56K
2 $1K
MGM
Mgm Resorts International

Consumer Cyclical
3
New
$29.64 - $40.37 $88.9 - $121
3 $0
LUV
Southwest Airlines CO

Industrials
5
+ 0.76%
$28.18 - $34.84 $141 - $174
661 $22K
ON
On Semiconductor Corp

Technology
3
New
$40.69 - $64.51 $122 - $194
3 $0
TECH
Bio Techne Corp

Healthcare
3
New
$58.47 - $78.75 $175 - $236
3 $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
9
New
$18.53 - $29.07 $167 - $262
9 $0
CTRA
Coterra Energy Inc.

Energy
6
New
$25.51 - $29.83 $153 - $179
6 $0
CBRE
Cbre Group, Inc.

Real Estate
3
+ 18.75%
$121.79 - $147.13 $365 - $441
19 $2K
U
Unity Software Inc.

Technology
50
New
$19.44 - $28.34 $972 - $1.42K
50 $0
Veralto Corp Com Shs
10
New
N/A
10 $0
Alpha Architect 1 3 Month Box ETF
948
+ 2.3%
N/A
42.1K $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3
New
$98.98 - $113.18 $297 - $340
3 $0
Jpmorgan Limited Duration Bond ETF
6
+ 1.06%
N/A
571 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
3
New
$101.42 - $113.2 $304 - $340
3 $0
NDAQ
Nasdaq, Inc.

Financial Services
9
New
$72.17 - $83.76 $650 - $754
9 $0
KHC
Kraft Heinz CO

Consumer Defensive
7
New
$28.51 - $32.22 $200 - $226
7 $0
ZION
Zions Bancorporation, National Association

Financial Services
4
New
$47.0 - $59.03 $188 - $236
4 $0
ANSS
Ansys Inc

Technology
2
New
$316.56 - $360.36 $633 - $721
2 $0
AIG
American International Group, Inc.

Financial Services
3
New
$70.5 - $86.94 $212 - $261
3 $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
12
New
$9.19 - $12.93 $110 - $155
12 $0
IVZ
Invesco Ltd.

Financial Services
9
New
$14.82 - $19.34 $133 - $174
9 $0
RMD
Resmed Inc

Healthcare
3
New
$219.7 - $257.65 $659 - $773
3 $0
CL
Colgate Palmolive CO

Consumer Defensive
4
New
$85.68 - $97.5 $343 - $390
4 $0
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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