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
Kenvue Inc Com
6.92K
+ 7.29%
N/A
102K $0
CAH
Cardinal Health Inc

Healthcare
3
New
$118.02 - $137.77 $354 - $413
3 $0
TRV
Travelers Companies, Inc.

Financial Services
1
New
$232.43 - $265.13 $232 - $265
1 $0
TROW
Price T Rowe Group Inc

Financial Services
3
New
$91.57 - $116.93 $275 - $351
3 $0
BWA
Borgwarner Inc

Consumer Cyclical
7
New
$27.78 - $32.9 $194 - $230
7 $0
LNT
Alliant Energy Corp

Utilities
3
New
$56.66 - $66.04 $170 - $198
3 $0
KEYS
Keysight Technologies, Inc.

Technology
3
New
$148.16 - $185.11 $444 - $555
3 $0
CFG
Citizens Financial Group Inc

Financial Services
4
New
$39.73 - $48.36 $159 - $193
4 $0
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3
New
$80.53 - $147.57 $242 - $443
3 $0
ALB
Albemarle Corp

Basic Materials
3
New
$69.95 - $97.49 $210 - $292
3 $0
DHR
Danaher Corp

Healthcare
11
+ 10.78%
$201.62 - $250.59 $2.22K - $2.76K
113 $23K
PKI
Perkinelmer Inc

Healthcare
3
New
N/A
3 $0
Arista Networks Inc Com Shs
209
New
N/A
209 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
3
New
$54.27 - $63.81 $163 - $191
3 $0
BKR
Baker Hughes CO

Energy
5
New
$41.16 - $48.85 $206 - $244
5 $0
TXN
Texas Instruments Inc

Technology
3
+ 4.05%
N/A
77 $14K
GILD
Gilead Sciences, Inc.

Healthcare
3
New
$89.14 - $117.41 $267 - $352
3 $0
HPQ
Hp Inc

Technology
10
New
$27.69 - $34.72 $277 - $347
10 $0
TGT
Target Corp

Consumer Defensive
2
New
$103.65 - $142.5 $207 - $285
2 $0
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
54
New
$14.67 - $22.01 $792 - $1.19K
54 $0
NUE
Nucor Corp

Basic Materials
3
New
$114.48 - $142.52 $343 - $428
3 $0
TRMB
Trimble Inc.

Technology
6
New
$65.52 - $77.49 $393 - $465
6 $0
TPR
Tapestry, Inc.

Consumer Cyclical
6
New
$65.63 - $89.21 $394 - $535
6 $0
Ishares Bitcoin Trust ETF
50
+ 12.38%
N/A
454 $0
ADSK
Autodesk, Inc.

Technology
1
New
N/A
1 $0
AWK
American Water Works Company, Inc.

Utilities
3
New
$121.01 - $149.31 $363 - $448
3 $0
NWS
News Corp New Cl B Com Stk (De

Communication Services
7
New
$29.66 - $35.0 $208 - $245
7 $0
NWSA
News Corp

Communication Services
7
New
$26.29 - $30.49 $184 - $213
7 $0
C
Citigroup Inc

Financial Services
3
New
$67.23 - $84.63 $202 - $254
3 $0
Ge Vernova Inc Com
3
New
N/A
3 $0
Smurfit Westrock PLC Shs
4
New
N/A
4 $0
NTAP
Net App, Inc.

Technology
3
New
$87.84 - $126.3 $264 - $379
3 $0
SWKS
Skyworks Solutions, Inc.

Technology
3
New
$64.12 - $93.96 $192 - $282
3 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
3
New
$123.3 - $154.95 $370 - $465
3 $0
WFC
Wells Fargo & Company

Financial Services
9
+ 60.0%
$66.78 - $81.42 $601 - $733
24 $1K
O
Realty Income Corp

Real Estate
3
New
$51.67 - $58.49 $155 - $175
3 $0
WRB
Berkley W R Corp

Financial Services
6
New
$56.7 - $71.27 $340 - $428
6 $0
BMY
Bristol Myers Squibb CO

Healthcare
8
New
$53.9 - $63.11 $431 - $505
8 $0
ECL
Ecolab Inc.

Basic Materials
3
New
$229.72 - $269.82 $689 - $809
3 $0
PFE
Pfizer Inc

Healthcare
36
+ 4.57%
$25.01 - $27.13 $900 - $977
824 $20K
MOS
Mosaic CO

Basic Materials
5
New
$23.08 - $28.8 $115 - $144
5 $0
BRO
Brown & Brown, Inc.

Financial Services
3
New
$100.54 - $124.4 $302 - $373
3 $0
FTNT
Fortinet, Inc.

Technology
3
New
$92.49 - $114.57 $277 - $344
3 $0
RF
Regions Financial Corp

Financial Services
8
New
$20.84 - $24.77 $167 - $198
8 $0
KEY
Keycorp

Financial Services
16
New
$15.15 - $18.3 $242 - $293
16 $0
BDX
Becton Dickinson & CO

Healthcare
3
New
$222.79 - $249.08 $668 - $747
3 $0
ABC
Amerisourcebergen Corp

Healthcare
3
New
N/A
3 $0
XEL
Xcel Energy Inc

Utilities
3
New
$63.37 - $72.1 $190 - $216
3 $0
USB
Us Bancorp \De\

Financial Services
11
New
$40.92 - $50.9 $450 - $560
11 $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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