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
IR
Ingersoll Rand Inc.

Industrials
3
New
$79.44 - $94.23 $238 - $283
3 $0
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
40
New
$9.92 - $11.41 $397 - $456
40 $0
FE
Firstenergy Corp

Utilities
3
New
$37.95 - $43.5 $114 - $131
3 $0
TAP
Molson Coors Beverage CO

Consumer Defensive
3
New
$52.44 - $62.91 $157 - $189
3 $0
PHM
Pultegroup Inc

Consumer Cyclical
3
New
$101.09 - $118.51 $303 - $356
3 $0
AOS
Smith A O Corp

Industrials
3
New
$65.16 - $72.69 $195 - $218
3 $0
Virgin Galactic Holdings Inc Com New
100
+ 83.33%
N/A
220 $0
CNC
Centene Corp

Healthcare
11
New
$55.93 - $65.89 $615 - $725
11 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6
New
$30.38 - $34.94 $182 - $210
6 $0
NI
Nisource Inc.

Utilities
4
New
$35.57 - $41.23 $142 - $165
4 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
20
New
N/A
20 $0
STE
Steris PLC

Healthcare
3
New
$202.46 - $232.74 $607 - $698
3 $0
LEN
Lennar Corp

Consumer Cyclical
3
New
$113.93 - $141.54 $342 - $425
3 $0
CSX
Csx Corp

Industrials
13
New
$29.11 - $33.67 $378 - $438
13 $0
EMN
Eastman Chemical CO

Basic Materials
4
New
$87.05 - $103.47 $348 - $414
4 $0
FISV
Fiserv Inc

Technology
5
New
N/A
5 $0
PCG
Pg&E Corp

Utilities
9
New
$15.16 - $20.4 $136 - $184
9 $0
EXC
Exelon Corp

Utilities
4
New
$37.3 - $46.08 $149 - $184
4 $0
WY
Weyerhaeuser CO

Real Estate
4
New
$27.29 - $31.39 $109 - $126
4 $0
FDX
Fedex Corp

Industrials
4
New
$230.33 - $281.53 $921 - $1.13K
4 $0
NLOK
Norton Life Lock Inc.

Technology
7
New
N/A
7 $0
MAR
Marriott International Inc

Consumer Cyclical
1
New
$237.01 - $304.45 $237 - $304
1 $0
TFC
Truist Financial Corp

Financial Services
7
New
$39.48 - $48.15 $276 - $337
7 $0
OXY
Occidental Petroleum Corp

Energy
7
+ 13.21%
$45.45 - $52.7 $318 - $369
60 $2K
PPG
Ppg Industries Inc

Basic Materials
3
New
$107.44 - $124.29 $322 - $373
3 $0
IEX
Idex Corp

Industrials
3
New
$178.23 - $224.31 $535 - $673
3 $0
LVS
Las Vegas Sands Corp

Consumer Cyclical
3
New
$38.18 - $50.93 $115 - $153
3 $0
DXCM
Dexcom Inc

Healthcare
3
New
$67.74 - $90.75 $203 - $272
3 $0
STX
Seagate Technology Holdings PLC

Technology
5
+ 2.08%
$84.92 - $108.42 $425 - $542
245 $20K
MNST
Monster Beverage Corp

Consumer Defensive
5
New
$46.16 - $58.58 $231 - $293
5 $0
EBAY
Ebay Inc

Consumer Cyclical
7
New
$61.61 - $70.93 $431 - $497
7 $0
SRE
Sempra Energy

Utilities
6
New
$67.85 - $87.67 $407 - $526
6 $0
HPE
Hewlett Packard Enterprise CO

Technology
8
New
$14.77 - $24.42 $118 - $195
8 $0
CCL
Carnival Corp

Consumer Cyclical
14
New
$19.08 - $28.49 $267 - $399
14 $0
VTR
Ventas, Inc.

Real Estate
3
New
$56.9 - $70.47 $171 - $211
3 $0
INTC
Intel Corp

Technology
27
New
$19.1 - $27.39 $516 - $740
27 $0
Super Micro Computer Inc Com New
5
New
N/A
5 $0
BK
Bank Of New York Mellon Corp

Financial Services
5
New
$75.42 - $88.95 $377 - $445
5 $0
GLW
Corning Inc

Technology
8
+ 8.0%
$44.91 - $54.25 $359 - $434
108 $4K
CTSH
Cognizant Technology Solutions Corp

Technology
4
New
$75.32 - $90.7 $301 - $363
4 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3
New
$48.65 - $66.04 $146 - $198
3 $0
GL
Globe Life Inc.

Financial Services
3
New
$111.2 - $131.72 $334 - $395
3 $0
AA
Alcoa Corp

Basic Materials
10
New
$30.5 - $39.53 $305 - $395
10 $0
SBAC
Sba Communications Corp

Real Estate
3
New
$192.76 - $224.91 $578 - $675
3 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
3
New
$64.26 - $85.48 $193 - $256
3 $0
HES
Hess Corp

Energy
3
New
$135.42 - $160.52 $406 - $482
3 $0
PCAR
Paccar Inc

Industrials
4
New
$96.91 - $112.51 $388 - $450
4 $0
CMA
Comerica Inc

Financial Services
9
New
$56.11 - $68.38 $505 - $615
9 $0
ROL
Rollins Inc

Consumer Cyclical
3
New
$45.65 - $54.03 $137 - $162
3 $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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