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
GRMN
Garmin LTD

Technology
3
New
$204.55 - $241.93 $614 - $726
3 $0
GPC
Genuine Parts CO

Consumer Cyclical
1
New
$115.91 - $129.02 $116 - $129
1 $0
VTRS
Viatris Inc

Healthcare
12
New
$8.68 - $12.42 $104 - $149
12 $0
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
New
$634.14 - $744.83 $634 - $745
1 $0
ETR
Entergy Corp

Utilities
6
New
$75.26 - $87.89 $452 - $527
6 $0
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
3
New
$25.0 - $39.76 $75 - $119
3 $0
MTCH
Match Group, Inc.

Communication Services
5
New
$30.08 - $36.47 $150 - $182
5 $0
ADCT
Adc Therapeutics Sa

Healthcare
50
New
$1.39 - $2.02 $69.5 - $101
50 $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3
New
$47.79 - $59.89 $143 - $180
3 $0
CARR
Carrier Global Corp

Industrials
3
New
$62.07 - $70.55 $186 - $212
3 $0
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 1.37%
$283.24 - $338.07 $283 - $338
74 $21K
HBAN
Huntington Bancshares Inc

Financial Services
12
New
$14.28 - $17.39 $171 - $209
12 $0
GM
General Motors CO

Consumer Cyclical
5
New
$45.22 - $54.92 $226 - $275
5 $0
ABNB
Airbnb, Inc.

Consumer Cyclical
3
New
$119.38 - $161.42 $358 - $484
3 $0
XYL
Xylem Inc.

Industrials
3
New
$114.02 - $132.04 $342 - $396
3 $0
K
Kellogg CO

Consumer Defensive
7
New
$81.06 - $82.9 $567 - $580
7 $0
EOG
Eog Resources Inc

Energy
4
New
$120.54 - $138.05 $482 - $552
4 $0
OMC
Omnicom Group Inc.

Communication Services
3
New
$79.43 - $88.34 $238 - $265
3 $0
Ge Healthcare Technologies Inc Common Stock
4
New
N/A
4 $0
KMI
Kinder Morgan, Inc.

Energy
16
New
$26.1 - $31.22 $418 - $500
16 $0
CF
Cf Industries Holdings, Inc.

Basic Materials
3
New
$75.03 - $97.25 $225 - $292
3 $0
JCI
Johnson Controls International PLC

Industrials
3
+ 1.96%
$76.12 - $90.6 $228 - $272
156 $12K
DHI
Horton D R Inc

Consumer Cyclical
2
New
$125.29 - $147.65 $251 - $295
2 $0
FMC
Fmc Corp

Basic Materials
3
New
$34.54 - $56.38 $104 - $169
3 $0
AAL
American Airlines Group Inc.

Industrials
15
+ 0.6%
N/A
2.52K $27K
CEG
Constellation Energy Corp

Utilities
2
New
$201.63 - $347.44 $403 - $695
2 $0
IRM
Iron Mountain Inc

Real Estate
4
New
$82.79 - $111.31 $331 - $445
4 $0
CSGP
Costar Group, Inc.

Real Estate
3
New
$69.29 - $80.37 $208 - $241
3 $0
ED
Consolidated Edison Inc

Utilities
3
New
$88.0 - $110.59 $264 - $332
3 $0
CTVA
Corteva, Inc.

Basic Materials
4
New
$55.94 - $66.15 $224 - $265
4 $0
IFF
International Flavors & Fragrances Inc

Basic Materials
3
New
$76.48 - $87.72 $229 - $263
3 $0
CNP
Centerpoint Energy Inc

Utilities
3
New
$30.87 - $36.25 $92.6 - $109
3 $0
REG
Regency Centers Corp

Real Estate
3
New
$68.83 - $77.74 $206 - $233
3 $0
KIM
Kimco Realty Corp

Real Estate
5
New
$20.15 - $23.42 $101 - $117
5 $0
SWK
Stanley Black & Decker, Inc.

Industrials
3
New
$76.43 - $90.41 $229 - $271
3 $0
CAG
Conagra Brands Inc.

Consumer Defensive
8
+ 0.97%
$23.9 - $27.67 $191 - $221
835 $22K
BXP
Boston Properties Inc

Real Estate
3
New
$63.97 - $74.91 $192 - $225
3 $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
3
New
$69.82 - $78.67 $209 - $236
3 $0
Linde PLC Shs
3
+ 4.62%
N/A
68 $0
EIX
Edison International

Utilities
2
New
$50.06 - $80.01 $100 - $160
2 $0
ILMN
Illumina, Inc.

Healthcare
1
New
$79.34 - $144.22 $79.3 - $144
1 $0
UBER
Uber Technologies, Inc

Technology
8
New
$63.17 - $81.49 $505 - $652
8 $0
CPRT
Copart Inc

Consumer Cyclical
16
New
$52.3 - $59.83 $837 - $957
16 $0
ALGN
Align Technology Inc

Healthcare
1
New
$158.86 - $234.89 $159 - $235
1 $0
NKE
Nike, Inc.

Consumer Cyclical
5
New
$63.29 - $81.72 $316 - $409
5 $0
MSCI
Msci Inc.

Financial Services
1
New
$541.46 - $628.34 $541 - $628
1 $0
DLTR
Dollar Tree, Inc.

Consumer Defensive
3
New
$61.92 - $76.95 $186 - $231
3 $0
FIS
Fidelity National Information Services, Inc.

Technology
3
+ 3.9%
$68.12 - $83.42 $204 - $250
80 $5K
EQIX
Equinix Inc

Real Estate
1
+ 9.09%
$803.0 - $959.97 $803 - $960
12 $9K
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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