Goal Vest Advisory LLC Incresed Positions in Q2 2025

Goal Vest Advisory LLC

  • $393 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
203
+ 0.08%
$456.74 - $568.03 $92.7K - $115K
239K $136M
VUG
Vanguard Growth ETF

ETFs
12
+ 0.02%
$329.49 - $438.4 $3.95K - $5.26K
77.8K $34.1M
NVDA
Nvidia Corp

Technology
2.34K
+ 6.59%
$94.31 - $157.99 $220K - $369K
37.8K $5.97M
SPIB
Spdr Portfolio Intermediate Te

ETFs
54.8K
+ 11.67%
$32.62 - $33.58 $1.79M - $1.84M
525K $17.6M
IEFA
Ishares Tr

ETFs
12.2K
+ 12.94%
$67.83 - $84.09 $827K - $1.02M
106K $8.88M
MSFT
Microsoft Corp

Technology
490
+ 4.19%
$354.56 - $497.45 $174K - $244K
12.2K $6.06M
TSLA
Tesla, Inc.

Consumer Cyclical
176
+ 1.18%
$221.86 - $362.89 $39K - $63.9K
15.1K $4.8M
CB
Chubb LTD

Financial Services
3.08K
+ 308000.0%
$274.32 - $302.46 $845K - $932K
3.08K $892K
JPM
Jpmorgan Chase & CO

Financial Services
347
+ 2.29%
$210.28 - $289.91 $73K - $101K
15.5K $4.5M
ORCL
Oracle Corp

Technology
534
+ 8.63%
$122.82 - $218.63 $65.6K - $117K
6.72K $1.47M
DVY
Ishares Tr

ETFs
4.27K
+ 10.34%
$118.37 - $134.86 $505K - $575K
45.5K $6.04M
GOOGL
Alphabet Inc.

Communication Services
759
+ 4.08%
$144.7 - $178.6 $110K - $136K
19.3K $3.41M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.82K
+ 32.37%
$101.97 - $126.75 $288K - $358K
11.5K $1.46M
GS
Goldman Sachs Group Inc

Financial Services
57
+ 2.16%
$462.22 - $707.75 $26.3K - $40.3K
2.7K $1.91M
CSCO
Cisco Systems, Inc.

Technology
828
+ 1.75%
$53.19 - $69.38 $44K - $57.4K
48.2K $3.34M
WMT
Walmart Inc.

Consumer Defensive
384
+ 1.73%
$81.79 - $99.98 $31.4K - $38.4K
22.6K $2.21M
PM
Philip Morris International Inc.

Consumer Defensive
222
+ 2.39%
$149.23 - $184.95 $33.1K - $41.1K
9.51K $1.73M
ISRG
Intuitive Surgical Inc

Healthcare
201
+ 6.78%
$451.58 - $565.94 $90.8K - $114K
3.16K $1.72M
V
Visa Inc.

Financial Services
412
+ 4.22%
$308.27 - $373.31 $127K - $154K
10.2K $3.62M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.36K
+ 257.36%
$108.12 - $135.04 $147K - $184K
1.89K $255K
VOT
Vanguard Mid Cap Growth Index

ETFs
599
+ 115.64%
$216.28 - $284.39 $130K - $170K
1.12K $317K
CTAS
Cintas Corp

Industrials
700
+ 55.29%
$190.11 - $227.66 $133K - $159K
1.97K $438K
IWM
Ishares Russell 2000 ETF

ETFs
740
+ 230.53%
$174.82 - $215.79 $129K - $160K
1.06K $228K
APD
Air Products & Chemicals, Inc.

Basic Materials
576
+ 778.38%
$248.61 - $294.96 $143K - $170K
650 $183K
META
Meta Platforms, Inc.

Communication Services
136
+ 35.7%
$484.66 - $738.09 $65.9K - $100K
517 $381K
SCCO
Southern Copper Corp

Basic Materials
167
+ 0.93%
$75.63 - $104.64 $12.6K - $17.5K
18.2K $1.84M
PWR
Quanta Services, Inc.

Industrials
390
+ 1560.0%
$239.47 - $381.26 $93.4K - $149K
415 $156K
WMB
Williams Companies, Inc.

Energy
681
+ 2.13%
$54.33 - $62.87 $37K - $42.8K
32.6K $2.05M
EL
Estee Lauder Companies Inc

Consumer Defensive
1.7K
+ 56566.67%
$50.06 - $80.8 $85K - $137K
1.7K $137K
SNPS
Synopsys Inc

Technology
238
+ 203.42%
$380.9 - $517.66 $90.7K - $123K
355 $182K
TT
Trane Technologies PLC

Industrials
256
+ 147.13%
$315.21 - $437.41 $80.7K - $112K
430 $188K
COST
Costco Wholesale Corp

Consumer Defensive
117
+ 42.24%
$908.13 - $1056.85 $106K - $124K
394 $390K
VFH
Vanguard Financial ETF

ETFs
64
+ 0.53%
$104.87 - $127.3 $6.71K - $8.15K
12.1K $1.54M
LLY
Eli Lilly & CO

Healthcare
224
+ 17.85%
$713.71 - $898.95 $160K - $201K
1.48K $1.15M
T
At&T Inc.

Communication Services
2.2K
+ 2.83%
$26.33 - $28.94 $57.9K - $63.6K
79.9K $2.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 3.08%
$416.06 - $551.64 $13.3K - $17.7K
1.07K $591K
ICE
Intercontinental Exchange, Inc.

Financial Services
491
+ 51.2%
$151.62 - $183.47 $74.4K - $90.1K
1.45K $266K
PANW
Palo Alto Networks Inc

Technology
422
+ 109.33%
$152.44 - $204.64 $64.3K - $86.4K
808 $165K
TJX
Tjx Companies Inc

Consumer Cyclical
732
+ 12.39%
$119.13 - $135.03 $87.2K - $98.8K
6.64K $819K
JOBY
Joby Aviation, Inc.

Industrials
1K
+ 5.13%
$5.33 - $10.55 $5.33K - $10.6K
20.5K $216K
MA
Mastercard Inc

Financial Services
155
+ 32.09%
$479.92 - $590.74 $74.4K - $91.6K
638 $358K
LMT
Lockheed Martin Corp

Industrials
72
+ 2.12%
$430.82 - $486.45 $31K - $35K
3.47K $1.61M
VOE
Vanguard Mid Cap Value Index F

ETFs
504
+ 101.2%
$141.87 - $164.49 $71.5K - $82.9K
1K $164K
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
2.74K
+ 41.63%
$24.71 - $28.36 $67.6K - $77.6K
9.31K $263K
HD
Home Depot, Inc.

Consumer Cyclical
210
+ 48.84%
$335.24 - $380.78 $70.4K - $80K
640 $234K
VICI
Vici Properties Inc.

Real Estate
2.13K
+ 5.81%
$29.41 - $32.97 $62.6K - $70.2K
38.8K $1.27M
VLO
Valero Energy Corp

Energy
301
+ 3.4%
$104.69 - $141.77 $31.5K - $42.7K
9.16K $1.23M
AMD
Advanced Micro Devices Inc

Technology
420
+ 4200.0%
$78.21 - $143.81 $32.8K - $60.4K
430 $61K
GOOG
Alphabet Inc.

Communication Services
156
+ 11.13%
$146.58 - $180.01 $22.9K - $28.1K
1.56K $276K
Activity Summary
Buys All Purchases 169 New Holdings 42 Increased Positions 127 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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