Goal Vest Advisory LLC Incresed Positions in Q3 2024

Goal Vest Advisory LLC

  • $331 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3.27K
+ 4.36%
$341.08 - $391.94 $1.11M - $1.28M
78.2K $30M
SPIB
Spdr Portfolio Intermediate Te

ETFs
23.5K
+ 10.18%
$32.36 - $33.78 $760K - $793K
254K $8.57M
VB
Vanguard Small Cap ETF

ETFs
1.53K
+ 4.71%
$214.77 - $237.72 $329K - $365K
34.1K $8.1M
DVY
Ishares Tr

ETFs
1.36K
+ 5.25%
$119.99 - $135.74 $164K - $185K
27.3K $3.69M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
2.48K
+ 10.42%
$169.73 - $204.18 $421K - $506K
26.3K $5.19M
IEFA
Ishares Tr

ETFs
4.5K
+ 16.39%
$70.09 - $78.74 $316K - $355K
32K $2.5M
AAPL
Apple Inc.

Technology
1.13K
+ 10.88%
$207.23 - $234.82 $234K - $265K
11.5K $2.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
291
+ 5.3%
$405.19 - $478.57 $118K - $139K
5.78K $2.66M
WMT
Walmart Inc.

Consumer Defensive
371
+ 1.49%
$66.91 - $81.4 $24.8K - $30.2K
25.3K $2.04M
V
Visa Inc.

Financial Services
836
+ 9.06%
$253.74 - $291.56 $212K - $244K
10.1K $2.77M
LMT
Lockheed Martin Corp

Industrials
52
+ 2.0%
$460.3 - $584.56 $23.9K - $30.4K
2.65K $1.55M
EEM
Ishares Msci Emerging Markets

ETFs
4.83K
+ 14.08%
$40.42 - $46.7 $195K - $226K
39.1K $1.79M
UNH
Unitedhealth Group Inc

Healthcare
124
+ 3.97%
$488.01 - $604.18 $60.5K - $74.9K
3.25K $1.9M
T
At&T Inc.

Communication Services
2.16K
+ 2.76%
$18.21 - $22.28 $39.4K - $48.2K
80.5K $1.77M
AVGO
Broadcom Inc.

Technology
11.9K
+ 956.29%
$136.27 - $1745.86 $1.62M - $20.7M
13.1K $2.26M
OHI
Omega Healthcare Investors Inc

Real Estate
993
+ 2.99%
$33.55 - $41.29 $33.3K - $41K
34.2K $1.39M
JPM
Jpmorgan Chase & CO

Financial Services
554
+ 4.06%
$194.9 - $224.8 $108K - $125K
14.2K $2.99M
MO
Altria Group, Inc.

Consumer Defensive
1.77K
+ 7.09%
$45.95 - $54.71 $81.5K - $97.1K
26.8K $1.37M
UL
Unilever PLC

Consumer Defensive
656
+ 3.64%
$54.7 - $65.59 $35.9K - $43K
18.7K $1.21M
PM
Philip Morris International Inc.

Consumer Defensive
225
+ 2.35%
$101.25 - $127.45 $22.8K - $28.7K
9.81K $1.19M
OKE
Oneok Inc

Energy
574
+ 3.36%
$78.62 - $95.27 $45.1K - $54.7K
17.7K $1.61M
PFG
Principal Financial Group Inc

Financial Services
960
+ 5.63%
$72.94 - $87.46 $70K - $84K
18K $1.55M
IP
International Paper CO

Consumer Cyclical
1.03K
+ 3.73%
$42.55 - $49.98 $44K - $51.7K
28.7K $1.4M
SO
Southern CO

Utilities
366
+ 2.86%
$77.0 - $90.52 $28.2K - $33.1K
13.2K $1.19M
VICI
Vici Properties Inc.

Real Estate
1.22K
+ 3.88%
$27.64 - $34.08 $33.8K - $41.7K
32.8K $1.09M
CSCO
Cisco Systems, Inc.

Technology
29
+ 0.1%
$44.74 - $53.22 $1.3K - $1.54K
30.2K $1.61M
SON
Sonoco Products CO

Consumer Cyclical
1.62K
+ 8.43%
$48.33 - $56.57 $78.5K - $91.9K
20.9K $1.14M
WMB
Williams Companies, Inc.

Energy
974
+ 3.07%
$41.24 - $46.22 $40.2K - $45K
32.7K $1.49M
STWD
Starwood Property Trust, Inc.

Real Estate
3.44K
+ 8.06%
$18.75 - $21.11 $64.5K - $72.6K
46.1K $940K
PG
Procter & Gamble CO

Consumer Defensive
308
+ 3.77%
$160.76 - $177.82 $49.5K - $54.8K
8.47K $1.47M
PEP
Pepsico Inc

Consumer Defensive
339
+ 3.4%
$161.9 - $179.3 $54.9K - $60.8K
10.3K $1.75M
AMZN
Amazon Com Inc

Consumer Cyclical
978
+ 7.59%
$161.02 - $200.0 $157K - $196K
13.9K $2.58M
MSFT
Microsoft Corp

Technology
611
+ 5.89%
$395.15 - $467.56 $241K - $286K
11K $4.72M
ARCC
Ares Capital Corp

Financial Services
3.13K
+ 5.56%
$19.8 - $21.28 $62K - $66.7K
59.5K $1.24M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.91K
+ 8.46%
$44.66 - $49.15 $85.2K - $93.7K
24.4K $1.15M
IWF
Ishares Russell 1000 Gr ETF

ETFs
136
+ 8.1%
$332.02 - $382.76 $45.2K - $52.1K
1.82K $681K
META
Meta Platforms, Inc.

Communication Services
71
+ 25.18%
$453.41 - $572.44 $32.2K - $40.6K
353 $202K
TJX
Tjx Companies Inc

Consumer Cyclical
176
+ 3.45%
$107.93 - $120.23 $19K - $21.2K
5.28K $620K
HD
Home Depot, Inc.

Consumer Cyclical
95
+ 41.3%
$333.64 - $405.2 $31.7K - $38.5K
325 $131K
NVDA
Nvidia Corp

Technology
880
+ 3.23%
$98.91 - $134.91 $87K - $119K
28.1K $3.42M
ICE
Intercontinental Exchange, Inc.

Financial Services
103
+ 15.85%
$136.93 - $162.81 $14.1K - $16.8K
753 $120K
QCOM
Qualcomm Inc

Technology
208
+ 180.87%
$156.12 - $209.64 $32.5K - $43.6K
323 $54K
CRM
Salesforce, Inc.

Technology
64
+ 7.22%
$238.42 - $276.53 $15.3K - $17.7K
951 $260K
TT
Trane Technologies PLC

Industrials
63
+ 70.0%
$314.21 - $388.71 $19.8K - $24.5K
153 $59K
CB
Chubb LTD

Financial Services
88
+ 97.78%
$252.51 - $292.2 $22.2K - $25.7K
178 $51K
IEMG
Ishares Inc

ETFs
548
+ 306.15%
$53.64 - $53.64 $29.4K - $29.4K
727 $38K
CTAS
Cintas Corp

Industrials
645
+ 300.0%
$201.38 - $819.83 $130K - $529K
860 $177K
MPC
Marathon Petroleum Corp

Energy
221
+ 23.24%
$158.61 - $180.75 $35.1K - $39.9K
1.17K $190K
CME
Cme Group Inc.

Financial Services
111
+ 222.0%
$193.43 - $220.62 $21.5K - $24.5K
161 $35K
Activity Summary
Buys All Purchases 145 New Holdings 76 Increased Positions 69 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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