Goal Vest Advisory LLC Incresed Positions in Q1 2025

Goal Vest Advisory LLC

  • $352 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
60K
+ 175.23%
$69.57 - $78.65 $4.17M - $4.72M
94.2K $7.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
140K
+ 344.45%
$20.7 - $21.15 $2.89M - $2.95M
180K $3.73M
ISRG
Intuitive Surgical Inc

Healthcare
2.84K
+ 2308.94%
$476.63 - $610.45 $1.35M - $1.73M
2.96K $1.47M
SPIB
Spdr Portfolio Intermediate Te

ETFs
27.7K
+ 6.26%
$32.5 - $33.3 $900K - $922K
470K $15.6M
DVY
Ishares Tr

ETFs
5.78K
+ 16.3%
$128.58 - $138.1 $743K - $798K
41.2K $5.47M
ORCL
Oracle Corp

Technology
5.79K
+ 1446.5%
$139.81 - $186.47 $809K - $1.08M
6.19K $864K
ABBV
Abb Vie Inc.

Healthcare
1.26K
+ 9.41%
$169.2 - $216.66 $214K - $273K
14.7K $3.07M
T
At&T Inc.

Communication Services
620
+ 0.8%
$21.56 - $28.28 $13.4K - $17.5K
77.7K $2.2M
PEP
Pepsico Inc

Consumer Defensive
2.81K
+ 30.88%
$142.64 - $156.42 $400K - $439K
11.9K $1.78M
PFG
Principal Financial Group Inc

Financial Services
3.22K
+ 17.62%
$76.34 - $89.04 $246K - $287K
21.5K $1.81M
DHT
Dht Holdings, Inc.

Energy
24.1K
+ 27.21%
$9.33 - $11.85 $225K - $285K
113K $1.21M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.5K
+ 12.05%
$55.75 - $77.63 $83.6K - $116K
14K $1.08M
PM
Philip Morris International Inc.

Consumer Defensive
52
+ 0.56%
$117.15 - $158.79 $6.09K - $8.26K
9.29K $1.47M
NVDA
Nvidia Corp

Technology
9.51K
+ 36.63%
$106.98 - $149.43 $1.02M - $1.42M
35.5K $3.85M
MCD
Mcdonalds Corp

Consumer Cyclical
756
+ 14.3%
$279.74 - $321.29 $211K - $243K
6.04K $1.89M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.91K
+ 19.86%
$48.65 - $53.06 $239K - $260K
29.6K $1.54M
MO
Altria Group, Inc.

Consumer Defensive
2.48K
+ 9.75%
$50.81 - $60.02 $126K - $149K
27.9K $1.68M
SO
Southern CO

Utilities
2.36K
+ 18.09%
$80.96 - $92.96 $191K - $219K
15.4K $1.42M
SON
Sonoco Products CO

Consumer Cyclical
7.67K
+ 42.83%
$44.71 - $49.22 $343K - $378K
25.6K $1.21M
VLO
Valero Energy Corp

Energy
1.92K
+ 27.75%
$121.76 - $142.99 $234K - $275K
8.86K $1.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
696
+ 202.33%
$468.34 - $539.52 $326K - $376K
1.04K $487K
PG
Procter & Gamble CO

Consumer Defensive
1.64K
+ 19.08%
$158.56 - $176.26 $260K - $289K
10.2K $1.74M
VICI
Vici Properties Inc.

Real Estate
5.55K
+ 17.84%
$28.21 - $32.68 $157K - $181K
36.7K $1.2M
CSCO
Cisco Systems, Inc.

Technology
2.82K
+ 6.33%
$58.74 - $64.87 $166K - $183K
47.4K $2.92M
MRK
Merck & Co., Inc.

Healthcare
4.26K
+ 42.43%
$83.01 - $101.02 $353K - $430K
14.3K $1.28M
UL
Unilever PLC

Consumer Defensive
3.87K
+ 20.72%
$54.72 - $60.29 $211K - $233K
22.5K $1.34M
PGR
Progressive Corp

Financial Services
187
+ 3.66%
$235.61 - $291.22 $44.1K - $54.5K
5.3K $1.5M
LMT
Lockheed Martin Corp

Industrials
823
+ 31.94%
$423.19 - $506.29 $348K - $417K
3.4K $1.52M
WMB
Williams Companies, Inc.

Energy
1.54K
+ 5.07%
$54.02 - $61.09 $83.3K - $94.2K
31.9K $1.91M
STWD
Starwood Property Trust, Inc.

Real Estate
11K
+ 23.01%
$18.41 - $20.53 $203K - $227K
59K $1.17M
CVX
Chevron Corp

Energy
482
+ 6.57%
$146.71 - $167.97 $70.7K - $81K
7.82K $1.31M
ARCC
Ares Capital Corp

Financial Services
8.76K
+ 14.63%
$21.28 - $23.81 $186K - $208K
68.6K $1.52M
SHW
Sherwin Williams CO

Basic Materials
510
+ 17.86%
$330.16 - $365.55 $168K - $186K
3.37K $1.18M
TSCO
Tractor Supply CO

Consumer Cyclical
2.1K
+ 5.36%
$51.66 - $57.94 $109K - $122K
41.3K $2.28M
FSK
Fs Kkr Capital Corp

Financial Services
11.1K
+ 19.16%
$20.47 - $24.06 $226K - $266K
68.8K $1.44M
SCCO
Southern Copper Corp

Basic Materials
1.42K
+ 8.52%
$85.92 - $101.48 $122K - $144K
18K $1.69M
LNG
Cheniere Energy, Inc.

Energy
250
+ 3.7%
$209.32 - $253.66 $52.3K - $63.4K
7K $1.62M
L
Loews Corp

Financial Services
603
+ 3.86%
$81.13 - $91.91 $48.9K - $55.4K
16.2K $1.49M
OHI
Omega Healthcare Investors Inc

Real Estate
4.01K
+ 11.84%
$35.7 - $38.33 $143K - $154K
37.9K $1.44M
NRG
Nrg Energy, Inc.

Utilities
404
+ 2.09%
$84.82 - $113.33 $34.3K - $45.8K
19.8K $1.89M
OKE
Oneok Inc

Energy
1.56K
+ 9.29%
$89.57 - $109.85 $140K - $172K
18.4K $1.83M
IP
International Paper CO

Consumer Cyclical
2.65K
+ 9.69%
$49.38 - $60.09 $131K - $159K
29.9K $1.6M
FCX
Freeport Mcmoran Inc

Basic Materials
3.51K
+ 14.12%
$34.5 - $43.01 $121K - $151K
28.4K $1.07M
TMUS
T Mobile Us, Inc.

Communication Services
354
+ 57.56%
$211.3 - $272.83 $74.8K - $96.6K
969 $258K
TJX
Tjx Companies Inc

Consumer Cyclical
808
+ 15.84%
$112.81 - $126.16 $91.2K - $102K
5.91K $719K
CTAS
Cintas Corp

Industrials
406
+ 47.21%
$182.09 - $208.14 $73.9K - $84.5K
1.27K $260K
GS
Goldman Sachs Group Inc

Financial Services
298
+ 12.74%
$524.81 - $672.19 $156K - $200K
2.64K $1.44M
LLY
Eli Lilly & CO

Healthcare
42
+ 3.46%
$725.72 - $929.72 $30.5K - $39K
1.26K $1.04M
META
Meta Platforms, Inc.

Communication Services
179
+ 88.61%
$576.36 - $736.67 $103K - $132K
381 $219K
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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