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
GOOG
Alphabet Inc.

Communication Services
259
+ 22.48%
$149.54 - $192.66 $38.7K - $49.9K
1.41K $235K
APD
Air Products & Chemicals, Inc.

Basic Materials
71
+ 142.0%
$247.34 - $300.11 $17.6K - $21.3K
121 $36K
SPGI
S&P Global Inc.

Financial Services
24
+ 18.6%
$446.32 - $527.38 $10.7K - $12.7K
153 $79K
DHT
Dht Holdings, Inc.

Energy
6.71K
+ 6.89%
$10.25 - $12.05 $68.7K - $80.8K
104K $1.15M
CRWD
Crowd Strike Holdings, Inc.

Technology
77
+ 1540.0%
$217.89 - $392.15 $16.8K - $30.2K
82 $22K
LHX
L3 Harris Technologies, Inc.

Industrials
55
+ 62.5%
$221.96 - $243.27 $12.2K - $13.4K
143 $34K
NXPI
Nxp Semiconductors N.V.

Technology
59
+ 122.92%
$225.14 - $290.78 $13.3K - $17.2K
107 $25K
CVX
Chevron Corp

Energy
467
+ 6.96%
$137.88 - $161.97 $64.4K - $75.6K
7.17K $1.06M
PAA
Plains All American Pipeline LP

Energy
570
+ 5.83%
$17.0 - $19.03 $9.69K - $10.8K
10.3K $179K
FSK
Fs Kkr Capital Corp

Financial Services
191
+ 0.35%
$18.74 - $20.43 $3.58K - $3.9K
55K $1.08M
Ft Vest U.S. Equity Moderate Buffer ETF June
49
+ 1.28%
N/A
3.87K $0
Alpha Architect 1 3 Month Box ETF
71.2K
+ 373.67%
N/A
90.2K $0
Jpmorgan Limited Duration Bond ETF
6
+ 1.09%
N/A
558 $0
EW
Edwards Lifesciences Corp

Healthcare
201
+ 31.16%
$59.7 - $93.78 $12K - $18.8K
846 $55K
MRK
Merck & Co., Inc.

Healthcare
677
+ 6.72%
$111.15 - $128.97 $75.2K - $87.3K
10.7K $1.22M
VLO
Valero Energy Corp

Energy
504
+ 7.73%
$132.81 - $163.48 $66.9K - $82.4K
7.02K $948K
GOOGL
Alphabet Inc.

Communication Services
568
+ 3.61%
$148.65 - $191.18 $84.4K - $109K
16.3K $2.7M
ASML
Asml Holding Nv

Technology
78
+ 3.89%
$749.82 - $1098.95 $58.5K - $85.7K
2.08K $1.74M
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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