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
AAL
American Airlines Group Inc.

Industrials
15
+ 0.6%
N/A
2.52K $27K
CBRE
Cbre Group, Inc.

Real Estate
3
+ 18.75%
$121.79 - $147.13 $365 - $441
19 $2K
GLW
Corning Inc

Technology
8
+ 8.0%
$44.91 - $54.25 $359 - $434
108 $4K
TXN
Texas Instruments Inc

Technology
3
+ 4.05%
N/A
77 $14K
PFE
Pfizer Inc

Healthcare
36
+ 4.57%
$25.01 - $27.13 $900 - $977
824 $20K
CAG
Conagra Brands Inc.

Consumer Defensive
8
+ 0.97%
$23.9 - $27.67 $191 - $221
835 $22K
STX
Seagate Technology Holdings PLC

Technology
5
+ 2.08%
$84.92 - $108.42 $425 - $542
245 $20K
OXY
Occidental Petroleum Corp

Energy
7
+ 13.21%
$45.45 - $52.7 $318 - $369
60 $2K
Virgin Galactic Holdings Inc Com New
100
+ 83.33%
N/A
220 $0
Linde PLC Shs
3
+ 4.62%
N/A
68 $0
Kenvue Inc Com
6.92K
+ 7.29%
N/A
102K $0
Alpha Architect 1 3 Month Box ETF
948
+ 2.3%
N/A
42.1K $0
Jpmorgan Limited Duration Bond ETF
6
+ 1.06%
N/A
571 $0
WFC
Wells Fargo & Company

Financial Services
9
+ 60.0%
$66.78 - $81.42 $601 - $733
24 $1K
JCI
Johnson Controls International PLC

Industrials
3
+ 1.96%
$76.12 - $90.6 $228 - $272
156 $12K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 1.37%
$283.24 - $338.07 $283 - $338
74 $21K
Ishares Bitcoin Trust ETF
50
+ 12.38%
N/A
454 $0
FIS
Fidelity National Information Services, Inc.

Technology
3
+ 3.9%
$68.12 - $83.42 $204 - $250
80 $5K
MSI
Motorola Solutions, Inc.

Technology
3
+ 2.63%
$411.73 - $482.1 $1.24K - $1.45K
117 $51K
EQIX
Equinix Inc

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

Consumer Defensive
1
+ 0.5%
$141.76 - $162.89 $142 - $163
201 $29K
PANW
Palo Alto Networks Inc

Technology
4
+ 1.05%
$167.82 - $208.28 $671 - $833
386 $65K
BAC
Bank Of America Corp

Financial Services
41
+ 1.64%
$39.61 - $47.74 $1.62K - $1.96K
2.53K $105K
CMI
Cummins Inc

Industrials
273
+ 10.62%
$312.92 - $386.07 $85.4K - $105K
2.84K $891K
DIS
Walt Disney CO

Communication Services
5
+ 0.76%
$96.87 - $114.0 $484 - $570
662 $65K
DAL
Delta Air Lines, Inc.

Industrials
15
+ 1.44%
$43.6 - $69.06 $654 - $1.04K
1.06K $46K
UAL
United Airlines Holdings, Inc.

Industrials
3
+ 0.43%
$69.05 - $110.52 $207 - $332
695 $47K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.26%
$554.06 - $615.85 $1.11K - $1.23K
767 $428K
JOBY
Joby Aviation, Inc.

Industrials
1.5K
+ 8.33%
$5.99 - $10.27 $8.99K - $15.4K
19.5K $119K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3
+ 0.13%
$65.15 - $91.81 $195 - $275
2.34K $152K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.98K
+ 7.54%
$67.24 - $84.27 $133K - $167K
28.2K $1.93M
AAPL
Apple Inc.

Technology
949
+ 8.35%
$209.68 - $247.1 $199K - $234K
12.3K $2.73M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
501
+ 1.87%
$191.06 - $228.87 $95.7K - $115K
27.3K $5.25M
MSFT
Microsoft Corp

Technology
724
+ 6.6%
$375.39 - $447.2 $272K - $324K
11.7K $4.39M
TSLA
Tesla, Inc.

Consumer Cyclical
4.76K
+ 46.77%
$222.15 - $428.22 $1.06M - $2.04M
14.9K $3.87M
AMZN
Amazon Com Inc

Consumer Cyclical
471
+ 3.47%
$190.26 - $242.06 $89.6K - $114K
14K $2.67M
BX
Blackstone Inc.

Financial Services
1.24K
+ 8.1%
$136.53 - $186.74 $170K - $232K
16.6K $2.32M
GNRC
Generac Holdings Inc.

Industrials
300
+ 1.81%
$126.65 - $164.06 $38K - $49.2K
16.9K $2.14M
GOOGL
Alphabet Inc.

Communication Services
342
+ 1.87%
$154.33 - $206.19 $52.8K - $70.5K
18.6K $2.87M
AVGO
Broadcom Inc.

Technology
145
+ 1.17%
$167.43 - $244.7 $24.3K - $35.5K
12.5K $2.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.07K
+ 1.3%
$507.05 - $563.67 $1.56M - $1.73M
239K $122M
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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