Goal Vest Advisory LLC New Holdings in Q3 2024

Goal Vest Advisory LLC

  • $331 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
37.7K
New
$81.17 - $90.77 $3.06M - $3.42M
37.7K $3.37M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
15K
New
$10.84 - $11.33 $163K - $170K
15K $168K
VMC
Vulcan Materials CO

Basic Materials
501
New
$231.83 - $274.51 $116K - $138K
501 $125K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2K
New
$54.98 - $59.51 $110K - $119K
2K $119K
FXE
Invesco Currency Shares Euro Trust

ETFs
1.09K
New
$99.07 - $103.41 $108K - $113K
1.09K $112K
RWL
Invesco Exchange Traded Fd Tr

ETFs
658
New
$90.36 - $98.07 $59.5K - $64.5K
658 $64K
TRMK
Trustmark Corp

Financial Services
1.99K
New
$29.23 - $35.42 $58K - $70.3K
1.99K $63K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.67K
New
$22.38 - $23.66 $59.8K - $63.2K
2.67K $62K
IWD
Ishares Russell 1000 Val ETF

ETFs
298
New
$173.36 - $189.8 $51.7K - $56.6K
298 $56K
UNP
Union Pacific Corp

Industrials
223
New
$221.78 - $256.09 $49.5K - $57.1K
223 $54K
MSI
Motorola Solutions, Inc.

Technology
114
New
$385.65 - $450.49 $44K - $51.4K
114 $51K
ETN
Eaton Corp PLC

Industrials
148
New
$272.52 - $333.02 $40.3K - $49.3K
148 $49K
SKYY
First Trust Cloud Computing Et

ETFs
444
New
$86.45 - $102.48 $38.4K - $45.5K
444 $45K
KEX
Kirby Corp

Industrials
332
New
$107.57 - $129.59 $35.7K - $43K
332 $40K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
595
New
$60.25 - $66.85 $35.8K - $39.8K
595 $39K
TGTX
Tg Therapeutics, Inc.

Healthcare
1.34K
New
$17.21 - $25.28 $23.1K - $34K
1.34K $31K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.12K
New
$24.39 - $25.28 $27.4K - $28.4K
1.12K $28K
ROBO
Robo Global Robotics And Autom

ETFs
491
New
$50.56 - $58.65 $24.8K - $28.8K
491 $28K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
675
New
$32.65 - $36.69 $22K - $24.8K
675 $24K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
974
New
$17.57 - $25.19 $17.1K - $24.5K
974 $23K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
168
New
$110.22 - $120.89 $18.5K - $20.3K
168 $20K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
426
New
$44.9 - $47.55 $19.1K - $20.3K
426 $20K
AMD
Advanced Micro Devices Inc

Technology
114
New
$128.67 - $183.96 $14.7K - $21K
114 $18K
SUN
Sunoco LP

Energy
337
New
$50.23 - $58.53 $16.9K - $19.7K
337 $18K
VONG
Vanguard Russell 1000 Growth E

ETFs
195
New
$85.48 - $98.39 $16.7K - $19.2K
195 $18K
PNQI
Invesco Nasdaq Internet ETF

ETFs
410
New
$37.37 - $43.48 $15.3K - $17.8K
410 $17K
IQV
Iqvia Holdings Inc.

Healthcare
69
New
$206.81 - $251.55 $14.3K - $17.4K
69 $16K
DVN
Devon Energy Corp

Energy
415
New
$37.87 - $48.65 $15.7K - $20.2K
415 $16K
AMAT
Applied Materials Inc

Technology
75
New
$174.88 - $254.97 $13.1K - $19.1K
75 $15K
BNDX
Vanguard Total International B

ETFs
294
New
$48.42 - $50.35 $14.2K - $14.8K
294 $14K
BBY
Best Buy CO Inc

Consumer Cyclical
143
New
$80.23 - $103.29 $11.5K - $14.8K
143 $14K
STE
Steris PLC

Healthcare
61
New
$213.51 - $247.14 $13K - $15.1K
61 $14K
PARA
Paramount Global

Communication Services
1.28K
New
$9.98 - $11.95 $12.8K - $15.3K
1.28K $13K
KHC
Kraft Heinz CO

Consumer Defensive
394
New
$31.86 - $36.13 $12.6K - $14.2K
394 $13K
VCIT
Vanguard Intermediate Term Cor

ETFs
151
New
$79.29 - $84.02 $12K - $12.7K
151 $12K
DRI
Darden Restaurants Inc

Consumer Cyclical
74
New
$138.06 - $172.74 $10.2K - $12.8K
74 $12K
PEG
Public Service Enterprise Group Inc

Utilities
130
New
$73.58 - $89.21 $9.57K - $11.6K
130 $11K
DXCM
Dexcom Inc

Healthcare
176
New
$64.0 - $116.06 $11.3K - $20.4K
176 $11K
JCI
Johnson Controls International PLC

Industrials
153
New
$65.52 - $77.61 $10K - $11.9K
153 $11K
FANG
Diamondback Energy, Inc.

Energy
62
New
$168.46 - $210.94 $10.4K - $13.1K
62 $10K
IDEV
Ishares Core Msci Intl Develop

ETFs
143
New
$63.46 - $71.43 $9.07K - $10.2K
143 $10K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
516
New
$19.74 - $20.07 $10.2K - $10.4K
516 $10K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
142
New
$66.56 - $75.11 $9.45K - $10.7K
142 $10K
SBUX
Starbucks Corp

Consumer Cyclical
107
New
$72.51 - $98.6 $7.76K - $10.6K
107 $10K
ALL
Allstate Corp

Financial Services
52
New
$158.43 - $192.86 $8.24K - $10K
52 $9K
FISV
Fiserv Inc

Technology
79
New
N/A
79 $9K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
100
New
$90.87 - $102.43 $9.09K - $10.2K
100 $9K
FMB
First Tr Exchange Traded Fd Ii

ETFs
191
New
$51.0 - $52.05 $9.74K - $9.94K
191 $9K
ET
Energy Transfer LP

Energy
583
New
$15.43 - $16.44 $9K - $9.58K
583 $9K
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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