Goal Vest Advisory LLC New Holdings in Q4 2025

Goal Vest Advisory LLC

  • $488 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BKR
Baker Hughes CO

Energy
35.2K
New
$44.47 - $49.08 $1.57M - $1.73M
35.2K $1.72M
IEMG
Ishares Inc

ETFs
20.9K
New
N/A
20.9K $1.12M
UPS
United Parcel Service Inc

Industrials
9.33K
New
$82.87 - $97.4 $773K - $909K
9.33K $878K
FOXA
Fox Corp

Communication Services
7.3K
New
$57.0 - $66.71 $416K - $487K
7.3K $473K
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.23K
New
$56.5 - $60.52 $295K - $317K
5.23K $306K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.29K
New
$118.2 - $126.51 $271K - $290K
2.29K $277K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.03K
New
$245.79 - $258.02 $253K - $266K
1.03K $253K
RDVY
First Trust Rising Dividend Ac

ETFs
3.73K
New
$65.02 - $68.31 $242K - $255K
3.73K $249K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.05K
New
$55.75 - $58.83 $226K - $238K
4.05K $230K
IXN
Ishares Global Information Tec

ETFs
2.16K
New
$102.05 - $112.09 $220K - $242K
2.16K $228K
PAVE
Global X Fds Us Infrastructure

ETFs
4.22K
New
$46.42 - $48.56 $196K - $205K
4.22K $198K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.42K
New
$115.95 - $121.97 $164K - $173K
1.42K $166K
VTHR
Vanguard Russell 3000 ETF

ETFs
240
New
$288.43 - $303.12 $69.2K - $72.7K
240 $70K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.67K
New
$33.05 - $33.87 $55.1K - $56.5K
1.67K $56K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
New
$4804.01 - $5424.55 $52.8K - $59.7K
11 $52K
UNP
Union Pacific Corp

Industrials
215
New
$216.37 - $237.41 $46.5K - $51K
215 $47K
VICR
Vicor Corp

Technology
520
New
$48.56 - $94.88 $25.3K - $49.3K
520 $46K
WFC
Wells Fargo & Company

Financial Services
508
New
$77.62 - $87.3 $39.4K - $44.3K
508 $42K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
300
New
$131.16 - $141.71 $39.3K - $42.5K
300 $42K
KMI
Kinder Morgan, Inc.

Energy
1.41K
New
$25.84 - $28.46 $36.3K - $40K
1.41K $38K
CB
Chubb LTD

Financial Services
129
New
$268.2 - $296.22 $34.6K - $38.2K
129 $38K
SAP
Sap Se

Technology
143
New
$238.9 - $280.46 $34.2K - $40.1K
143 $34K
HAL
Halliburton CO

Energy
1.24K
New
$21.82 - $28.06 $27K - $34.7K
1.24K $33K
BIIB
Biogen Inc.

Healthcare
198
New
$142.26 - $167.55 $28.2K - $33.2K
198 $33K
CNQ
Canadian Natural Resources LTD

Energy
954
New
$29.91 - $33.57 $28.5K - $32K
954 $32K
CNC
Centene Corp

Healthcare
891
New
$33.15 - $38.7 $29.5K - $34.5K
891 $32K
CVS
Cvs Health Corp

Healthcare
408
New
$76.69 - $83.04 $31.3K - $33.9K
408 $31K
FIS
Fidelity National Information Services, Inc.

Technology
495
New
$61.5 - $68.57 $30.4K - $33.9K
495 $31K
MDT
Medtronic PLC

Healthcare
304
New
$90.06 - $98.43 $27.4K - $29.9K
304 $29K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.5K
New
N/A
1.5K $28K
MDU
Mdu Resources Group Inc

Industrials
1.32K
New
$17.58 - $21.33 $23.3K - $28.2K
1.32K $27K
CTRA
Coterra Energy Inc.

Energy
1.05K
New
$22.58 - $26.79 $23.7K - $28.1K
1.05K $27K
MKC
Mccormick & CO Inc

Consumer Defensive
416
New
$63.83 - $68.91 $26.6K - $28.7K
416 $27K
MOS
Mosaic CO

Basic Materials
1.01K
New
$24.92 - $35.41 $25.3K - $35.9K
1.01K $26K
WTRG
Essential Utilities, Inc.

Utilities
659
New
$38.08 - $41.93 $25.1K - $27.6K
659 $26K
STZ
Constellation Brands, Inc.

Consumer Defensive
205
New
$127.65 - $142.97 $26.2K - $29.3K
205 $26K
KEY
Keycorp

Financial Services
1.48K
New
$16.78 - $18.63 $24.8K - $27.5K
1.48K $26K
SNA
Snap On Inc

Industrials
81
New
$327.33 - $349.13 $26.5K - $28.3K
81 $26K
VTR
Ventas, Inc.

Real Estate
332
New
$67.45 - $78.0 $22.4K - $25.9K
332 $25K
ELS
Equity Lifestyle Properties Inc

Real Estate
416
New
$59.85 - $63.37 $24.9K - $26.4K
416 $25K
SCHW
Schwab Charles Corp

Financial Services
280
New
$91.91 - $97.71 $25.7K - $27.4K
280 $25K
TAP
Molson Coors Beverage CO

Consumer Defensive
534
New
$43.22 - $47.33 $23.1K - $25.3K
534 $24K
IEX
Idex Corp

Industrials
148
New
$160.84 - $173.4 $23.8K - $25.7K
148 $24K
AGNC
Agnc Investment Corp.

Real Estate
2.45K
New
$9.88 - $10.34 $24.2K - $25.3K
2.45K $24K
AGO
Assured Guaranty LTD

Financial Services
266
New
$79.14 - $87.76 $21.1K - $23.3K
266 $23K
HRL
Hormel Foods Corp

Consumer Defensive
1.05K
New
$21.29 - $24.8 $22.3K - $26K
1.05K $23K
HON
Honeywell International Inc

Industrials
122
New
$194.07 - $220.67 $23.7K - $26.9K
122 $23K
SWK
Stanley Black & Decker, Inc.

Industrials
354
New
$64.43 - $75.42 $22.8K - $26.7K
354 $23K
CPB
Campbell Soup CO

Consumer Defensive
747
New
$29.79 - $31.99 $22.3K - $23.9K
747 $23K
Activity Summary
Buys All Purchases 260 New Holdings 157 Increased Positions 103 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email