Goal Vest Advisory LLC New Holdings in Q2 2025

Goal Vest Advisory LLC

  • $393 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
81K
New
$62.73 - $78.42 $5.08M - $6.35M
81K $6.28M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
67.6K
New
$29.44 - $33.91 $1.99M - $2.29M
67.6K $2.21M
BWXT
Bwx Technologies, Inc.

Industrials
2.59K
New
$89.24 - $144.06 $231K - $373K
2.59K $373K
FLR
Fluor Corp

Industrials
6.7K
New
$30.86 - $51.42 $207K - $345K
6.7K $343K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
9.12K
New
$17.11 - $21.71 $156K - $198K
9.12K $197K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.6K
New
$100.44 - $129.37 $161K - $207K
1.6K $164K
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.29K
New
$30.29 - $30.83 $160K - $163K
5.29K $163K
MUB
Ishares National Muni Bond ETF

ETFs
1.55K
New
$102.31 - $105.8 $158K - $164K
1.55K $161K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.62K
New
$40.82 - $43.14 $107K - $113K
2.62K $112K
HYG
Ishares Tr

ETFs
1.3K
New
$75.75 - $80.65 $98.6K - $105K
1.3K $105K
HYD
Vaneck High Yield Muni ETF

ETFs
1.9K
New
$49.08 - $51.35 $93.3K - $97.6K
1.9K $95K
IWS
Ishares Russell Midcap Value E

ETFs
658
New
$110.58 - $132.14 $72.8K - $86.9K
658 $86K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.63K
New
$45.12 - $46.23 $73.3K - $75.1K
1.63K $75K
QUAL
Ishares Msci Usa Quality Facto

ETFs
359
New
$152.42 - $182.82 $54.7K - $65.6K
359 $65K
FTSL
First Trust Senior Ln Fund

ETFs
947
New
$44.58 - $46.07 $42.2K - $43.6K
947 $43K
RSP
Invesco S&P 500 Equal Weight E

ETFs
189
New
$152.93 - $181.74 $28.9K - $34.3K
189 $34K
COF
Capital One Financial Corp

Financial Services
150
New
$150.57 - $212.76 $22.6K - $31.9K
150 $31K
EMB
Ishares Tr

ETFs
244
New
$86.54 - $92.62 $21.1K - $22.6K
244 $22K
SRLN
Ssga Active Trust

ETFs
516
New
$39.47 - $41.59 $20.4K - $21.5K
516 $21K
WEC
Wec Energy Group, Inc.

Utilities
190
New
$102.24 - $109.76 $19.4K - $20.9K
190 $19K
DTE
Dte Energy CO

Utilities
145
New
$127.39 - $139.49 $18.5K - $20.2K
145 $19K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
123
New
$113.67 - $150.4 $14K - $18.5K
123 $18K
FNF
Fidelity National Financial, Inc.

Financial Services
290
New
$53.62 - $66.59 $15.5K - $19.3K
290 $16K
LEU
Centrus Energy Corp

Energy
90
New
$54.43 - $208.81 $4.9K - $18.8K
90 $16K
GIS
General Mills Inc

Consumer Defensive
295
New
$50.37 - $60.97 $14.9K - $18K
295 $15K
ESS
Essex Property Trust, Inc.

Real Estate
50
New
N/A
50 $13K
SMR
Nuscale Power Corp

Industrials
343
New
$12.6 - $43.24 $4.32K - $14.8K
343 $13K
UNM
Unum Group

Financial Services
140
New
$70.48 - $82.91 $9.87K - $11.6K
140 $11K
OMF
One Main Holdings, Inc.

Financial Services
185
New
$40.42 - $57.0 $7.48K - $10.5K
185 $10K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
182
New
$25.35 - $64.65 $4.61K - $11.8K
182 $9K
HRB
H&R Block Inc

Consumer Cyclical
170
New
$54.32 - $63.04 $9.23K - $10.7K
170 $9K
BBY
Best Buy CO Inc

Consumer Cyclical
110
New
$56.17 - $75.73 $6.18K - $8.33K
110 $7K
SOUN
Soundhound Ai, Inc.

Technology
710
New
$7.18 - $11.76 $5.1K - $8.35K
710 $7K
WEN
Wendy'S CO

Consumer Cyclical
365
New
$11.11 - $14.72 $4.06K - $5.37K
365 $4K
PRU
Prudential Financial Inc

Financial Services
35
New
$95.12 - $112.71 $3.33K - $3.94K
35 $3K
KMB
Kimberly Clark Corp

Consumer Defensive
30
New
$126.84 - $145.22 $3.81K - $4.36K
30 $3K
ASIX
Advan Six Inc.

Basic Materials
1
New
$18.69 - $24.81 $18.7 - $24.8
1 $0
Tempus Ai Inc Cl A
127
New
N/A
127 $0
Lazard Inc Com
100
New
N/A
100 $0
Barrick Mng Corp Com Shs
2K
New
N/A
2K $0
ALCC
Alt C Acquisition Corp.

Financial Services
204
New
N/A
204 $0
Activity Summary
Buys All Purchases 169 New Holdings 42 Increased Positions 127 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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