Goal Vest Advisory LLC New Holdings in Q1 2025

Goal Vest Advisory LLC

  • $352 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DINO
Hf Sinclair Corp

Energy
11.2K
New
$30.66 - $38.48 $343K - $431K
11.2K $370K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1.7K
New
$34.17 - $38.11 $58.2K - $64.9K
1.7K $62K
SNPS
Synopsys Inc

Technology
117
New
$428.58 - $551.54 $50.1K - $64.5K
117 $50K
VEU
Vanguard Ftse All World Ex Us

ETFs
164
New
$56.51 - $62.98 $9.27K - $10.3K
164 $10K
AEP
American Electric Power CO Inc

Utilities
83
New
$90.32 - $109.27 $7.5K - $9.07K
83 $9K
PFF
Ishares Trust Ishares Pfd And

ETFs
200
New
$30.73 - $32.26 $6.15K - $6.45K
200 $6K
PWR
Quanta Services, Inc.

Industrials
25
New
$236.71 - $358.03 $5.92K - $8.95K
25 $6K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
430
New
$9.49 - $9.97 $4.08K - $4.29K
430 $4K
NFLX
Netflix Inc

Communication Services
4
New
$828.4 - $1058.6 $3.31K - $4.23K
4 $3K
VST
Vistra Corp.

Utilities
27
New
$108.49 - $191.89 $2.93K - $5.18K
27 $3K
MS
Morgan Stanley

Financial Services
18
New
$111.68 - $141.08 $2.01K - $2.54K
18 $2K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6
New
$203.38 - $274.79 $1.22K - $1.65K
6 $1K
VRSK
Verisk Analytics, Inc.

Industrials
4
New
$268.63 - $301.33 $1.07K - $1.21K
4 $1K
TDG
Trans Digm Group Inc

Industrials
1
New
$1251.32 - $1394.11 $1.25K - $1.39K
1 $1K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3
New
$402.49 - $513.76 $1.21K - $1.54K
3 $1K
GMED
Globus Medical Inc

Healthcare
20
New
$69.68 - $93.32 $1.39K - $1.87K
20 $1K
WELL
Welltower Inc.

Real Estate
10
New
$124.05 - $156.86 $1.24K - $1.57K
10 $1K
ETN
Eaton Corp PLC

Industrials
6
New
$271.83 - $371.23 $1.63K - $2.23K
6 $1K
VZ
Verizon Communications Inc

Communication Services
31
New
$37.81 - $46.49 $1.17K - $1.44K
31 $1K
BUG
Global X Fds Cybersecurity ETF

ETFs
50
New
$31.56 - $36.78 $1.58K - $1.84K
50 $1K
AMD
Advanced Micro Devices Inc

Technology
10
New
$96.63 - $129.55 $966 - $1.3K
10 $1K
WTW
Willis Towers Watson PLC

Financial Services
3
New
$306.61 - $340.78 $920 - $1.02K
3 $1K
INTU
Intuit Inc

Technology
3
New
$555.63 - $630.23 $1.67K - $1.89K
3 $1K
MU
Micron Technology Inc

Technology
15
New
$86.89 - $109.38 $1.3K - $1.64K
15 $1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
New
$1187.71 - $1432.58 $1.19K - $1.43K
1 $1K
KLAC
Kla Corp

Technology
2
New
$636.62 - $777.63 $1.27K - $1.56K
2 $1K
CDNS
Cadence Design Systems Inc

Technology
5
New
$233.96 - $324.52 $1.17K - $1.62K
5 $1K
EQT
Eqt Corp

Energy
19
New
$46.16 - $54.25 $877 - $1.03K
19 $1K
ADSK
Autodesk, Inc.

Technology
1
New
N/A
1 $0
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3
New
$98.98 - $113.18 $297 - $340
3 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
3
New
$101.42 - $113.2 $304 - $340
3 $0
ANSS
Ansys Inc

Technology
2
New
$316.56 - $360.36 $633 - $721
2 $0
RMD
Resmed Inc

Healthcare
3
New
$219.7 - $257.65 $659 - $773
3 $0
Veralto Corp Com Shs
10
New
N/A
10 $0
TPR
Tapestry, Inc.

Consumer Cyclical
6
New
$65.63 - $89.21 $394 - $535
6 $0
MGM
Mgm Resorts International

Consumer Cyclical
3
New
$29.64 - $40.37 $88.9 - $121
3 $0
IVZ
Invesco Ltd.

Financial Services
9
New
$14.82 - $19.34 $133 - $174
9 $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
9
New
$18.53 - $29.07 $167 - $262
9 $0
AWK
American Water Works Company, Inc.

Utilities
3
New
$121.01 - $149.31 $363 - $448
3 $0
XYL
Xylem Inc.

Industrials
3
New
$114.02 - $132.04 $342 - $396
3 $0
CEG
Constellation Energy Corp

Utilities
2
New
$201.63 - $347.44 $403 - $695
2 $0
IRM
Iron Mountain Inc

Real Estate
4
New
$82.79 - $111.31 $331 - $445
4 $0
CSGP
Costar Group, Inc.

Real Estate
3
New
$69.29 - $80.37 $208 - $241
3 $0
K
Kellogg CO

Consumer Defensive
7
New
$81.06 - $82.9 $567 - $580
7 $0
ABNB
Airbnb, Inc.

Consumer Cyclical
3
New
$119.38 - $161.42 $358 - $484
3 $0
VTRS
Viatris Inc

Healthcare
12
New
$8.68 - $12.42 $104 - $149
12 $0
FMC
Fmc Corp

Basic Materials
3
New
$34.54 - $56.38 $104 - $169
3 $0
DHI
Horton D R Inc

Consumer Cyclical
2
New
$125.29 - $147.65 $251 - $295
2 $0
CTRA
Coterra Energy Inc.

Energy
6
New
$25.51 - $29.83 $153 - $179
6 $0
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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