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
MOS
Mosaic CO

Basic Materials
5
New
$23.08 - $28.8 $115 - $144
5 $0
GPC
Genuine Parts CO

Consumer Cyclical
1
New
$115.91 - $129.02 $116 - $129
1 $0
EOG
Eog Resources Inc

Energy
4
New
$120.54 - $138.05 $482 - $552
4 $0
OMC
Omnicom Group Inc.

Communication Services
3
New
$79.43 - $88.34 $238 - $265
3 $0
Ge Healthcare Technologies Inc Common Stock
4
New
N/A
4 $0
KMI
Kinder Morgan, Inc.

Energy
16
New
$26.1 - $31.22 $418 - $500
16 $0
CF
Cf Industries Holdings, Inc.

Basic Materials
3
New
$75.03 - $97.25 $225 - $292
3 $0
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
New
$634.14 - $744.83 $634 - $745
1 $0
NWS
News Corp New Cl B Com Stk (De

Communication Services
7
New
$29.66 - $35.0 $208 - $245
7 $0
NWSA
News Corp

Communication Services
7
New
$26.29 - $30.49 $184 - $213
7 $0
LNT
Alliant Energy Corp

Utilities
3
New
$56.66 - $66.04 $170 - $198
3 $0
BWA
Borgwarner Inc

Consumer Cyclical
7
New
$27.78 - $32.9 $194 - $230
7 $0
NUE
Nucor Corp

Basic Materials
3
New
$114.48 - $142.52 $343 - $428
3 $0
BMY
Bristol Myers Squibb CO

Healthcare
8
New
$53.9 - $63.11 $431 - $505
8 $0
WRB
Berkley W R Corp

Financial Services
6
New
$56.7 - $71.27 $340 - $428
6 $0
O
Realty Income Corp

Real Estate
3
New
$51.67 - $58.49 $155 - $175
3 $0
C
Citigroup Inc

Financial Services
3
New
$67.23 - $84.63 $202 - $254
3 $0
TROW
Price T Rowe Group Inc

Financial Services
3
New
$91.57 - $116.93 $275 - $351
3 $0
TRV
Travelers Companies, Inc.

Financial Services
1
New
$232.43 - $265.13 $232 - $265
1 $0
ON
On Semiconductor Corp

Technology
3
New
$40.69 - $64.51 $122 - $194
3 $0
U
Unity Software Inc.

Technology
50
New
$19.44 - $28.34 $972 - $1.42K
50 $0
CL
Colgate Palmolive CO

Consumer Defensive
4
New
$85.68 - $97.5 $343 - $390
4 $0
AIG
American International Group, Inc.

Financial Services
3
New
$70.5 - $86.94 $212 - $261
3 $0
KHC
Kraft Heinz CO

Consumer Defensive
7
New
$28.51 - $32.22 $200 - $226
7 $0
NDAQ
Nasdaq, Inc.

Financial Services
9
New
$72.17 - $83.76 $650 - $754
9 $0
CAH
Cardinal Health Inc

Healthcare
3
New
$118.02 - $137.77 $354 - $413
3 $0
CFG
Citizens Financial Group Inc

Financial Services
4
New
$39.73 - $48.36 $159 - $193
4 $0
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3
New
$80.53 - $147.57 $242 - $443
3 $0
TRMB
Trimble Inc.

Technology
6
New
$65.52 - $77.49 $393 - $465
6 $0
Ge Vernova Inc Com
3
New
N/A
3 $0
Smurfit Westrock PLC Shs
4
New
N/A
4 $0
NTAP
Net App, Inc.

Technology
3
New
$87.84 - $126.3 $264 - $379
3 $0
SWKS
Skyworks Solutions, Inc.

Technology
3
New
$64.12 - $93.96 $192 - $282
3 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
3
New
$123.3 - $154.95 $370 - $465
3 $0
ECL
Ecolab Inc.

Basic Materials
3
New
$229.72 - $269.82 $689 - $809
3 $0
ALB
Albemarle Corp

Basic Materials
3
New
$69.95 - $97.49 $210 - $292
3 $0
CPB
Campbell Soup CO

Consumer Defensive
4
New
$37.29 - $42.04 $149 - $168
4 $0
PKI
Perkinelmer Inc

Healthcare
3
New
N/A
3 $0
TGT
Target Corp

Consumer Defensive
2
New
$103.65 - $142.5 $207 - $285
2 $0
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
54
New
$14.67 - $22.01 $792 - $1.19K
54 $0
HPQ
Hp Inc

Technology
10
New
$27.69 - $34.72 $277 - $347
10 $0
GILD
Gilead Sciences, Inc.

Healthcare
3
New
$89.14 - $117.41 $267 - $352
3 $0
BKR
Baker Hughes CO

Energy
5
New
$41.16 - $48.85 $206 - $244
5 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
3
New
$54.27 - $63.81 $163 - $191
3 $0
ZION
Zions Bancorporation, National Association

Financial Services
4
New
$47.0 - $59.03 $188 - $236
4 $0
Arista Networks Inc Com Shs
209
New
N/A
209 $0
TECH
Bio Techne Corp

Healthcare
3
New
$58.47 - $78.75 $175 - $236
3 $0
AOS
Smith A O Corp

Industrials
3
New
$65.16 - $72.69 $195 - $218
3 $0
FE
Firstenergy Corp

Utilities
3
New
$37.95 - $43.5 $114 - $131
3 $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
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