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
ETR
Entergy Corp

Utilities
6
New
$75.26 - $87.89 $452 - $527
6 $0
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
3
New
$25.0 - $39.76 $75 - $119
3 $0
MTCH
Match Group, Inc.

Communication Services
5
New
$30.08 - $36.47 $150 - $182
5 $0
ADCT
Adc Therapeutics Sa

Healthcare
50
New
$1.39 - $2.02 $69.5 - $101
50 $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3
New
$47.79 - $59.89 $143 - $180
3 $0
CARR
Carrier Global Corp

Industrials
3
New
$62.07 - $70.55 $186 - $212
3 $0
INCY
Incyte Corp

Healthcare
3
New
$60.0 - $75.26 $180 - $226
3 $0
HBAN
Huntington Bancshares Inc

Financial Services
12
New
$14.28 - $17.39 $171 - $209
12 $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
12
New
$9.19 - $12.93 $110 - $155
12 $0
REG
Regency Centers Corp

Real Estate
3
New
$68.83 - $77.74 $206 - $233
3 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
20
New
N/A
20 $0
LEN
Lennar Corp

Consumer Cyclical
3
New
$113.93 - $141.54 $342 - $425
3 $0
CSX
Csx Corp

Industrials
13
New
$29.11 - $33.67 $378 - $438
13 $0
EMN
Eastman Chemical CO

Basic Materials
4
New
$87.05 - $103.47 $348 - $414
4 $0
FISV
Fiserv Inc

Technology
5
New
N/A
5 $0
PCG
Pg&E Corp

Utilities
9
New
$15.16 - $20.4 $136 - $184
9 $0
EXC
Exelon Corp

Utilities
4
New
$37.3 - $46.08 $149 - $184
4 $0
WY
Weyerhaeuser CO

Real Estate
4
New
$27.29 - $31.39 $109 - $126
4 $0
SLB
Schlumberger Limited

Energy
3
New
$38.4 - $43.74 $115 - $131
3 $0
NI
Nisource Inc.

Utilities
4
New
$35.57 - $41.23 $142 - $165
4 $0
BXP
Boston Properties Inc

Real Estate
3
New
$63.97 - $74.91 $192 - $225
3 $0
MSCI
Msci Inc.

Financial Services
1
New
$541.46 - $628.34 $541 - $628
1 $0
ALGN
Align Technology Inc

Healthcare
1
New
$158.86 - $234.89 $159 - $235
1 $0
NKE
Nike, Inc.

Consumer Cyclical
5
New
$63.29 - $81.72 $316 - $409
5 $0
CPRT
Copart Inc

Consumer Cyclical
16
New
$52.3 - $59.83 $837 - $957
16 $0
GRMN
Garmin LTD

Technology
3
New
$204.55 - $241.93 $614 - $726
3 $0
BRO
Brown & Brown, Inc.

Financial Services
3
New
$100.54 - $124.4 $302 - $373
3 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6
New
$30.38 - $34.94 $182 - $210
6 $0
CNC
Centene Corp

Healthcare
11
New
$55.93 - $65.89 $615 - $725
11 $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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