Goal Vest Advisory LLC Sells in Q1 2025

Goal Vest Advisory LLC

  • $352 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
-9
- 2.0%
$148.15 - $186.25 $1.33K - $1.68K
441 $75K
HAL
Halliburton CO

Energy
-156
- 97.5%
$24.15 - $29.9 $3.77K - $4.66K
4 $0
FAST
Fastenal CO

Industrials
-66
- 95.65%
$71.11 - $79.98 $4.69K - $5.28K
3 $0
AMAT
Applied Materials Inc

Technology
-19
- 21.35%
$145.06 - $195.51 $2.76K - $3.71K
70 $10K
BSX
Boston Scientific Corp

Healthcare
-33
- 91.67%
$89.38 - $106.18 $2.95K - $3.5K
3 $0
MPC
Marathon Petroleum Corp

Energy
-76
- 5.62%
$134.72 - $159.03 $10.2K - $12.1K
1.28K $185K
YUM
Yum Brands Inc

Consumer Cyclical
-26
- 89.66%
$123.25 - $162.53 $3.2K - $4.23K
3 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
-4
- 3.39%
$161.13 - $209.29 $645 - $837
114 $18K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-10
- 62.5%
$208.48 - $244.03 $2.08K - $2.44K
6 $1K
APH
Amphenol Corp

Technology
-38
- 70.37%
$61.62 - $78.55 $2.34K - $2.98K
16 $1K
IQV
Iqvia Holdings Inc.

Healthcare
-3
- 50.0%
$176.3 - $209.96 $529 - $630
3 $0
SYK
Stryker Corp

Healthcare
-50
- 3.44%
$355.18 - $399.9 $17.8K - $20K
1.4K $522K
CMCSA
Comcast Corp

Communication Services
-45
- 56.96%
$33.19 - $38.23 $1.49K - $1.72K
34 $1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-17
- 68.0%
$56.12 - $68.15 $954 - $1.16K
8 $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
-1K
- 45.45%
N/A
1.2K $0
Blackrock Inc Com
-7
- 14.58%
N/A
41 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-4.88K
- 78.82%
N/A
1.31K $0
Us Treasury 6 Month Bill ETF
-10.8K
- 65.45%
N/A
5.7K $0
Lam Research Corp Com New
-780
- 7.19%
N/A
10.1K $0
XOM
Exxon Mobil Corp

Energy
-14
- 3.75%
$105.44 - $118.93 $1.48K - $1.67K
359 $42K
VEA
Vanguard Ftse Developed Market

ETFs
-119
- 4.14%
$47.4 - $52.99 $5.64K - $6.31K
2.76K $141K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-70
- 0.99%
$27.47 - $30.62 $1.92K - $2.14K
6.98K $207K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-23
- 0.63%
$58.01 - $64.46 $1.33K - $1.48K
3.6K $225K
ATO
Atmos Energy Corp

Utilities
-400
- 6.28%
$136.51 - $154.58 $54.6K - $61.8K
5.97K $922K
AMGN
Amgen Inc

Healthcare
-68
- 5.66%
$258.59 - $327.36 $17.6K - $22.3K
1.13K $353K
V
Visa Inc.

Financial Services
-168
- 1.69%
$306.92 - $362.71 $51.6K - $60.9K
9.77K $3.42M
PLTR
Palantir Technologies Inc.

Technology
-1.36K
- 2.55%
$64.98 - $124.62 $88.4K - $169K
52K $4.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-57
- 0.98%
$442.66 - $534.52 $25.2K - $30.5K
5.75K $3.02M
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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