Goal Vest Advisory LLC Closed Holding Positions

Goal Vest Advisory LLC

  • $352 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
Q1 2025 Filed on Apr 07, 2025
38,665
$80.08 - $92.93 $3.1M - $3.59M
OXYWS
Occidental Pete Corp Wt Exp 08
Q4 2024 Filed on Jan 17, 2025
12
N/A
TWLO
Twilio Inc

Communication Services
Q4 2023 Filed on Jan 02, 2024
30
$50.19 - $77.85 $1.51K - $2.34K
NEM
Newmont Corp

Basic Materials
Q4 2023 Filed on Jan 02, 2024
2
$33.95 - $42.38 $67.9 - $84.8
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2023 Filed on Jul 17, 2023
1,155
$53.83 - $62.67 $62.2K - $72.4K
IFN
India Fund Inc

Financial Services
Q2 2023 Filed on Jul 17, 2023
180
$15.12 - $16.6 $2.72K - $2.99K
IYR
Ishares Tr

ETFs
Q1 2023 Filed on Apr 03, 2023
3,865
$78.73 - $95.24 $304K - $368K
Draftkings Inc Com Cl A
Q2 2022 Filed on Jul 06, 2022
9,452
N/A
EA
Electronic Arts Inc.

Communication Services
Q2 2022 Filed on Jul 06, 2022
1
$111.6 - $141.5 $112 - $142
EXPD
Expeditors International Of Washington Inc

Industrials
Q2 2022 Filed on Jul 06, 2022
3
$94.22 - $114.83 $283 - $344
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2022 Filed on Jul 06, 2022
635
$55.42 - $64.55 $35.2K - $41K
WIX
Wix.Com Ltd.

Technology
Q2 2022 Filed on Jul 06, 2022
137
$54.53 - $109.49 $7.47K - $15K
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q2 2022 Filed on Jul 06, 2022
547
N/A
LUMN
Lumen Technologies, Inc.

Communication Services
Q2 2022 Filed on Jul 06, 2022
11
$10.06 - $12.5 $111 - $138
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 06, 2022
385
$81.27 - $102.58 $31.3K - $39.5K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q2 2022 Filed on Jul 06, 2022
8
$33.33 - $37.82 $267 - $303
Cerner Corp Com
Q2 2022 Filed on Jul 06, 2022
3
N/A
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
0
$165.45 - $228.02 $0 - $0
TWTR
Twitter, Inc.

Communication Services
Q2 2022 Filed on Jul 06, 2022
621
$35.76 - $51.7 $22.2K - $32.1K
DVA
Davita Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$76.05 - $123.38 $152 - $247
JPIB
Jpmorgan International Bond Op

ETFs
Q2 2022 Filed on Jul 06, 2022
863
$44.94 - $48.87 $38.8K - $42.2K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2022 Filed on Jul 06, 2022
11,439
$29.45 - $30.11 $337K - $344K
ALK
Alaska Air Group, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
5
$38.68 - $58.78 $193 - $294
HWM
Howmet Aerospace Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
159
$30.7 - $37.43 $4.88K - $5.95K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2022 Filed on Jul 06, 2022
8,067
$86.2 - $103.37 $695K - $834K
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2022 Filed on Jul 06, 2022
1,215
$16.05 - $22.8 $19.5K - $27.7K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
435
$28.63 - $75.86 $12.5K - $33K
MCK
Mckesson Corp

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$300.57 - $336.42 $601 - $673
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
7
$33.39 - $39.81 $234 - $279
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2022 Filed on Jul 06, 2022
128
$73.93 - $80.82 $9.46K - $10.3K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q2 2022 Filed on Jul 06, 2022
33
$47.98 - $48.96 $1.58K - $1.62K
LH
Laboratory Corp Of America Holdings

Healthcare
Q2 2022 Filed on Jul 06, 2022
1
$213.86 - $277.87 $214 - $278
ZEN
Zendesk, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
704
$54.53 - $129.12 $38.4K - $90.9K
EQR
Equity Residential

Real Estate
Q2 2022 Filed on Jul 06, 2022
1
$68.74 - $93.24 $68.7 - $93.2
MPW
Medical Properties Trust Inc

Real Estate
Q2 2022 Filed on Jul 06, 2022
5
$14.34 - $21.54 $71.7 - $108
DRE
Duke Realty Corp

Real Estate
Q2 2022 Filed on Jul 06, 2022
4
$47.71 - $61.53 $191 - $246
LNC
Lincoln National Corp

Financial Services
Q2 2022 Filed on Jul 06, 2022
6
$45.95 - $68.67 $276 - $412
A
Agilent Technologies, Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
3
$112.71 - $135.93 $338 - $408
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
17
$151.48 - $184.7 $2.58K - $3.14K
RHI
Robert Half International Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
1
$74.89 - $116.11 $74.9 - $116
QRVO
Qorvo, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
2
$93.12 - $123.49 $186 - $247
IT
Gartner Inc

Technology
Q2 2022 Filed on Jul 06, 2022
1
$224.07 - $310.01 $224 - $310
FLS
Flowserve Corp

Industrials
Q2 2022 Filed on Jul 06, 2022
13
$27.79 - $37.08 $361 - $482
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
4
$99.0 - $110.55 $396 - $442
ABMD
Abiomed Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
1
$224.73 - $338.64 $225 - $339
HUM
Humana Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
1
$420.04 - $468.33 $420 - $468
PAYC
Paycom Software, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
1
$259.97 - $358.64 $260 - $359
EXR
Extra Space Storage Inc.

Real Estate
Q2 2022 Filed on Jul 06, 2022
3
$158.74 - $219.95 $476 - $660
TRU
Trans Union

Industrials
Q2 2022 Filed on Jul 06, 2022
95
$76.3 - $100.62 $7.25K - $9.56K
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