Goal Vest Advisory LLC Closed Holding Positions

Goal Vest Advisory LLC

  • $331 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GPC
Genuine Parts CO

Consumer Cyclical
Q2 2024 Filed on Jul 30, 2024
6,171
$136.7 - $163.38 $844K - $1.01M
FDX
Fedex Corp

Industrials
Q1 2024 Filed on Apr 15, 2024
18
$236.39 - $289.74 $4.26K - $5.22K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q4 2023 Filed on Jan 02, 2024
23
$114.09 - $147.5 $2.62K - $3.39K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2023 Filed on Jan 02, 2024
14
$775.18 - $881.7 $10.9K - $12.3K
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
IFN
India Fund Inc

Financial Services
Q2 2023 Filed on Jul 17, 2023
180
$15.12 - $16.6 $2.72K - $2.99K
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2023 Filed on Jul 17, 2023
1,155
$53.83 - $62.67 $62.2K - $72.4K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2023 Filed on Jul 17, 2023
418
$63.71 - $70.74 $26.6K - $29.6K
IYR
Ishares Tr

ETFs
Q1 2023 Filed on Apr 03, 2023
3,865
$78.73 - $95.24 $304K - $368K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2022 Filed on Jul 06, 2022
3
$87.19 - $96.48 $262 - $289
AOS
Smith A O Corp

Industrials
Q2 2022 Filed on Jul 06, 2022
9
$52.89 - $67.06 $476 - $604
EA
Electronic Arts Inc.

Communication Services
Q2 2022 Filed on Jul 06, 2022
1
$111.6 - $141.5 $112 - $142
SJNK
Spdr Bloomberg Short Term High

ETFs
Q2 2022 Filed on Jul 06, 2022
12
$23.97 - $26.27 $288 - $315
EXPD
Expeditors International Of Washington Inc

Industrials
Q2 2022 Filed on Jul 06, 2022
3
$94.22 - $114.83 $283 - $344
WIX
Wix.Com Ltd.

Technology
Q2 2022 Filed on Jul 06, 2022
137
$54.53 - $109.49 $7.47K - $15K
DVA
Davita Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$76.05 - $123.38 $152 - $247
Draftkings Inc Com Cl A
Q2 2022 Filed on Jul 06, 2022
9,452
N/A
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q2 2022 Filed on Jul 06, 2022
547
N/A
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
0
$165.45 - $228.02 $0 - $0
HES
Hess Corp

Energy
Q2 2022 Filed on Jul 06, 2022
4
$99.36 - $129.64 $397 - $519
Cerner Corp Com
Q2 2022 Filed on Jul 06, 2022
3
N/A
O'Shares U.S. Small Cap Quality Dividend ETF
Q2 2022 Filed on Jul 06, 2022
2,217
N/A
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q2 2022 Filed on Jul 06, 2022
8
$33.33 - $37.82 $267 - $303
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 06, 2022
385
$81.27 - $102.58 $31.3K - $39.5K
LUMN
Lumen Technologies, Inc.

Communication Services
Q2 2022 Filed on Jul 06, 2022
11
$10.06 - $12.5 $111 - $138
WELL
Welltower Inc.

Real Estate
Q2 2022 Filed on Jul 06, 2022
10
$77.45 - $97.82 $775 - $978
ZEN
Zendesk, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
704
$54.53 - $129.12 $38.4K - $90.9K
LH
Laboratory Corp Of America Holdings

Healthcare
Q2 2022 Filed on Jul 06, 2022
1
$213.86 - $277.87 $214 - $278
HWM
Howmet Aerospace Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
159
$30.7 - $37.43 $4.88K - $5.95K
ALK
Alaska Air Group, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
5
$38.68 - $58.78 $193 - $294
GL
Globe Life Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
2
$88.38 - $105.91 $177 - $212
AA
Alcoa Corp

Basic Materials
Q2 2022 Filed on Jul 06, 2022
51
$45.58 - $90.9 $2.32K - $4.64K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2022 Filed on Jul 06, 2022
11,439
$29.45 - $30.11 $337K - $344K
JPIB
Jpmorgan International Bond Op

ETFs
Q2 2022 Filed on Jul 06, 2022
863
$44.94 - $48.87 $38.8K - $42.2K
PPG
Ppg Industries Inc

Basic Materials
Q2 2022 Filed on Jul 06, 2022
16
$108.5 - $137.34 $1.74K - $2.2K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
20
$3.59 - $9.66 $71.8 - $193
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
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
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2022 Filed on Jul 06, 2022
128
$73.93 - $80.82 $9.46K - $10.3K
CAH
Cardinal Health Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
1
$50.48 - $63.86 $50.5 - $63.9
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
7
$33.39 - $39.81 $234 - $279
MCK
Mckesson Corp

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$300.57 - $336.42 $601 - $673
KEY
Keycorp

Financial Services
Q2 2022 Filed on Jul 06, 2022
635
$17.0 - $21.75 $10.8K - $13.8K
ABC
Amerisourcebergen Corp

Healthcare
Q2 2022 Filed on Jul 06, 2022
3
$140.68 - $165.73 $422 - $497
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
435
$28.63 - $75.86 $12.5K - $33K
IGM
Ishares Expanded Tech Sector E

ETFs
Q2 2022 Filed on Jul 06, 2022
20
$47.75 - $66.17 $955 - $1.32K
EQR
Equity Residential

Real Estate
Q2 2022 Filed on Jul 06, 2022
1
$68.74 - $93.24 $68.7 - $93.2
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