Goal Vest Advisory LLC Closed Holding Positions

Goal Vest Advisory LLC

  • $352 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
1
$463.67 - $597.16 $464 - $597
WRK
West Rock CO

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
6
$38.87 - $54.19 $233 - $325
STT
State Street Corp

Financial Services
Q2 2022 Filed on Jul 06, 2022
4
$61.65 - $85.84 $247 - $343
JBHT
Hunt J B Transport Services Inc

Industrials
Q2 2022 Filed on Jul 06, 2022
1
$154.88 - $181.51 $155 - $182
FFIV
F5, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
2
$149.14 - $213.92 $298 - $428
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q2 2022 Filed on Jul 06, 2022
620
$103.54 - $160.36 $64.2K - $99.4K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Jul 06, 2022
10
$23.08 - $25.81 $231 - $258
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2022 Filed on Jul 06, 2022
3
$103.59 - $154.43 $311 - $463
AKAM
Akamai Technologies Inc

Technology
Q2 2022 Filed on Jul 06, 2022
6
$87.46 - $121.92 $525 - $732
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
1
$342.08 - $431.38 $342 - $431
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
1
$52.02 - $81.84 $52 - $81.8
UHS
Universal Health Services Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
1
$100.71 - $155.55 $101 - $156
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q2 2022 Filed on Jul 06, 2022
2
$254.1 - $315.41 $508 - $631
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$34.74 - $49.25 $69.5 - $98.5
RSG
Republic Services, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
3
$120.73 - $138.11 $362 - $414
VRSN
Verisign Inc

Technology
Q2 2022 Filed on Jul 06, 2022
1
$156.51 - $226.55 $157 - $227
SLG
Sl Green Realty Corp

Real Estate
Q2 2022 Filed on Jul 06, 2022
2
$46.15 - $81.2 $92.3 - $162
KMX
Carmax Inc

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
2
$85.76 - $103.17 $172 - $206
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2022 Filed on Jul 06, 2022
6
$82.54 - $104.28 $495 - $626
RING
Ishares Inc Msci Global Gold M

ETFs
Q2 2022 Filed on Jul 06, 2022
1,583
$21.78 - $33.06 $34.5K - $52.3K
ENPH
Enphase Energy, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
3
$137.55 - $216.38 $413 - $649
DTM
Dt Midstream, Inc.

Energy
Q2 2022 Filed on Jul 06, 2022
1
$46.71 - $59.04 $46.7 - $59
APTV
Aptiv PLC

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
3
$86.16 - $119.07 $258 - $357
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q2 2022 Filed on Jul 06, 2022
34,563
$51.43 - $62.92 $1.78M - $2.17M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
2
$58.26 - $77.33 $117 - $155
HIMX
Himax Technologies, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
15
$7.48 - $11.02 $112 - $165
BFH
Bread Financial Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
1
$37.06 - $59.23 $37.1 - $59.2
PNR
Pentair PLC

Industrials
Q2 2022 Filed on Jul 06, 2022
2
$43.9 - $54.88 $87.8 - $110
DOV
Dover Corp

Industrials
Q2 2022 Filed on Jul 06, 2022
2
$117.29 - $158.55 $235 - $317
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
2
$94.02 - $198.2 $188 - $396
ICLR
Icon PLC

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$197.3 - $261.32 $395 - $523
AES
Aes Corp

Utilities
Q2 2022 Filed on Jul 06, 2022
17
$18.91 - $26.22 $321 - $446
HSIC
Henry Schein Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
4
$73.17 - $91.96 $293 - $368
BALL
Ball Corp

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
3
$63.31 - $89.84 $190 - $270
PXD
Pioneer Natural Resources CO

Energy
Q2 2022 Filed on Jul 06, 2022
5
$221.77 - $285.28 $1.11K - $1.43K
CRSP
Crispr Therapeutics Ag

Healthcare
Q2 2022 Filed on Jul 06, 2022
1,132
$43.23 - $73.83 $48.9K - $83.6K
EEMA
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Jul 06, 2022
213
$65.13 - $76.58 $13.9K - $16.3K
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2022 Filed on Jul 06, 2022
1
$297.3 - $385.06 $297 - $385
PVH
Pvh Corp.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
4
$56.9 - $80.7 $228 - $323
SNEX
Stone X Group Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
5
$67.78 - $80.23 $339 - $401
ARNC
Arconic Corp

Industrials
Q2 2022 Filed on Jul 06, 2022
39
$24.18 - $30.95 $943 - $1.21K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
10
$30.32 - $41.24 $303 - $412
HST
Host Hotels & Resorts, Inc.

Real Estate
Q2 2022 Filed on Jul 06, 2022
3
$15.4 - $21.24 $46.2 - $63.7
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2022 Filed on Jul 06, 2022
3
$87.19 - $96.48 $262 - $289
GRWG
Grow Generation Corp.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
20
$3.59 - $9.66 $71.8 - $193
VNO
Vornado Realty Trust

Real Estate
Q2 2022 Filed on Jul 06, 2022
10
$27.86 - $45.32 $279 - $453
CMS
Cms Energy Corp

Utilities
Q2 2022 Filed on Jul 06, 2022
1
$61.16 - $73.56 $61.2 - $73.6
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
2
$110.52 - $163.14 $221 - $326
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
Q2 2022 Filed on Jul 06, 2022
2,110
$29.29 - $46.69 $61.8K - $98.5K
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