Goal Vest Advisory LLC Closed Holding Positions

Goal Vest Advisory LLC

  • $352 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Warner Bros Discovery Inc Com Ser A
Q2 2022 Filed on Jul 06, 2022
8
N/A
MBI
Mbia Inc

Financial Services
Q2 2022 Filed on Jul 06, 2022
5,000
$11.55 - $15.95 $57.8K - $79.8K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2022 Filed on Jul 06, 2022
5
$108.34 - $205.24 $542 - $1.03K
IGM
Ishares Expanded Tech Sector E

ETFs
Q2 2022 Filed on Jul 06, 2022
20
$47.75 - $66.17 $955 - $1.32K
LYFT
Lyft, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
2,155
$13.28 - $38.96 $28.6K - $84K
FOXA
Fox Corp

Communication Services
Q2 2022 Filed on Jul 06, 2022
2
$31.52 - $39.56 $63 - $79.1
APO
Apollo Global Management, Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
19
$46.78 - $63.36 $889 - $1.2K
URI
United Rentals, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
31
$235.84 - $354.0 $7.31K - $11K
HOLX
Hologic Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
3
$67.12 - $79.99 $201 - $240
PPL
Ppl Corp

Utilities
Q2 2022 Filed on Jul 06, 2022
13
$25.36 - $30.58 $330 - $398
NOV
Nov Inc.

Energy
Q2 2022 Filed on Jul 06, 2022
20
$15.6 - $21.62 $312 - $432
SNA
Snap On Inc

Industrials
Q2 2022 Filed on Jul 06, 2022
1
$191.82 - $227.95 $192 - $228
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2022 Filed on Jul 06, 2022
11
$17.86 - $24.26 $196 - $267
IHF
Ishares Tr

ETFs
Q2 2022 Filed on Jul 06, 2022
20
$239.35 - $295.88 $4.79K - $5.92K
FOX
Fox Corp Cl B (De)

Communication Services
Q2 2022 Filed on Jul 06, 2022
2
$29.21 - $36.48 $58.4 - $73
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
317
$9.74 - $14.9 $3.09K - $4.72K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2022 Filed on May 03, 2022
4,874
$47.3 - $49.17 $231K - $240K
IXC
Ishares Tr Global Energy ETF

ETFs
Q1 2022 Filed on May 03, 2022
2,500
$28.25 - $37.1 $70.6K - $92.8K
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2022 Filed on May 03, 2022
40
$7.71 - $12.75 $308 - $510
Brookfield Asset Mgmt Reins Pa Cl A Exch Lt Vtg
Q1 2022 Filed on May 03, 2022
3
N/A
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2022 Filed on May 03, 2022
19
$107.24 - $115.01 $2.04K - $2.19K
BAR
Granite Shares Gold Trust

ETFs
Q1 2022 Filed on May 03, 2022
117,586
$17.74 - $20.35 $2.09M - $2.39M
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2022 Filed on May 03, 2022
12,108
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2022 Filed on May 03, 2022
0
$49.07 - $54.16 $0 - $0
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
84
$20.2 - $38.77 $1.7K - $3.26K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2022 Filed on May 03, 2022
335
$36.57 - $39.7 $12.3K - $13.3K
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
30
$42.94 - $78.29 $1.29K - $2.35K
MVO
Mv Oil Trust

Energy
Q1 2022 Filed on May 03, 2022
1,900
$8.69 - $14.58 $16.5K - $27.7K
CDW
Cdw Corp

Technology
Q1 2022 Filed on May 03, 2022
21
$164.78 - $208.13 $3.46K - $4.37K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q1 2022 Filed on May 03, 2022
1,649
$49.18 - $52.9 $81.1K - $87.2K
PATH
Ui Path, Inc.

Technology
Q1 2022 Filed on May 03, 2022
150
$21.59 - $43.87 $3.24K - $6.58K
NYT
New York Times CO

Communication Services
Q1 2022 Filed on May 03, 2022
50
$37.59 - $48.2 $1.88K - $2.41K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
783
$9.18 - $19.44 $7.19K - $15.2K
AYX
Alteryx, Inc.

Technology
Q1 2022 Filed on May 03, 2022
5,401
$50.8 - $71.82 $274K - $388K
WU
Western Union CO

Financial Services
Q1 2022 Filed on May 03, 2022
1,698
$17.21 - $20.09 $29.2K - $34.1K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on May 03, 2022
553
$122.95 - $129.16 $68K - $71.4K
GTES
Gates Industrial Corp PLC

Industrials
Q1 2022 Filed on May 03, 2022
650
$14.71 - $16.7 $9.56K - $10.9K
NOK
Nokia Corp

Technology
Q1 2022 Filed on May 03, 2022
1,500
$4.53 - $6.29 $6.8K - $9.44K
Trebia Acquisition Corp Com Cl A
Q1 2022 Filed on May 03, 2022
49,537
N/A
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Sep 01, 2021
0
$299.8 - $325.38 $0 - $0
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Sep 01, 2021
0
$30.34 - $34.68 $0 - $0
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2021 Filed on Sep 01, 2021
207
$91.03 - $99.99 $18.8K - $20.7K
BOTZ
Global X Fds

ETFs
Q2 2021 Filed on Sep 01, 2021
33,994
$31.65 - $35.42 $1.08M - $1.2M
Seagate Technology PLC Shs
Q2 2021 Filed on Sep 01, 2021
609
N/A
Varian Med Sys Inc Com
Q1 2021 Filed on May 13, 2021
8
N/A
UWM
Proshares Ultra Russell 2000

ETFs
Q1 2021 Filed on May 13, 2021
13
$43.63 - $63.13 $567 - $821
SKY
Skyline Champion Corp

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
90
$30.01 - $46.92 $2.7K - $4.22K
FDRR
Fidelity Covington Tr Divid Et

ETFs
Q1 2021 Filed on May 13, 2021
1,572
$36.31 - $40.63 $57.1K - $63.9K
SGOL
Abrdn Gold ETF Trust

ETFs
Q1 2021 Filed on May 13, 2021
22
$16.15 - $18.73 $355 - $412
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