Goal Vest Advisory LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $331 Million distributed in 374 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $121M, Vanguard Growth ETF with a value of $30M, Vanguard Total Stock Market Et with a value of $13.8M, J P Morgan ETF Tr U S Quality with a value of $10.7M, and Spdr Portfolio Intermediate Te with a value of $8.57M.
Examining the 13F form we can see an increase of $22.2M in the current position value, from $309M to 331M.
Below you can find more details about Goal Vest Advisory LLC portfolio as well as his latest detailed transactions.
Portfolio value
$331 Million
ETFs: $228 Million
Technology: $20 Million
Financial Services: $16.5 Million
Consumer Cyclical: $12 Million
Consumer Defensive: $9.47 Million
Healthcare: $8.91 Million
Industrials: $8.24 Million
Energy: $6.82 Million
Other: $20.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
