Goal Vest Advisory LLC Portfolio Holdings
Goal Vest Advisory LLC
- $298 Million
- Q1 2024
Goal Vest Advisory LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $298 Million distributed in 412 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 $100M, Vanguard Growth ETF with a value of $26.8M, Vanguard Total Stock Market Et with a value of $14.3M, Vanguard Small Cap ETF with a value of $13.3M, and J P Morgan ETF Tr U S Quality with a value of $12M.
Examining the 13F form we can see an increase of $71.8M in the current position value, from $226M to 298M. Also it can be appreciated an additional of 119 stocks purchases and 2 closed positions.
Below you can find more details about Goal Vest Advisory LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 412
- Current Value $298 Million
- Prior Value $226 Million
- Filing
- Period Q1 2024
- Filing Date April 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 119 stocks
- Additional Purchases 125 stocks
- Sold out of 2 stocks
- Reduced holdings in 69 stocks