Goal Vest Advisory LLC has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $352 Million distributed in 503 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 $122M, Vanguard Growth ETF with a value of $28.8M, Spdr Portfolio Intermediate Te with a value of $15.6M, Vanguard Total Stock Market Et with a value of $11.8M, and Ishares Tr with a value of $7.2M.
Examining the 13F form we can see an increase of $57K in the current position value, from $352M to 352M.
Also it can be appreciated an additional of 180 stocks purchases and 1 closed positions.
Below you can find more details about Goal Vest Advisory LLC portfolio as well as his latest detailed transactions.