Goodman Advisory Group, LLC Reduced Holdings in Q2 2025

Goodman Advisory Group, LLC

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-179K
- 58.63%
$48.13 - $49.85 $8.61M - $8.92M
126K $6.19M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-112K
- 81.4%
$62.08 - $73.58 $6.98M - $8.27M
25.7K $1.72M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-212K
- 76.71%
$25.48 - $27.78 $5.39M - $5.88M
64.3K $1.71M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-63.2K
- 99.99%
N/A
5 $0
BOND
Pimco Active Bond Exchange Tra

ETFs
-46.5K
- 97.21%
$89.87 - $92.93 $4.18M - $4.32M
1.34K $123K
ABBV
Abb Vie Inc.

Healthcare
-18.5K
- 93.3%
$170.16 - $206.27 $3.14M - $3.81M
1.33K $246K
RVNU
Xtrackers Municipal Infrastruc

ETFs
-146K
- 61.36%
$23.4 - $24.92 $3.42M - $3.64M
92K $2.21M
DUK
Duke Energy Corp

Utilities
-29.3K
- 95.64%
$112.46 - $124.05 $3.3M - $3.64M
1.34K $157K
AAPL
Apple Inc.

Technology
-10.6K
- 22.83%
$172.42 - $223.89 $1.83M - $2.37M
35.8K $7.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.91K
- 43.09%
$483.48 - $539.8 $2.37M - $2.65M
6.48K $3.15M
MCD
Mcdonalds Corp

Consumer Cyclical
-8.01K
- 87.76%
$285.55 - $321.23 $2.29M - $2.57M
1.12K $326K
D
Dominion Energy, Inc

Utilities
-43.2K
- 91.74%
$49.66 - $58.0 $2.14M - $2.5M
3.88K $219K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-16.9K
- 26.37%
$140.84 - $163.09 $2.38M - $2.76M
47.2K $7.7M
MUB
Ishares National Muni Bond ETF

ETFs
-22K
- 82.25%
$102.31 - $105.8 $2.25M - $2.33M
4.76K $496K
JKHY
Henry Jack & Associates Inc

Technology
-11.9K
- 81.77%
$163.54 - $186.02 $1.94M - $2.21M
2.65K $476K
ROP
Roper Technologies Inc

Industrials
-2.16K
- 34.21%
$519.19 - $590.78 $1.12M - $1.28M
4.15K $2.35M
RELX
Relx PLC

Communication Services
-26.5K
- 59.65%
$45.31 - $55.66 $1.2M - $1.47M
17.9K $973K
ICE
Intercontinental Exchange, Inc.

Financial Services
-7.59K
- 65.5%
$151.62 - $183.47 $1.15M - $1.39M
4K $733K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-46.9K
- 95.66%
$24.14 - $25.43 $1.13M - $1.19M
2.13K $52K
LRGF
Ishares Tr

ETFs
-17.7K
- 87.09%
$51.37 - $64.13 $910K - $1.14M
2.63K $168K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-8.33K
- 92.05%
$97.68 - $121.38 $814K - $1.01M
720 $87K
CRM
Salesforce, Inc.

Technology
-2.42K
- 73.16%
$236.26 - $291.15 $571K - $703K
886 $241K
XLF
Financial Sector Spdr

ETFs
-5.1K
- 33.17%
$43.92 - $52.37 $224K - $267K
10.3K $538K
FTNT
Fortinet, Inc.

Technology
-2.27K
- 92.7%
$84.71 - $108.69 $193K - $247K
179 $18K
WSM
Williams Sonoma Inc

Consumer Cyclical
-880
- 37.74%
$137.62 - $174.44 $121K - $154K
1.45K $237K
SOXX
Ishares Semiconductor ETF

ETFs
-340
- 96.32%
$154.86 - $239.07 $52.7K - $81.3K
13 $3K
RACE
Ferrari N.V.

Consumer Cyclical
-123
- 74.1%
$397.86 - $499.02 $48.9K - $61.4K
43 $21K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-44
- 9.91%
$421.16 - $509.5 $18.5K - $22.4K
400 $178K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-300
- 42.02%
$179.95 - $278.88 $54K - $83.7K
414 $115K
GPC
Genuine Parts CO

Consumer Cyclical
-158
- 31.54%
$105.54 - $129.09 $16.7K - $20.4K
343 $41K
AMG
Affiliated Managers Group, Inc.

Financial Services
-80
- 49.69%
$143.35 - $197.67 $11.5K - $15.8K
81 $15K
DHR
Danaher Corp

Healthcare
-27
- 3.56%
$174.64 - $205.16 $4.72K - $5.54K
731 $144K
XLY
Select Sector Spdr Consumer Di

ETFs
-108
- 14.92%
$176.34 - $218.59 $19K - $23.6K
616 $133K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-104
- 25.74%
$76.98 - $98.31 $8.01K - $10.2K
300 $29K
ADBE
Adobe Inc.

Technology
-12
- 4.23%
$340.0 - $420.68 $4.08K - $5.05K
272 $105K
GOOG
Alphabet Inc.

Communication Services
-300
- 12.48%
$146.58 - $180.01 $44K - $54K
2.1K $373K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 1.96%
$456.74 - $568.03 $1.37K - $1.7K
150 $85K
MELI
Mercadolibre Inc

Consumer Cyclical
-65
- 20.12%
$1794.73 - $2613.63 $117K - $170K
258 $674K
XLK
Technology Sector Spdr

ETFs
-712
- 14.4%
$179.73 - $253.23 $128K - $180K
4.23K $1.07M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-46
- 1.39%
$164.46 - $237.28 $7.57K - $10.9K
3.27K $775K
VUG
Vanguard Growth ETF

ETFs
-3.39K
- 13.88%
$329.49 - $438.4 $1.12M - $1.49M
21K $9.22M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-34K
- 7.64%
$58.41 - $72.69 $1.99M - $2.47M
411K $29.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.73K
- 5.0%
$167.32 - $223.3 $290K - $387K
32.9K $7.21M
META
Meta Platforms, Inc.

Communication Services
-939
- 9.81%
$484.66 - $738.09 $455K - $693K
8.63K $6.37M
MSFT
Microsoft Corp

Technology
-2.63K
- 10.04%
$354.56 - $497.45 $931K - $1.31M
23.5K $11.7M
NVDA
Nvidia Corp

Technology
-13.7K
- 16.34%
$94.31 - $157.99 $1.29M - $2.16M
69.9K $11M
Activity Summary
Buys All Purchases 47 New Holdings 28 Increased Positions 19 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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