Goodman Advisory Group, LLC has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $275 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Convertible Sec with a value of $41.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $29.9M, Spdr Portfolio with a value of $18.4M, Pimco ETF Tr Enhanced Sht Matu with a value of $14M, and Microsoft Corp with a value of $11.7M.
Examining the 13F form we can see an decrease of $51.5M in the current position value, from $327M to 275M.
Below you can find more details about Goodman Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
ETFs: $148 Million
Technology: $66.5 Million
Financial Services: $22 Million
Communication Services: $15 Million
Consumer Cyclical: $8.77 Million
Healthcare: $7.7 Million
Industrials: $6.08 Million
Consumer Defensive: $521,000
Other: $633,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
