Goodman Advisory Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $327 Million distributed in 181 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $29.3M, J P Morgan ETF Tr U S Value Fa with a value of $18.1M, Spdr Portfolio S&P 500 Value E with a value of $17.8M, Invesco Exchange Traded Fd Tr with a value of $16.7M, and Vanguard Mun Bd Fds Tax Exempt with a value of $15.1M.
Examining the 13F form we can see an increase of $77.2M in the current position value, from $249M to 327M.
Below you can find more details about Goodman Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$327 Million
ETFs: $200 Million
Technology: $54.6 Million
Financial Services: $18.3 Million
Communication Services: $14.1 Million
Healthcare: $11.3 Million
Consumer Cyclical: $10.7 Million
Utilities: $6.45 Million
Industrials: $6.41 Million
Other: $5.22 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
