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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $275 Million
  • Prior Value $327 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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