Goodman Advisory Group, LLC Portfolio Holdings
Goodman Advisory Group, LLC
- $346 Million
- Q3 2025
Goodman Advisory Group, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $346 Million distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Convertible Sec with a value of $49.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $26M, Spdr Portfolio with a value of $19.9M, Nvidia Corp with a value of $14.4M, and Microsoft Corp with a value of $12.8M.
Examining the 13F form we can see an increase of $71.3M in the current position value, from $275M to 346M.
Below you can find more details about Goodman Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$346 Million
ETFs: $182 Million
Technology: $82 Million
Financial Services: $25.1 Million
Healthcare: $21 Million
Communication Services: $18.3 Million
Consumer Cyclical: $11.9 Million
Industrials: $4.7 Million
Consumer Defensive: $491,000
Other: $526,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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