Goodman Advisory Group, LLC Portfolio Holdings
Goodman Advisory Group, LLC
- $327 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 181
- Current Value $327 Million
- Prior Value $249 Million
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR/A
- Activity in Q1 2025
- New Purchases 100 stocks
- Additional Purchases 25 stocks
- Sold out of 0 stocks
- Reduced holdings in 35 stocks