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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.5B
$151,000 0.04% of portfolio
11,535
Q3 2025 New
$1.57B
$49,000 0.01% of portfolio
680
Q3 2025 New
$328M
$5,000 0.0% of portfolio
1,227
Q1 2025 Reduced 55.53%
$1.37B
$2,000 0.0% of portfolio
281
Q3 2025 New
$660M
$1,000 0.0% of portfolio
769
Q3 2025 New
$361M
$5,000 0.0% of portfolio
315
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $346 Million
  • Prior Value $275 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 75 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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