Goodman Advisory Group, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $249 Million distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Large with a value of $34.8M, Ark ETF Tr Innovation ETF (De) with a value of $30.2M, Cambria ETF Tr Tail Risk ETF with a value of $21.6M, Spdr Portfolio S&P 500 Value E with a value of $14.1M, and Spdr Series Trust Spdr Nyse Te with a value of $11.8M.

Examining the 13F form we can see an decrease of $87.5M in the current position value, from $337M to 249M.

Below you can find more details about Goodman Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $249 Million
ETFs: $154 Million
Technology: $48.8 Million
Consumer Cyclical: $17.7 Million
Communication Services: $14.8 Million
Healthcare: $5.72 Million
Industrials: $3.62 Million
Real Estate: $1.46 Million
Consumer Defensive: $1.02 Million
Other: $1.18 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $249 Million
  • Prior Value $337 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 129 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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