Goodwin Investment Advisory Portfolio Holdings

Goodwin Investment Advisory has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $64.4 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Blue Chi with a value of $25.6M, Fidelity Merrimack Str Tr Tota with a value of $12.4M, Ishares Trust Ishares Esg Awar with a value of $4.49M, Fidelity Covington Tr Value Fa with a value of $3.88M, and Vanguard Index Fds S&P 500 ETF with a value of $2.67M.

Examining the 13F form we can see an decrease of $127M in the current position value, from $191M to 64.4M.

Goodwin Investment Advisory is based out at Woodstock, GA

Below you can find more details about Goodwin Investment Advisory portfolio as well as his latest detailed transactions.