Matthew Goff Investment Advisor, LLC Portfolio Holdings

Matthew Goff Investment Advisor, LLC

  • $532 Million
  • Q2 2025

Matthew Goff Investment Advisor, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $532 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $58M, Berkshire Hathaway Inc Class B with a value of $45.5M, Bank Of New York Mellon Corp with a value of $25M, Visa Inc. with a value of $24.9M, and Bank Of America Corp with a value of $23.3M.

Examining the 13F form we can see an decrease of $3.89M in the current position value, from $536M to 532M.

Below you can find more details about Matthew Goff Investment Advisor, LLC portfolio as well as his latest detailed transactions.

Portfolio value $532 Million
ETFs: $176 Million
Financial Services: $140 Million
Technology: $97.2 Million
Communication Services: $35.4 Million
Healthcare: $28.5 Million
Consumer Defensive: $27.3 Million
Industrials: $18.2 Million
Energy: $6.97 Million
Other: $2.74 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83T
$58 Million 10.89% of portfolio
116,527
Q2 2025 Reduced 1.16%
$630B
$45.5 Million 8.55% of portfolio
93,696
Q2 2025 Reduced 1.54%
$81.6B
$25 Million 4.7% of portfolio
274,860
Q2 2025 Reduced 1.23%
$584B
$24.9 Million 4.68% of portfolio
70,141
Q2 2025 Reduced 1.05%
$389B
$23.3 Million 4.39% of portfolio
493,424
Q2 2025 Reduced 0.59%
$1.18T
$22 Million 4.12% of portfolio
123,755
Q2 2025 Added 1,712.99%
$0
$19.1 Million 3.6% of portfolio
760,151
Q2 2025 Reduced 16.42%
$661B
$18 Million 3.38% of portfolio
82,325
Q2 2025 Added 0.17%
$233B
$17.2 Million 3.23% of portfolio
53,908
Q2 2025 Reduced 1.88%
$0
$16.6 Million 3.12% of portfolio
84,992
Q2 2025 Reduced 4.44%
$0
$16.4 Million 3.08% of portfolio
380,537
Q2 2025 Reduced 10.1%
$0
$13.5 Million 2.54% of portfolio
74,351
Q2 2025 Reduced 31.58%
$221B
$12.8 Million 2.41% of portfolio
103,535
Q2 2025 Reduced 0.16%
$153B
$11.7 Million 2.21% of portfolio
192,012
Q2 2025 Reduced 0.79%
$231B
$10.9 Million 2.04% of portfolio
74,390
Q2 2025 Reduced 0.59%
$253B
$10.7 Million 2.02% of portfolio
88,759
Q2 2025 Reduced 0.67%
$0
$9.46 Million 1.78% of portfolio
227,520
Q2 2025 Reduced 13.69%
$215B
$9.42 Million 1.77% of portfolio
118,996
Q2 2025 Reduced 0.31%
$198B
$8.73 Million 1.64% of portfolio
66,114
Q2 2025 Reduced 0.08%
$0
$7.41 Million 1.39% of portfolio
141,571
Q2 2025 Added 2.14%
$85B
$7.07 Million 1.33% of portfolio
315,833
Q2 2025 Reduced 1.15%
$0
$6.91 Million 1.3% of portfolio
128,812
Q2 2025 Reduced 0.81%
$0
$6.59 Million 1.24% of portfolio
48,780
Q2 2025 Added 0.41%
$0
$6.52 Million 1.23% of portfolio
69,296
Q2 2025 Reduced 1.21%
$0
$6.54 Million 1.23% of portfolio
312,561
Q2 2025 Reduced 12.99%
$0
$6.45 Million 1.21% of portfolio
102,112
Q2 2025 Reduced 1.33%
$375B
$6.35 Million 1.19% of portfolio
39,875
Q2 2025 Reduced 0.84%
$0
$6.02 Million 1.13% of portfolio
118,715
Q2 2025 Added 1.46%
$138B
$6.01 Million 1.13% of portfolio
26,132
Q2 2025 Reduced 1.03%
$282B
$5.72 Million 1.07% of portfolio
82,438
Q2 2025 Reduced 1.2%
$0
$5.54 Million 1.04% of portfolio
284,022
Q2 2025 Added 3.86%
$118B
$4.44 Million 0.83% of portfolio
16,090
Q2 2025 New
$0
$3.64 Million 0.68% of portfolio
143,037
Q2 2025 Reduced 3.97%
$440B
$3.58 Million 0.67% of portfolio
23,468
Q2 2025 Reduced 0.16%
$0
$3.4 Million 0.64% of portfolio
30,918
Q1 2025 Added 5.04%
$336B
$3.25 Million 0.61% of portfolio
17,516
Q1 2025 Reduced 0.22%
$0
$3.09 Million 0.58% of portfolio
17,841
Q4 2024 Reduced 0.25%
$0
$3.05 Million 0.57% of portfolio
130,924
Q2 2025 Reduced 5.13%
$0
$3.01 Million 0.56% of portfolio
123,875
Q2 2025 Reduced 3.2%
$0
$2.56 Million 0.48% of portfolio
130,524
Q2 2025 Reduced 4.59%
$460B
$2.51 Million 0.47% of portfolio
23,321
Q2 2025 Added 0.01%
$2.36T
$2.17 Million 0.41% of portfolio
9,903
Q2 2025 Reduced 0.57%
$0
$2.02 Million 0.38% of portfolio
108,267
Q2 2025 Reduced 4.23%
$0
$1.97 Million 0.37% of portfolio
96,132
Q2 2025 Reduced 2.5%
$432B
$1.86 Million 0.35% of portfolio
11,754
Q2 2025 Reduced 0.88%
$0
$1.81 Million 0.34% of portfolio
25,625
Q2 2025 Reduced 2.83%
$186B
$1.68 Million 0.32% of portfolio
19,710
Q1 2025 Reduced 0.67%
$0
$1.6 Million 0.3% of portfolio
67,573
Q2 2025 Added 95.72%
$772B
$1.5 Million 0.28% of portfolio
1,929
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $532 Million
  • Prior Value $536 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
Track This Portfolio

Track Matthew Goff Investment Advisor, LLC Portfolio

Follow Matthew Goff Investment Advisor, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Matthew Goff Investment Advisor, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Matthew Goff Investment Advisor, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email