Matthew Goff Investment Advisor, LLC Incresed Positions in Q4 2024

Matthew Goff Investment Advisor, LLC

  • $532 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
529K
+ 114.54%
$25.0 - $25.11 $13.2M - $13.3M
991K $24.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
86.1K
+ 25.16%
$42.33 - $43.3 $3.65M - $3.73M
429K $18.3M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
164K
+ 348.07%
$19.38 - $19.58 $3.18M - $3.21M
211K $4.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
42.7K
+ 71.21%
$50.37 - $50.6 $2.15M - $2.16M
103K $5.18M
BAC
Bank Of America Corp

Financial Services
104
+ 0.02%
$39.22 - $47.77 $4.08K - $4.97K
499K $21.9M
SJNK
Spdr Bloomberg Short Term High

ETFs
80.3K
+ 16.56%
$25.09 - $25.69 $2.01M - $2.06M
565K $14.3M
DIS
Walt Disney CO

Communication Services
597
+ 0.6%
$92.39 - $117.6 $55.2K - $70.2K
101K $11.2M
VFH
Vanguard Financial ETF

ETFs
3.34K
+ 10.37%
$108.87 - $126.2 $363K - $421K
35.5K $4.19M
AMZN
Amazon Com Inc

Consumer Cyclical
154
+ 1.65%
$180.88 - $232.93 $27.9K - $35.9K
9.51K $2.09M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
16.7K
+ 12.23%
$24.82 - $25.48 $415K - $426K
153K $3.82M
GOOG
Alphabet Inc.

Communication Services
123
+ 1.69%
$163.08 - $198.16 $20.1K - $24.4K
7.41K $1.41M
ITOT
Ishares Core S&P Total U.S. St

ETFs
105
+ 0.19%
$124.26 - $134.12 $13K - $14.1K
55.4K $7.12M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.0%
$94.43 - $105.47 $94.4 - $105
29.4K $2.99M
NVDA
Nvidia Corp

Technology
84
+ 0.74%
$117.0 - $148.88 $9.83K - $12.5K
11.5K $1.54M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.55K
+ 5.97%
$23.88 - $24.32 $180K - $184K
134K $3.21M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
678
+ 1.84%
N/A
37.5K $890K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
28
+ 0.67%
$126.68 - $134.74 $3.55K - $3.77K
4.23K $539K
CVX
Chevron Corp

Energy
50
+ 1.23%
$141.15 - $162.53 $7.06K - $8.13K
4.1K $594K
MCD
Mcdonalds Corp

Consumer Cyclical
34
+ 3.93%
$288.47 - $316.54 $9.81K - $10.8K
900 $260K
SPGI
S&P Global Inc.

Financial Services
13
+ 1.56%
$480.36 - $529.17 $6.24K - $6.88K
849 $422K
XLU
Utilities Sector Spdr

ETFs
8
+ 0.09%
$74.89 - $82.93 $599 - $663
8.83K $668K
COP
Conocophillips

Energy
87
+ 0.93%
$95.12 - $114.72 $8.28K - $9.98K
9.48K $939K
KO
Coca Cola CO

Consumer Defensive
122
+ 1.7%
$61.74 - $71.71 $7.53K - $8.75K
7.32K $455K
XLV
Select Sector Spdr Fund Health

ETFs
169
+ 2.95%
$136.28 - $154.74 $23K - $26.2K
5.9K $811K
SCHV
Schwab Strategic Tr Us Large C

ETFs
53.7K
+ 198.31%
$25.79 - $80.4 $1.39M - $4.32M
80.8K $2.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
45
+ 0.2%
$44.04 - $49.49 $1.98K - $2.23K
22.1K $974K
IYK
Ishares U.S. Consumer Staples

ETFs
177
+ 0.69%
$65.32 - $70.92 $11.6K - $12.6K
25.8K $1.69M
ABBV
Abb Vie Inc.

Healthcare
97
+ 0.56%
$164.99 - $203.87 $16K - $19.8K
17.6K $3.12M
RTX
Raytheon Technologies Corp

Industrials
164
+ 0.23%
$114.45 - $127.21 $18.8K - $20.9K
72.7K $8.41M
JNJ
Johnson & Johnson

Healthcare
75
+ 0.32%
$143.34 - $165.86 $10.8K - $12.4K
23.8K $3.44M
RSP
Invesco S&P 500 Equal Weight E

ETFs
77
+ 0.07%
$174.22 - $187.62 $13.4K - $14.4K
109K $19.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
588
+ 0.57%
$55.45 - $61.08 $32.6K - $35.9K
103K $5.73M
IVE
Ishares S&P 500 Value ETF

ETFs
29
+ 0.03%
$189.5 - $206.17 $5.5K - $5.98K
88.3K $16.9M
IYR
Ishares Tr

ETFs
287
+ 0.41%
$90.74 - $102.87 $26K - $29.5K
70K $6.51M
INTC
Intel Corp

Technology
63
+ 0.02%
$19.07 - $26.23 $1.2K - $1.65K
322K $6.47M
PEP
Pepsico Inc

Consumer Defensive
232
+ 0.37%
$151.29 - $176.1 $35.1K - $40.9K
63.8K $9.7M
NVS
Novartis Ag

Healthcare
58
+ 0.07%
$96.78 - $117.18 $5.61K - $6.8K
87.5K $8.52M
UL
Unilever PLC

Consumer Defensive
7
+ 0.0%
$56.7 - $64.64 $397 - $452
192K $10.9M
MRK
Merck & Co., Inc.

Healthcare
220
+ 0.19%
$96.31 - $114.76 $21.2K - $25.2K
117K $11.6M
Activity Summary
Buys All Purchases 42 New Holdings 2 Increased Positions 40 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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