Matthew Goff Investment Advisor, LLC Reduced Holdings in Q3 2025

Matthew Goff Investment Advisor, LLC

  • $575 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-276
- 0.39%
$332.09 - $358.86 $91.7K - $99K
69.9K $23.9M
UL
Unilever PLC

Consumer Defensive
-401
- 0.21%
$58.43 - $65.01 $23.4K - $26.1K
192K $11.4M
PG
Procter & Gamble CO

Consumer Defensive
-390
- 0.98%
$150.47 - $161.22 $58.7K - $62.9K
39.5K $6.07M
SHEL
Shell PLC

Energy
-2.46K
- 43.86%
$69.82 - $73.93 $172K - $182K
3.15K $225K
CSCO
Cisco Systems, Inc.

Technology
-676
- 0.82%
$66.2 - $71.79 $44.8K - $48.5K
81.8K $5.59M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-9.04K
- 2.08%
$24.39 - $24.93 $220K - $225K
425K $10.5M
SRLN
Ssga Active Trust

ETFs
-2.12K
- 0.93%
$41.28 - $41.65 $87.6K - $88.4K
225K $9.37M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-2.87K
- 2.99%
$20.41 - $20.67 $58.6K - $59.3K
93.3K $1.92M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.09K
- 5.92%
$20.66 - $20.74 $43.2K - $43.3K
33.2K $687K
IEMG
Ishares Inc

ETFs
-766
- 0.59%
N/A
128K $6.87M
EOG
Eog Resources Inc

Energy
-36
- 0.95%
$112.12 - $126.1 $4.04K - $4.54K
3.76K $421K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.7K
- 12.6%
$11.15 - $11.87 $18.9K - $20.1K
11.8K $136K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-518
- 0.77%
N/A
67.1K $1.59M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-688
- 0.48%
$25.24 - $25.56 $17.4K - $17.6K
142K $3.63M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-875
- 0.67%
$23.13 - $23.54 $20.2K - $20.6K
130K $3.05M
Ge Healthcare Technologies I
-183
- 1.09%
N/A
16.6K $0
Ge Vernova Inc
-89
- 0.8%
N/A
11K $0
IYJ
Ishares Tr

ETFs
-26
- 1.58%
$142.42 - $148.18 $3.7K - $3.85K
1.62K $236K
JPM
Jpmorgan Chase & CO

Financial Services
-45
- 2.99%
$282.78 - $316.06 $12.7K - $14.2K
1.46K $459K
USRT
Ishares Core U.S. Reit ETF

ETFs
-19
- 0.12%
$55.64 - $59.37 $1.06K - $1.13K
16K $938K
XLE
Energy Sector Spdr

ETFs
-11
- 0.12%
$84.25 - $91.99 $927 - $1.01K
9.26K $827K
IYF
Ishares Tr

ETFs
-26
- 0.27%
$119.89 - $127.16 $3.12K - $3.31K
9.67K $1.22M
XLK
Technology Sector Spdr

ETFs
-4
- 0.11%
$250.97 - $282.66 $1K - $1.13K
3.57K $1.01M
UNP
Union Pacific Corp

Industrials
-108
- 0.41%
$214.91 - $237.16 $23.2K - $25.6K
26K $6.15M
IYR
Ishares Tr

ETFs
-59
- 0.09%
$94.16 - $98.46 $5.56K - $5.81K
69.2K $6.72M
IVW
Ishares S&P 500 Growth ETF

ETFs
-222
- 0.72%
$108.97 - $121.65 $24.2K - $27K
30.7K $3.71M
C
Citigroup Inc

Financial Services
-123
- 0.62%
$85.57 - $103.49 $10.5K - $12.7K
19.6K $1.99M
IYW
Ishares Dj Us Tech ETF

ETFs
-137
- 0.77%
$171.38 - $197.01 $23.5K - $27K
17.7K $3.47M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-284
- 0.28%
$62.54 - $68.42 $17.8K - $19.4K
102K $6.87M
MRK
Merck & Co., Inc.

Healthcare
-901
- 0.76%
$77.6 - $87.37 $69.9K - $78.7K
118K $9.91M
PEP
Pepsico Inc

Consumer Defensive
-99
- 0.15%
$133.81 - $152.16 $13.2K - $15.1K
66K $9.27M
NVS
Novartis Ag

Healthcare
-482
- 0.54%
$113.5 - $129.73 $54.7K - $62.5K
88.3K $11.3M
AXP
American Express CO

Financial Services
-105
- 0.19%
$294.27 - $342.31 $30.9K - $35.9K
53.8K $17.9M
IVE
Ishares S&P 500 Value ETF

ETFs
-274
- 0.32%
$194.44 - $206.51 $53.3K - $56.6K
84.7K $17.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-438
- 0.47%
$459.11 - $506.91 $201K - $222K
93.3K $46.9M
RTX
Raytheon Technologies Corp

Industrials
-127
- 0.17%
$144.19 - $167.33 $18.3K - $21.3K
74.3K $12.4M
BAC
Bank Of America Corp

Financial Services
-1.27K
- 0.26%
$44.92 - $52.42 $57K - $66.5K
492K $25.4M
MSFT
Microsoft Corp

Technology
-647
- 0.56%
$491.09 - $535.64 $318K - $347K
116K $60M
INTC
Intel Corp

Technology
-2.07K
- 0.66%
$19.31 - $35.5 $40K - $73.6K
314K $10.5M
BK
Bank Of New York Mellon Corp

Financial Services
-1.9K
- 0.69%
$90.65 - $109.75 $172K - $209K
273K $29.7M
ORCL
Oracle Corp

Technology
-416
- 0.51%
$218.96 - $328.33 $91.1K - $137K
81.9K $23M
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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