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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.73T
$58 Million 10.89% of portfolio
116,527
Q2 2025 Reduced 1.16%
$637B
$45.5 Million 8.55% of portfolio
93,696
Q2 2025 Reduced 1.54%
$553B
$24.9 Million 4.68% of portfolio
70,141
Q2 2025 Reduced 1.05%
$402B
$23.3 Million 4.39% of portfolio
493,424
Q2 2025 Reduced 0.59%
$1.46T
$22 Million 4.12% of portfolio
123,755
Q2 2025 Added 1,712.99%
$885B
$18 Million 3.38% of portfolio
82,325
Q2 2025 Added 0.17%
$242B
$17.2 Million 3.23% of portfolio
53,908
Q2 2025 Reduced 1.88%
$211B
$12.8 Million 2.41% of portfolio
103,535
Q2 2025 Reduced 0.16%
$228B
$10.9 Million 2.04% of portfolio
74,390
Q2 2025 Reduced 0.59%
$272B
$10.7 Million 2.02% of portfolio
88,759
Q2 2025 Reduced 0.67%
$213B
$9.42 Million 1.77% of portfolio
118,996
Q2 2025 Reduced 0.31%
$373B
$6.35 Million 1.19% of portfolio
39,875
Q2 2025 Reduced 0.84%
$280B
$5.72 Million 1.07% of portfolio
82,438
Q2 2025 Reduced 1.2%
$460B
$3.58 Million 0.67% of portfolio
23,468
Q2 2025 Reduced 0.16%
$374B
$3.25 Million 0.61% of portfolio
17,516
Q1 2025 Reduced 0.22%
$469B
$2.51 Million 0.47% of portfolio
23,321
Q2 2025 Added 0.01%
$442B
$1.86 Million 0.35% of portfolio
11,754
Q2 2025 Reduced 0.88%
$717B
$1.5 Million 0.28% of portfolio
1,929
Q2 2025 New
$3.64T
$1.44 Million 0.27% of portfolio
7,010
Q2 2025 Added 13.14%
$1.43T
$647,000 0.12% of portfolio
3,674
Q2 2025 Added 37.4%
$309B
$587,000 0.11% of portfolio
4,103
Q4 2024 Added 1.23%
$225B
$570,000 0.11% of portfolio
1,951
Q2 2025 Added 116.78%
$293B
$520,000 0.1% of portfolio
7,350
Q2 2025 Added 0.01%
$882B
$435,000 0.08% of portfolio
1,503
Q1 2025 Reduced 8.35%
$256B
$394,000 0.07% of portfolio
5,606
Q1 2025 Added 1.78%
$261B
$312,000 0.06% of portfolio
2,215
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
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