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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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