Matthew Goff Investment Advisor, LLC Portfolio Holdings

Matthew Goff Investment Advisor, LLC

  • $536 Million
  • Q1 2025

Matthew Goff Investment Advisor, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $536 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $50.7M, Microsoft Corp with a value of $44.3M, Visa Inc. with a value of $24.8M, Bank Of New York Mellon Corp with a value of $23.3M, and Ishares Ibonds Dec 2025 Term C with a value of $22.9M.

Examining the 13F form we can see an increase of $3.9M in the current position value, from $532M to 536M.

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

Portfolio value $536 Million
ETFs: $224 Million
Financial Services: $138 Million
Technology: $71.5 Million
Consumer Defensive: $28.8 Million
Healthcare: $28.2 Million
Industrials: $24.7 Million
Communication Services: $11.7 Million
Energy: $7.73 Million
Other: $2.18 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$217M
$437,000 0.08% of portfolio
107,019
Q1 2025 Added 76.58%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $536 Million
  • Prior Value $532 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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