Matthew Goff Investment Advisor, LLC Portfolio Holdings
Matthew Goff Investment Advisor, LLC
- $575 Million
- Q3 2025
Matthew Goff Investment Advisor, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $575 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 $60M, Berkshire Hathaway Inc Class B with a value of $46.9M, Alphabet Inc. with a value of $30.5M, Bank Of New York Mellon Corp with a value of $29.7M, and Bank Of America Corp with a value of $25.4M.
Examining the 13F form we can see an increase of $43M in the current position value, from $532M to 575M.
Below you can find more details about Matthew Goff Investment Advisor, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$575 Million
ETFs: $186 Million
Financial Services: $148 Million
Technology: $110 Million
Communication Services: $43.6 Million
Healthcare: $31.1 Million
Consumer Defensive: $27.2 Million
Industrials: $19.9 Million
Energy: $7.25 Million
Other: $2.83 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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