Matthew Goff Investment Advisor, LLC Portfolio Holdings
Matthew Goff Investment Advisor, LLC
- $486 Million
- Q2 2024
Matthew Goff Investment Advisor, LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $486 Million distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $53.2M, Berkshire Hathaway Inc Class B with a value of $39.2M, Bank Of America Corp with a value of $19.8M, Visa Inc. with a value of $18.7M, and Ssga Active Trust with a value of $18.2M.
Examining the 13F form we can see an decrease of $7.32M in the current position value, from $494M to 486M.
Below you can find more details about Matthew Goff Investment Advisor, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$486 Million
ETFs: $192 Million
Financial Services: $111 Million
Technology: $82.7 Million
Healthcare: $30.3 Million
Consumer Defensive: $28.3 Million
Industrials: $20.1 Million
Communication Services: $11.9 Million
Energy: $7.64 Million
Other: $2.03 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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