GoalVest Advisory LLC Q1 2025 Filing
Filed April 7, 2025
Portfolio Value
$363.7M
Holdings
503
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (503 positions)
| Stock | Value |
|---|---|
CINFCINCINNATI FINL CORP COM | $38K |
IYWISHARES U.S. TECHNOLOGY ETF | $38K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $38K |
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $37K |
AFLAFLAC INC COM | $35K |
TTDTHE TRADE DESK INC COM CL A | $35K |
KEXKIRBY CORP COM | $34K |
BEPCBROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $34K |
IAU*ISHARES GOLD TRUST | $32K |
KIESPDR S&P INSURANCE ETF | $32K |
LINLINDE PLC SHS | $32K |
RWLINVESCO S&P 500 REVENUE ETF | $31K |
KOCOCA COLA CO COM | $30K |
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $30K |
PLDPROLOGIS INC. COM | $30K |
JPLDJPMORGAN LIMITED DURATION BOND ETF | $30K |
CLXCLOROX CO DEL COM | $30K |
DEDEERE & CO COM | $30K |
CRWDCROWDSTRIKE HLDGS INC CL A | $29K |
NOCNORTHROP GRUMMAN CORP COM | $29K |
FQIDIGITAL RLTY TR INC COM | $29K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $28K |
IVWISHARES S&P 500 GROWTH ETF | $27K |
AALAMERICAN AIRLS GROUP INC COM | $27K |
ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $25K |
PSXPHILLIPS 66 COM | $25K |
CWCOCONSOLIDATED WATER CO INC ORD | $24K |
USALIBERTY ALL STAR EQUITY FD SH BEN INT | $24K |
BAC 7.25 PERP LBANK AMERICA CORP 7.25CNV PFD L | $23K |
DHRDANAHER CORPORATION COM | $23K |
CAGCONAGRA BRANDS INC COM | $22K |
LUVSOUTHWEST AIRLS CO COM | $22K |
APDAIR PRODS & CHEMS INC COM | $22K |
IBITISHARES BITCOIN TRUST ETF | $21K |
CVNACARVANA CO CL A | $21K |
PFEPFIZER INC COM | $21K |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $21K |
SFLSFL CORPORATION LTD SHS | $21K |
PLPLANET LABS PBC COM CL A | $20K |
XLBMATERIALS SELECT SECTOR SPDR FUND | $20K |
FTHIFIRST TRUST BUYWRITE INCOME ETF | $19K |
ODFLOLD DOMINION FREIGHT LINE INC COM | $19K |
QCOMQUALCOMM INC COM | $18K |
LHXL3HARRIS TECHNOLOGIES INC COM | $18K |
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A | $18K |
WSOWATSCO INC COM | $17K |
ANETARISTA NETWORKS INC COM SHS | $16K |
EMREMERSON ELEC CO COM | $16K |
DRIDARDEN RESTAURANTS INC COM | $15K |
EFAISHARES MSCI EAFE ETF | $15K |
DOCUDOCUSIGN INC COM | $15K |
WPCWP CAREY INC COM | $14K |
TXNTEXAS INSTRS INC COM | $14K |
NANCUNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | $13K |
JCIJOHNSON CTLS INTL PLC SHS | $12K |
ROPROPER TECHNOLOGIES INC COM | $12K |
FDSFACTSET RESH SYS INC COM | $12K |
SBUXSTARBUCKS CORP COM | $12K |
PHPARKER-HANNIFIN CORP COM | $12K |
DDOMINION ENERGY INC COM | $11K |
UPSUNITED PARCEL SERVICE INC CL B | $11K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $11K |
HIGHARTFORD INSURANCE GROUP INC COM | $11K |
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR | $11K |
SCHWSCHWAB CHARLES CORP COM | $11K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $10K |
FSMBFIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF | $10K |
AMATAPPLIED MATLS INC COM | $10K |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $10K |
GWWGRAINGER W W INC COM | $10K |
EQIXEQUINIX INC COM | $10K |
MCHPMICROCHIP TECHNOLOGY INC. COM | $10K |
LARKLANDMARK BANCORP INC COM | $9K |
AEPAMERICAN ELEC PWR CO INC COM | $9K |
VOTETCW TRANSFORM 500 ETF | $9K |
NSCNORFOLK SOUTHN CORP COM | $9K |
COPCONOCOPHILLIPS COM | $9K |
FITBFIFTH THIRD BANCORP COM | $8K |
XMMOINVESCO S&P MIDCAP MOMENTUM ETF | $7K |
IWNISHARES RUSSELL 2000 VALUE ETF | $6K |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $6K |
PWRQUANTA SVCS INC COM | $6K |
ADPTADAPTIVE BIOTECHNOLOGIES CORP COM | $6K |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $6K |
SNOWSNOWFLAKE INC CL A | $6K |
MODLVICTORYSHARES WESTEND U.S. SECTOR ETF | $6K |
FISFIDELITY NATL INFORMATION SVCS COM | $6K |
EXPIEXP WORLD HLDGS INC COM | $6K |
GLWCORNING INC COM | $5K |
GEGE AEROSPACE COM NEW | $5K |
IYGISHARES US FINANCIAL SERVICES ETF | $4K |
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $4K |
BUFRFT VEST LADDERED BUFFER ETF | $4K |
HYTBLACKROCK CORPOR HI YLD FD INC COM | $4K |
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | $4K |
VNQVANGUARD REAL ESTATE ETF | $4K |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $4K |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $4K |
NFLXNETFLIX INC COM | $4K |
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $3K |