GoalVest Advisory
Latest statistics and disclosures from GoalVest Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VUG, VTI, VB, JQUA, and represent 55.58% of GoalVest Advisory's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$7.0M), VUG, BX, V, TSCO, SCCO, GNRC, NVDA, ABBV, TSLA.
- Started 119 new stock positions in DKNG, RACE, AMSC, IDXX, ALGN, ATO, IWS, SNPS, WAT, CARR.
- Reduced shares in these 10 stocks: SPIB, MDT, SPYG, EFA, AMZN, VTI, VNQ, AGG, , SMMD.
- Sold out of its positions in AMD, AEIS, ABNB, AMWD, BRP, BSY, BLKB, BXMT, BOOT, CSWI.
- GoalVest Advisory was a net buyer of stock by $53M.
- GoalVest Advisory has $300M in assets under management (AUM), dropping by 31.88%.
- Central Index Key (CIK): 0001839307
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Portfolio Holdings for GoalVest Advisory
GoalVest Advisory holds 412 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 33.4 | $100M | +7% | 209k | 480.70 |
|
| Vanguard Growth Etf Etf (VUG) | 8.9 | $27M | +10% | 78k | 344.20 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 4.8 | $14M | 55k | 259.90 |
|
|
| Vanguard Small-cap Etf Etf (VB) | 4.4 | $13M | +9% | 58k | 228.59 |
|
| Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA) | 4.0 | $12M | +9% | 226k | 52.87 |
|
| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 2.2 | $6.6M | -7% | 91k | 73.15 |
|
| Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) | 1.7 | $5.2M | -28% | 159k | 32.69 |
|
| Microsoft Corp Stock (MSFT) | 1.6 | $4.9M | +22% | 12k | 420.71 |
|
| Ishares Select Dividend Etf Etf (DVY) | 1.2 | $3.7M | +12% | 30k | 123.18 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.0 | $2.9M | +69% | 15k | 200.30 |
|
| Amazon Stock (AMZN) | 0.9 | $2.7M | -7% | 15k | 180.38 |
|
| Abbvie Stock (ABBV) | 0.9 | $2.7M | +121% | 15k | 182.10 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.9 | $2.6M | -3% | 6.3k | 420.52 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.8 | $2.5M | -4% | 17k | 150.93 |
|
| Visa Inc Com Cl A Stock (V) | 0.8 | $2.5M | +628% | 8.9k | 279.08 |
|
| Nvidia Corporation Stock (NVDA) | 0.8 | $2.4M | +459% | 2.6k | 903.56 |
|
| Blackstone Stock (BX) | 0.8 | $2.3M | NEW | 17k | 131.37 |
|
| Tractor Supply Stock (TSCO) | 0.7 | $2.1M | NEW | 8.0k | 261.72 |
|
| Southern Copper Corp Stock (SCCO) | 0.7 | $2.1M | NEW | 20k | 106.52 |
|
| Generac Hldgs Stock (GNRC) | 0.7 | $2.1M | NEW | 17k | 126.14 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.7 | $2.0M | +22% | 2.0k | 970.47 |
|
| Apple Stock (AAPL) | 0.6 | $1.9M | +53% | 11k | 171.48 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.6 | $1.8M | -2% | 25k | 74.22 |
|
| Pepsico Stock (PEP) | 0.6 | $1.8M | +77% | 10k | 175.01 |
|
| Broadcom Stock (AVGO) | 0.6 | $1.7M | 1.3k | 1324.93 |
|
|
| Oneok Stock (OKE) | 0.5 | $1.6M | +2% | 20k | 80.17 |
|
| Merck & Co Stock (MRK) | 0.5 | $1.5M | +5% | 12k | 131.95 |
|
| Unitedhealth Group Stock (UNH) | 0.5 | $1.5M | +7% | 3.1k | 494.70 |
|
| Principal Financial Group Stock (PFG) | 0.5 | $1.5M | +3% | 18k | 86.31 |
|
| Walmart Stock (WMT) | 0.5 | $1.5M | +214% | 25k | 60.17 |
|
| At&t Stock (T) | 0.5 | $1.5M | +4% | 85k | 17.60 |
|
| Williams Cos Stock (WMB) | 0.5 | $1.5M | +3% | 38k | 38.97 |
|
| Cisco Sys Stock (CSCO) | 0.5 | $1.5M | +31% | 29k | 49.91 |
|
| Procter And Gamble Stock (PG) | 0.5 | $1.5M | +10% | 9.0k | 162.24 |
|
| Tesla Stock (TSLA) | 0.5 | $1.4M | +7111% | 7.9k | 175.79 |
|
| Mcdonalds Corp Stock (MCD) | 0.5 | $1.4M | +24% | 4.8k | 281.95 |
|
| Nrg Energy Stock (NRG) | 0.4 | $1.3M | NEW | 20k | 67.69 |
|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 0.4 | $1.3M | 21k | 61.53 |
|
|
| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.4 | $1.3M | +57547% | 28k | 47.02 |
|
| Valero Energy Corp Stock (VLO) | 0.4 | $1.3M | 7.5k | 170.69 |
|
|
| Lockheed Martin Corp Stock (LMT) | 0.4 | $1.3M | +12% | 2.8k | 454.87 |
|
| Ares Capital Corp Cef (ARCC) | 0.4 | $1.3M | +5% | 60k | 20.82 |
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.4 | $1.2M | +4% | 30k | 41.08 |
|
| Kenvue Stock (KVUE) | 0.4 | $1.2M | +11% | 57k | 21.46 |
|
| International Paper Stock (IP) | 0.4 | $1.2M | +4% | 31k | 39.02 |
|
| Dht Holdings Stock (DHT) | 0.4 | $1.2M | +6% | 105k | 11.50 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.4 | $1.2M | NEW | 52k | 23.01 |
|
| Ishares Msci Usa Esg Select Etf Etf (SUSA) | 0.4 | $1.2M | -2% | 11k | 109.17 |
|
| Chevron Corp Stock (CVX) | 0.4 | $1.2M | +23% | 7.3k | 157.74 |
|
| Enerplus Corp Stock (ERF) | 0.4 | $1.2M | NEW | 59k | 19.66 |
|
| Sonoco Prods Stock (SON) | 0.4 | $1.2M | +7% | 20k | 57.84 |
|
| Altria Group Stock (MO) | 0.4 | $1.1M | +9% | 26k | 43.62 |
|
| Omega Healthcare Invs Reit (OHI) | 0.4 | $1.1M | +17% | 34k | 31.67 |
|
| Fs Kkr Cap Corp Cef (FSK) | 0.4 | $1.1M | +10% | 56k | 19.07 |
|
| Lam Research Corp Stock (LRCX) | 0.4 | $1.1M | NEW | 1.1k | 971.57 |
|
| Southern Stock (SO) | 0.3 | $991k | +10% | 14k | 71.74 |
|
| Sherwin Williams Stock (SHW) | 0.3 | $990k | NEW | 2.9k | 347.33 |
|
| Unilever Adr (UL) | 0.3 | $966k | +7% | 19k | 50.19 |
|
| Philip Morris Intl Stock (PM) | 0.3 | $961k | +12% | 11k | 91.62 |
|
| Genuine Parts Stock (GPC) | 0.3 | $956k | -2% | 6.2k | 154.93 |
|
| Vici Pptys Reit (VICI) | 0.3 | $910k | +7% | 31k | 29.79 |
|
| Eli Lilly & Co Stock (LLY) | 0.3 | $906k | +743% | 1.2k | 777.96 |
|
| Columbus Mckinnon Corp N Y Stock (CMCO) | 0.3 | $854k | NEW | 19k | 44.63 |
|
| Atmos Energy Corp Stock (ATO) | 0.3 | $810k | NEW | 6.8k | 118.87 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.3 | $809k | -3% | 1.5k | 523.20 |
|
| Starwood Ppty Tr Reit (STWD) | 0.3 | $803k | 40k | 20.33 |
|
|
| First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) | 0.3 | $793k | NEW | 5.2k | 153.77 |
|
| Cummins Stock (CMI) | 0.3 | $754k | NEW | 2.6k | 294.65 |
|
| Nextera Energy Stock (NEE) | 0.2 | $708k | +577% | 11k | 63.91 |
|
| Bank Montreal Que Stock (BMO) | 0.2 | $663k | NEW | 6.8k | 97.68 |
|
| Illinois Tool Wks Stock (ITW) | 0.2 | $647k | +2288% | 2.4k | 268.33 |
|
| Wheaton Precious Metals Corp Stock (WPM) | 0.2 | $573k | NEW | 12k | 47.13 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.2 | $566k | +151% | 1.7k | 337.05 |
|
| Tjx Cos Stock (TJX) | 0.2 | $507k | NEW | 5.0k | 101.42 |
|
| Invesco Energy Exploration & Production Etf Etf (PXE) | 0.2 | $500k | 14k | 35.80 |
|
|
| Rio Tinto Adr (RIO) | 0.2 | $486k | NEW | 7.6k | 63.74 |
|
| First Trust Health Care Alphadex Fund Etf (FXH) | 0.2 | $480k | NEW | 4.4k | 109.59 |
|
| Stryker Corporation Stock (SYK) | 0.2 | $452k | +979% | 1.3k | 357.87 |
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.1 | $441k | 7.1k | 62.06 |
|
|
| American Superconductor Corp Stock (AMSC) | 0.1 | $404k | NEW | 30k | 13.51 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $404k | +1118% | 5.0k | 80.63 |
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.1 | $397k | NEW | 9.5k | 41.87 |
|
| Abbott Labs Stock (ABT) | 0.1 | $371k | +387% | 3.3k | 113.66 |
|
| Canadian Natl Ry Stock (CNI) | 0.1 | $349k | NEW | 2.7k | 131.71 |
|
| Spdr Nyse Technology Etf Etf (XNTK) | 0.1 | $347k | NEW | 1.9k | 182.39 |
|
| Ishares Russell 2500 Etf Etf (SMMD) | 0.1 | $345k | -31% | 5.3k | 65.61 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $318k | -9% | 605.00 | 525.73 |
|
| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.1 | $297k | NEW | 5.9k | 50.10 |
|
| Salesforce Stock (CRM) | 0.1 | $281k | +200% | 932.00 | 301.18 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $275k | +16% | 1.8k | 152.26 |
|
| Evergy Stock (EVRG) | 0.1 | $272k | 5.1k | 53.38 |
|
|
| Energy Select Sector Spdr Fund Etf (XLE) | 0.1 | $266k | -7% | 2.8k | 94.42 |
|
| Costco Whsl Corp Stock (COST) | 0.1 | $261k | +15% | 356.00 | 732.63 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.1 | $258k | NEW | 4.3k | 60.30 |
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.1 | $253k | NEW | 2.7k | 92.72 |
|
| Eastgroup Pptys Reit (EGP) | 0.1 | $252k | NEW | 1.4k | 179.77 |
|
| Ishares Short-term National Muni Bond Etf Etf (SUB) | 0.1 | $249k | +247% | 2.4k | 104.73 |
|
| Johnson & Johnson Stock (JNJ) | 0.1 | $236k | +336% | 1.5k | 158.19 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $236k | -12% | 490.00 | 481.62 |
|
| Nuveen Esg Dividend Etf Etf (NUDV) | 0.1 | $235k | 8.6k | 27.33 |
|
|
| Marathon Pete Corp Stock (MPC) | 0.1 | $215k | +16% | 1.1k | 201.50 |
|
| Slm Corp Stock (SLM) | 0.1 | $207k | 9.5k | 21.79 |
|
|
| Spdr Msci Acwi Ex-us Etf Etf (CWI) | 0.1 | $200k | NEW | 7.0k | 28.40 |
|
| Vanguard Large-cap Etf Etf (VV) | 0.1 | $199k | 829.00 | 239.76 |
|
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.1 | $194k | -4% | 3.9k | 50.17 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $192k | -64% | 2.4k | 79.86 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $191k | +400% | 3.2k | 60.74 |
|
| Cintas Corp Stock (CTAS) | 0.1 | $186k | +74% | 270.00 | 687.03 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $184k | -2% | 1.7k | 110.52 |
|
| Wp Carey Reit (WPC) | 0.1 | $182k | +409% | 3.2k | 56.44 |
|
| Bhp Group Adr (BHP) | 0.1 | $182k | NEW | 3.2k | 57.69 |
|
| First Trust Managed Municipal Etf Etf (FMB) | 0.1 | $180k | NEW | 3.5k | 51.36 |
|
| Royal Gold Stock (RGLD) | 0.1 | $174k | NEW | 1.4k | 121.81 |
|
| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.1 | $174k | NEW | 2.3k | 75.98 |
|
| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.1 | $172k | 9.8k | 17.56 |
|
|
| Home Depot Stock (HD) | 0.1 | $169k | +13% | 440.00 | 383.60 |
|
| Paychex Stock (PAYX) | 0.1 | $166k | +15% | 1.3k | 122.80 |
|
| Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Etf (HYMB) | 0.1 | $162k | NEW | 6.3k | 25.69 |
|
| Manulife Finl Corp Stock (MFC) | 0.1 | $160k | NEW | 6.4k | 24.99 |
|
| Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 0.1 | $160k | 4.4k | 36.19 |
|
|
| Rithm Capital Corp Reit (RITM) | 0.1 | $159k | 14k | 11.16 |
|
|
| Paypal Hldgs Stock (PYPL) | 0.1 | $157k | -2% | 2.3k | 66.99 |
|
| Check Point Software Tech Ltd Ord Stock (CHKP) | 0.1 | $156k | NEW | 950.00 | 164.01 |
|
| T-mobile Us Stock (TMUS) | 0.1 | $155k | +84% | 950.00 | 163.22 |
|
| Amgen Stock (AMGN) | 0.1 | $153k | +215% | 537.00 | 284.32 |
|
| Adobe Stock (ADBE) | 0.0 | $148k | -5% | 293.00 | 504.60 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $148k | -5% | 254.00 | 581.21 |
|
| Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN) | 0.0 | $148k | 4.4k | 33.36 |
|
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $146k | 711.00 | 205.72 |
|
|
| Lowes Cos Stock (LOW) | 0.0 | $146k | +63% | 573.00 | 254.73 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $145k | +222% | 326.00 | 444.01 |
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.0 | $144k | +246% | 610.00 | 235.79 |
|
| Exxon Mobil Corp Stock (XOM) | 0.0 | $143k | +3% | 1.2k | 116.24 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $139k | 287.00 | 485.58 |
|
|
| Hca Healthcare Stock (HCA) | 0.0 | $132k | +83% | 395.00 | 333.53 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $115k | +29% | 679.00 | 169.21 |
|
| United States Oil Fund Etf (USO) | 0.0 | $114k | 1.4k | 78.73 |
|
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.0 | $114k | 1.3k | 84.44 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $109k | 598.00 | 182.61 |
|
|
| Caterpillar Stock (CAT) | 0.0 | $109k | +18% | 296.00 | 366.43 |
|
| Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.0 | $103k | 2.6k | 40.27 |
|
|
| Ishares Silver Trust Etf (SLV) | 0.0 | $100k | 4.4k | 22.75 |
|
|
| Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) | 0.0 | $100k | NEW | 2.4k | 42.02 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $99k | NEW | 379.00 | 260.72 |
|
| Tapestry Stock (TPR) | 0.0 | $96k | +1042% | 2.0k | 47.48 |
|
| Alps O'shares Us Small-cap Quality Dividend Etf Etf (OUSM) | 0.0 | $94k | 2.2k | 42.57 |
|
|
| S&p Global Stock (SPGI) | 0.0 | $94k | +33% | 221.00 | 425.47 |
|
| Bank America Corp Stock (BAC) | 0.0 | $92k | +3% | 2.4k | 37.93 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $92k | +528% | 666.00 | 137.43 |
|
| Spdr S&p Dividend Etf Etf (SDY) | 0.0 | $90k | 685.00 | 131.24 |
|
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.0 | $89k | 770.00 | 115.30 |
|
|
| Oracle Corp Stock (ORCL) | 0.0 | $88k | NEW | 700.00 | 125.61 |
|
| The Trade Desk Inc Com Cl A Stock (TTD) | 0.0 | $88k | 1.0k | 87.42 |
|
|
| Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $87k | +4192% | 558.00 | 155.91 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $87k | +79% | 181.00 | 478.66 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $86k | +890% | 891.00 | 96.71 |
|
| Disney Walt Stock (DIS) | 0.0 | $85k | +25% | 697.00 | 122.36 |
|
| Spdr S&p 600 Small Cap Value Etf Etf (SLYV) | 0.0 | $84k | NEW | 1.0k | 82.97 |
|
| Boeing Stock (BA) | 0.0 | $84k | +92% | 434.00 | 192.99 |
|
| Goldman Sachs Group Stock (GS) | 0.0 | $84k | NEW | 200.00 | 417.69 |
|
| Keysight Technologies Stock (KEYS) | 0.0 | $84k | -24% | 534.00 | 156.38 |
|
| Draftkings Inc New Com Cl A Stock (DKNG) | 0.0 | $83k | NEW | 1.8k | 45.41 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $82k | +2% | 392.00 | 210.30 |
|
| Palo Alto Networks Stock (PANW) | 0.0 | $82k | +7% | 290.00 | 284.13 |
|
| Jpmorgan Municipal Etf Etf (JMUB) | 0.0 | $79k | NEW | 1.6k | 50.74 |
|
| Invesco Large Cap Growth Etf Etf (PWB) | 0.0 | $77k | 866.00 | 89.31 |
|
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $77k | NEW | 1.8k | 41.77 |
|
| Analog Devices Stock (ADI) | 0.0 | $77k | -30% | 389.00 | 197.86 |
|
| Automatic Data Processing Stock (ADP) | 0.0 | $76k | +188% | 306.00 | 249.74 |
|
| Equinix Reit (EQIX) | 0.0 | $76k | -14% | 92.00 | 825.33 |
|
| First Trust Dow Jones Internet Index Fund Etf (FDN) | 0.0 | $76k | 368.00 | 205.09 |
|
|
| American Express Stock (AXP) | 0.0 | $74k | +45% | 326.00 | 227.69 |
|
| Eversource Energy Stock (ES) | 0.0 | $70k | +8% | 1.2k | 59.77 |
|
| International Business Machs Stock (IBM) | 0.0 | $68k | +258% | 358.00 | 190.96 |
|
| Packaging Corp Amer Stock (PKG) | 0.0 | $66k | NEW | 350.00 | 189.78 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $66k | -3% | 191.00 | 346.61 |
|
| Edwards Lifesciences Corp Stock (EW) | 0.0 | $65k | +4% | 675.00 | 95.56 |
|
| Coca Cola Stock (KO) | 0.0 | $60k | +8% | 988.00 | 61.18 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $59k | 629.00 | 93.05 |
|
|
| Hershey Stock (HSY) | 0.0 | $58k | NEW | 300.00 | 194.50 |
|
| BP Adr (BP) | 0.0 | $58k | 1.5k | 37.69 |
|
|
| Texas Instrs Stock (TXN) | 0.0 | $58k | -47% | 330.00 | 174.21 |
|
| Blackrock Stock (BLK) | 0.0 | $57k | -4% | 68.00 | 833.71 |
|
| Agnico Eagle Mines Stock (AEM) | 0.0 | $57k | NEW | 950.00 | 59.65 |
|
| Rtx Corporation Stock (RTX) | 0.0 | $57k | +374% | 579.00 | 97.53 |
|
| Roper Technologies Stock (ROP) | 0.0 | $56k | +900% | 100.00 | 560.84 |
|
| Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP) | 0.0 | $55k | 1.8k | 31.21 |
|
|
| Schwab Fundamental Us Small Co. Index Etf Etf (FNDA) | 0.0 | $55k | 962.00 | 57.03 |
|
|
| Old Dominion Freight Line Stock (ODFL) | 0.0 | $54k | +100% | 248.00 | 219.31 |
|
| Brookfield Renewable Corp Cl A Sub Vtg Stock (BEPC) | 0.0 | $54k | NEW | 2.2k | 24.57 |
|
| Microchip Technology Stock (MCHP) | 0.0 | $54k | +49% | 602.00 | 89.72 |
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $54k | +8% | 134.00 | 399.09 |
|
| Cincinnati Finl Corp Stock (CINF) | 0.0 | $52k | +7% | 420.00 | 124.17 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $52k | +14% | 208.00 | 250.04 |
|
| General Dynamics Corp Stock (GD) | 0.0 | $51k | 179.00 | 282.49 |
|
|
| Delta Air Lines Inc Del Stock (DAL) | 0.0 | $50k | NEW | 1.0k | 47.87 |
|
| Corteva Stock (CTVA) | 0.0 | $49k | NEW | 850.00 | 57.67 |
|
| Servicenow Stock (NOW) | 0.0 | $46k | +3% | 60.00 | 762.40 |
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $45k | 181.00 | 249.31 |
|
|
| Watsco Stock (WSO) | 0.0 | $45k | +10% | 104.00 | 431.97 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.0 | $45k | 779.00 | 57.57 |
|
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $44k | 165.00 | 263.90 |
|
|
| Kla Corp Stock (KLAC) | 0.0 | $43k | -42% | 62.00 | 698.56 |
|
| Okta Inc Cl A Stock (OKTA) | 0.0 | $43k | 410.00 | 104.62 |
|
|
| Wisdomtree Enhanced Commodity Stgy Etf (GCC) | 0.0 | $41k | 2.2k | 18.43 |
|
|
| Fifth Third Bancorp Stock (FITB) | 0.0 | $41k | +16% | 1.1k | 37.21 |
|
| Proshares Ultra Energy Etf (DIG) | 0.0 | $40k | 879.00 | 45.84 |
|
|
| Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) | 0.0 | $40k | -35% | 1.1k | 36.59 |
|
| Huntington Bancshares Stock (HBAN) | 0.0 | $39k | -12% | 2.8k | 13.95 |
|
| Eog Res Stock (EOG) | 0.0 | $39k | +135% | 306.00 | 127.84 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $39k | +40% | 70.00 | 555.79 |
|
| American Airls Group Stock (AAL) | 0.0 | $38k | NEW | 2.5k | 15.35 |
|
| Vaneck Gold Miners Etf Etf (GDX) | 0.0 | $38k | -41% | 1.2k | 31.62 |
|
| American Tower Corp Reit (AMT) | 0.0 | $38k | -9% | 190.00 | 197.59 |
|
| Conocophillips Stock (COP) | 0.0 | $37k | -53% | 293.00 | 127.28 |
|
| Linde Stock (LIN) | 0.0 | $37k | -5% | 80.00 | 464.32 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $37k | 270.00 | 135.06 |
|
|
| Nutrien Stock (NTR) | 0.0 | $35k | NEW | 647.00 | 54.31 |
|
| American Wtr Wks Stock (AWK) | 0.0 | $35k | -50% | 285.00 | 122.21 |
|
| Prologis Reit (PLD) | 0.0 | $34k | -16% | 258.00 | 130.22 |
|
| Ark Innovation Etf Etf (ARKK) | 0.0 | $34k | +124% | 670.00 | 50.08 |
|
| United Airls Hldgs Stock (UAL) | 0.0 | $33k | NEW | 692.00 | 47.88 |
|
| Sfl Corporation Stock (SFL) | 0.0 | $33k | NEW | 2.5k | 13.18 |
|
| Phillips 66 Stock (PSX) | 0.0 | $33k | 200.00 | 163.34 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $32k | 61.00 | 526.95 |
|
|
| General Mls Stock (GIS) | 0.0 | $32k | +65% | 455.00 | 69.97 |
|
| Clorox Co Del Stock (CLX) | 0.0 | $31k | NEW | 200.00 | 153.11 |
|
| Anheuser Busch Inbev Sa Adr (BUD) | 0.0 | $30k | -51% | 500.00 | 60.78 |
|
| Ishares Russell 3000 Etf Etf (IWV) | 0.0 | $30k | -50% | 100.00 | 300.08 |
|
| Ciena Corp Stock (CIEN) | 0.0 | $30k | 602.00 | 49.45 |
|
|
| Consolidated Water Co Inc Ord Stock (CWCO) | 0.0 | $29k | NEW | 1.0k | 29.31 |
|
| Verizon Communications Stock (VZ) | 0.0 | $29k | -38% | 693.00 | 41.96 |
|
| Cme Group Stock (CME) | 0.0 | $29k | -32% | 135.00 | 215.29 |
|
| Global X Silver Miners Etf Etf (SIL) | 0.0 | $29k | -41% | 1.1k | 27.46 |
|
| Metlife Stock (MET) | 0.0 | $29k | +73% | 390.00 | 74.11 |
|
| Digital Rlty Tr Reit (DLR) | 0.0 | $29k | NEW | 200.00 | 144.04 |
|
| Rex American Res Corp Stock (REX) | 0.0 | $29k | 486.00 | 58.71 |
|
|
| Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) | 0.0 | $28k | NEW | 369.00 | 76.00 |
|
| Materials Select Sector Spdr Fund Etf (XLB) | 0.0 | $28k | NEW | 300.00 | 92.89 |
|
| Jpmorgan Limited Duration Bond Etf Jpmorgan Limited Duration Bond Etf Etf (JPLD) | 0.0 | $28k | NEW | 546.00 | 50.94 |
|
| Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB) | 0.0 | $27k | 783.00 | 34.74 |
|
|
| Trane Technologies Stock (TT) | 0.0 | $27k | +157% | 90.00 | 300.20 |
|
| Aflac Stock (AFL) | 0.0 | $27k | 313.00 | 85.86 |
|
|
| Shopify Inc Cl A Stock (SHOP) | 0.0 | $27k | 347.00 | 77.17 |
|
|
| Liberty All Star Equity Fd Sh Ben Int Cef (USA) | 0.0 | $26k | 3.6k | 7.15 |
|
|
| Mid-amer Apt Cmntys Reit (MAA) | 0.0 | $26k | +44% | 195.00 | 131.58 |
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.0 | $25k | -23% | 167.00 | 148.63 |
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $25k | +10% | 97.00 | 254.87 |
|
| Conagra Brands Stock (CAG) | 0.0 | $25k | -10% | 827.00 | 29.64 |
|
| Pfizer Stock (PFE) | 0.0 | $24k | -18% | 881.00 | 27.75 |
|
| Snowflake Inc Cl A Stock (SNOW) | 0.0 | $24k | +38% | 150.00 | 161.60 |
|
| Hartford Finl Svcs Group Stock (HIG) | 0.0 | $24k | -22% | 235.00 | 103.05 |
|
| Dte Energy Stock (DTE) | 0.0 | $24k | +250% | 210.00 | 112.14 |
|
| Chubb Stock (CB) | 0.0 | $23k | 90.00 | 259.13 |
|
|
| Aemetis Stock (AMTX) | 0.0 | $23k | 3.9k | 5.99 |
|
|
| Futurefuel Corp Stock (FF) | 0.0 | $23k | 2.9k | 8.05 |
|
|
| Qualcomm Stock (QCOM) | 0.0 | $23k | +18% | 136.00 | 169.30 |
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.0 | $23k | -62% | 201.00 | 114.14 |
|
| Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) | 0.0 | $23k | 19.00 | 1193.74 |
|
|
| Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.0 | $23k | NEW | 245.00 | 91.80 |
|
| Danaher Corporation Stock (DHR) | 0.0 | $23k | -14% | 90.00 | 249.72 |
|
| Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) | 0.0 | $22k | 444.00 | 49.22 |
|
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.0 | $22k | -6% | 426.00 | 51.28 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $22k | NEW | 80.00 | 270.80 |
|
| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.0 | $22k | -50% | 241.00 | 89.67 |
|
| Planet Labs Pbc Com Cl A Stock (PL) | 0.0 | $20k | 8.0k | 2.55 |
|
|
| Grainger W W Stock (GWW) | 0.0 | $20k | 20.00 | 1017.30 |
|
|
| Daseke Stock (DSKE) | 0.0 | $20k | 2.4k | 8.30 |
|
|
| Us Bancorp Del Stock (USB) | 0.0 | $20k | +29% | 450.00 | 44.70 |
|
| Factset Resh Sys Stock (FDS) | 0.0 | $20k | 44.00 | 454.39 |
|
|
| Ford Mtr Co Del Stock (F) | 0.0 | $20k | +368% | 1.5k | 13.28 |
|
| Southwest Airls Stock (LUV) | 0.0 | $20k | NEW | 671.00 | 29.19 |
|
| Quanta Svcs Stock (PWR) | 0.0 | $20k | -21% | 75.00 | 259.80 |
|
| Darling Ingredients Stock (DAR) | 0.0 | $19k | 414.00 | 46.51 |
|
|
| Entergy Corp Stock (ETR) | 0.0 | $19k | -21% | 180.00 | 105.68 |
|
| L3harris Technologies Stock (LHX) | 0.0 | $19k | 88.00 | 213.10 |
|
|
| Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL) | 0.0 | $18k | 15.00 | 1219.33 |
|
|
| Bunge Global Sa Stock (BG) | 0.0 | $17k | 166.00 | 102.52 |
|
|
| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $17k | +13% | 250.00 | 66.78 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.0 | $17k | 101.00 | 164.35 |
|
|
| Emerson Elec Stock (EMR) | 0.0 | $16k | -19% | 145.00 | 113.42 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $16k | NEW | 127.00 | 128.40 |
|
| Green Plains Stock (GPRE) | 0.0 | $16k | 703.00 | 23.12 |
|
|
| Firstenergy Corp Stock (FE) | 0.0 | $16k | +70% | 410.00 | 38.62 |
|
| American Elec Pwr Stock (AEP) | 0.0 | $16k | -57% | 182.00 | 86.10 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $16k | -2% | 170.00 | 91.39 |
|
| Archer Daniels Midland Stock (ADM) | 0.0 | $16k | 246.00 | 62.81 |
|
|
| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.0 | $15k | +15% | 150.00 | 102.28 |
|
| Opal Fuels Inc Class A Stock (OPAL) | 0.0 | $15k | 3.0k | 5.02 |
|
|
| Cassava Sciences Stock (SAVA) | 0.0 | $15k | 746.00 | 20.29 |
|
|
| Vanguard S&p 500 Growth Etf Etf (VOOG) | 0.0 | $15k | 49.00 | 302.45 |
|
|
| Woodside Energy Group Adr (WDS) | 0.0 | $15k | NEW | 739.00 | 19.97 |
|
| Sempra Stock (SRE) | 0.0 | $14k | +66% | 200.00 | 71.83 |
|
| Alto Ingredients Stock (ALTO) | 0.0 | $14k | 6.4k | 2.18 |
|
|
| Citizens Finl Group Stock (CFG) | 0.0 | $13k | -30% | 370.00 | 36.29 |
|
| Air Prods & Chems Stock (APD) | 0.0 | $13k | -41% | 55.00 | 242.27 |
|
| Fidelity National Financial In Fnf Group Stock (FNF) | 0.0 | $13k | +150% | 250.00 | 53.10 |
|
| Ishares Bitcoin Trust Registered Etf | 0.0 | $12k | NEW | 300.00 | 40.47 |
|
| Interpublic Group Cos Stock (IPG) | 0.0 | $12k | +72% | 370.00 | 32.63 |
|
| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $12k | -74% | 48.00 | 247.77 |
|
| Scilex Holding Stock (SCLX) | 0.0 | $12k | 7.3k | 1.59 |
|
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $11k | NEW | 72.00 | 158.81 |
|
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.0 | $11k | 172.00 | 65.65 |
|
|
| Capital One Finl Corp Stock (COF) | 0.0 | $11k | NEW | 75.00 | 148.89 |
|
| Blackrock Short Duration Bond Etf Etf (NEAR) | 0.0 | $11k | 218.00 | 50.46 |
|
|
| Vaneck Ig Floating Rate Etf Etf (FLTR) | 0.0 | $11k | 430.00 | 25.51 |
|
|
| Ishares Treasury Floating Rate Bond Etf Etf (TFLO) | 0.0 | $11k | 214.00 | 50.69 |
|
|
| Caseys Gen Stores Stock (CASY) | 0.0 | $11k | NEW | 34.00 | 318.44 |
|
| Docusign Stock (DOCU) | 0.0 | $11k | 181.00 | 59.55 |
|
|
| Ishares Agency Bond Etf Etf (AGZ) | 0.0 | $11k | 99.00 | 108.05 |
|
|
| Carrier Global Corporation Stock (CARR) | 0.0 | $11k | NEW | 183.00 | 58.13 |
|
| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.0 | $11k | NEW | 84.00 | 125.33 |
|
| Ishares Gold Trust Etf (IAU) | 0.0 | $11k | NEW | 250.00 | 42.01 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.0 | $10k | -29% | 201.00 | 51.60 |
|
| Bank Nova Scotia Halifax Stock (BNS) | 0.0 | $10k | NEW | 200.00 | 51.78 |
|
| Csx Corp Stock (CSX) | 0.0 | $10k | NEW | 275.00 | 37.07 |
|
| Citigroup Stock (C) | 0.0 | $10k | +128% | 160.00 | 63.24 |
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.0 | $9.9k | 25.00 | 397.76 |
|
|
| Occidental Pete Corp Stock (OXY) | 0.0 | $9.9k | 153.00 | 64.99 |
|
|
| Dominion Energy Stock (D) | 0.0 | $9.8k | +9% | 200.00 | 49.19 |
|
| Trupanion Stock (TRUP) | 0.0 | $9.6k | 349.00 | 27.61 |
|
|
| Regions Financial Corp Stock (RF) | 0.0 | $9.3k | +144% | 440.00 | 21.04 |
|
| Carvana Co Cl A Stock (CVNA) | 0.0 | $8.8k | NEW | 100.00 | 87.91 |
|
| Tcw Transform 500 Etf Etf (VOTE) | 0.0 | $8.3k | 135.00 | 61.25 |
|
|
| Novartis Adr (NVS) | 0.0 | $7.4k | 77.00 | 96.73 |
|
|
| HP Stock (HPQ) | 0.0 | $7.3k | +50% | 240.00 | 30.22 |
|
| Unusual Whales Subversive Democratic Trading Etf Etf (NANC) | 0.0 | $7.2k | NEW | 209.00 | 34.44 |
|
| Whirlpool Corp Stock (WHR) | 0.0 | $7.2k | +200% | 60.00 | 119.63 |
|
| Interactive Brokers Group Inc Com Cl A Stock (IBKR) | 0.0 | $7.0k | 63.00 | 111.71 |
|
|
| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.0 | $7.0k | 86.00 | 81.78 |
|
|
| Ishares Investment Grade Systematic Bond Etf Etf (IGEB) | 0.0 | $7.0k | 156.00 | 44.85 |
|
|
| GSK Adr (GSK) | 0.0 | $6.9k | 160.00 | 42.87 |
|
|
| Wendys Stock (WEN) | 0.0 | $6.4k | NEW | 340.00 | 18.84 |
|
| Trump Media & Technology Group Stock (DJT) | 0.0 | $6.2k | NEW | 100.00 | 61.96 |
|
| Franklin Resources Stock (BEN) | 0.0 | $6.2k | NEW | 220.00 | 28.11 |
|
| Lpl Finl Hldgs Stock (LPLA) | 0.0 | $6.1k | 23.00 | 264.22 |
|
|
| Exp World Hldgs Stock (EXPI) | 0.0 | $6.0k | 580.00 | 10.33 |
|
|
| Wec Energy Group Stock (WEC) | 0.0 | $5.7k | -22% | 70.00 | 82.11 |
|
| Net Lease Office Properties Reit (NLOP) | 0.0 | $5.7k | NEW | 238.00 | 23.80 |
|
| Blue Bird Corp Stock (BLBD) | 0.0 | $5.6k | NEW | 146.00 | 38.34 |
|
| Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) | 0.0 | $5.5k | 129.00 | 42.55 |
|
|
| Onto Innovation Stock (ONTO) | 0.0 | $5.3k | 29.00 | 181.07 |
|
|
| Unum Group Stock (UNM) | 0.0 | $4.8k | -18% | 90.00 | 53.66 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $4.8k | -97% | 49.00 | 97.94 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $4.6k | NEW | 11.00 | 418.00 |
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $4.4k | NEW | 74.00 | 59.28 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $4.3k | -89% | 100.00 | 43.35 |
|
| Icf Intl Stock (ICFI) | 0.0 | $4.1k | 27.00 | 150.63 |
|
|
| Micron Technology Stock (MU) | 0.0 | $3.9k | NEW | 33.00 | 117.88 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $3.8k | -97% | 44.00 | 86.48 |
|
| Virgin Galactic Holdings Stock (SPCE) | 0.0 | $3.6k | NEW | 2.4k | 1.48 |
|
| Enbridge Stock (ENB) | 0.0 | $3.5k | NEW | 98.00 | 36.18 |
|
| Arista Networks Stock (ANET) | 0.0 | $3.5k | NEW | 12.00 | 290.00 |
|
| Copart Stock (CPRT) | 0.0 | $3.5k | NEW | 60.00 | 57.92 |
|
| Coca Cola Cons Stock (COKE) | 0.0 | $3.4k | 4.00 | 846.50 |
|
|
| Corning Stock (GLW) | 0.0 | $3.3k | NEW | 100.00 | 32.96 |
|
| Invesco Quality Mun Income Tr Cef (IQI) | 0.0 | $3.0k | 313.00 | 9.68 |
|
|
| Kforce Stock (KFRC) | 0.0 | $3.0k | 42.00 | 70.52 |
|
|
| Idexx Labs Stock (IDXX) | 0.0 | $2.7k | NEW | 5.00 | 540.00 |
|
| Adaptive Biotechnologies Corp Stock (ADPT) | 0.0 | $2.7k | 830.00 | 3.21 |
|
|
| Fortinet Stock (FTNT) | 0.0 | $2.7k | NEW | 39.00 | 68.31 |
|
| Te Connectivity Stock (TEL) | 0.0 | $2.6k | 18.00 | 145.22 |
|
|
| Veeva Sys Inc Cl A Stock (VEEV) | 0.0 | $2.5k | NEW | 11.00 | 231.73 |
|
| Honeywell Intl Stock (HON) | 0.0 | $2.5k | 12.00 | 205.25 |
|
|
| Netflix Stock (NFLX) | 0.0 | $2.4k | NEW | 4.00 | 607.25 |
|
| Tyson Foods Inc Cl A Stock (TSN) | 0.0 | $2.3k | NEW | 40.00 | 58.73 |
|
| The Cigna Group Stock (CI) | 0.0 | $2.2k | 6.00 | 363.17 |
|
|
| Ge Aerospace Stock (GE) | 0.0 | $2.1k | 12.00 | 175.50 |
|
|
| Capitol Fed Finl Stock (CFFN) | 0.0 | $2.0k | 339.00 | 5.96 |
|
|
| Block H & R Stock (HRB) | 0.0 | $2.0k | -33% | 40.00 | 49.10 |
|
| Lululemon Athletica Stock (LULU) | 0.0 | $2.0k | NEW | 5.00 | 390.60 |
|
| Otis Worldwide Corp Stock (OTIS) | 0.0 | $1.8k | NEW | 18.00 | 99.28 |
|
| Motorola Solutions Stock (MSI) | 0.0 | $1.8k | NEW | 5.00 | 355.00 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $1.6k | NEW | 8.00 | 206.00 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $1.6k | NEW | 5.00 | 320.60 |
|
| Moodys Corp Stock (MCO) | 0.0 | $1.6k | -91% | 4.00 | 393.00 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $1.5k | -84% | 16.00 | 94.00 |
|
| Cingulate Stock (CING) | 0.0 | $1.3k | +625% | 1.2k | 1.10 |
|
| Cadence Design System Stock (CDNS) | 0.0 | $1.2k | NEW | 4.00 | 311.25 |
|
| Deere & Co Stock (DE) | 0.0 | $1.2k | 3.00 | 410.67 |
|
|
| Viatris Stock (VTRS) | 0.0 | $1.2k | 97.00 | 11.94 |
|
|
| Synopsys Stock (SNPS) | 0.0 | $1.1k | NEW | 2.00 | 571.50 |
|
| Msci Stock (MSCI) | 0.0 | $1.1k | NEW | 2.00 | 560.50 |
|
| Ametek Stock (AME) | 0.0 | $1.1k | NEW | 6.00 | 182.83 |
|
| Amphenol Corp New Cl A Stock (APH) | 0.0 | $1.0k | NEW | 9.00 | 115.33 |
|
| Obsidian Energy Stock (OBE) | 0.0 | $937.000200 | NEW | 114.00 | 8.22 |
|
| Ferrari N V Stock (RACE) | 0.0 | $872.000000 | NEW | 2.00 | 436.00 |
|
| Wells Fargo Stock (WFC) | 0.0 | $868.999500 | NEW | 15.00 | 57.93 |
|
| Trex Stock (TREX) | 0.0 | $798.000000 | NEW | 8.00 | 99.75 |
|
| Dxc Technology Stock (DXC) | 0.0 | $763.999200 | NEW | 36.00 | 21.22 |
|
| Manhattan Associates Stock (MANH) | 0.0 | $750.999900 | NEW | 3.00 | 250.33 |
|
| Entegris Stock (ENTG) | 0.0 | $703.000000 | NEW | 5.00 | 140.60 |
|
| Waters Corp Stock (WAT) | 0.0 | $688.000000 | NEW | 2.00 | 344.00 |
|
| Align Technology Stock (ALGN) | 0.0 | $656.000000 | NEW | 2.00 | 328.00 |
|
| Epam Sys Stock (EPAM) | 0.0 | $552.000000 | NEW | 2.00 | 276.00 |
|
| Autodesk Stock (ADSK) | 0.0 | $521.000000 | NEW | 2.00 | 260.50 |
|
| Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) | 0.0 | $516.999600 | 12.00 | 43.08 |
|
|
| Tyler Technologies Stock (TYL) | 0.0 | $425.000000 | NEW | 1.00 | 425.00 |
|
| Crown Castle Reit (CCI) | 0.0 | $423.000000 | 4.00 | 105.75 |
|
|
| Uniti Group Reit (UNIT) | 0.0 | $289.002000 | 49.00 | 5.90 |
|
|
| Kyndryl Hldgs Stock (KD) | 0.0 | $196.000200 | NEW | 9.00 | 21.78 |
|
| Consumer Staples Select Sector Spdr Fund Etf (XLP) | 0.0 | $159.000000 | 2.00 | 79.50 |
|
|
| Chunghwa Telecom Co Ltd Spon Adr New11 Adr (CHT) | 0.0 | $157.000000 | 4.00 | 39.25 |
|
|
| Gen Digital Stock (GEN) | 0.0 | $133.999800 | NEW | 6.00 | 22.33 |
|
| Aurora Cannabis Stock | 0.0 | $100.999900 | NEW | 23.00 | 4.39 |
|
| Advansix Stock (ASIX) | 0.0 | $57.000000 | +100% | 2.00 | 28.50 |
|
| Cingulate Inc Wt Exp 121026 Stock (CINGW) | 0.0 | $45.000000 | 3.0k | 0.01 |
|
|
| Invesco Preferred Etf Etf (PGX) | 0.0 | $12.000000 | -50% | 1.00 | 12.00 |
|
| Rite Aid Corp Stock (RADCQ) | 0.0 | $1.000300 | NEW | 7.00 | 0.14 |
|
| Fedex Corp Stock (FDX) | 0.0 | $0 | 0 | 0.00 |
|
|
| Becton Dickinson & Co Stock (BDX) | 0.0 | $0 | 0 | 0.00 |
|
|
| Verisk Analytics Stock (VRSK) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by GoalVest Advisory
SEC 13F filings are viewable for GoalVest Advisory going back to 2020
- GoalVest Advisory 2024 Q1 filed April 15, 2024
- GoalVest Advisory 2023 Q4 filed Jan. 2, 2024
- GoalVest Advisory 2023 Q3 filed Oct. 10, 2023
- GoalVest Advisory 2023 Q2 restated filed July 17, 2023
- GoalVest Advisory 2023 Q2 filed July 10, 2023
- GoalVest Advisory 2023 Q1 filed April 3, 2023
- GoalVest Advisory 2022 Q4 filed Jan. 6, 2023
- GoalVest Advisory 2022 Q3 filed Oct. 11, 2022
- GoalVest Advisory 2022 Q2 filed July 6, 2022
- GoalVest Advisory 2022 Q1 filed May 3, 2022
- GoalVest Advisory 2021 Q2 filed Sept. 1, 2021
- GoalVest Advisory 2021 Q1 filed May 13, 2021
- GoalVest Advisory 2020 Q4 filed Jan. 28, 2021