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Fermi shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Fermi shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Fermi

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All positions including Fermi held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fermi by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6k 320 8.00

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Goldman Sachs Municipal Income Etf Etf (GMUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Stock Market Etf Etf (VTI)
State Street Spdr Nyse Technology Etf Etf (XNTK)
Vanguard Ftse Europe Etf Etf (VGK)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Palantir Technologies Inc Cl A Stock (PLTR)
Invesco Senior Loan Etf Etf (BKLN)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)

View all positions for GoalVest Advisory

Top funds holding Fermi

Adirondack Trust
GoalVest Advisory
GAMMA Investing

View all funds holding Fermi