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GoalVest Advisory

Latest statistics and disclosures from GoalVest Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VUG, SPIB, GMUB, IEFA, and represent 50.30% of GoalVest Advisory's stock portfolio.
Added to shares of these 10 stocks: VOO (+$9.1M), BKLN (+$6.7M), GMUB (+$5.9M), CAIE, AAAU, IEFA, XNTK, VUG, BKR, SPIB.
Started 157 new stock positions in AMCR, VTRS, CNA, FBIN, TSM, SHEL, AGO, CNC, EXE, AES.
Reduced shares in these 10 stocks: BOXX, CSCO, UL, SON, PGR, FSK, JQUA, DECK, TSLA, SPY.
Sold out of its positions in OUSM, ASIX, AAL, BBY, BIT, TCPC, HRB, DJT, EOG, EFR.
GoalVest Advisory was a net buyer of stock by $44M.
GoalVest Advisory has $522M in assets under management (AUM), dropping by 10.69%.
Central Index Key (CIK): 0001839307

Tip: Access up to 7 years of quarterly data

Positions held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csv

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Portfolio Holdings for GoalVest Advisory

GoalVest Advisory holds 513 positions in its portfolio as reported in the December 2025 quarterly 13F filing

GoalVest Advisory has 513 total positions. Only the first 250 positions are shown.

Sign up to view all of the GoalVest Advisory Dec. 31, 2025 positions
Download the GoalVest Advisory December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	33.2	$173M	+5%	276k	627.13	View chart
Vanguard Growth Etf Etf (VUG)	7.9	$41M	+5%	84k	487.86	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	4.0	$21M	+7%	613k	33.81	View chart
Goldman Sachs Municipal Income Etf Etf (GMUB)	2.7	$14M	+73%	272k	51.19	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	2.6	$14M	+24%	152k	89.46	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.6	$13M		40k	335.27	View chart
State Street Spdr Nyse Technology Etf Etf (XNTK)	2.5	$13M	+25%	47k	277.88	View chart
Vanguard Ftse Europe Etf Etf (VGK)	1.8	$9.2M	+17%	110k	83.61	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	1.7	$8.6M	+47%	203k	42.55	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.6	$8.2M		46k	177.75	View chart
Invesco Senior Loan Etf Etf (BKLN)	1.4	$7.4M	+988%	350k	21.00	View chart
Nvidia Corporation Stock (NVDA)	1.3	$7.0M		38k	186.50	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$6.6M	+3%	21k	313.00	View chart
Tesla Stock (TSLA)	1.2	$6.3M	-7%	14k	449.72	View chart
Microsoft Corp Stock (MSFT)	1.2	$6.3M	+4%	13k	483.61	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.1	$5.5M	-5%	51k	106.70	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$4.9M	-4%	15k	322.23	View chart
Amazon Stock (AMZN)	0.8	$4.1M	+12%	18k	230.82	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$4.0M	+15%	7.9k	502.62	View chart
Visa Inc Com Cl A Stock (V)	0.8	$3.9M	+7%	11k	350.72	View chart
Apple Stock (AAPL)	0.7	$3.7M	+24%	14k	271.87	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.7	$3.5M	-22%	55k	63.18	View chart
Calamos Autocallable Income Etf Etf (CAIE)	0.6	$3.4M	+473%	126k	26.74	View chart
Abbvie Stock (ABBV)	0.6	$3.1M	-10%	14k	228.49	View chart
Nrg Energy Stock (NRG)	0.6	$3.1M		20k	159.24	View chart
Goldman Sachs Group Stock (GS)	0.6	$2.9M	+14%	3.3k	879.00	View chart
Walmart Stock (WMT)	0.6	$2.9M	+8%	26k	111.41	View chart
Southern Copper Corp Stock (SCCO)	0.5	$2.7M		19k	143.47	View chart
Eli Lilly & Co Stock (LLY)	0.5	$2.6M	+68%	2.4k	1074.68	View chart
Palo Alto Networks Stock (PANW)	0.4	$2.2M	+11%	12k	184.20	View chart
Cisco Sys Stock (CSCO)	0.4	$2.2M	-42%	29k	77.03	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.4	$2.2M	+10%	16k	139.34	View chart
Blackstone Stock (BX)	0.4	$2.2M	-12%	14k	154.14	View chart
Generac Hldgs Stock (GNRC)	0.4	$2.2M	-6%	16k	136.37	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.4	$1.9M	-17%	2.8k	681.89	View chart
Principal Financial Group Stock (PFG)	0.4	$1.9M	-11%	22k	88.21	View chart
Williams Cos Stock (WMB)	0.4	$1.9M	-9%	31k	60.11	View chart
Mcdonalds Corp Stock (MCD)	0.4	$1.9M	-9%	6.1k	305.63	View chart
At&t Stock (T)	0.4	$1.8M	-8%	75k	24.84	View chart
Tractor Supply Stock (TSCO)	0.3	$1.8M	-11%	36k	50.01	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$1.7M	+104%	2.8k	614.21	View chart
Loews Corp Stock (L)	0.3	$1.7M		16k	105.31	View chart
Lam Research Corp Stock (LRCX)	0.3	$1.7M		9.9k	171.18	View chart
Broadcom Stock (AVGO)	0.3	$1.7M	+9%	4.8k	346.11	View chart
Merck & Co Stock (MRK)	0.3	$1.7M	-12%	16k	105.26	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.3	$1.6M		14k	117.52	View chart
Ishares Select Dividend Etf Etf (DVY)	0.3	$1.6M	+96%	12k	141.14	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.3	$1.6M		20k	80.22	View chart
Baker Hughes Company Cl A Stock (BKR)	0.3	$1.6M	NEW	35k	45.54	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$1.6M	-12%	3.3k	483.67	View chart
Omega Healthcare Invs Reit (OHI)	0.3	$1.6M	-14%	36k	44.34	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.3	$1.6M	+33%	7.1k	226.14	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.3	$1.5M		30k	50.79	View chart
Cummins Stock (CMI)	0.3	$1.5M		3.0k	510.45	View chart
Vanguard Financials Etf Etf (VFH)	0.3	$1.4M	-15%	11k	133.49	View chart
Philip Morris Intl Stock (PM)	0.3	$1.4M	-9%	9.0k	160.40	View chart
Nextera Energy Stock (NEE)	0.3	$1.4M	+221%	18k	80.28	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$1.4M	+311%	2.2k	660.09	View chart
Altria Group Stock (MO)	0.3	$1.4M	-12%	25k	57.66	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$1.4M	NEW	21k	67.22	View chart
Procter And Gamble Stock (PG)	0.3	$1.4M	-13%	9.8k	143.31	View chart
Oneok Stock (OKE)	0.3	$1.4M	-13%	19k	73.50	View chart
Oracle Corp Stock (ORCL)	0.3	$1.4M	+4%	7.0k	194.91	View chart
Alerian Mlp Etf Etf (AMLP)	0.3	$1.4M	-11%	29k	47.02	View chart
Dht Holdings Stock (DHT)	0.3	$1.4M	-14%	112k	12.21	View chart
Ares Capital Corp Cef (ARCC)	0.3	$1.3M	-12%	66k	20.23	View chart
Valero Energy Corp Stock (VLO)	0.3	$1.3M	-18%	8.2k	162.79	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.3M	+425%	6.4k	206.95	View chart
Terawulf Stock (WULF)	0.3	$1.3M		115k	11.49	View chart
Chevron Corp Stock (CVX)	0.3	$1.3M	-6%	8.6k	152.41	View chart
Cheniere Energy Stock (LNG)	0.2	$1.3M	-2%	6.7k	194.39	View chart
Pepsico Stock (PEP)	0.2	$1.3M	-21%	9.1k	143.52	View chart
Southern Stock (SO)	0.2	$1.3M	-11%	15k	87.20	View chart
Unilever Adr	0.2	$1.2M	NEW	19k	65.40	View chart
Bank America Corp Stock (BAC)	0.2	$1.2M	+780%	22k	55.00	View chart
Digital Rlty Tr Reit (DLR)	0.2	$1.2M	-10%	7.7k	154.71	View chart
Dte Energy Stock (DTE)	0.2	$1.1M	+5968%	8.8k	128.98	View chart
Ge Aerospace Stock (GE)	0.2	$1.1M	+14208%	3.4k	308.03	View chart
Putnam Bdc Income Etf Etf (PBDC)	0.2	$1.0M	NEW	34k	30.60	View chart
International Paper Stock (IP)	0.2	$1.0M	-22%	27k	39.39	View chart
Tjx Cos Stock (TJX)	0.2	$1.0M		6.6k	153.61	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.2	$1.0M		9.6k	104.72	View chart
Atmos Energy Corp Stock (ATO)	0.2	$984k		5.9k	167.63	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.2	$963k		4.7k	206.52	View chart
Vici Pptys Reit (VICI)	0.2	$933k	-19%	33k	28.12	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$926k	NEW	9.3k	99.19	View chart
Factset Resh Sys Stock (FDS)	0.2	$871k	+33233%	3.0k	290.19	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$823k	+24%	2.6k	313.80	View chart
Starwood Ppty Tr Reit (STWD)	0.2	$800k	-31%	44k	18.01	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$729k	-4%	1.5k	473.30	View chart
Hut 8 Corp Stock (HUT)	0.1	$721k		16k	45.94	View chart
Illinois Tool Wks Stock (ITW)	0.1	$653k		2.7k	246.30	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.1	$653k	+49%	14k	45.89	View chart
Rio Tinto Adr (RIO)	0.1	$642k		8.0k	80.03	View chart
Royal Gold Stock (RGLD)	0.1	$626k	+4%	2.8k	222.29	View chart
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ)	0.1	$591k	+20%	22k	26.53	View chart
Core Scientific Stock (CORZ)	0.1	$584k	NEW	40k	14.56	View chart
Fox Corp Cl A Stock (FOXA)	0.1	$534k	NEW	7.3k	73.07	View chart
Disney Walt Stock (DIS)	0.1	$526k	+811%	4.6k	113.77	View chart
Hf Sinclair Corp Stock (DINO)	0.1	$516k		11k	46.08	View chart
American Superconductor Corp Stock (AMSC)	0.1	$515k	-2%	18k	28.78	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.1	$499k		4.4k	113.82	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$497k	+80%	726.00	684.94	View chart
Dave Inc Class A Stock (DAVE)	0.1	$487k		2.2k	221.41	View chart
Fluor Corp Stock (FLR)	0.1	$484k	-8%	12k	39.63	View chart
Evergy Stock (EVRG)	0.1	$454k	+19%	6.3k	72.49	View chart
Bwx Technologies Stock (BWXT)	0.1	$448k		2.6k	172.84	View chart
Abbott Labs Stock (ABT)	0.1	$445k	+9%	3.6k	125.29	View chart
Joby Aviation Stock (JOBY)	0.1	$442k	+2%	34k	13.20	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$433k	+6%	758.00	570.92	View chart
Costco Whsl Corp Stock (COST)	0.1	$423k	+24%	491.00	862.34	View chart
Stryker Corporation Stock (SYK)	0.1	$391k		1.1k	351.60	View chart
Amgen Stock (AMGN)	0.1	$387k		1.2k	327.31	View chart
Victoryshares Westend U.s. Sector Etf Etf (MODL)	0.1	$381k	+571%	8.0k	47.52	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$379k		14k	26.91	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$369k	-7%	13k	27.43	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$355k		11k	32.62	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$333k		5.9k	56.81	View chart
Deckers Outdoor Corp Stock (DECK)	0.1	$322k	-63%	3.1k	103.67	View chart
Cava Group Stock (CAVA)	0.1	$322k	-35%	5.5k	58.69	View chart
Natixis Gateway Quality Income Etf Etf (GQI)	0.1	$312k	NEW	5.5k	57.06	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$312k		1.1k	279.14	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$311k		291.00	1069.86	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$310k	NEW	5.2k	59.28	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$305k	+186%	2.5k	120.34	View chart
Cintas Corp Stock (CTAS)	0.1	$289k	-21%	1.5k	188.07	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$279k	NEW	2.3k	121.75	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$272k		3.6k	75.44	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.0	$259k	NEW	3.7k	69.47	View chart
Rtx Corporation Stock (RTX)	0.0	$258k	+22%	1.4k	183.40	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$258k	NEW	1.0k	250.31	View chart
Home Depot Stock (HD)	0.0	$257k	+16%	747.00	344.10	View chart
Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.0	$251k		7.0k	35.92	View chart
Global X 1-3 Month T-bill Etf Etf (CLIP)	0.0	$250k		2.5k	100.11	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.0	$246k	NEW	3.3k	74.69	View chart
Salesforce Stock (CRM)	0.0	$243k	+22%	918.00	264.91	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$241k	NEW	4.1k	59.54	View chart
Eastgroup Pptys Reit (EGP)	0.0	$241k		1.4k	178.14	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$237k		3.6k	66.00	View chart
Intercontinental Exchange Stock (ICE)	0.0	$235k		1.5k	161.96	View chart
Manulife Finl Corp Stock (MFC)	0.0	$232k		6.4k	36.28	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$227k	NEW	2.2k	105.00	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$224k	NEW	1.5k	153.02	View chart
Adams Diversified Equity Cef (ADX)	0.0	$219k		9.4k	23.32	View chart
T-mobile Us Stock (TMUS)	0.0	$213k		1.1k	203.04	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$206k	-21%	835.00	246.16	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$204k		6.9k	29.61	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$202k	NEW	4.2k	47.79	View chart
Cme Group Stock (CME)	0.0	$192k	+59%	702.00	273.08	View chart
Quanta Svcs Stock (PWR)	0.0	$191k	+8%	452.00	422.06	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$178k		1.0k	177.37	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$176k		950.00	185.56	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$176k	+23%	303.00	579.45	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.0	$175k	+3464%	1.8k	98.32	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$174k	+3%	2.8k	62.47	View chart
Rithm Capital Corp Reit (RITM)	0.0	$173k	+11%	16k	10.90	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.0	$170k	NEW	1.4k	120.20	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$169k		9.4k	17.96	View chart
Air Prods & Chems Stock (APD)	0.0	$168k	+13%	680.00	247.02	View chart
Synopsys Stock (SNPS)	0.0	$167k		355.00	469.72	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.0	$153k		3.9k	39.60	View chart
Paychex Stock (PAYX)	0.0	$150k	-15%	1.3k	112.18	View chart
Advanced Micro Devices Stock (AMD)	0.0	$150k	+62%	700.00	214.16	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	0.0	$143k	-21%	2.9k	49.88	View chart
S&p Global Stock (SPGI)	0.0	$137k	+16%	262.00	522.61	View chart
Trane Technologies Stock (TT)	0.0	$136k	-18%	350.00	389.20	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$136k		800.00	169.53	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$131k		598.00	219.78	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$125k	-40%	397.00	314.80	View chart
Netflix Stock (NFLX)	0.0	$124k	+3205%	1.3k	93.76	View chart
Caterpillar Stock (CAT)	0.0	$121k	+59%	212.00	572.87	View chart
Spdr Gold Shares Etf (GLD)	0.0	$121k	-42%	304.00	396.31	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$119k	+100%	998.00	119.44	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.0	$119k	-97%	1.0k	115.10	View chart
Planet Labs Pbc Com Cl A Stock (PL)	0.0	$118k		6.0k	19.72	View chart
Unitedhealth Group Stock (UNH)	0.0	$114k	+68%	346.00	330.11	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.0	$114k		2.2k	52.39	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$112k		2.6k	42.87	View chart
Linde Stock (LIN)	0.0	$112k	+87%	263.00	426.39	View chart
General Dynamics Corp Stock (GD)	0.0	$109k		324.00	336.66	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$106k		1.2k	85.25	View chart
Sherwin Williams Stock (SHW)	0.0	$106k	+8%	326.00	324.03	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$105k		1.3k	80.63	View chart
Intuitive Surgical Stock (ISRG)	0.0	$104k	+47%	183.00	566.36	View chart
International Business Machs Stock (IBM)	0.0	$102k		343.00	296.21	View chart
Flowserve Corp Stock (FLS)	0.0	$100k	-40%	1.4k	69.38	View chart
Ishares Silver Trust Etf (SLV)	0.0	$97k	-56%	1.5k	64.42	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$95k		685.00	139.16	View chart
Coca Cola Stock (KO)	0.0	$95k	+76%	1.4k	69.91	View chart
Hca Healthcare Stock (HCA)	0.0	$94k		202.00	466.86	View chart
Ares Dynamic Cr Allocation Cef (ARDC)	0.0	$93k		7.0k	13.30	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$93k		658.00	141.05	View chart
Eversource Energy Stock (ES)	0.0	$91k	+37%	1.3k	67.33	View chart
Barrick Mng Corp Stock (B)	0.0	$87k		2.0k	43.55	View chart
Verizon Communications Stock (VZ)	0.0	$85k	+113%	2.1k	40.73	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$84k		699.00	120.18	View chart
Duke Energy Corp Stock (DUK)	0.0	$83k	-8%	705.00	117.21	View chart
First Trust Active Factor Large Cap Etf Etf (AFLG)	0.0	$83k	-48%	2.1k	39.10	View chart
United Airls Hldgs Stock (UAL)	0.0	$77k		692.00	111.82	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$76k	-27%	350.00	217.06	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$76k		986.00	76.92	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$76k		1.6k	46.54	View chart
Invesco Large Cap Growth Etf Etf (PWB)	0.0	$75k	-31%	589.00	127.16	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$72k		1.0k	69.40	View chart
Packaging Corp Amer Stock (PKG)	0.0	$72k		350.00	206.23	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$72k	NEW	240.00	300.33	View chart
Boeing Stock (BA)	0.0	$71k	-29%	329.00	217.12	View chart
Automatic Data Processing Stock (ADP)	0.0	$71k	+77%	277.00	257.23	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$69k	+22%	258.00	268.30	View chart
Morgan Stanley Stock (MS)	0.0	$68k	+1125%	380.00	177.53	View chart
Spotify Technology S A Stock (SPOT)	0.0	$67k		116.00	580.71	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$67k		410.00	163.32	View chart
Parker-hannifin Corp Stock (PH)	0.0	$66k		75.00	878.96	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$64k	-77%	430.00	148.69	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$64k		397.00	160.97	View chart
Servicenow Stock (NOW)	0.0	$64k	+615%	415.00	153.19	View chart
Us Bancorp Del Stock (USB)	0.0	$62k	+133%	1.2k	53.36	View chart
Freedom 100 Emerging Markets Etf Etf (FRDM)	0.0	$61k		1.2k	51.27	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$61k		450.00	135.14	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$60k	-20%	480.00	125.82	View chart
Bhp Group Adr (BHP)	0.0	$60k	-60%	1.0k	60.37	View chart
L3harris Technologies Stock (LHX)	0.0	$60k	+130%	203.00	293.57	View chart
Capricor Therapeutics Stock (CAPR)	0.0	$59k	NEW	2.1k	28.86	View chart
Brookfield Infrast Partners Lp Lp Int Unit Stock (BIP)	0.0	$59k		1.7k	34.74	View chart
Booking Holdings Stock (BKNG)	0.0	$59k	NEW	11.00	5355.36	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$59k	+62%	125.00	468.76	View chart
Lowes Cos Stock (LOW)	0.0	$58k	-19%	241.00	241.16	View chart
Pfizer Stock (PFE)	0.0	$57k	+116%	2.3k	24.90	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.0	$57k	NEW	1.7k	34.26	View chart
Vicor Corp Stock (VICR)	0.0	$57k	NEW	520.00	109.60	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$57k	+21%	1.1k	49.65	View chart
Blackrock Stock (BLK)	0.0	$57k	+29%	53.00	1070.34	View chart
Adobe Stock (ADBE)	0.0	$57k	-13%	162.00	349.99	View chart
American Express Stock (AXP)	0.0	$57k		153.00	369.95	View chart
Nuveen Esg Dividend Etf Etf (NUDV)	0.0	$57k	-80%	1.9k	29.81	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$55k	-37%	200.00	275.39	View chart
Mid-amer Apt Cmntys Reit (MAA)	0.0	$54k	+62%	390.00	138.91	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$54k		270.00	199.68	View chart
Oreilly Automotive Stock (ORLY)	0.0	$54k		590.00	91.21	View chart
Uber Technologies Stock (UBER)	0.0	$53k	+30%	650.00	81.71	View chart
Truist Finl Corp Stock (TFC)	0.0	$52k	+418%	1.1k	49.21	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$52k	-40%	194.00	269.18	View chart
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ)	0.0	$51k	NEW	300.00	170.00	View chart
Wabtec Stock (WAB)	0.0	$50k		235.00	213.45	View chart
Union Pac Corp Stock (UNP)	0.0	$50k	NEW	215.00	231.32	View chart
Marathon Pete Corp Stock (MPC)	0.0	$50k	-67%	305.00	162.63	View chart
Firstenergy Corp Stock (FE)	0.0	$49k	+145%	1.1k	44.77	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.0	$49k	-13%	504.00	96.84	View chart
Wells Fargo Stock (WFC)	0.0	$47k	NEW	508.00	93.20	View chart
Wisdomtree Enhanced Commodity Strategy Fund Etf (GCC)	0.0	$47k		2.2k	21.15	View chart

Past Filings by GoalVest Advisory

SEC 13F filings are viewable for GoalVest Advisory going back to 2020

GoalVest Advisory 2025 Q4 filed Jan. 5, 2026
GoalVest Advisory 2025 Q3 filed Oct. 22, 2025
GoalVest Advisory 2025 Q2 filed Aug. 1, 2025
GoalVest Advisory 2025 Q1 filed April 7, 2025
GoalVest Advisory 2024 Q4 filed Jan. 17, 2025
GoalVest Advisory 2024 Q3 filed Nov. 6, 2024
GoalVest Advisory 2024 Q2 filed July 30, 2024
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

View all past filings

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