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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, SPRX, XNTK, SPIB, and represent 54.95% of GoalVest Advisory's stock portfolio.
Added to shares of these 10 stocks: VTI (+$14M), SPRX (+$13M), VUG (+$12M), VOO (+$12M), MSFT (+$5.8M), NVDA, META, AAPL, AMZN, TSLA.
Started 289 new stock positions in ZION, RGEN, CPRT, CHH, SCHH, SEIC, AXTA, FBND, KHC, SAIC.
Reduced shares in these 10 stocks: RSP, VGK, OKE, SPYG, REMX, MUB, KLAR, BKLN, EVRG, VONG.
Sold out of its positions in ALSN, B, WRB, BSTZ, CAE, CLS, CTSH, STK, COP, CLM.
GoalVest Advisory was a net buyer of stock by $110M.
GoalVest Advisory has $578M in assets under management (AUM), dropping by 7.25%.
Central Index Key (CIK): 0001839307

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

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Portfolio Holdings for GoalVest Advisory

GoalVest Advisory holds 725 positions in its portfolio as reported in the September 2026 quarterly 13F filing

GoalVest Advisory has 725 total positions. Only the first 250 positions are shown.

Sign up to view all of the GoalVest Advisory Sept. 30, 2026 positions
Download the GoalVest Advisory September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	38.7	$224M	+5%	320k	700.86	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	4.7	$27M	+84%	660k	40.99	View chart
Spear Alpha Etf Etf (SPRX)	4.0	$23M	+124%	559k	41.22	View chart
State Street Spdr Nyse Technology Etf Etf (XNTK)	4.0	$23M		60k	382.19	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	3.6	$21M		642k	32.28	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.0	$18M	+8%	182k	96.88	View chart
Goldman Sachs Municipal Income Etf Etf (GMUB)	3.0	$18M	+2%	359k	48.80	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	2.5	$14M	+2137%	810k	17.55	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	2.0	$12M	+10%	146k	81.16	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	1.6	$9.4M	+3%	229k	40.96	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$6.8M	+2%	20k	344.09	View chart
Microsoft Corp Stock (MSFT)	1.2	$6.7M	+622%	89k	75.20	View chart
Calamos Autocallable Income Etf Etf (CAIE)	1.1	$6.6M	+92%	248k	26.62	View chart
Amazon Stock (AMZN)	1.0	$5.7M	+288%	86k	66.22	View chart
Tesla Stock (TSLA)	0.9	$5.4M	+206%	45k	120.83	View chart
Nvidia Corporation Stock (NVDA)	0.9	$5.3M	+509%	133k	39.51	View chart
Apple Stock (AAPL)	0.9	$4.9M	+702%	109k	45.20	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$4.8M	+6%	9.7k	497.92	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$4.7M	+1355%	61k	77.44	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.8	$4.5M	-17%	36k	123.08	View chart
Teradyne Stock (TER)	0.6	$3.6M	+7%	8.9k	400.91	View chart
Visa Inc Com Cl A Stock (V)	0.6	$3.3M	+191%	26k	129.53	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$3.2M	+19027%	721k	4.50	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$3.2M		9.7k	330.84	View chart
Walmart Stock (WMT)	0.6	$3.2M	+13%	31k	103.92	View chart
Goldman Sachs Group Stock (GS)	0.5	$3.1M	+431%	18k	175.03	View chart
Johnson & Johnson Stock (JNJ)	0.5	$3.0M	+6%	11k	264.74	View chart
Eli Lilly & Co Stock (LLY)	0.5	$2.7M	+8%	2.4k	1157.08	View chart
Bank Of Amer Corp Stock (BAC)	0.5	$2.7M	+7%	49k	54.43	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$2.6M	+20256%	614k	4.17	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.4	$2.5M	-44%	29k	86.80	View chart
Ge Aerospace Stock (GE)	0.4	$2.5M	+330%	31k	80.47	View chart
Cisco Sys Stock (CSCO)	0.4	$2.5M		23k	107.63	View chart
Baker Hughes Company Cl A Stock (BKR)	0.4	$2.4M	+8%	44k	54.90	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.4	$2.4M		15k	155.68	View chart
Nextera Energy Stock (NEE)	0.4	$2.4M	+12%	32k	75.74	View chart
Valero Energy Corp Stock (VLO)	0.4	$2.3M	-2%	6.0k	387.61	View chart
Williams Cos Stock (WMB)	0.4	$2.1M	+21%	31k	67.97	View chart
Principal Financial Group Stock (PFG)	0.4	$2.0M		18k	111.96	View chart
Merck & Co Stock (MRK)	0.3	$1.9M		13k	145.31	View chart
Dht Holdings Stock (DHT)	0.3	$1.9M	-2%	85k	22.57	View chart
Oneok Stock	0.3	$1.8M	NEW	21k	85.27	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.3	$1.8M	-2%	20k	89.76	View chart
Abbvie Stock (ABBV)	0.3	$1.7M		6.6k	261.59	View chart
Broadcom Stock (AVGO)	0.3	$1.7M	+1840%	92k	18.80	View chart
Ft Vest Laddered Autocallable Barrier & Income Etf Etf (ACYN)	0.3	$1.7M	+289%	83k	20.86	View chart
At&t Stock (T)	0.3	$1.6M	+2%	67k	24.40	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.3	$1.6M	NEW	61k	27.00	View chart
Goldman Sachs Dynamic New York Municipal Income Etf Etf (GMNY)	0.3	$1.6M	NEW	34k	47.75	View chart
Omega Healthcare Invs Reit (OHI)	0.3	$1.5M	+2%	32k	46.31	View chart
Altria Group Stock (MO)	0.3	$1.5M	+2%	22k	67.34	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$1.5M		2.9k	509.25	View chart
Philip Morris Intl Stock (PM)	0.2	$1.4M		7.4k	190.82	View chart
Alerian Mlp Etf Etf (AMLP)	0.2	$1.4M		27k	51.87	View chart
Mcdonalds Corp Stock (MCD)	0.2	$1.4M	+539%	36k	37.75	View chart
Chevron Corporation Stock (CVX)	0.2	$1.4M		6.7k	204.21	View chart
Procter & Gamble Stock (PG)	0.2	$1.4M		9.4k	145.28	View chart
Digital Rlty Tr Reit (DLR)	0.2	$1.3M	+3%	7.3k	175.53	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$1.3M	+25%	8.2k	152.07	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.2	$1.2M		4.5k	272.26	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$1.2M	-3%	3.6k	340.79	View chart
Pepsico Stock (PEP)	0.2	$1.2M	+5%	9.3k	126.72	View chart
Ares Capital Corp Cef (ARCC)	0.2	$1.2M	+3%	61k	19.10	View chart
Southern Stock (SO)	0.2	$1.1M	+3%	13k	82.89	View chart
Unilever Adr (UL)	0.2	$1.1M	+3%	18k	60.73	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$1.0M	+472%	47k	21.57	View chart
Dte Energy Stock (DTE)	0.2	$1.0M	+2%	8.3k	121.80	View chart
International Paper Stock (IP)	0.2	$1.0M		30k	33.17	View chart
Agnc Invt Corp Reit (AGNC)	0.2	$983k	+11%	108k	9.07	View chart
Ark Blockchain & Fintech Innovation Etf Etf (ARKF)	0.2	$954k	+14%	21k	45.53	View chart
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ)	0.2	$907k	+22%	32k	28.54	View chart
Tema Space Innovators Etf Etf (NASA)	0.2	$873k	+181%	63k	13.90	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$838k	+22%	1.5k	568.64	View chart
Cardiff Oncology Stock (CRDF)	0.1	$832k	NEW	687k	1.21	View chart
Corgi Quantum Computing Etf Etf	0.1	$827k	NEW	35k	23.52	View chart
Corgi Lithography & Semiconductor Photonics Etf Etf	0.1	$826k	NEW	33k	25.27	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.1	$779k	+513%	36k	21.59	View chart
Advanced Micro Devices Stock (AMD)	0.1	$757k	-2%	1.2k	611.76	View chart
Goldman Sachs Msci World Private Equity Return Tracker Etf Etf (GTPE)	0.1	$748k	NEW	12k	60.51	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$745k		55k	13.50	View chart
Vici Pptys Reit (VICI)	0.1	$744k	-3%	32k	22.97	View chart
Terawulf Stock (WULF)	0.1	$740k		50k	14.80	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.1	$709k	+31%	6.9k	103.24	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$657k	-5%	5.2k	125.26	View chart
Core Scientific Stock (CORZ)	0.1	$641k		40k	15.98	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$605k	+23%	790.00	765.85	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$529k	-2%	2.8k	187.05	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$527k		291.00	1811.67	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.1	$513k		3.9k	130.74	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$442k	+2%	486.00	910.34	View chart
Exxonmobil Holdings Corp Stock	0.1	$421k	-2%	2.6k	162.75	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$392k		11k	35.93	View chart
Bbh Select Large Cap Etf Stock (BBHL)	0.1	$361k	-6%	21k	17.25	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$358k		5.9k	61.13	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$358k		12k	30.00	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$356k		11k	32.53	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$353k		4.5k	78.29	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$340k	+1369%	75k	4.51	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$333k		5.2k	63.61	View chart
Natixis Gateway Quality Income Etf Etf (GQI)	0.1	$330k		5.5k	60.43	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$327k		1.0k	317.34	View chart
Ishares Global Tech Etf Etf (IXN)	0.1	$320k		2.2k	148.22	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$303k	-28%	549.00	551.52	View chart
Quanta Svcs Stock (PWR)	0.0	$269k	-7%	418.00	642.51	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.0	$266k		2.2k	118.39	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$265k	-10%	580.00	456.19	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$260k		1.5k	177.11	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$259k		3.9k	66.44	View chart
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.0	$255k	-9%	6.3k	40.41	View chart
Axon Enterprise Stock (AXON)	0.0	$254k	NEW	600.00	422.52	View chart
Cintas Corp Stock (CTAS)	0.0	$252k	-5%	1.3k	195.06	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$242k	+3%	3.4k	71.95	View chart
Adams Diversified Equity Cef (ADX)	0.0	$234k	-2%	9.1k	25.67	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$229k		6.9k	33.31	View chart
Evergy Stock (EVRG)	0.0	$223k	-54%	2.8k	78.45	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$223k		9.4k	23.72	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.0	$216k		2.7k	81.27	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.0	$215k	-6%	737.00	292.10	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$211k	+290983%	175k	1.21	View chart
Spdr Gold Shares Etf (GLD)	0.0	$206k	+18658%	68k	3.02	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$206k	-16%	2.4k	84.96	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$206k	-5%	740.00	277.89	View chart
Deere & Co Stock (DE)	0.0	$193k	-7%	288.00	671.55	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$190k		206.00	922.34	View chart
Salesforce Stock (CRM)	0.0	$187k		816.00	229.57	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$186k		1.8k	103.89	View chart
Intel Corp Stock (INTC)	0.0	$183k		1.5k	120.23	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$176k	-64%	8.6k	20.43	View chart
Caterpillar Stock (CAT)	0.0	$174k	-4%	214.00	810.79	View chart
Vanguard Morningstar Large-cap Etf Etf (VV)	0.0	$169k	-2%	481.00	351.85	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.0	$169k		863.00	195.53	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$167k	-43%	1.3k	128.93	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.0	$159k	-8%	3.8k	41.94	View chart
Trane Technologies Stock (TT)	0.0	$158k		350.00	451.98	View chart
Synopsys Stock (SNPS)	0.0	$154k		355.00	434.94	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$154k	+1070%	1.0k	150.86	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.0	$153k	NEW	3.0k	51.29	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.0	$152k		2.1k	73.80	View chart
Orange Cnty Bancorp Stock (OBT)	0.0	$152k		4.1k	36.95	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.0	$148k	-6%	1.1k	136.62	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$137k	-2%	1.4k	100.68	View chart
Coca Cola Stock (KO)	0.0	$133k	+12%	1.5k	86.08	View chart
General Dynamics Corp Stock (GD)	0.0	$130k	+13%	391.00	331.83	View chart
Rithm Capital Corp Reit (RITM)	0.0	$127k		14k	8.93	View chart
Calamos Autocallable Growth Etf Etf	0.0	$126k	NEW	4.4k	28.62	View chart
Linde Stock (LIN)	0.0	$125k		263.00	474.65	View chart
Global X S&p 500 Catholic Values Custom Etf Etf (CATH)	0.0	$122k	+2600%	1.4k	90.68	View chart
T-mobile Us Stock (TMUS)	0.0	$120k		734.00	163.08	View chart
First Trust Active Factor Large Cap Etf Etf (AFLG)	0.0	$118k	-7%	2.7k	44.15	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$117k	+9%	1.4k	86.32	View chart
Garmin Stock (GRMN)	0.0	$116k	NEW	405.00	287.10	View chart
Victoryshares Westend U.s. Sector Etf Etf (MODL)	0.0	$114k		2.2k	52.34	View chart
Umb Finl Corp Stock (UMBF)	0.0	$113k	-5%	865.00	130.01	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$111k	+2%	164.00	675.05	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$110k		1.6k	70.61	View chart
Paychex Stock (PAYX)	0.0	$110k	-9%	1.1k	98.50	View chart
Morgan Stanley Stock (MS)	0.0	$109k	+7%	579.00	188.08	View chart
Marathon Pete Corp Stock (MPC)	0.0	$104k	-14%	262.00	395.42	View chart
Micron Technology Stock (MU)	0.0	$103k	-3%	97.00	1065.11	View chart
Tjx Cos Stock (TJX)	0.0	$101k		761.00	132.31	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$100k	+4%	732.00	136.04	View chart
Unitedhealth Group Stock (UNH)	0.0	$100k	+5%	271.00	367.08	View chart
Boeing Stock (BA)	0.0	$100k	+130%	535.00	185.93	View chart
Planet Labs Pbc Com Cl A Stock (PL)	0.0	$98k		6.0k	16.39	View chart
Eversource Energy Stock (ES)	0.0	$97k	+12%	1.5k	64.16	View chart
Delta Air Lines Stock (DAL)	0.0	$97k	+11%	1.2k	83.46	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.0	$96k	+2%	852.00	112.82	View chart
Hca Healthcare Stock (HCA)	0.0	$95k	+7%	223.00	426.74	View chart
Rtx Corporation Stock (RTX)	0.0	$94k	+5090%	20k	4.66	View chart
Spotify Technology S A Stock (SPOT)	0.0	$93k	+17309%	22k	4.21	View chart
Texas Instrs Stock (TXN)	0.0	$93k	+1968%	331.00	280.25	View chart
Vicor Corp Stock (VICR)	0.0	$93k		321.00	288.94	View chart
S&p Global Stock (SPGI)	0.0	$92k	-11%	232.00	394.49	View chart
Cme Group Stock (CME)	0.0	$91k	-3%	346.00	261.98	View chart
Stryker Corporation Stock (SYK)	0.0	$86k		311.00	275.76	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$85k		531.00	160.74	View chart
Disney Walt Stock (DIS)	0.0	$84k		804.00	104.90	View chart
Oracle Corp Stock (ORCL)	0.0	$84k	-23%	611.00	137.30	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.0	$84k	-6%	2.2k	37.47	View chart
Comfort Sys Usa Stock (FIX)	0.0	$83k	+213045%	47k	1.78	View chart
Marvell Technology Stock (MRVL)	0.0	$82k		312.00	264.21	View chart
Ishares Silver Trust Etf (SLV)	0.0	$82k		1.5k	54.51	View chart
Ge Vernova Stock (GEV)	0.0	$82k	+90693%	43k	1.91	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$82k	+142%	308.00	264.75	View chart
United Airls Hldgs Stock (UAL)	0.0	$81k	+4%	726.00	110.95	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$76k	+98%	906.00	84.30	View chart
Parker-hannifin Corp Stock (PH)	0.0	$76k		79.00	955.42	View chart
Us Bancorp Stock (USB)	0.0	$75k	+12%	1.3k	57.76	View chart
Home Depot Stock (HD)	0.0	$74k	-36%	260.00	284.49	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.0	$71k	+5%	865.00	82.16	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$70k	+23736%	35k	1.99	View chart
Centene Corp Del Stock (CNC)	0.0	$69k	+24%	1.1k	62.12	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$68k		628.00	108.89	View chart
Starbucks Corp Stock (SBUX)	0.0	$68k	+302%	724.00	93.91	View chart
Wabtec Stock (WAB)	0.0	$68k		235.00	287.18	View chart
Netflix Stock (NFLX)	0.0	$67k	-18%	969.00	69.58	View chart
Invesco Large Cap Growth Etf Etf (PWB)	0.0	$67k		411.00	162.24	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$66k	-7%	250.00	264.90	View chart
Bondbloxx Private Credit Clo Etf Etf (PCMM)	0.0	$65k	NEW	1.3k	50.03	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$65k		390.00	166.28	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$64k	+98016%	36k	1.77	View chart
Corning Stock (GLW)	0.0	$64k		414.00	153.76	View chart
Murphy Usa Stock (MUSA)	0.0	$63k	NEW	126.00	503.44	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$63k	-3%	395.00	159.37	View chart
Abbott Laboratories Stock (ABT)	0.0	$61k		621.00	98.83	View chart
Cummins Stock (CMI)	0.0	$60k		117.00	516.57	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$60k		180.00	335.50	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.0	$60k		1.7k	35.55	View chart
Wisdomtree Enhanced Commodity Strategy Fund Etf (GCC)	0.0	$60k		2.2k	26.64	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$59k	+15%	657.00	90.44	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$59k	+10%	249.00	237.53	View chart
Nucor Corp Stock (NUE)	0.0	$58k		250.00	233.75	View chart
Flowserve Corp Stock (FLS)	0.0	$57k		785.00	73.12	View chart
Citizens Finl Group Stock (CFG)	0.0	$56k	+29%	883.00	63.76	View chart
Gilead Sciences Stock (GILD)	0.0	$56k	-2%	377.00	149.05	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$56k		194.00	288.45	View chart
Intuitive Surgical Stock (ISRG)	0.0	$55k	+18%	134.00	406.63	View chart
Citigroup Stock (C)	0.0	$54k	+8%	420.00	129.48	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$54k	+13843%	18k	2.95	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$54k		1.1k	47.34	View chart
L3harris Technologies Stock (LHX)	0.0	$53k	+10%	224.00	236.78	View chart
Qualcomm Stock (QCOM)	0.0	$52k	+17%	283.00	184.04	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$52k		347.00	148.30	View chart
Phillips 66 Stock (PSX)	0.0	$51k		200.00	255.31	View chart
Cvs Health Corp Stock (CVS)	0.0	$51k	+26%	591.00	85.69	View chart
American Express Stock (AXP)	0.0	$50k		163.00	304.10	View chart
Truist Finl Corp Stock (TFC)	0.0	$49k	-2%	1.1k	46.30	View chart
Stanley Black & Decker Stock (SWK)	0.0	$49k	+54%	547.00	88.59	View chart
Nuveen Esg Dividend Etf Etf (NUDV)	0.0	$48k		1.5k	31.97	View chart
Wells Fargo & Co Stock (WFC)	0.0	$48k	+8%	597.00	80.05	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	0.0	$47k	-4%	2.5k	19.08	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$46k	+21614%	33k	1.41	View chart
Snowflake Stock (SNOW)	0.0	$46k		135.00	339.56	View chart
Canadian Nat Res Ltd Med Term Stock (CNQ)	0.0	$45k		954.00	47.07	View chart
Booking Holdings Stock (BKNG)	0.0	$45k		275.00	162.91	View chart
Biogen Stock (BIIB)	0.0	$45k		198.00	225.88	View chart
Occidental Pete Corp Stock (OXY)	0.0	$44k		798.00	55.32	View chart
Chubb Stock (CB)	0.0	$44k		135.00	325.25	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$44k	-98%	209.00	208.02	View chart
Blackrock Stock (BLK)	0.0	$43k		41.00	1058.29	View chart
Ford Mtr Stock (F)	0.0	$43k	+10%	3.6k	12.06	View chart
Automatic Data Processing Stock (ADP)	0.0	$43k		167.00	258.06	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.0	$43k		332.00	128.68	View chart
Microchip Technology Stock (MCHP)	0.0	$43k		548.00	77.77	View chart
Howmet Aerospace Stock (HWM)	0.0	$43k	+35684%	26k	1.63	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$42k		1.4k	30.15	View chart
Idex Corp Stock (IEX)	0.0	$42k	+24%	184.00	227.98	View chart
Aflac Stock (AFL)	0.0	$41k		362.00	111.78	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$40k	NEW	253.00	157.85	View chart
Halliburton Stock (HAL)	0.0	$39k	-7%	1.2k	31.80	View chart

Past Filings by GoalVest Advisory

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

GoalVest Advisory 2026 Q3 filed Oct. 2, 2026
GoalVest Advisory 2026 Q2 filed July 9, 2026
GoalVest Advisory 2026 Q1 filed April 13, 2026
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

View all past filings

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