Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

GoalVest Advisory

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

Top 5 stock holdings are VOO, VUG, SPIB, GMUB, XNTK, and represent 49.32% of GoalVest Advisory's stock portfolio.
Added to shares of these 10 stocks: IEMG (+$6.9M), VOO (+$6.5M), SPRX (+$5.4M), RSP, XNTK, GMUB, CAVA, TMO, NEE, JNJ.
Started 44 new stock positions in DELL, AVUS, MOD, ASX, ROST, BBHL, AKRE, SPXX, FDL, UEC.
Reduced shares in these 10 stocks: BKLN (-$6.6M), VUG (-$6.3M), JQUA, PANW, COIN, , PLTR, DVY, WULF, TSCO.
Sold out of its positions in AES, A, Air Lease Corp, ARE, FRDM, AVDV, AIG, NLY, ELV, APA.
GoalVest Advisory was a net buyer of stock by $5.6M.
GoalVest Advisory has $512M in assets under management (AUM), dropping by -1.93%.
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

Download as Excel

Portfolio Holdings for GoalVest Advisory

GoalVest Advisory holds 445 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	33.5	$172M	+3%	287k	597.55	View chart
Vanguard Growth Etf Etf (VUG)	6.0	$31M	-17%	70k	436.79	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	4.0	$21M		611k	33.54	View chart
Goldman Sachs Municipal Income Etf Etf (GMUB)	3.1	$16M	+13%	307k	50.95	View chart
State Street Spdr Nyse Technology Etf Etf (XNTK)	2.8	$14M	+19%	56k	255.28	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	2.7	$14M		151k	90.53	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.3	$12M	-7%	37k	320.81	View chart
Vanguard Ftse Europe Etf Etf (VGK)	1.9	$9.9M	+9%	120k	82.43	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	1.8	$9.3M		202k	46.19	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.6	$8.4M	+472%	120k	69.75	View chart
Nvidia Corporation Stock (NVDA)	1.5	$7.5M	+13%	43k	174.40	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$6.0M		21k	287.56	View chart
Microsoft Corp Stock (MSFT)	1.1	$5.6M	+16%	15k	370.17	View chart
Spear Alpha Etf Etf (SPRX)	1.1	$5.4M	NEW	152k	35.60	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	1.0	$5.3M	-21%	36k	146.28	View chart
Tesla Stock (TSLA)	1.0	$5.3M		14k	371.75	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.9	$4.7M	-7%	48k	97.91	View chart
Amazon Stock (AMZN)	0.9	$4.5M	+23%	22k	208.27	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$4.2M	-5%	14k	294.17	View chart
Apple Stock (AAPL)	0.8	$4.1M	+19%	16k	253.80	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$4.0M	+6%	8.4k	479.17	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.8	$3.9M	+10688%	20k	191.92	View chart
Visa Inc Com Cl A Stock (V)	0.7	$3.5M	+4%	12k	302.25	View chart
Walmart Stock (WMT)	0.6	$3.2M		26k	124.28	View chart
Southern Copper Corp Stock (SCCO)	0.6	$3.2M		19k	172.06	View chart
Generac Hldgs Stock (GNRC)	0.6	$3.0M	-2%	15k	195.33	View chart
Eli Lilly & Co Stock (LLY)	0.6	$3.0M	+33%	3.2k	919.77	View chart
Calamos Autocallable Income Etf Etf (CAIE)	0.5	$2.8M	-12%	111k	25.14	View chart
Abbvie Stock (ABBV)	0.5	$2.8M	-7%	13k	217.49	View chart
Nrg Energy Stock (NRG)	0.5	$2.7M	-4%	19k	146.14	View chart
Nextera Energy Stock (NEE)	0.5	$2.7M	+64%	29k	92.88	View chart
Goldman Sachs Group Stock (GS)	0.5	$2.7M	-3%	3.2k	845.99	View chart
Johnson & Johnson Stock (JNJ)	0.5	$2.5M	+59%	10k	244.44	View chart
Baker Hughes Company Cl A Stock (BKR)	0.5	$2.3M	+7%	38k	61.05	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$2.3M	+26%	3.5k	650.32	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.4	$2.1M	+2%	16k	132.10	View chart
Lam Research Corp Stock (LRCX)	0.4	$2.1M		9.9k	213.66	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$2.1M	+67%	3.6k	572.13	View chart
Cava Group Stock (CAVA)	0.4	$2.0M	+354%	25k	80.90	View chart
Williams Cos Stock (WMB)	0.4	$2.0M	-13%	27k	72.78	View chart
Bank America Corp Stock (BAC)	0.4	$1.9M	+77%	39k	48.75	View chart
At&t Stock (T)	0.4	$1.9M	-12%	65k	28.99	View chart
Cheniere Energy Stock (LNG)	0.4	$1.9M		6.6k	283.76	View chart
Cisco Sys Stock (CSCO)	0.4	$1.9M	-16%	24k	77.59	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.4	$1.8M		14k	131.01	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.3	$1.8M		30k	58.78	View chart
Ge Aerospace Stock (GE)	0.3	$1.7M	+79%	6.2k	283.77	View chart
Loews Corp Stock (L)	0.3	$1.7M		16k	106.74	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$1.7M	+7%	3.0k	577.09	View chart
Mcdonalds Corp Stock (MCD)	0.3	$1.7M	-9%	5.5k	310.79	View chart
Dht Holdings Stock (DHT)	0.3	$1.7M	-17%	93k	18.27	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$1.7M	-15%	2.8k	604.39	View chart
Principal Financial Group Stock (PFG)	0.3	$1.7M	-13%	19k	90.11	View chart
Valero Energy Corp Stock (VLO)	0.3	$1.6M	-18%	6.7k	247.08	View chart
Oneok Stock (OKE)	0.3	$1.6M	-4%	18k	90.39	View chart
Merck & Co Stock (MRK)	0.3	$1.6M	-15%	13k	120.29	View chart
Cummins Stock (CMI)	0.3	$1.6M		3.0k	538.02	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.3	$1.5M		20k	76.54	View chart
Blackstone Stock (BX)	0.3	$1.5M	-4%	13k	114.99	View chart
Chevron Corporation Stock (CVX)	0.3	$1.5M	-15%	7.2k	206.90	View chart
Broadcom Stock (AVGO)	0.3	$1.5M		4.8k	309.52	View chart
Altria Group Stock (MO)	0.3	$1.4M	-12%	22k	65.99	View chart
Alerian Mlp Etf Etf (AMLP)	0.3	$1.4M	-9%	26k	52.64	View chart
Pepsico Stock (PEP)	0.3	$1.4M	-2%	8.9k	155.29	View chart
Omega Healthcare Invs Reit (OHI)	0.3	$1.4M	-12%	31k	43.82	View chart
Procter & Gamble Stock (PG)	0.3	$1.3M	-4%	9.3k	144.44	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$1.3M	+758%	2.6k	491.53	View chart
Digital Rlty Tr Reit (DLR)	0.2	$1.3M	-8%	7.1k	180.21	View chart
Philip Morris Intl Stock (PM)	0.2	$1.3M	-15%	7.6k	165.34	View chart
Southern Stock (SO)	0.2	$1.2M	-11%	13k	96.52	View chart
Royal Gold Stock (RGLD)	0.2	$1.2M	+70%	4.8k	254.49	View chart
Dte Energy Stock (DTE)	0.2	$1.1M	-12%	7.7k	146.22	View chart
Fluor Corp Stock (FLR)	0.2	$1.1M	+98%	24k	46.65	View chart
Atmos Energy Corp Stock (ATO)	0.2	$1.1M		5.9k	184.72	View chart
Tjx Cos Stock (TJX)	0.2	$1.1M		6.7k	159.70	View chart
Ares Capital Corp Cef (ARCC)	0.2	$1.1M	-11%	59k	18.02	View chart
International Paper Stock (IP)	0.2	$1.0M	+5%	28k	35.70	View chart
Unilever Adr (UL)	0.2	$953k	-11%	17k	56.97	View chart
Starwood Ppty Tr Reit (STWD)	0.2	$928k	+21%	54k	17.22	View chart
Oracle Corp Stock (ORCL)	0.2	$922k	-10%	6.3k	147.11	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.2	$918k		9.3k	98.38	View chart
Vici Pptys Reit (VICI)	0.2	$917k		34k	27.32	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.2	$900k	-3%	4.5k	200.82	View chart
Putnam Bdc Income Etf Etf (PBDC)	0.2	$833k	-11%	30k	27.58	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$780k	-55%	5.2k	151.41	View chart
Rio Tinto Adr (RIO)	0.1	$739k		7.9k	93.29	View chart
Hut 8 Corp Stock (HUT)	0.1	$738k		16k	46.91	View chart
Terawulf Stock (WULF)	0.1	$722k	-56%	50k	14.43	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.1	$704k	+2%	9.8k	71.77	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$702k	-6%	2.4k	286.86	View chart
Hf Sinclair Corp Stock (DINO)	0.1	$699k		11k	62.39	View chart
Tractor Supply Stock (TSCO)	0.1	$698k	-57%	15k	45.30	View chart
Illinois Tool Wks Stock (ITW)	0.1	$674k	-2%	2.6k	260.29	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$669k	+47335%	6.6k	100.66	View chart
Factset Resh Sys Stock (FDS)	0.1	$651k		3.0k	216.99	View chart
Core Scientific Stock (CORZ)	0.1	$600k		40k	14.96	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$594k	-9%	1.4k	426.40	View chart
American Superconductor Corp Stock (AMSC)	0.1	$589k	-2%	17k	33.85	View chart
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ)	0.1	$585k		22k	26.27	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.1	$578k	-91%	28k	20.41	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.1	$576k		14k	40.47	View chart
Bwx Technologies Stock (BWXT)	0.1	$530k		2.6k	204.49	View chart
Evergy Stock (EVRG)	0.1	$513k		6.3k	81.92	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$470k	-3%	472.00	996.43	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.1	$450k	-6%	4.1k	109.77	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$444k	+3%	2.6k	169.66	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$415k	-12%	635.00	653.21	View chart
Amgen Stock (AMGN)	0.1	$405k	-2%	1.2k	351.85	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$384k		291.00	1320.83	View chart
Dave Inc Class A Stock (DAVE)	0.1	$383k		2.2k	174.09	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$368k	-2%	737.00	499.69	View chart
Stryker Corporation Stock (SYK)	0.1	$365k		1.1k	328.71	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$358k	-13%	12k	30.68	View chart
Victoryshares Westend U.s. Sector Etf Etf (MODL)	0.1	$358k		8.0k	44.69	View chart
Fox Corp Cl A Stock (FOXA)	0.1	$339k	-20%	5.8k	58.40	View chart
Bbh Select Large Cap Etf Stock (BBHL)	0.1	$335k	NEW	22k	15.02	View chart
Abbott Laboratories Stock (ABT)	0.1	$334k	-8%	3.3k	102.67	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$332k		5.9k	56.58	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$327k	-9%	13k	25.64	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$317k		11k	29.13	View chart
Deckers Outdoor Corp Stock (DECK)	0.1	$301k	-3%	3.0k	100.09	View chart
Natixis Gateway Quality Income Etf Etf (GQI)	0.1	$300k		5.5k	54.85	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$296k	+16%	4.3k	68.28	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$288k		1.1k	257.35	View chart
Rtx Corporation Stock (RTX)	0.1	$286k	+5%	1.5k	192.90	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$285k		5.2k	54.55	View chart
Joby Aviation Stock (JOBY)	0.1	$277k		34k	8.26	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$261k	+21%	5.1k	50.81	View chart
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.0	$255k		7.0k	36.59	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$252k		2.3k	109.69	View chart
Eastgroup Pptys Reit (EGP)	0.0	$250k		1.4k	185.09	View chart
Quanta Svcs Stock (PWR)	0.0	$248k		452.00	549.02	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$247k		1.0k	239.99	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$244k	-3%	3.9k	62.45	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.0	$240k		1.5k	163.58	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.0	$237k		3.3k	71.81	View chart
Cintas Corp Stock (CTAS)	0.0	$231k	-11%	1.4k	169.14	View chart
Intercontinental Exchange Stock (ICE)	0.0	$228k		1.5k	157.28	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$223k	-19%	2.9k	77.11	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$219k	-9%	3.2k	67.53	View chart
Manulife Finl Corp Stock (MFC)	0.0	$217k		6.3k	34.44	View chart
Ishares Global Tech Etf Etf (IXN)	0.0	$216k		2.2k	99.97	View chart
Home Depot Stock (HD)	0.0	$215k	-12%	653.00	328.89	View chart
Cme Group Stock (CME)	0.0	$213k	+2%	720.00	295.35	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$210k		9.4k	22.33	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$210k		6.9k	30.50	View chart
Adams Diversified Equity Cef (ADX)	0.0	$206k		9.4k	21.89	View chart
T-mobile Us Stock (TMUS)	0.0	$201k	-8%	959.00	210.03	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$195k	-5%	785.00	248.00	View chart
Air Products And Chemicals Stock (APD)	0.0	$191k	-3%	657.00	290.49	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$170k	-7%	923.00	184.28	View chart
Planet Labs Pbc Com Cl A Stock (PL)	0.0	$167k		6.0k	27.95	View chart
Spdr Gold Shares Etf (GLD)	0.0	$165k	+26%	384.00	430.29	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$162k		800.00	202.98	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.0	$162k	+6%	4.1k	39.42	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$155k	-13%	2.4k	64.08	View chart
Salesforce Stock (CRM)	0.0	$152k	-11%	813.00	186.67	View chart
Caterpillar Stock (CAT)	0.0	$150k		212.00	708.46	View chart
Trane Technologies Stock (TT)	0.0	$146k		350.00	416.74	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.0	$145k	-18%	1.2k	125.03	View chart
Advanced Micro Devices Stock (AMD)	0.0	$142k		700.00	203.43	View chart
Synopsys Stock (SNPS)	0.0	$141k		355.00	396.48	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$136k		950.00	142.85	View chart
Rithm Capital Corp Reit (RITM)	0.0	$135k	-10%	14k	9.48	View chart
Linde Stock (LIN)	0.0	$130k		263.00	495.76	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$129k		598.00	215.06	View chart
Netflix Stock (NFLX)	0.0	$127k		1.3k	96.15	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.0	$127k	-96%	2.1k	61.32	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$119k		397.00	298.85	View chart
General Dynamics Corp Stock (GD)	0.0	$118k	+6%	345.00	343.22	View chart
First Trust Active Factor Large Cap Etf Etf (AFLG)	0.0	$112k	+37%	2.9k	38.58	View chart
S&p Global Stock (SPGI)	0.0	$111k		262.00	425.36	View chart
Paychex Stock (PAYX)	0.0	$111k	-10%	1.2k	92.12	View chart
Coca Cola Stock (KO)	0.0	$107k	+3%	1.4k	76.05	View chart
Ishares Silver Trust Etf (SLV)	0.0	$106k	+3%	1.6k	68.14	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$100k		685.00	145.94	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$100k		1.2k	80.08	View chart
Hca Healthcare Stock (HCA)	0.0	$96k		202.00	473.24	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$95k		652.00	145.74	View chart
Eversource Energy Stock (ES)	0.0	$93k		1.3k	69.28	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.0	$89k	-8%	2.0k	44.45	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$87k		699.00	124.31	View chart
Ares Dynamic Cr Allocation Cef (ARDC)	0.0	$85k		7.0k	12.16	View chart
Intuitive Surgical Stock (ISRG)	0.0	$84k		183.00	460.99	View chart
International Business Machs Stock (IBM)	0.0	$83k		343.00	242.39	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.0	$82k	+74%	880.00	93.66	View chart
Barrick Mng Corp Stock (B)	0.0	$82k		2.0k	40.79	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$78k		200.00	391.76	View chart
Marathon Pete Corp Stock (MPC)	0.0	$75k		305.00	244.18	View chart
Disney Walt Stock (DIS)	0.0	$74k	-83%	771.00	96.38	View chart
Packaging Corp Amer Stock (PKG)	0.0	$74k		350.00	212.22	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$73k	-33%	668.00	109.02	View chart
Bhp Billiton Adr (BHP)	0.0	$73k		1.0k	72.74	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.0	$73k	+28%	2.1k	33.77	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$72k	+8%	1.1k	67.59	View chart
Parker-hannifin Corp Stock (PH)	0.0	$71k	+5%	79.00	895.24	View chart
L3harris Technologies Stock (LHX)	0.0	$70k		203.00	345.15	View chart
Morgan Stanley Stock (MS)	0.0	$70k	+11%	425.00	164.57	View chart
Delta Air Lines Stock (DAL)	0.0	$69k		1.0k	66.48	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$65k		410.00	157.35	View chart
Sherwin Williams Stock (SHW)	0.0	$64k	-38%	200.00	320.55	View chart
Capricor Therapeutics Stock (CAPR)	0.0	$64k	+2%	2.1k	30.40	View chart
United Airls Hldgs Stock (UAL)	0.0	$64k		692.00	92.07	View chart
Spotify Technology S A Stock (SPOT)	0.0	$62k	+9%	127.00	484.91	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.0	$61k		1.7k	36.12	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$61k		430.00	142.43	View chart
Us Bancorp Stock (USB)	0.0	$60k		1.2k	52.01	View chart
Wabtec Stock (WAB)	0.0	$59k		235.00	249.91	View chart
Flowserve Corp Stock (FLS)	0.0	$58k	-45%	785.00	73.51	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$57k	+89%	708.00	80.61	View chart
Pfizer Stock (PFE)	0.0	$57k	-11%	2.0k	28.08	View chart
Lowes Cos Stock (LOW)	0.0	$57k		241.00	236.28	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$57k		450.00	126.35	View chart
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ)	0.0	$57k		300.00	189.05	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$57k	+20%	478.00	118.62	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$57k	-17%	197.00	287.57	View chart
Unitedhealth Group Stock (UNH)	0.0	$56k	-40%	205.00	270.59	View chart
Firstenergy Corp Stock (FE)	0.0	$55k		1.1k	50.66	View chart
Wisdomtree Enhanced Commodity Strategy Fund Etf (GCC)	0.0	$54k		2.2k	23.94	View chart
Deere & Co Stock (DE)	0.0	$53k		94.00	563.30	View chart
Gilead Sciences Stock (GILD)	0.0	$53k		377.00	139.37	View chart
Occidental Pete Corp Stock (OXY)	0.0	$52k		798.00	65.00	View chart
Invesco Large Cap Growth Etf Etf (PWB)	0.0	$52k	-30%	411.00	126.00	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$49k	+10%	110.00	446.54	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$49k		270.00	181.42	View chart
Truist Finl Corp Stock (TFC)	0.0	$49k		1.1k	45.97	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$49k		125.00	390.41	View chart
Sfl Corporation Stock (SFL)	0.0	$49k		4.5k	10.79	View chart
Halliburton Stock (HAL)	0.0	$48k		1.2k	38.99	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg Stock (BEPC)	0.0	$48k		1.2k	39.83	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$47k		1.4k	33.53	View chart
Canadian Nat Res Ltd Med Term Stock (CNQ)	0.0	$47k		954.00	48.73	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$46k	+4%	68.00	682.24	View chart
Booking Holdings Stock (BKNG)	0.0	$46k		11.00	4210.36	View chart
American Express Stock (AXP)	0.0	$46k		153.00	302.48	View chart
Boeing Stock (BA)	0.0	$46k	-29%	232.00	199.03	View chart
Nuveen Esg Dividend Etf Etf (NUDV)	0.0	$46k	-21%	1.5k	30.75	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$45k		194.00	234.03	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$44k	-35%	225.00	196.86	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$44k	-13%	223.00	198.29	View chart
Automatic Data Processing Stock (ADP)	0.0	$44k	-21%	217.00	203.18	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$44k		1.1k	38.42	View chart
Chubb Ltd Switz Stock (CB)	0.0	$42k		129.00	325.93	View chart
Vicor Corp Stock (VICR)	0.0	$42k	-50%	260.00	161.00	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.0	$41k	+3%	544.00	75.74	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$41k	NEW	807.00	50.66	View chart
Citizens Finl Group Stock (CFG)	0.0	$41k		680.00	59.97	View chart
Wells Fargo & Co Stock (WFC)	0.0	$40k		508.00	79.61	View chart
Blackrock Stock (BLK)	0.0	$39k	-22%	41.00	961.71	View chart
Adobe Stock (ADBE)	0.0	$39k		162.00	243.08	View chart
Entergy Corp Stock (ETR)	0.0	$39k		350.00	112.36	View chart
Akre Focus Etf Etf (AKRE)	0.0	$39k	NEW	743.00	52.85	View chart
American Elec Pwr Stock (AEP)	0.0	$39k	-4%	298.00	131.08	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.0	$38k	+48%	332.00	114.91	View chart
Ford Mtr Stock (F)	0.0	$37k		3.2k	11.54	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	0.0	$37k	+252%	2.2k	16.77	View chart
Coterra Energy Stock (CTRA)	0.0	$37k		1.1k	35.14	View chart
Phillips 66 Stock (PSX)	0.0	$36k		200.00	182.18	View chart
Biogen Stock (BIIB)	0.0	$36k		198.00	183.33	View chart
Invesco Esg S&p 500 Equal Weight Etf Etf (RSPE)	0.0	$36k	NEW	1.2k	29.43	View chart
Global X Silver Miners Etf Etf (SIL)	0.0	$36k	-10%	394.00	90.08	View chart
Microchip Technology Stock (MCHP)	0.0	$35k		548.00	64.61	View chart
American Wtr Wks Stock (AWK)	0.0	$35k		260.00	136.09	View chart
Prologis Reit (PLD)	0.0	$35k		263.00	132.18	View chart
Aflac Stock (AFL)	0.0	$34k		312.00	109.71	View chart
Wec Energy Group Stock (WEC)	0.0	$34k		294.00	115.77	View chart
Arista Networks Stock (ANET)	0.0	$34k		277.00	122.78	View chart
Consolidated Water Co Inc Ord Stock (CWCO)	0.0	$33k		1.0k	33.12	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$33k		292.00	113.11	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$33k	-12%	358.00	91.77	View chart
Citigroup Stock (C)	0.0	$33k	-26%	288.00	113.41	View chart
Motorola Solutions Stock (MSI)	0.0	$33k		75.00	433.97	View chart
Carvana Co Cl A Stock (CVNA)	0.0	$31k		100.00	314.38	View chart
Jpmorgan Limited Duration Bond Etf Etf (JPLD)	0.0	$31k		595.00	52.22	View chart
American Tower Corp Reit (AMT)	0.0	$31k		180.00	172.58	View chart
Qualcomm Stock (QCOM)	0.0	$31k		240.00	128.78	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$31k		205.00	150.00	View chart
Comfort Sys Usa Stock (FIX)	0.0	$30k	NEW	22.00	1379.00	View chart
Servicenow Stock (NOW)	0.0	$30k	-30%	290.00	104.55	View chart
Keycorp Stock (KEY)	0.0	$30k		1.5k	20.05	View chart
Snap On Stock (SNA)	0.0	$29k		81.00	363.22	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.0	$29k		783.00	37.44	View chart
Mid-amer Apt Cmntys Reit (MAA)	0.0	$29k	-38%	240.00	122.12	View chart
Cvs Health Corp Stock (CVS)	0.0	$29k		408.00	71.82	View chart
Centene Corp Del Stock (CNC)	0.0	$29k		891.00	32.74	View chart
Newmont Corp Stock (NEM)	0.0	$29k	+6%	263.00	108.25	View chart
Intel Corp Stock (INTC)	0.0	$28k		638.00	44.13	View chart
Idex Corp Stock (IEX)	0.0	$28k		148.00	189.55	View chart
Ball Corp Stock (BALL)	0.0	$28k		469.00	59.11	View chart
Mdu Res Group Stock (MDU)	0.0	$27k		1.3k	20.72	View chart
Capital One Finl Corp Stock (COF)	0.0	$27k		150.00	182.43	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$27k		532.00	51.39	View chart
Ventas Reit (VTR)	0.0	$27k		332.00	81.78	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$27k	+196%	80.00	337.95	View chart
Nov Stock (NOV)	0.0	$27k		1.4k	18.81	View chart
Duke Energy Corp Stock (DUK)	0.0	$27k	-70%	205.00	130.94	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$27k	NEW	524.00	50.80	View chart
Nisource Stock (NI)	0.0	$27k		570.00	46.66	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$27k		194.00	137.08	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$26k		280.00	93.98	View chart
Equity Lifestyle Properties Reit (ELS)	0.0	$26k		416.00	62.42	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	0.0	$26k	-81%	520.00	49.86	View chart
Mosaic Stock (MOS)	0.0	$26k		1.0k	25.50	View chart
Royalty Pharma Plc Shs Class A Stock (RPRX)	0.0	$26k		534.00	47.97	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.0	$26k		176.00	145.02	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$25k		545.00	46.46	View chart
Stanley Black & Decker Stock (SWK)	0.0	$25k		354.00	71.06	View chart
Marvell Technology Stock (MRVL)	0.0	$25k		250.00	99.05	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$25k	+18%	32.00	772.62	View chart
Agnc Invt Corp Reit (AGNC)	0.0	$25k		2.5k	10.03	View chart
Sap Se Adr (SAP)	0.0	$25k		143.00	171.21	View chart
Watsco Stock (WSO)	0.0	$24k		67.00	363.79	View chart
Fortive Corp Stock (FTV)	0.0	$23k		417.00	55.28	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$23k	NEW	60.00	383.40	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.0	$23k		534.00	43.06	View chart
International Flavors&fragranc Stock (IFF)	0.0	$23k		310.00	72.55	View chart
Western Un Stock (WU)	0.0	$22k		2.6k	8.73	View chart
Ishares Gold Trust Etf (IAU)	0.0	$22k		250.00	88.16	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$22k		110.00	195.40	View chart
Sempra Stock (SRE)	0.0	$21k		220.00	97.17	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$21k	-62%	180.00	118.21	View chart
Uranium Energy Corp Stock (UEC)	0.0	$21k	NEW	1.6k	13.50	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.0	$21k	-89%	189.00	110.78	View chart
Danaher Corp Del Stock (DHR)	0.0	$21k		110.00	189.60	View chart
Clorox Co Del Stock (CLX)	0.0	$21k		200.00	103.63	View chart
Snowflake Stock (SNOW)	0.0	$20k		135.00	150.82	View chart
Lululemon Athletica Stock (LULU)	0.0	$20k		132.00	153.10	View chart
Corning Stock (GLW)	0.0	$20k	+47%	147.00	135.97	View chart
Centrus Energy Corp Cl A Stock (LEU)	0.0	$20k		115.00	173.59	View chart
Vulcan Matls Stock (VMC)	0.0	$20k		73.00	272.30	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$20k	NEW	79.00	250.58	View chart
Huntington Bancshares Stock (HBAN)	0.0	$20k		1.3k	15.65	View chart
Albemarle Corp Stock (ALB)	0.0	$20k		110.00	179.53	View chart
Expand Energy Corporation Stock (EXE)	0.0	$19k		177.00	109.78	View chart
Consolidated Edison Stock (ED)	0.0	$19k		170.00	113.18	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$19k		306.00	61.26	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$19k		230.00	80.95	View chart
Liberty Energy Inc Com Cl A Stock (LBRT)	0.0	$18k		620.00	28.80	View chart
Vanguard Value Etf Etf (VTV)	0.0	$18k	+75%	91.00	196.20	View chart
Brighthouse Finl Stock (BHF)	0.0	$18k		297.00	59.88	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$18k	+8%	130.00	135.49	View chart
Capital Group Global Equity Etf Etf (CGGE)	0.0	$17k	NEW	569.00	30.50	View chart
Markel Group Stock (MKL)	0.0	$17k	-55%	9.00	1914.11	View chart
Howmet Aerospace Stock (HWM)	0.0	$17k	NEW	73.00	230.47	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$17k	NEW	148.00	111.18	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$16k	NEW	262.00	62.64	View chart
Starbucks Corp Stock (SBUX)	0.0	$16k		180.00	89.59	View chart
Metlife Stock (MET)	0.0	$15k		215.00	70.72	View chart
Wp Carey Reit (WPC)	0.0	$15k		222.00	67.96	View chart
Unusual Whales Subversive Democratic Trading Etf Etf (NANC)	0.0	$15k		355.00	42.20	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$15k		642.00	22.69	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$14k	-25%	92.00	155.11	View chart
Republic Svcs Stock (RSG)	0.0	$14k		65.00	219.02	View chart
Regions Financial Corp Stock (RF)	0.0	$14k		530.00	26.12	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$14k	NEW	348.00	39.43	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$14k		274.00	49.59	View chart
Ross Stores Stock (ROST)	0.0	$13k	NEW	61.00	216.62	View chart
NVR Stock (NVR)	0.0	$13k	-33%	2.00	6590.00	View chart
Conagra Brands Stock (CAG)	0.0	$13k		827.00	15.72	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$13k		166.00	75.14	View chart
Xtrackers Russell Us Multifactor Etf Etf (DEUS)	0.0	$12k	NEW	205.00	59.89	View chart
Ishares Msci Europe Financials Etf Etf (EUFN)	0.0	$12k	NEW	351.00	34.85	View chart
Woodside Energy Group Adr (WDS)	0.0	$12k		505.00	23.88	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$12k		129.00	93.00	View chart
Adaptive Biotechnologies Corp Stock (ADPT)	0.0	$12k		830.00	13.88	View chart
Hartford Insurance Group Stock (HIG)	0.0	$12k		85.00	135.24	View chart
Equinix Reit (EQIX)	0.0	$11k		11.00	980.27	View chart
Vistra Corp Stock (VST)	0.0	$11k	+162%	71.00	150.32	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$10k		273.00	37.84	View chart
Tcw Transform 500 Etf Etf (VOTE)	0.0	$10k		135.00	76.30	View chart
Unum Group Stock (UNM)	0.0	$10k		140.00	73.03	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.0	$9.7k	+13%	270.00	35.78	View chart
Columbia Seligm Prem Tech Grw Cef (STK)	0.0	$9.2k		243.00	37.93	View chart
Alerian Energy Infrastructure Etf Etf (ENFR)	0.0	$8.8k		230.00	38.21	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$8.6k	NEW	60.00	143.23	View chart
Sphere Entertainment Co Cl A Stock (SPHR)	0.0	$7.9k	NEW	67.00	117.40	View chart
Onemain Hldgs Stock (OMF)	0.0	$7.5k	-56%	140.00	53.49	View chart
Modine Mfg Stock (MOD)	0.0	$7.2k	NEW	33.00	216.70	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.0	$7.0k	NEW	142.00	49.40	View chart
Ge Vernova Stock (GEV)	0.0	$7.0k	NEW	8.00	872.88	View chart
Teradyne Stock (TER)	0.0	$6.8k	-56%	23.00	296.48	View chart
Cornerstone Strategic Investme Cef (CLM)	0.0	$6.8k		928.00	7.28	View chart
Ftai Aviation Stock (FTAI)	0.0	$6.6k	NEW	27.00	245.00	View chart
Cornerstone Total Return Cef (CRF)	0.0	$6.5k		940.00	6.95	View chart
Blackrock Science & Technology Shs Ben Int Cef (BSTZ)	0.0	$5.8k		260.00	22.15	View chart
Tempus Ai Inc Cl A Stock (TEM)	0.0	$5.7k		127.00	45.22	View chart
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX)	0.0	$5.7k		213.00	26.67	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$5.6k	NEW	31.00	181.84	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$5.6k	NEW	34.00	164.12	View chart
Nuscale Pwr Corp Cl A Stock (SMR)	0.0	$5.5k		503.00	10.84	View chart
Sofi Technologies Stock (SOFI)	0.0	$5.4k		340.00	15.88	View chart
Imperial Oil Stock (IMO)	0.0	$5.2k	NEW	40.00	130.82	View chart
Viking Therapeutics Stock (VKTX)	0.0	$4.9k		150.00	32.54	View chart
Nuveen S&p 500 Dynamic Overwri Cef (SPXX)	0.0	$4.8k	NEW	301.00	16.07	View chart
Credo Technology Group Holding Ordinary Shares Stock (CRDO)	0.0	$4.6k	NEW	49.00	93.88	View chart
Eaton Vance Risk-managed Diver Cef (ETJ)	0.0	$4.6k		560.00	8.17	View chart
Monster Beverage Corp Stock (MNST)	0.0	$4.6k	NEW	63.00	72.46	View chart
Intuit Stock (INTU)	0.0	$4.3k		10.00	432.40	View chart
Virtus Artificial Intelligence Cef (AIO)	0.0	$4.3k		201.00	21.41	View chart
Nutrien Stock (NTR)	0.0	$4.2k	NEW	56.00	75.46	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$4.2k		25.00	168.84	View chart
Primoris Svcs Corp Stock (PRIM)	0.0	$4.1k	NEW	29.00	143.03	View chart
Eaton Vance Tax-advantaged Glo Cef (ETO)	0.0	$4.1k		154.00	26.65	View chart
Ishares Msci South Korea Etf Etf (EWY)	0.0	$4.1k	NEW	33.00	123.00	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$4.0k		20.00	197.50	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$3.9k		44.00	88.70	View chart
Ase Technology Hldg Adr (ASX)	0.0	$3.8k	NEW	177.00	21.68	View chart
Immunitybio Stock (IBRX)	0.0	$3.8k	NEW	500.00	7.67	View chart
Hershey Stock (HSY)	0.0	$3.7k	-47%	18.00	207.89	View chart
Select Water Solutions Inc Cl A Stock (WTTR)	0.0	$3.5k	NEW	231.00	15.30	View chart
Exp World Hldgs Stock (EXPI)	0.0	$3.5k		580.00	5.99	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.0	$3.5k	NEW	26.00	133.19	View chart
Honeywell Intl Stock (HON)	0.0	$3.4k	-87%	15.00	226.00	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$3.2k	NEW	24.00	132.92	View chart
Invesco Quality Mun Income Tr Cef (IQI)	0.0	$3.0k		313.00	9.62	View chart
Medtronic Stock (MDT)	0.0	$2.9k	-88%	34.00	86.65	View chart
Ttm Technologies Stock (TTMI)	0.0	$2.9k	NEW	30.00	97.43	View chart
Moderna Stock (MRNA)	0.0	$2.9k	-67%	57.00	50.81	View chart
Applied Matls Stock (AMAT)	0.0	$2.7k	NEW	8.00	341.75	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.0	$2.7k	-97%	23.00	116.30	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$2.6k	-90%	9.00	287.00	View chart
Analog Devices Stock (ADI)	0.0	$2.2k	NEW	7.00	318.14	View chart
Novartis Adr (NVS)	0.0	$2.1k	NEW	14.00	152.79	View chart
Novo-nordisk A S Adr (NVO)	0.0	$1.9k		51.00	36.75	View chart
Fermi Stock (FRMI)	0.0	$1.9k		320.00	5.84	View chart
Globus Med Inc Cl A Stock (GMED)	0.0	$1.7k		20.00	86.15	View chart
Paypal Hldgs Stock (PYPL)	0.0	$1.6k	-85%	36.00	45.22	View chart
Teva Pharmaceutical Inds Adr (TEVA)	0.0	$1.6k		54.00	30.11	View chart
The Cigna Group Stock (CI)	0.0	$1.6k		6.00	266.83	View chart
Global X Cybersecurity Etf Etf (BUG)	0.0	$1.3k		50.00	25.12	View chart
Unity Software Stock (U)	0.0	$1.1k		50.00	21.94	View chart
Veralto Corp Stock (VLTO)	0.0	$884.000000		10.00	88.40	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$737.999600		13.00	56.77	View chart
Virgin Galactic Holdings Stock (SPCE)	0.0	$534.996000		220.00	2.43	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$524.000000		2.00	262.00	View chart
Dxc Technology Stock (DXC)	0.0	$452.998800		36.00	12.58	View chart
Net Lease Office Properties Reit (NLOP)	0.0	$425.999500		37.00	11.51	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$375.999900		3.00	125.33	View chart
Gyre Therapeutics Stock (GYRE)	0.0	$349.000000	NEW	50.00	6.98	View chart
Uniti Group Reit	0.0	$271.999700		29.00	9.38	View chart
Chunghwa Telecom Co Ltd Spon Adr New11 Adr (CHT)	0.0	$169.000000		4.00	42.25	View chart
Kyndryl Hldgs Stock (KD)	0.0	$117.999900		9.00	13.11	View chart
Cingulate Inc Wt Exp 121026 Stock (CINGW)	0.0	$90.900000		3.0k	0.03	View chart
Aurora Cannabis Stock (ACB)	0.0	$75.000700		23.00	3.26	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.0	$60.000000	NEW	4.00	15.00	View chart

Past Filings by GoalVest Advisory

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

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
GoalVest Advisory 2022 Q4 filed Jan. 6, 2023
GoalVest Advisory 2022 Q3 filed Oct. 11, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z