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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, XNTK, SPIB, GMUB, and represent 55.79% of GoalVest Advisory's stock portfolio.
Added to shares of these 10 stocks: VUG (+$25M), VOO (+$11M), SPRX (+$5.6M), TER, GMUB, IEFA, XNTK, AGNC, IEMG, SOXX.
Started 126 new stock positions in MHK, KNX, BPRN, INSM, DKS, EFX, NVTS, SOXX, GSK, COP.
Reduced shares in these 10 stocks: VGK (-$6.0M), GNRC, LRCX, NVDA, PLTR, , NRG, CMI, CAVA, RSP.
Sold out of its positions in AEM, AMSC, ARDC, ATO, ACB, BWXT, BHP, BX, BN, BEPC.
GoalVest Advisory was a net seller of stock by $-7.5M.
GoalVest Advisory has $539M in assets under management (AUM), dropping by 5.30%.
Central Index Key (CIK): 0001839307

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Portfolio Holdings for GoalVest Advisory

GoalVest Advisory holds 500 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	38.5	$208M	+5%	303k	686.81	View chart
Vanguard Growth Etf Etf (VUG)	5.7	$31M	+411%	358k	86.14	View chart
State Street Spdr Nyse Technology Etf Etf (XNTK)	4.3	$23M	+6%	59k	390.65	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	3.9	$21M	+3%	632k	33.46	View chart
Goldman Sachs Municipal Income Etf Etf (GMUB)	3.3	$18M	+13%	349k	51.44	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	3.0	$16M	+11%	168k	96.58	View chart
Spear Alpha Etf Etf (SPRX)	2.7	$14M	+63%	249k	57.98	View chart
Vanguard Total Stock Market Etf Etf (VTI)	2.5	$13M	-2%	36k	370.04	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	2.0	$11M	+10%	132k	82.84	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	1.6	$8.8M	+9%	221k	39.57	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$6.9M	-6%	19k	357.38	View chart
Tesla Stock (TSLA)	1.1	$6.1M	+2%	15k	420.60	View chart
Amazon Stock (AMZN)	1.0	$5.3M		22k	238.34	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.0	$5.2M	-8%	44k	118.99	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.9	$4.6M	-56%	52k	88.54	View chart
Microsoft Corp Stock (MSFT)	0.9	$4.6M	-18%	12k	373.02	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$4.6M	+7%	9.1k	500.36	View chart
Nvidia Corporation Stock (NVDA)	0.8	$4.4M	-48%	22k	200.09	View chart
Teradyne Stock (TER)	0.7	$4.0M	+35708%	8.2k	483.84	View chart
Apple Stock (AAPL)	0.7	$3.9M	-15%	14k	289.35	View chart
Calamos Autocallable Income Etf Etf (CAIE)	0.7	$3.5M	+16%	129k	27.21	View chart
Goldman Sachs Group Stock (GS)	0.6	$3.3M	+3%	3.3k	1011.37	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$3.2M	-32%	9.7k	327.34	View chart
Walmart Stock (WMT)	0.6	$3.1M	+4%	27k	113.26	View chart
Visa Inc Com Cl A Stock (V)	0.6	$3.0M	-24%	8.9k	343.10	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.5	$2.8M	+7%	3.8k	746.82	View chart
Cisco Sys Stock (CSCO)	0.5	$2.7M	-3%	23k	117.46	View chart
Ge Aerospace Stock (GE)	0.5	$2.7M	+16%	7.2k	373.73	View chart
Johnson & Johnson Stock (JNJ)	0.5	$2.7M	+2%	11k	253.97	View chart
Bank Of Amer Corp Stock (BAC)	0.5	$2.6M	+17%	46k	56.98	View chart
Eli Lilly & Co Stock (LLY)	0.5	$2.6M	-32%	2.2k	1199.43	View chart
Nextera Energy Stock (NEE)	0.5	$2.5M	-4%	28k	87.77	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$2.4M	-44%	11k	212.77	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.4	$2.4M	-4%	15k	154.30	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$2.3M	+15%	4.2k	563.29	View chart
Baker Hughes Company Cl A Stock (BKR)	0.4	$2.3M	+7%	41k	55.50	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$2.2M		3.0k	736.30	View chart
Principal Financial Group Stock (PFG)	0.4	$2.0M		18k	107.78	View chart
Williams Cos Stock (WMB)	0.4	$1.9M	-3%	26k	74.34	View chart
Broadcom Stock (AVGO)	0.3	$1.8M		4.7k	377.76	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.3	$1.8M		20k	87.88	View chart
Merck & Co Stock (MRK)	0.3	$1.7M		13k	128.50	View chart
Abbvie Stock (ABBV)	0.3	$1.7M	-48%	6.6k	251.64	View chart
Valero Energy Corp Stock (VLO)	0.3	$1.6M	-7%	6.2k	260.44	View chart
Oneok Stock (OKE)	0.3	$1.6M		18k	86.94	View chart
Mcdonalds Corp Stock (MCD)	0.3	$1.5M	+3%	5.7k	270.31	View chart
Altria Group Stock (MO)	0.3	$1.5M		21k	71.95	View chart
Omega Healthcare Invs Reit (OHI)	0.3	$1.5M		31k	47.68	View chart
Dht Holdings Stock (DHT)	0.3	$1.4M	-5%	88k	16.53	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$1.4M		2.8k	509.46	View chart
Alerian Mlp Etf Etf (AMLP)	0.3	$1.4M		26k	51.85	View chart
At&t Stock (T)	0.3	$1.4M		66k	20.70	View chart
Procter & Gamble Stock (PG)	0.3	$1.4M		9.3k	146.64	View chart
Philip Morris Intl Stock (PM)	0.2	$1.3M	-3%	7.3k	180.91	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$1.3M	+51%	3.7k	353.38	View chart
Digital Rlty Tr Reit (DLR)	0.2	$1.3M		7.0k	179.58	View chart
Terawulf Stock (WULF)	0.2	$1.2M		50k	24.70	View chart
Southern Stock (SO)	0.2	$1.2M		13k	95.71	View chart
Dte Energy Stock (DTE)	0.2	$1.2M	+3%	8.0k	152.37	View chart
Pepsico Stock (PEP)	0.2	$1.2M		8.8k	135.40	View chart
International Paper Stock (IP)	0.2	$1.1M	+6%	30k	38.10	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.2	$1.1M		4.5k	247.89	View chart
Chevron Corporation Stock (CVX)	0.2	$1.1M	-8%	6.6k	165.76	View chart
Ares Capital Corp Cef (ARCC)	0.2	$1.1M		58k	18.53	View chart
Agnc Invt Corp Reit (AGNC)	0.2	$1.1M	+3855%	97k	10.90	View chart
Unilever Adr (UL)	0.2	$1.0M	+2%	17k	60.12	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$1.0M	+27%	6.6k	156.30	View chart
Core Scientific Stock (CORZ)	0.2	$1.0M		40k	25.59	View chart
Starwood Ppty Tr Reit (STWD)	0.2	$898k		55k	16.38	View chart
Vici Pptys Reit (VICI)	0.2	$895k		34k	26.55	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$768k	NEW	1.2k	640.76	View chart
Advanced Micro Devices Stock (AMD)	0.1	$740k	+82%	1.3k	580.91	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$737k	NEW	8.2k	89.85	View chart
Ft Vest Laddered Moderate Buffer Etf Etf (BUFZ)	0.1	$727k	+16%	26k	27.93	View chart
Ark Blockchain & Fintech Innovation Etf Etf (ARKF)	0.1	$720k	NEW	18k	39.46	View chart
Vaneck Rare Earth And Strategic Metals Etf Etf (REMX)	0.1	$716k	NEW	8.1k	88.50	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.1	$698k	+2669%	5.2k	133.25	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$692k	+300%	5.6k	124.17	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.1	$681k	+22492%	5.9k	115.98	View chart
Tema Space Innovators Etf Etf (NASA)	0.1	$679k	NEW	22k	30.38	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$579k		291.00	1989.44	View chart
Evergy Stock (EVRG)	0.1	$544k		6.3k	86.43	View chart
Klarna Group Stock (KLAR)	0.1	$539k	NEW	27k	20.24	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.1	$491k	-14%	24k	20.37	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.1	$480k	-4%	3.9k	122.40	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$480k		641.00	748.89	View chart
Ft Vest Laddered Autocallable Barrier & Income Etf Etf (ACYN)	0.1	$442k	NEW	21k	20.79	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$442k		472.00	935.47	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$394k	+4%	767.00	513.63	View chart
Bbh Select Large Cap Etf Stock (BBHL)	0.1	$388k		22k	17.40	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$380k	NEW	3.5k	107.62	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$369k		11k	33.84	View chart
Exxonmobil Holdings Corp Stock	0.1	$362k	NEW	2.7k	136.72	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$362k	+2%	4.5k	81.06	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.1	$356k		5.9k	60.79	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$354k		1.0k	342.83	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$351k	-6%	12k	29.43	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$347k	-6%	11k	31.71	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$337k	-92%	2.9k	116.67	View chart
Quanta Svcs Stock (PWR)	0.1	$327k		454.00	720.04	View chart
Natixis Gateway Quality Income Etf Etf (GQI)	0.1	$323k		5.5k	59.17	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$320k		5.2k	61.23	View chart
Ishares Global Tech Etf Etf (IXN)	0.1	$312k		2.2k	144.48	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$309k	+708%	647.00	477.57	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$302k		5.1k	58.92	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$293k		2.3k	127.81	View chart
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.1	$284k		7.0k	40.67	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$281k		1.5k	191.75	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$273k		3.9k	69.90	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.0	$263k	+9678%	2.2k	117.09	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$250k		3.2k	77.11	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$247k		2.9k	85.49	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$241k	-29%	787.00	306.30	View chart
Adams Diversified Equity Cef (ADX)	0.0	$240k		9.4k	25.55	View chart
Caterpillar Stock (CAT)	0.0	$240k	+6%	225.00	1064.90	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$239k		6.9k	34.81	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$236k		785.00	300.45	View chart
Cintas Corp Stock (CTAS)	0.0	$232k		1.4k	170.08	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.0	$214k	-19%	2.7k	80.33	View chart
Intel Corp Stock (INTC)	0.0	$210k	+135%	1.5k	139.63	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$209k		9.4k	22.26	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$199k	+3%	206.00	965.00	View chart
Planet Labs Pbc Com Cl A Stock (PL)	0.0	$198k		6.0k	33.13	View chart
Deere & Co Stock (DE)	0.0	$197k	+230%	311.00	634.33	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$186k	NEW	1.8k	103.88	View chart
Trane Technologies Stock (TT)	0.0	$172k		350.00	491.16	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$171k	-6%	863.00	197.60	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$170k	+24%	495.00	343.91	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.0	$170k		4.1k	41.19	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.0	$169k		1.2k	146.30	View chart
Synopsys Stock (SNPS)	0.0	$158k		355.00	446.07	View chart
Orange Cnty Bancorp Stock (OBT)	0.0	$151k	NEW	4.1k	36.78	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.0	$149k		2.1k	72.28	View chart
Home Depot Stock (HD)	0.0	$145k	-37%	410.00	352.68	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$142k		598.00	236.62	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$141k	-78%	1.4k	100.67	View chart
Linde Stock (LIN)	0.0	$137k		263.00	518.94	View chart
Rithm Capital Corp Reit (RITM)	0.0	$134k		14k	9.39	View chart
Spdr Gold Shares Etf (GLD)	0.0	$134k	-5%	363.00	368.38	View chart
Umb Finl Corp Stock (UMBF)	0.0	$131k	NEW	915.00	142.76	View chart
Salesforce Stock (CRM)	0.0	$127k		813.00	156.66	View chart
First Trust Active Factor Large Cap Etf Etf (AFLG)	0.0	$126k		2.9k	43.42	View chart
T-mobile Us Stock (TMUS)	0.0	$123k	-23%	734.00	167.73	View chart
General Dynamics Corp Stock (GD)	0.0	$122k		345.00	354.24	View chart
Vicor Corp Stock (VICR)	0.0	$122k	+23%	321.00	379.78	View chart
Paychex Stock (PAYX)	0.0	$121k		1.2k	98.33	View chart
Micron Technology Stock (MU)	0.0	$117k	NEW	101.00	1154.29	View chart
Oracle Corp Stock (ORCL)	0.0	$117k	-87%	795.00	146.55	View chart
Tjx Cos Stock (TJX)	0.0	$115k	-88%	761.00	151.50	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$113k		1.2k	90.46	View chart
Morgan Stanley Stock (MS)	0.0	$112k	+26%	537.00	209.04	View chart
Coca Cola Stock (KO)	0.0	$112k	-2%	1.4k	81.27	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$111k	-35%	1.6k	71.25	View chart
Victoryshares Westend U.s. Sector Etf Etf (MODL)	0.0	$111k	-72%	2.2k	50.97	View chart
Corning Stock (GLW)	0.0	$107k	+185%	419.00	255.43	View chart
S&p Global Stock (SPGI)	0.0	$107k		262.00	407.27	View chart
Unitedhealth Group Stock (UNH)	0.0	$106k	+24%	256.00	415.63	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$104k		699.00	148.31	View chart
Stryker Corporation Stock (SYK)	0.0	$98k	-72%	311.00	315.26	View chart
Delta Air Lines Stock (DAL)	0.0	$98k		1.0k	93.66	View chart
Eversource Energy Stock (ES)	0.0	$97k		1.3k	72.27	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$97k		127.00	763.14	View chart
First Trust Nasdaq Technology Dividend Index Fund Etf (TDIV)	0.0	$95k	-5%	829.00	114.88	View chart
United Airls Hldgs Stock (UAL)	0.0	$94k		692.00	135.99	View chart
Marvell Technology Stock (MRVL)	0.0	$94k	+26%	315.00	297.89	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$87k	-18%	531.00	164.60	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.0	$87k	+11%	2.4k	36.53	View chart
Netflix Stock (NFLX)	0.0	$85k	-9%	1.2k	71.40	View chart
Cummins Stock (CMI)	0.0	$83k	-96%	117.00	713.21	View chart
Hca Healthcare Stock (HCA)	0.0	$81k	+2%	208.00	389.89	View chart
Ishares Silver Trust Etf (SLV)	0.0	$81k	-3%	1.5k	53.47	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$80k		456.00	176.32	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$80k	-93%	160.00	501.36	View chart
Cme Group Stock (CME)	0.0	$79k	-50%	358.00	220.83	View chart
Marathon Pete Corp Stock (MPC)	0.0	$78k		305.00	255.67	View chart
Disney Walt Stock (DIS)	0.0	$77k	+4%	804.00	96.25	View chart
Parker-hannifin Corp Stock (PH)	0.0	$77k		79.00	978.11	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$76k		410.00	185.14	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$74k	-5%	628.00	117.33	View chart
Rtx Corporation Stock (RTX)	0.0	$74k	-73%	388.00	189.73	View chart
Amgen Stock (AMGN)	0.0	$71k	-83%	195.00	362.12	View chart
Us Bancorp Stock (USB)	0.0	$70k		1.2k	60.40	View chart
Invesco Large Cap Growth Etf Etf (PWB)	0.0	$69k		411.00	168.55	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$68k		270.00	252.23	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.0	$68k	+51%	822.00	82.49	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$64k	-9%	390.00	164.27	View chart
Wabtec Stock (WAB)	0.0	$64k		236.00	269.60	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$63k		225.00	281.03	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.0	$62k		1.7k	36.49	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$60k	-8%	180.00	331.43	View chart
L3harris Technologies Stock (LHX)	0.0	$59k		203.00	290.59	View chart
Spotify Technology S A Stock (SPOT)	0.0	$58k		127.00	459.13	View chart
Flowserve Corp Stock (FLS)	0.0	$58k		785.00	74.16	View chart
Centene Corp Del Stock (CNC)	0.0	$57k		891.00	64.19	View chart
Abbott Laboratories Stock (ABT)	0.0	$56k	-80%	621.00	90.74	View chart
Nucor Corp Stock (NUE)	0.0	$56k	NEW	250.00	222.75	View chart
Ge Vernova Stock (GEV)	0.0	$55k	+487%	47.00	1174.85	View chart
American Express Stock (AXP)	0.0	$55k	+6%	163.00	338.25	View chart
Truist Finl Corp Stock (TFC)	0.0	$55k	+2%	1.1k	49.82	View chart
Citigroup Stock (C)	0.0	$54k	+34%	387.00	139.96	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$52k	-19%	567.00	91.21	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$51k		194.00	264.72	View chart
Wisdomtree Enhanced Commodity Strategy Fund Etf (GCC)	0.0	$51k		2.2k	22.65	View chart
Capricor Therapeutics Stock (CAPR)	0.0	$51k		2.1k	24.08	View chart
Boeing Stock (BA)	0.0	$50k		232.00	216.47	View chart
First Trust Wcm International Equity Etf Etf (WCMI)	0.0	$50k	+15%	2.6k	19.57	View chart
Microchip Technology Stock (MCHP)	0.0	$50k		548.00	91.20	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$50k	+87%	148.00	334.82	View chart
Lowes Cos Stock (LOW)	0.0	$49k	-7%	224.00	220.49	View chart
Arista Networks Stock (ANET)	0.0	$49k	+4%	290.00	169.88	View chart
Booking Holdings Stock (BKNG)	0.0	$49k	+2400%	275.00	178.24	View chart
Gilead Sciences Stock (GILD)	0.0	$49k	+2%	387.00	126.34	View chart
Nuveen Esg Dividend Etf Etf (NUDV)	0.0	$49k		1.5k	32.55	View chart
Cvs Health Corp Stock (CVS)	0.0	$49k	+14%	469.00	103.45	View chart
Citizens Finl Group Stock (CFG)	0.0	$48k		680.00	70.07	View chart
Chubb Stock (CB)	0.0	$46k	+4%	135.00	340.74	View chart
Wells Fargo & Co Stock (WFC)	0.0	$46k	+8%	552.00	82.64	View chart
Halliburton Stock (HAL)	0.0	$45k	+7%	1.3k	33.95	View chart
Ford Mtr Stock (F)	0.0	$45k		3.2k	13.90	View chart
Intuitive Surgical Stock (ISRG)	0.0	$45k	-38%	113.00	397.68	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$45k		1.4k	31.97	View chart
Qualcomm Stock (QCOM)	0.0	$44k		240.00	184.79	View chart
Comfort Sys Usa Stock (FIX)	0.0	$44k		22.00	1981.95	View chart
Biogen Stock (BIIB)	0.0	$43k		198.00	216.06	View chart
Aflac Stock (AFL)	0.0	$42k	+16%	362.00	117.25	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.0	$42k		332.00	127.76	View chart
Entergy Corp Stock (ETR)	0.0	$42k	+4%	364.00	114.86	View chart
American Elec Pwr Stock (AEP)	0.0	$41k		298.00	136.81	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$40k		292.00	137.53	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$40k		132.00	302.70	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$40k	-27%	347.00	114.18	View chart
Generac Hldgs Stock (GNRC)	0.0	$40k	-99%	135.00	292.81	View chart
Blackrock Stock (BLK)	0.0	$39k		41.00	961.56	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$39k		60.00	655.88	View chart
Occidental Pete Corp Stock (OXY)	0.0	$39k		798.00	48.57	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$38k		1.1k	33.29	View chart
Capital One Finl Corp Stock (COF)	0.0	$38k	+26%	189.00	200.62	View chart
Canadian Nat Res Ltd Med Term Stock (CNQ)	0.0	$38k		954.00	39.50	View chart
Automatic Data Processing Stock (ADP)	0.0	$37k	-23%	167.00	223.95	View chart
Prologis Reit (PLD)	0.0	$37k	+3%	273.00	135.47	View chart
Manulife Finl Corp Stock (MFC)	0.0	$37k	-85%	902.00	40.51	View chart
Snap On Stock (SNA)	0.0	$36k	+9%	89.00	402.40	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$35k	-14%	689.00	51.37	View chart
Akre Focus Etf Etf (AKRE)	0.0	$35k	-11%	655.00	53.19	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$35k	NEW	395.00	87.91	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$35k		68.00	509.31	View chart
Snowflake Stock (SNOW)	0.0	$34k		135.00	254.50	View chart
Wec Energy Group Stock (WEC)	0.0	$34k		294.00	116.77	View chart
American Wtr Wks Stock (AWK)	0.0	$34k		260.00	131.58	View chart
Keycorp Stock (KEY)	0.0	$34k		1.5k	23.05	View chart
Phillips 66 Stock (PSX)	0.0	$34k		200.00	169.05	View chart
Idex Corp Stock (IEX)	0.0	$34k		148.00	226.95	View chart
Stanley Black & Decker Stock (SWK)	0.0	$33k		354.00	94.12	View chart
Adobe Stock (ADBE)	0.0	$33k		162.00	205.02	View chart
Carvana Co Cl A Stock (CVNA)	0.0	$33k	+400%	500.00	65.82	View chart
Ttm Technologies Stock (TTMI)	0.0	$31k	+456%	167.00	187.02	View chart
Motorola Solutions Stock (MSI)	0.0	$31k		75.00	415.29	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$31k		545.00	56.37	View chart
Firstenergy Corp Stock (FE)	0.0	$31k	-40%	646.00	47.54	View chart
Global X Silver Miners Etf Etf (SIL)	0.0	$31k		394.00	77.46	View chart
Devon Energy Corp Stock (DVN)	0.0	$30k	NEW	735.00	41.32	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$30k	+18%	621.00	48.66	View chart
Watsco Stock (WSO)	0.0	$30k	+7%	72.00	416.74	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$30k		194.00	154.52	View chart
Royalty Pharma Plc Shs Class A Stock (RPRX)	0.0	$30k		534.00	56.07	View chart
Ventas Reit (VTR)	0.0	$30k		332.00	88.80	View chart
American Tower Corp Reit (AMT)	0.0	$29k		180.00	163.57	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$29k	+18%	630.00	46.49	View chart
Ball Corp Stock (BALL)	0.0	$29k		469.00	62.40	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$29k	-97%	270.00	107.50	View chart
Servicenow Stock (NOW)	0.0	$29k		290.00	99.28	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$29k		205.00	139.09	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.0	$28k	NEW	102.00	276.17	View chart
Mdu Res Group Stock (MDU)	0.0	$28k		1.3k	21.21	View chart
Mid-amer Apt Cmntys Reit (MAA)	0.0	$28k	-17%	199.00	138.94	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.0	$28k		783.00	35.22	View chart
International Flavors&fragranc Stock (IFF)	0.0	$27k	+11%	346.00	79.22	View chart
Nisource Stock (NI)	0.0	$27k		570.00	47.55	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$27k		358.00	75.45	View chart
International Business Machs Stock (IBM)	0.0	$27k	-72%	96.00	281.21	View chart
Equity Lifestyle Properties Reit (ELS)	0.0	$27k		416.00	64.45	View chart
Nov Stock (NOV)	0.0	$27k		1.4k	18.55	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$26k		285.00	92.27	View chart
Duke Energy Corp Stock (DUK)	0.0	$26k		205.00	126.58	View chart
F/m Us Treasury 3 Month Bill Fund Etf (TBIL)	0.0	$26k		520.00	49.86	View chart
Fortive Corp Stock (FTV)	0.0	$26k		417.00	61.09	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$24k	NEW	146.00	163.45	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$24k		110.00	216.60	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.0	$23k	-22%	136.00	170.14	View chart
Newmont Corp Stock (NEM)	0.0	$23k	-6%	246.00	93.40	View chart
Huntington Bancshares Stock (HBAN)	0.0	$22k		1.3k	17.73	View chart
Royal Gold Stock (RGLD)	0.0	$22k	-97%	112.00	199.61	View chart
Pfizer Stock (PFE)	0.0	$22k	-54%	924.00	24.08	View chart
Ciena Corp Stock (CIEN)	0.0	$22k	NEW	45.00	490.56	View chart
Sap Se Adr (SAP)	0.0	$22k		143.00	154.11	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$22k	+16%	268.00	81.16	View chart
Vulcan Matls Stock (VMC)	0.0	$22k		73.00	295.01	View chart
Nokia Corp Adr (NOK)	0.0	$21k	NEW	1.6k	13.28	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$21k	+37%	477.00	43.14	View chart
NVR Stock (NVR)	0.0	$20k	+50%	3.00	6813.33	View chart
Sempra Stock (SRE)	0.0	$20k		220.00	92.71	View chart
Vanguard Value Etf Etf (VTV)	0.0	$20k		91.00	217.93	View chart
Applied Digital Corp Stock (APLD)	0.0	$20k	NEW	530.00	37.30	View chart
Howmet Aerospace Stock (HWM)	0.0	$20k		73.00	268.86	View chart
Five Star Bancorp Stock (FSBC)	0.0	$20k	NEW	400.00	48.69	View chart
Centrus Energy Corp Cl A Stock (LEU)	0.0	$19k		115.00	167.87	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.0	$19k		148.00	128.08	View chart
Consolidated Edison Stock (ED)	0.0	$19k		170.00	110.63	View chart
Brighthouse Finl Stock (BHF)	0.0	$19k		297.00	63.30	View chart
Starbucks Corp Stock (SBUX)	0.0	$18k		180.00	102.19	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$18k	-34%	147.00	124.44	View chart
Metlife Stock (MET)	0.0	$18k		215.00	84.61	View chart
Unusual Whales Subversive Democratic Trading Etf Etf (NANC)	0.0	$18k		355.00	50.61	View chart
Adaptive Biotechnologies Corp Stock (ADPT)	0.0	$18k		830.00	21.45	View chart
Navitas Semiconductor Corp Stock (NVTS)	0.0	$18k	NEW	990.00	17.92	View chart
Markel Group Stock (MKL)	0.0	$18k		9.00	1953.00	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$17k		92.00	188.09	View chart
Lam Research Corp Stock (LRCX)	0.0	$17k	-99%	39.00	433.33	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$17k	-15%	27.00	623.56	View chart
Uranium Energy Corp Stock (UEC)	0.0	$17k		1.6k	10.66	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$16k		306.00	53.11	View chart
Liberty Energy Inc Com Cl A Stock (LBRT)	0.0	$16k		620.00	26.19	View chart
Dimensional Emerging Markets Value Etf Etf (DFEV)	0.0	$16k	+40%	378.00	42.67	View chart
Autozone Stock (AZO)	0.0	$16k	NEW	5.00	3196.00	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$16k	+8%	37.00	431.46	View chart
Wp Carey Reit (WPC)	0.0	$16k		222.00	71.50	View chart
Equinix Reit (EQIX)	0.0	$16k	+36%	15.00	1042.40	View chart
Progressive Corp Stock (PGR)	0.0	$15k	NEW	70.00	218.46	View chart
Lululemon Athletica Stock (LULU)	0.0	$15k		132.00	114.18	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$15k	NEW	87.00	170.86	View chart
Albemarle Corp Stock (ALB)	0.0	$15k		110.00	135.03	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$14k		274.00	52.33	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$14k		166.00	83.80	View chart
Republic Svcs Stock (RSG)	0.0	$14k		65.00	213.08	View chart
Xtrackers Russell Us Multifactor Etf Etf (DEUS)	0.0	$13k		205.00	65.30	View chart
Credo Technology Group Holding Ordinary Shares Stock (CRDO)	0.0	$13k		49.00	271.96	View chart
Princeton Bancorp Stock (BPRN)	0.0	$13k	NEW	350.00	37.95	View chart
Columbia Seligm Prem Tech Grw Cef (STK)	0.0	$13k		243.00	53.87	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$12k	-85%	151.00	80.82	View chart
Tcw Transform 500 Etf Etf (VOTE)	0.0	$12k		135.00	88.17	View chart
Vistra Corp Stock (VST)	0.0	$12k	+5%	75.00	158.63	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$12k		642.00	18.08	View chart
Sphere Entertainment Co Cl A Stock (SPHR)	0.0	$12k		67.00	173.03	View chart
Hartford Insurance Group Stock (HIG)	0.0	$11k		85.00	132.52	View chart
Conagra Brands Stock (CAG)	0.0	$11k		827.00	13.46	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$11k	NEW	113.00	97.06	View chart
Danaher Corp Del Stock (DHR)	0.0	$11k	-50%	55.00	190.47	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$10k	NEW	28.00	365.86	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$10k		273.00	36.76	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$10k		129.00	77.54	View chart
Air Products And Chemicals Stock (APD)	0.0	$9.7k	-94%	33.00	293.18	View chart
First Trust Buywrite Income Etf Etf (FTHI)	0.0	$9.3k	NEW	388.00	23.85	View chart
Modine Mfg Stock (MOD)	0.0	$8.8k		33.00	267.03	View chart
Alerian Energy Infrastructure Etf Etf (ENFR)	0.0	$8.8k		230.00	38.10	View chart
Onemain Hldgs Stock (OMF)	0.0	$8.5k		140.00	60.97	View chart
Ase Technology Hldg Adr (ASX)	0.0	$8.0k		177.00	45.12	View chart
Caseys Gen Stores Stock (CASY)	0.0	$7.9k	NEW	10.00	794.80	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$7.8k	NEW	76.00	103.22	View chart
Blackrock Science & Technology Shs Ben Int Cef (BSTZ)	0.0	$7.8k		260.00	30.03	View chart
Viking Therapeutics Stock (VKTX)	0.0	$7.8k	+33%	200.00	39.01	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.0	$7.8k		142.00	54.63	View chart
Synchrony Financial Stock (SYF)	0.0	$7.6k	NEW	100.00	76.05	View chart
Ftai Aviation Stock (FTAI)	0.0	$7.3k		27.00	270.52	View chart
Applied Matls Stock (AMAT)	0.0	$7.2k	+25%	10.00	723.00	View chart
Eog Res Stock (EOG)	0.0	$7.1k	NEW	55.00	129.73	View chart
Cornerstone Strategic Investme Cef (CLM)	0.0	$7.0k		928.00	7.56	View chart
Flagstar Bank National Associa Stock (FLG)	0.0	$6.9k	NEW	464.00	14.94	View chart
Oreilly Automotive Stock (ORLY)	0.0	$6.9k	NEW	75.00	92.09	View chart
Cornerstone Total Return Cef (CRF)	0.0	$6.7k		940.00	7.18	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$6.7k	-31%	41.00	162.98	View chart
Ishares Msci South Korea Etf Etf (EWY)	0.0	$6.7k		33.00	201.91	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$6.5k	NEW	122.00	53.61	View chart
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX)	0.0	$6.4k		213.00	30.14	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$6.4k	NEW	70.00	90.79	View chart
Virtus Artificial Intelligence Cef (AIO)	0.0	$5.6k		201.00	28.07	View chart
Nuveen S&p 500 Dynamic Overwri Cef (SPXX)	0.0	$5.6k		301.00	18.64	View chart
The Cigna Group Stock (CI)	0.0	$5.2k	+216%	19.00	275.68	View chart
Nuscale Pwr Corp Cl A Stock (SMR)	0.0	$5.0k		503.00	10.03	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$5.0k	-99%	80.00	62.89	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$5.0k		20.00	250.00	View chart
Moodys Corp Stock (MCO)	0.0	$5.0k	NEW	11.00	452.91	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$4.8k	+13%	50.00	95.72	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$4.8k		31.00	154.26	View chart
Outlook Therapeutics Stock (OTLK)	0.0	$4.8k	NEW	3.0k	1.59	View chart
Texas Instrs Stock (TXN)	0.0	$4.8k	NEW	16.00	298.06	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$4.8k		25.00	190.20	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$4.8k	NEW	13.00	365.69	View chart
Eaton Vance Tax-advantaged Glo Cef (ETO)	0.0	$4.8k		154.00	30.87	View chart
Eaton Vance Risk-managed Diver Cef (ETJ)	0.0	$4.6k		560.00	8.27	View chart
Hut 8 Corp Stock (HUT)	0.0	$4.6k	-99%	40.00	115.45	View chart
Select Water Solutions Inc Cl A Stock (WTTR)	0.0	$4.6k		231.00	19.98	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$4.6k		24.00	190.50	View chart
Dominos Pizza Stock (DPZ)	0.0	$4.4k	NEW	15.00	296.07	View chart
Global X S&p 500 Catholic Values Custom Etf Etf (CATH)	0.0	$4.4k	NEW	50.00	88.50	View chart
Immunitybio Stock (IBRX)	0.0	$4.4k		500.00	8.76	View chart
Textron Stock (TXT)	0.0	$4.3k	NEW	47.00	91.72	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$4.2k	NEW	28.00	151.32	View chart
Nike Inc Cl B Stock (NKE)	0.0	$4.0k	NEW	97.00	41.05	View chart
Old Rep Intl Corp Stock (ORI)	0.0	$4.0k	NEW	97.00	40.92	View chart
Webster Finl Corp Stock (WBS)	0.0	$3.8k	NEW	50.00	76.42	View chart
Lamar Advertising Co Cl A Reit (LAMR)	0.0	$3.7k	NEW	24.00	156.00	View chart
Circle Internet Group Inc Com Cl A Stock (CRCL)	0.0	$3.6k	NEW	58.00	62.64	View chart
Cheniere Energy Stock (LNG)	0.0	$3.6k	-99%	15.00	239.00	View chart
Simon Ppty Group Reit (SPG)	0.0	$3.6k	NEW	16.00	223.62	View chart
Analog Devices Stock (ADI)	0.0	$3.6k	+28%	9.00	397.22	View chart
Fastenal Stock (FAST)	0.0	$3.6k	NEW	74.00	48.03	View chart
Nutrien Stock (NTR)	0.0	$3.5k		56.00	62.95	View chart
Diamondback Energy Stock (FANG)	0.0	$3.5k	NEW	20.00	175.80	View chart
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)	0.0	$3.3k	NEW	43.00	77.86	View chart
Icon Pub Stock (ICLR)	0.0	$3.3k	NEW	19.00	173.68	View chart
Ss&c Tech Hldgs Stock (SSNC)	0.0	$3.3k	NEW	53.00	62.06	View chart
Osprey Bitcoin Trust Stock (OBTC)	0.0	$3.3k	NEW	173.00	18.83	View chart
Western Digital Corp Stock (WDC)	0.0	$3.2k	NEW	5.00	638.80	View chart
Invesco Quality Mun Income Tr Cef (IQI)	0.0	$3.2k		313.00	10.12	View chart
Agnt Stock	0.0	$3.1k		580.00	5.41	View chart
Corteva Stock (CTVA)	0.0	$3.1k	NEW	37.00	84.70	View chart
Fedex Corp Stock (FDX)	0.0	$3.1k	NEW	10.00	313.10	View chart
Darden Restaurants Stock (DRI)	0.0	$3.1k	NEW	15.00	206.00	View chart
Palo Alto Networks Stock (PANW)	0.0	$3.1k	NEW	9.00	341.00	View chart
Mckesson Corp Stock (MCK)	0.0	$3.0k	NEW	4.00	755.50	View chart
Conocophillips Stock (COP)	0.0	$3.0k	NEW	29.00	103.97	View chart
Hexcel Corp Stock (HXL)	0.0	$3.0k	NEW	30.00	100.07	View chart
Arrow Electrs Stock (ARW)	0.0	$3.0k	NEW	14.00	213.43	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$3.0k	NEW	12.00	246.25	View chart
Fermi Stock (FRMI)	0.0	$2.9k		320.00	9.16	View chart
Primoris Svcs Corp Stock (PRIM)	0.0	$2.9k		29.00	99.10	View chart
Sysco Corp Stock (SYY)	0.0	$2.8k	NEW	34.00	83.59	View chart
Sanofi Sa Adr (SNY)	0.0	$2.8k	NEW	65.00	42.66	View chart
3M Stock (MMM)	0.0	$2.8k	NEW	17.00	161.88	View chart
Equifax Stock (EFX)	0.0	$2.7k	NEW	17.00	158.71	View chart
Omnicom Group Stock (OMC)	0.0	$2.7k	NEW	37.00	72.84	View chart
Medtronic Stock (MDT)	0.0	$2.7k		34.00	78.24	View chart
GSK Adr (GSK)	0.0	$2.6k	NEW	50.00	52.42	View chart
Intuit Stock (INTU)	0.0	$2.6k		10.00	261.00	View chart
Amdocs Stock (DOX)	0.0	$2.6k	NEW	51.00	50.55	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$2.6k	NEW	9.00	285.56	View chart
Ross Stores Stock (ROST)	0.0	$2.6k	-80%	12.00	212.83	View chart
Mohawk Inds Stock (MHK)	0.0	$2.5k	NEW	21.00	121.33	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$2.5k	NEW	11.00	229.55	View chart
Dicks Sporting Goods Stock (DKS)	0.0	$2.5k	NEW	11.00	226.82	View chart
Novo-nordisk A S Adr (NVO)	0.0	$2.4k		51.00	47.94	View chart
Emerson Elec Stock (EMR)	0.0	$2.4k	NEW	17.00	143.18	View chart
Willis Towers Watson Stock (WTW)	0.0	$2.4k	NEW	9.00	261.33	View chart
Target Corp Stock (TGT)	0.0	$2.4k	NEW	18.00	130.61	View chart
Ryman Hospitality Pptys Reit (RHP)	0.0	$2.3k	NEW	18.00	128.56	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$2.3k	-82%	32.00	71.88	View chart
Sandisk Corp Stock (SNDK)	0.0	$2.3k	NEW	1.00	2274.00	View chart
Ingredion Stock (INGR)	0.0	$2.3k	NEW	24.00	94.71	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$2.2k	NEW	88.00	24.55	View chart
National Grid Plc Sponsored Adr Ne Adr (NGG)	0.0	$2.2k	NEW	26.00	82.88	View chart
Allison Transmission Hldgs Stock (ALSN)	0.0	$2.0k	NEW	18.00	112.72	View chart
Labcorp Holdings Stock (LH)	0.0	$2.0k	NEW	7.00	280.00	View chart
Verizon Communications Stock (VZ)	0.0	$1.9k	NEW	46.00	42.35	View chart
Cardinal Health Stock (CAH)	0.0	$1.9k	NEW	8.00	237.50	View chart
Westlake Corporation Stock (WLK)	0.0	$1.9k	NEW	26.00	73.00	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$1.9k	NEW	17.00	111.29	View chart
Cae Stock (CAE)	0.0	$1.8k	NEW	73.00	25.05	View chart
Graniteshares 2x Long Nvda Daily Etf Etf (NVDL)	0.0	$1.8k	NEW	60.00	29.82	View chart
World Kinect Corporation Stock (WKC)	0.0	$1.7k	NEW	53.00	32.94	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.0	$1.7k	NEW	44.00	38.73	View chart
State Str Corp Stock (STT)	0.0	$1.7k	NEW	10.00	169.60	View chart
Ugi Corp Stock (UGI)	0.0	$1.7k	NEW	48.00	34.54	View chart
Natera Stock (NTRA)	0.0	$1.6k	NEW	6.00	271.50	View chart
Flex Ltd Ord Stock (FLEX)	0.0	$1.6k	NEW	10.00	162.10	View chart
Honeywell Intl Stock (HON)	0.0	$1.6k	NEW	7.00	223.86	View chart
Paypal Hldgs Stock (PYPL)	0.0	$1.6k		36.00	43.17	View chart
Honeywell Aerospace Stock (HONA)	0.0	$1.5k	NEW	7.00	221.14	View chart
Monster Beverage Corp Stock (MNST)	0.0	$1.5k	-74%	16.00	96.12	View chart
Epam Sys Stock (EPAM)	0.0	$1.5k	NEW	19.00	79.37	View chart
Kenvue Stock (KVUE)	0.0	$1.5k	NEW	78.00	19.12	View chart
Lkq Corp Stock (LKQ)	0.0	$1.5k	NEW	56.00	26.32	View chart
Qorvo Stock (QRVO)	0.0	$1.4k	NEW	15.00	93.27	View chart
State Street Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.0	$1.4k	NEW	20.00	68.70	View chart
Fiserv Stock (FISV)	0.0	$1.4k	NEW	28.00	49.04	View chart
Welltower Reit (WELL)	0.0	$1.4k	NEW	6.00	227.00	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$1.3k	NEW	18.00	72.39	View chart
Berkley W R Corp Stock (WRB)	0.0	$1.2k	NEW	17.00	70.53	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.0	$1.2k	NEW	8.00	144.62	View chart
Union Pac Corp Stock (UNP)	0.0	$1.1k	NEW	4.00	272.00	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$888.999800		13.00	68.38	View chart
Lumentum Hldgs Stock (LITE)	0.0	$858.000000	NEW	1.00	858.00	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$825.000000	NEW	4.00	206.25	View chart
Strategic Ed Stock (STRA)	0.0	$766.000000	NEW	10.00	76.60	View chart
Celestica Stock (CLS)	0.0	$730.000000	NEW	2.00	365.00	View chart
Insmed Inc Com Par $.01 Stock (INSM)	0.0	$640.000200	NEW	6.00	106.67	View chart
Rocket Lab Corp Stock (RKLB)	0.0	$610.000200	NEW	6.00	101.67	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$606.000000		2.00	303.00	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$512.000000	NEW	8.00	64.00	View chart
Digitalocean Hldgs Stock (DOCN)	0.0	$471.000000	NEW	3.00	157.00	View chart
Net Lease Office Properties Reit (NLOP)	0.0	$411.998700		37.00	11.14	View chart
Barrick Mng Corp Stock (B)	0.0	$367.000000	-99%	10.00	36.70	View chart
Penske Automotive Grp Stock (PAG)	0.0	$358.000000	NEW	2.00	179.00	View chart
Uniti Group Reit (UNIT)	0.0	$333.001200	NEW	29.00	11.48	View chart
Gyre Therapeutics Stock (GYRE)	0.0	$330.000000		50.00	6.60	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$288.000000		3.00	96.00	View chart
Chunghwa Telecom Co Ltd Spon Adr New11 Adr (CHT)	0.0	$177.000000		4.00	44.25	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.0	$70.000000		4.00	17.50	View chart
Cingulate Inc Wt Exp 121026 Stock (CINGW)	0.0	$57.000000		3.0k	0.02	View chart
Ww Intl Stock (WW)	0.0	$16.000000	NEW	1.00	16.00	View chart
Microcloud Hologram Inc Shs Cl A Stock (HOLO)	0.0	$3.000000	NEW	2.00	1.50	View chart

Past Filings by GoalVest Advisory

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

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
GoalVest Advisory 2022 Q4 filed Jan. 6, 2023

View all past filings

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