Goodman Advisory Group
Latest statistics and disclosures from Goodman Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, JVAL, PZA, SPYV, VTEB, and represent 30.36% of Goodman Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: PANW, WDAY, D, TDG, META, NVDA, LRCX, PZA, VTEB, TSM.
- Started 4 new stock positions in WDAY, D, LRCX, PANW.
- Reduced shares in these 10 stocks: TER, , , , AZN, , QQQM, Lam Research Corporation, RVNU, BBUS.
- Sold out of its positions in SDOG, T, ADBE, AMD, AMG, GOOG, AME, BUD, APO, AZN.
- Goodman Advisory Group was a net seller of stock by $-13M.
- Goodman Advisory Group has $339M in assets under management (AUM), dropping by -3.23%.
- Central Index Key (CIK): 0001864123
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Portfolio Holdings for Goodman Advisory Group
Goodman Advisory Group holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Past Filings by Goodman Advisory Group
SEC 13F filings are viewable for Goodman Advisory Group going back to 2021
- Goodman Advisory Group 2024 Q4 filed Feb. 13, 2025
- Goodman Advisory Group 2024 Q3 filed Nov. 15, 2024
- Goodman Advisory Group 2024 Q2 filed Aug. 15, 2024
- Goodman Advisory Group 2024 Q1 filed May 15, 2024
- Goodman Advisory Group 2023 Q4 filed Jan. 31, 2024
- Goodman Advisory Group 2023 Q3 filed Oct. 11, 2023
- Goodman Advisory Group 2023 Q2 filed Aug. 11, 2023
- Goodman Advisory Group 2023 Q1 filed May 15, 2023
- Goodman Advisory Group 2022 Q4 filed Jan. 20, 2023
- Goodman Advisory Group 2022 Q3 filed Oct. 17, 2022
- Goodman Advisory Group 2022 Q2 filed Aug. 3, 2022
- Goodman Advisory Group 2022 Q1 filed May 9, 2022
- Goodman Advisory Group 2021 Q4 filed Feb. 2, 2022