Matthew Goff Investment Advisor

Latest statistics and disclosures from Matthew Goff Investment Advisor's latest quarterly 13F-HR filing:

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Positions held by Matthew Goff Investment Advisor consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Matthew Goff Investment Advisor

Matthew Goff Investment Advisor holds 91 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 11.1 $50M 133k 376.04
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.5 $34M 95k 356.52
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Ssga Active Etf Tr Blackstone Senr (SRLN) 4.2 $19M -2% 451k 41.93
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Visa Com Cl A (V) 3.9 $18M 67k 260.35
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Intel Corporation (INTC) 3.6 $16M 326k 50.24
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.5 $16M 100k 157.72
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Bank of America Corporation (BAC) 3.5 $16M 467k 33.66
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 3.5 $16M 675k 23.08
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Ishares Tr S&p 500 Val Etf (IVE) 3.2 $15M 83k 173.76
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Bank of New York Mellon Corporation (BK) 3.2 $14M 276k 52.04
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.1 $14M -13% 333k 42.22
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Merck & Co (MRK) 2.9 $13M 119k 109.02
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 2.6 $12M +20% 459k 25.14
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American Express Company (AXP) 2.5 $11M 59k 187.29
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Pepsi (PEP) 2.1 $9.6M 56k 169.79
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Ishares Tr Ibonds Dec24 Etf (IBDP) 2.1 $9.4M +2% 377k 24.91
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Walt Disney Company (DIS) 2.0 $9.2M 102k 90.26
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Oracle Corporation (ORCL) 2.0 $9.0M 85k 105.40
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Novartis Sponsored Adr (NVS) 1.9 $8.4M 83k 100.97
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Unilever Spon Adr New (UL) 1.8 $8.1M 167k 48.47
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General Electric Com New (GE) 1.6 $7.1M 56k 127.58
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Ishares Core Msci Emkt (IEMG) 1.5 $6.7M 133k 50.58
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Union Pacific Corporation (UNP) 1.5 $6.7M 27k 245.62
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Procter & Gamble Company (PG) 1.4 $6.2M 42k 146.54
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $5.7M 55k 105.23
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Ishares Tr U.s. Real Es Etf (IYR) 1.1 $5.1M 56k 91.41
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Raytheon Technologies Corp (RTX) 1.1 $4.8M 57k 84.12
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Ishares Msci Emrg Chn (EMXC) 1.0 $4.5M 81k 55.41
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Select Sector Spdr Tr Financial (XLF) 1.0 $4.5M -2% 119k 37.60
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Cisco Systems (CSCO) 1.0 $4.5M 89k 50.52
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Johnson & Johnson (JNJ) 0.8 $3.7M NEW 24k 156.74
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.8 $3.6M -3% 71k 50.23
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.8 $3.5M -21% 141k 25.09
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Ishares Tr Ibonds Dec 29 (IBDU) 0.7 $3.3M -29% 145k 23.07
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.7 $3.3M +33% 168k 19.45
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Vanguard World Fds Consum Stp Etf (VDC) 0.7 $3.3M -3% 17k 190.96
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Vanguard World Fds Financials Etf (VFH) 0.7 $3.1M 34k 92.26
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Ishares Tr Ibonds 27 Etf (IBDS) 0.7 $3.1M -23% 129k 23.93
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Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.6 $2.8M +75% 153k 18.55
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Abbvie (ABBV) 0.6 $2.7M 17k 154.97
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.6 $2.6M +41% 128k 20.28
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Apple (AAPL) 0.5 $2.3M -2% 12k 192.54
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Exxon Mobil Corporation (XOM) 0.5 $2.2M 22k 99.98
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Ishares Tr U.s. Tech Etf (IYW) 0.5 $2.2M NEW 18k 122.75
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $2.2M -2% 29k 75.10
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Paccar (PCAR) 0.5 $2.1M -3% 30k 70.10
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Vanguard World Mega Cap Index (MGC) 0.4 $1.9M 11k 169.28
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International Business Machines (IBM) 0.4 $1.9M 12k 163.55
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.9M -3% 11k 170.41
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Vanguard World Mega Cap Val Etf (MGV) 0.3 $1.5M -2% 13k 109.37
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Amazon (AMZN) 0.3 $1.4M 9.3k 151.94
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Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $1.4M -2% 18k 77.29
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $1.3M +27% 51k 24.76
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Phillips 66 (PSX) 0.3 $1.2M 9.1k 133.14
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $1.2M 58k 20.45
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.2M 2.5k 475.31
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ConocoPhillips (COP) 0.2 $1.1M 9.6k 116.07
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Alphabet Cap Stk Cl C (GOOG) 0.2 $1.0M 7.4k 140.93
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Citigroup Com New (C) 0.2 $1.0M 20k 51.44
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.0M 9.9k 102.74
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $916k 22k 41.10
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $914k +212% 47k 19.30
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Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $819k -47% 34k 23.90
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Ishares Tr U.s. Finls Etf (IYF) 0.2 $807k -4% 9.4k 85.41
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $787k 4.8k 165.25
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Marsh & McLennan Companies (MMC) 0.2 $737k 3.9k 189.47
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Ishares Tr Us Consm Staples (IYK) 0.1 $655k +3% 3.4k 191.72
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $572k 1.9k 303.20
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Chevron Corporation (CVX) 0.1 $566k 3.8k 149.14
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Ishares Tr S&p 100 Etf (OEF) 0.1 $529k 2.4k 223.39
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Occidental Petroleum Corporation (OXY) 0.1 $526k +4% 8.8k 59.71
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $469k 4.2k 111.63
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EOG Resources (EOG) 0.1 $462k 3.8k 120.95
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $453k 5.9k 77.37
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Shell Spon Ads (SHEL) 0.1 $423k 6.4k 65.80
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Coca-Cola Company (KO) 0.1 $416k 7.1k 58.93
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Vanguard World Mega Grwth Ind (MGK) 0.1 $394k 1.5k 259.51
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S&p Global (SPGI) 0.1 $382k 868.00 440.52
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $341k 2.4k 139.69
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Ishares Tr High Yld Bd Fctr (HYDB) 0.1 $339k -30% 7.3k 46.20
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General Dynamics Corporation (GD) 0.1 $307k 1.2k 259.67
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $306k 15k 20.88
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McDonald's Corporation (MCD) 0.1 $305k 1.0k 296.51
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JPMorgan Chase & Co. (JPM) 0.1 $279k 1.6k 170.08
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Autodesk (ADSK) 0.1 $279k 1.1k 243.48
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $271k 661.00 409.52
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Ishares Tr U.s. Pharma Etf (IHE) 0.0 $223k 1.2k 185.40
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $223k 806.00 277.15
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Ishares Tr Expanded Tech (IGV) 0.0 $223k NEW 550.00 405.64
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Ishares Tr Us Industrials (IYJ) 0.0 $209k NEW 1.8k 114.35
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $154k 14k 11.47
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Past Filings by Matthew Goff Investment Advisor

SEC 13F filings are viewable for Matthew Goff Investment Advisor going back to 2017

View all past filings