Matthew Goff Investment Advisor

Matthew Goff Investment Advisor as of Dec. 31, 2024

Portfolio Holdings for Matthew Goff Investment Advisor

Matthew Goff Investment Advisor holds 102 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Microsoft Corporation (MSFT) 9.3 $50M 118k 421.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 8.1 $43M 96k 453.28
Ishares Tr Ibonds Dec25 Etf (IBDQ) 4.6 $25M 991k 25.05
Visa Com Cl A (V) 4.2 $22M 71k 316.04
Bank of America Corporation (BAC) 4.1 $22M 499k 43.95
Bank of New York Mellon Corporation (BK) 4.0 $22M 282k 76.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.6 $19M 109k 175.23
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.4 $18M 429k 42.61
American Express Company (AXP) 3.2 $17M 58k 296.79
Ishares Tr S&p 500 Val Etf (IVE) 3.1 $17M 88k 190.88
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 2.9 $16M 651k 24.19
Spdr Ser Tr Bloomberg Sht Te (SJNK) 2.7 $14M 565k 25.25
Oracle Corporation (ORCL) 2.5 $13M 81k 166.64
Merck & Co (MRK) 2.2 $12M 117k 99.48
Ssga Active Etf Tr Blackstone Senr (SRLN) 2.1 $12M 275k 41.73
Walt Disney Company (DIS) 2.1 $11M 101k 111.35
Unilever Spon Adr New (UL) 2.0 $11M 192k 56.70
Pepsi (PEP) 1.8 $9.7M 64k 152.06
Novartis Sponsored Adr (NVS) 1.6 $8.5M 88k 97.31
Raytheon Technologies Corp (RTX) 1.6 $8.4M 73k 115.72
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.4 $7.3M 345k 21.07
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $7.1M 55k 128.62
Procter & Gamble Company (PG) 1.3 $6.9M 41k 167.65
Ishares Core Msci Emkt (IEMG) 1.3 $6.8M 131k 52.22
Ishares Tr U.s. Real Es Etf (IYR) 1.2 $6.5M 70k 93.06
Intel Corporation (INTC) 1.2 $6.5M 322k 20.05
Ge Aerospace Com New (GE) 1.2 $6.5M 39k 166.79
Select Sector Spdr Tr Financial (XLF) 1.2 $6.2M 129k 48.33
Union Pacific Corporation (UNP) 1.1 $6.1M 27k 228.04
Ishares Msci Emrg Chn (EMXC) 1.1 $5.7M 103k 55.45
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.0 $5.2M 103k 50.37
Cisco Systems (CSCO) 0.9 $5.1M 86k 59.20
Ge Vernova (GEV) 0.8 $4.3M 13k 328.93
Vanguard World Financials Etf (VFH) 0.8 $4.2M 36k 118.07
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.8 $4.1M 211k 19.43
Ishares Tr Ibds Dec28 Etf (IBDT) 0.7 $3.8M 154k 24.90
Vanguard World Consum Stp Etf (VDC) 0.7 $3.6M 17k 211.37
Johnson & Johnson (JNJ) 0.6 $3.4M 24k 144.62
Ishares Tr Ibonds Dec 29 (IBDU) 0.6 $3.2M 142k 22.80
Ishares Tr Ibonds 27 Etf (IBDS) 0.6 $3.2M 134k 23.96
Abbvie (ABBV) 0.6 $3.1M 18k 177.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $3.0M 29k 101.53
Ishares Tr U.s. Tech Etf (IYW) 0.5 $2.8M 18k 159.52
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.5 $2.8M 145k 19.48
Exxon Mobil Corporation (XOM) 0.5 $2.5M 23k 107.57
Vanguard World Mega Cap Index (MGC) 0.4 $2.4M 11k 212.66
Apple (AAPL) 0.4 $2.1M 8.4k 250.41
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $2.1M 81k 26.07
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.4 $2.1M 114k 18.34
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $2.1M 11k 195.82
Amazon (AMZN) 0.4 $2.1M 9.5k 219.39
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.4 $2.0M 102k 20.13
Ishares Tr Us Consm Staples (IYK) 0.3 $1.7M 26k 65.59
Vanguard World Mega Cap Val Etf (MGV) 0.3 $1.7M 13k 124.91
NVIDIA Corporation (NVDA) 0.3 $1.5M 12k 134.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.4M 2.5k 586.08
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.4M 7.4k 190.44
Citigroup Com New (C) 0.3 $1.4M 20k 70.39
Ge Healthcare Technologies I Common Stock (GEHC) 0.2 $1.3M 17k 78.18
Enterprise Products Partners (EPD) 0.2 $1.1M 35k 31.36
Ishares Tr U.s. Finls Etf (IYF) 0.2 $1.1M 9.7k 110.58
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $1.0M 51k 20.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $975k 22k 44.04
ConocoPhillips (COP) 0.2 $940k 9.5k 99.17
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $903k 38k 24.07
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $832k 6.7k 124.96
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $812k 4.4k 185.13
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $811k 5.9k 137.57
Marsh & McLennan Companies (MMC) 0.1 $796k 3.7k 212.41
Ishares Tr S&p 100 Etf (OEF) 0.1 $684k 2.4k 288.85
Phillips 66 (PSX) 0.1 $677k 5.9k 113.93
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $668k 8.8k 75.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $667k 1.7k 401.58
Chevron Corporation (CVX) 0.1 $594k 4.1k 144.83
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $539k 4.2k 127.59
Vanguard World Mega Grwth Ind (MGK) 0.1 $519k 1.5k 343.41
Alphabet Cap Stk Cl A (GOOGL) 0.1 $483k 2.6k 189.30
EOG Resources (EOG) 0.1 $465k 3.8k 122.57
Coca-Cola Company (KO) 0.1 $455k 7.3k 62.26
Occidental Petroleum Corporation (OXY) 0.1 $442k 8.9k 49.41
S&p Global (SPGI) 0.1 $423k 849.00 498.03
Ishares Tr Expanded Tech (IGV) 0.1 $396k 4.0k 100.12
JPMorgan Chase & Co. (JPM) 0.1 $393k 1.6k 239.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $361k 706.00 511.23
Ishares Tr Core S&p500 Etf (IVV) 0.1 $358k 608.00 588.73
Shell Spon Ads (SHEL) 0.1 $345k 5.5k 62.65
Autodesk (ADSK) 0.1 $338k 1.1k 295.57
3M Company (MMM) 0.1 $324k 2.5k 129.09
General Dynamics Corporation (GD) 0.1 $311k 1.2k 263.49
Cs Disco (LAW) 0.1 $302k 61k 4.99
Ishares Tr High Yld Systm B (HYDB) 0.1 $300k 6.4k 47.01
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $291k 3.2k 90.93
McDonald's Corporation (MCD) 0.0 $261k 900.00 289.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $248k 3.2k 78.02
Ishares Tr U.s. Pharma Etf (IHE) 0.0 $238k 3.6k 65.72
Main Street Capital Corporation (MAIN) 0.0 $234k 4.0k 58.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $226k 3.6k 62.31
Ishares Tr Us Industrials (IYJ) 0.0 $220k 1.6k 133.49
Select Sector Spdr Tr Technology (XLK) 0.0 $214k 922.00 232.41
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $212k 4.1k 51.70
Carrier Global Corporation (CARR) 0.0 $211k 3.1k 68.26
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $155k 14k 11.53