Portfolio (Quarterly)
Guide ↗
GoalVest Advisory LLC
· CIK 0001839307| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | CNA | CNA FINL CORP COM | Financial Services | 335 | $16K | 0.00% | SOLD |
| 82 | BEN | FRANKLIN RESOURCES INC COM | Financial Services | 664 | $16K | 0.00% | SOLD |
| 83 | KIE | STATE STREET SPDR S&P INSURANCE ETF | — | 261 | $16K | 0.00% | SOLD |
| 84 | DG | DOLLAR GEN CORP NEW COM | Consumer Defensive | 118 | $16K | 0.00% | SOLD |
| 85 | — | SEALED AIR CORP NEW COM | — | 367 | $15K | 0.00% | SOLD |
| 86 | ARE | ALEXANDRIA REAL ESTATE EQ INC COM | Real Estate | 306 | $15K | 0.00% | SOLD |
| 87 | RF | REGIONS FINANCIAL CORP NEW COM | Financial Services | 530 | $14K | 0.00% | SOLD |
| 88 | EXC | EXELON CORP COM | Utilities | 325 | $14K | 0.00% | SOLD |
| 89 | PSA | PUBLIC STORAGE OPER CO COM | Real Estate | 54 | $14K | 0.00% | SOLD |
| 90 | — | ANNALY CAPITAL MANAGEMENT INC COM NEW | — | 622 | $14K | 0.00% | SOLD |
| 91 | — | AMCOR PLC ORD | — | 1,666 | $14K | 0.00% | SOLD |
| 92 | VTRS | VIATRIS INC COM | Healthcare | 1,082 | $13K | 0.00% | SOLD |
| 93 | DOV | DOVER CORP COM | Industrials | 68 | $13K | 0.00% | SOLD |
| 94 | MPT | MEDICAL PPTYS TRUST INC COM | Financial Services | 2,565 | $13K | 0.00% | SOLD |
| 95 | SON | SONOCO PRODS CO COM | Consumer Cyclical | 291 | $13K | 0.00% | SOLD |
| 96 | MTG | MGIC INVT CORP WIS COM | Financial Services | 430 | $13K | 0.00% | SOLD |
| 97 | A | AGILENT TECHNOLOGIES INC COM | Healthcare | 91 | $12K | 0.00% | SOLD |
| 98 | APA | APA CORPORATION COM | Energy | 475 | $12K | 0.00% | SOLD |
| 99 | ON | ON SEMICONDUCTOR CORP COM | Technology | 205 | $11K | 0.00% | SOLD |
| 100 | UNM | UNUM GROUP COM | Financial Services | 140 | $11K | 0.00% | SOLD |
Sector Allocation
Financial Services
24.3%
Technology
19.7%
Consumer Cyclical
10.9%
Communication Services
9.1%
Energy
7.8%
Healthcare
7.2%
Consumer Defensive
6.7%
Industrials
5.1%
Real Estate
4.4%
Utilities
4.4%