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Portfolio (Quarterly) Guide ↗

GoalVest Advisory LLC

· CIK 0001839307
13F Portfolio $522M AUM 513 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 157 New 103 Added 90 Reduced 47 Exited
Page 11 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ARKK ARK INNOVATION ETF 986.0 $76K 0.01% $76.92 -0.7%
202 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 1,625.0 $76K 0.01% $46.54 -1.4%
203 PWB INVESCO LARGE CAP GROWTH ETF 589.0 $75K 0.01% -277.0 -32.0% $127.16 +21.7%
204 DAL DELTA AIR LINES INC DEL COM NEW Industrials 1,042.0 $72K 0.01% $69.40 +9.7%
205 PKG PACKAGING CORP AMER COM Consumer Cyclical 350.0 $72K 0.01% $206.23 +4.7%
206 VTHR VANGUARD RUSSELL 3000 ETF 240.0 $72K 0.01% NEW $300.33 +9.2%
207 BA BOEING CO COM Industrials 329.0 $71K 0.01% -137.0 -29.4% $217.12 +0.9%
208 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 277.0 $71K 0.01% +121.0 +77.6% $257.23 -12.4%
209 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 258.0 $69K 0.01% +47.0 +22.3% $268.30 -33.2%
210 MS MORGAN STANLEY COM NEW Financial Services 380.0 $67K 0.01% +349.0 +1125.8% $177.53 +13.2%
211 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 116.0 $67K 0.01% $580.71 -10.5%
212 CINF CINCINNATI FINL CORP COM Financial Services 410.0 $67K 0.01% $163.32 +2.9%
213 PH PARKER-HANNIFIN CORP COM Industrials 75.0 $66K 0.01% $878.96 -1.4%
214 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 430.0 $64K 0.01% -1K -77.3% $148.69 +9.6%
215 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 397.0 $64K 0.01% $160.97 -36.0%
216 NOW SERVICENOW INC COM Technology 415.0 $64K 0.01% +357.0 +615.5% $153.19 -33.3%
217 USB US BANCORP DEL COM NEW Financial Services 1,157.0 $62K 0.01% +662.0 +133.7% $53.36 +2.8%
218 FRDM FREEDOM 100 EMERGING MARKETS ETF 1,187.0 $61K 0.01% $51.27 +31.7%
219 APH AMPHENOL CORP NEW CL A Technology 450.0 $61K 0.01% $135.14 -2.3%
220 ZTS ZOETIS INC CL A Healthcare 480.0 $60K 0.01% -122.0 -20.3% $125.82 -36.4%
Page 11 of 26  ·  513 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.9%
Technology 21.3%
Consumer Cyclical 10.0%
Communication Services 7.0%
Industrials 7.0%
Energy 6.6%
Healthcare 6.5%
Consumer Defensive 5.9%
Utilities 5.2%
Basic Materials 4.5%