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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 3 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TRUST SERIES I Financial Services 2,787.0 $1.7M 0.33% +1K +104.0% $614.21 +16.8%
42 L LOEWS CORP COM Financial Services 16,225.0 $1.7M 0.33% $105.31 +3.4%
43 LRCX LAM RESEARCH CORP COM NEW Technology 9,900.0 $1.7M 0.33% $171.18 +78.4%
44 AVGO BROADCOM INC COM Technology 4,790.0 $1.7M 0.32% +408.0 +9.3% $346.11 +19.7%
45 MRK MERCK & CO INC COM Healthcare 15,737.0 $1.7M 0.32% -2K -12.4% $105.26 +16.3%
46 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 13,950.0 $1.6M 0.31% $117.52 +7.7%
47 DVY ISHARES SELECT DIVIDEND ETF 11,520.0 $1.6M 0.31% +6K +96.7% $141.14 +10.4%
48 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 20,117.0 $1.6M 0.31% $80.22 +9.4%
49 BKR BAKER HUGHES COMPANY CL A Energy 35,212.0 $1.6M 0.31% NEW $45.54 +45.1%
50 LMT LOCKHEED MARTIN CORP COM Industrials 3,300.0 $1.6M 0.31% -474.0 -12.6% $483.67 +10.2%
51 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 35,983.0 $1.6M 0.31% -6K -14.2% $44.34 +8.0%
52 COIN COINBASE GLOBAL INC COM CL A Financial Services 7,055.0 $1.6M 0.31% +2K +33.1% $226.14 -18.2%
53 FCX FREEPORT-MCMORAN INC CL B Basic Materials 29,821.0 $1.5M 0.29% -550.0 -1.8% $50.79 +22.1%
54 CMI CUMMINS INC COM Industrials 2,950.0 $1.5M 0.29% $510.45 +25.3%
55 VFH VANGUARD FINANCIALS ETF 10,836.0 $1.4M 0.28% -2K -15.4% $133.49 -4.6%
56 PM PHILIP MORRIS INTL INC COM Consumer Defensive 8,951.0 $1.4M 0.28% -980.0 -9.9% $160.40 +17.8%
57 NEE NEXTERA ENERGY INC COM Utilities 17,829.0 $1.4M 0.27% +12K +221.6% $80.28 +10.3%
58 META META PLATFORMS INC CL A Communication Services 2,159.0 $1.4M 0.27% +2K +311.2% $660.09 -7.5%
59 MO ALTRIA GROUP INC COM Consumer Defensive 24,635.0 $1.4M 0.27% -4K -12.5% $57.66 +28.2%
60 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 20,927.0 $1.4M 0.27% NEW $67.22 +19.9%
Page 3 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%