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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 9 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE 3,865.0 $153K 0.03% $39.60 +3.6%
162 PAYX PAYCHEX INC COM Industrials 1,341.0 $150K 0.03% -252.0 -15.8% $112.18 -13.5%
163 AMD ADVANCED MICRO DEVICES INC COM Technology 700.0 $150K 0.03% +270.0 +62.8% $214.16 +118.3%
164 TBIL US TREASURY 3 MONTH BILL ETF 2,870.0 $143K 0.03% -791.0 -21.6% $49.88 +0.2%
165 SPGI S&P GLOBAL INC COM Financial Services 262.0 $137K 0.03% +38.0 +17.0% $522.61 -20.1%
166 TT TRANE TECHNOLOGIES PLC SHS Industrials 350.0 $136K 0.03% -80.0 -18.6% $389.20 +15.9%
167 AEM AGNICO EAGLE MINES LTD COM Basic Materials 800.0 $136K 0.03% $169.53 +3.8%
168 VIG VANGUARD DIVIDEND APPRECIATION ETF 598.0 $131K 0.03% $219.78 +6.1%
169 VV VANGUARD LARGE-CAP ETF 397.0 $125K 0.02% -275.0 -40.9% $314.80 +9.0%
170 NFLX NETFLIX INC COM Communication Services 1,322.0 $124K 0.02% +1K +3205.0% $93.76 -5.5%
171 CAT CATERPILLAR INC COM Industrials 212.0 $121K 0.02% +79.0 +59.4% $572.87 +53.6%
172 GLD SPDR GOLD SHARES Financial Services 304.0 $120K 0.02% -226.0 -42.6% $396.31 +4.4%
173 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 998.0 $119K 0.02% +499.0 +100.0% $119.44 -0.2%
174 BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF 1,031.0 $119K 0.02% -41K -97.6% $115.10 +1.5%
175 PL PLANET LABS PBC COM CL A Industrials 5,989.0 $118K 0.02% $19.72 +124.9%
176 UNH UNITEDHEALTH GROUP INC COM Healthcare 346.0 $114K 0.02% +141.0 +68.8% $330.11 +17.7%
177 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 2,180.0 $114K 0.02% $52.39
178 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 2,618.0 $112K 0.02% $42.87 -1.0%
179 LIN LINDE PLC SHS Basic Materials 263.0 $112K 0.02% +123.0 +87.9% $426.39 +21.4%
180 GD GENERAL DYNAMICS CORP COM Industrials 324.0 $109K 0.02% $336.66 +1.9%
Page 9 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%