GoalVest Advisory LLC
Top Portfolio Positions
331 positions ·
$174,432,349 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAAU |
Goldman Sachs Physical Gold ETF
|
202,375 | $9,347,701 | 5.36% | |
| NVDA |
Nvidia Corp
Technology
|
42,882 | $7,478,620 | 4.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,776 | $5,974,346 | 3.43% | |
| MSFT |
Microsoft Corp
Technology
|
15,134 | $5,602,152 | 3.21% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
36,437 | $5,330,004 | 3.06% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
14,187 | $5,274,017 | 3.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,836 | $4,547,783 | 2.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,332 | $4,215,901 | 2.42% | |
| AAPL |
Apple Inc.
Technology
|
16,106 | $4,087,541 | 2.34% | |
| V |
Visa Inc.
Financial Services
|
11,736 | $3,547,088 | 2.03% |
Portfolio Trend
Holdings in ARDC
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,120 | 7,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $93,100 | 7,000 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $98,490 | 7,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $99,540 | 7,000 | Shares | Sole | 2025-08-01 | |
| No 13F history on record for this holder in this stock. | ||||||