GoalVest Advisory LLC
CIK
1839307
City
NEW YORK
State / Country
NY
Top Portfolio Positions
332 positions ·
$178,444,029 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 | 5.24% | |
| NVDA |
Nvidia Corp
Technology
|
42,882 | $7,478,620 | 4.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,776 | $5,974,346 | 3.35% | |
| MSFT |
Microsoft Corp
Technology
|
15,134 | $5,602,152 | 3.14% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
36,437 | $5,330,004 | 2.99% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
14,187 | $5,274,017 | 2.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,836 | $4,547,783 | 2.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,332 | $4,215,901 | 2.36% | |
| AAPL |
Apple Inc.
Technology
|
16,106 | $4,087,541 | 2.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,448 | $4,048,281 | 2.27% |
Portfolio Trend
20 quarters · across all stocks
Holdings in ETO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,104 | 154 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,673 | 154 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $4,244 | 154 | Shares | Sole | 2025-10-22 | |
| No 13F history on record for this holder in this stock. | ||||||