GOALVEST ADVISORY LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UL | 19K | $1.23M |
 | JPM | 15K | $4.88M |
 | NOV | 1K | $22.37K |
 | SLB | 532 | $20.42K |
 | C | 393 | $45.86K |
 | SCHW | 280 | $27.98K |
 | G | 216 | $10.10K |
 | UNP | 215 | $49.73K |
 | A | 91 | $12.38K |
Unilever PLC
UL
Shares Held
19K
Value
$1.23M
JPMorgan Chase & Co.
JPM
Shares Held
15K
Value
$4.88M
NOV Inc.
NOV
Shares Held
1K
Value
$22.37K
SLB N.V.
SLB
Shares Held
532
Value
$20.42K
Citigroup Inc.
C
Shares Held
393
Value
$45.86K
The Charles Schwab Corporation
SCHW
Shares Held
280
Value
$27.98K
Genpact Limited
G
Shares Held
216
Value
$10.10K
Union Pacific Corporation
UNP
Shares Held
215
Value
$49.73K
Agilent Technologies, Inc.
A
Shares Held
91
Value
$12.38K