GOALVEST ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MAA | 240 | $33.53K |
 | WAB | 235 | $47.11K |
 | GILD | 230 | $25.53K |
 | CFR | 224 | $28.40K |
 | SPGI | 224 | $109.03K |
 | WPC | 222 | $15.00K |
 | SRE | 220 | $19.80K |
 | SPCE | 220 | $849 |
 | MET | 215 | $17.71K |
 | ACN | 211 | $52.03K |
 | TFC | 205 | $9.37K |
 | UNH | 205 | $70.79K |
 | HCA | 202 | $86.09K |
 | CLX | 200 | $24.66K |
 | MCHP | 200 | $12.84K |
 | PSX | 200 | $27.20K |
 | WEC | 190 | $21.77K |
 | ADBE | 187 | $65.96K |
 | HIMS | 182 | $10.32K |
 | AMT | 180 | $34.62K |
Mid-America Apartment Communities, Inc.
MAA
Shares Held
240
Value
$33.53K
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
235
Value
$47.11K
Gilead Sciences, Inc.
GILD
Shares Held
230
Value
$25.53K
Cullen/Frost Bankers, Inc.
CFR
Shares Held
224
Value
$28.40K
S&P Global Inc.
SPGI
Shares Held
224
Value
$109.03K
W. P. Carey Inc.
WPC
Shares Held
222
Value
$15.00K
Sempra
SRE
Shares Held
220
Value
$19.80K
Virgin Galactic Holdings, Inc.
SPCE
Shares Held
220
Value
$849
MetLife, Inc.
MET
Shares Held
215
Value
$17.71K
Accenture plc
ACN
Shares Held
211
Value
$52.03K
Truist Financial Corporation
TFC
Shares Held
205
Value
$9.37K
UnitedHealth Group Incorporated
UNH
Shares Held
205
Value
$70.79K
HCA Healthcare, Inc.
HCA
Shares Held
202
Value
$86.09K
The Clorox Company
CLX
Shares Held
200
Value
$24.66K
Microchip Technology Incorporated
MCHP
Shares Held
200
Value
$12.84K
Phillips 66
PSX
Shares Held
200
Value
$27.20K
WEC Energy Group, Inc.
WEC
Shares Held
190
Value
$21.77K
Adobe Inc.
ADBE
Shares Held
187
Value
$65.96K
Hims & Hers Health, Inc.
HIMS
Shares Held
182
Value
$10.32K
American Tower Corporation
AMT
Shares Held
180
Value
$34.62K