GOALVEST ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMT | 24K | $2.46M |
 | OKE | 22K | $1.60M |
 | GOOGL | 20K | $4.92M |
 | NRG | 20K | $3.20M |
 | AMSC | 18K | $1.09M |
 | SCCO | 18K | $2.23M |
 | MRK | 18K | $1.51M |
 | GNRC | 17K | $2.82M |
 | SO | 16K | $1.56M |
 | L | 16K | $1.63M |
 | BX | 16K | $2.74M |
 | JPM | 16K | $4.99M |
 | HUT | 16K | $546.52K |
 | AMZN | 16K | $3.43M |
 | ABBV | 15K | $3.57M |
 | TSLA | 15K | $6.74M |
 | RITM | 14K | $162.35K |
 | WPM | 14K | $1.56M |
 | FLR | 13K | $563.74K |
 | MSFT | 12K | $6.42M |
Walmart Inc.
WMT
Shares Held
24K
Value
$2.46M
ONEOK, Inc.
OKE
Shares Held
22K
Value
$1.60M
Alphabet Inc.
GOOGL
Shares Held
20K
Value
$4.92M
NRG Energy, Inc.
NRG
Shares Held
20K
Value
$3.20M
American Superconductor Corporation
AMSC
Shares Held
18K
Value
$1.09M
Southern Copper Corporation
SCCO
Shares Held
18K
Value
$2.23M
Merck & Co., Inc.
MRK
Shares Held
18K
Value
$1.51M
Generac Holdings Inc.
GNRC
Shares Held
17K
Value
$2.82M
The Southern Company
SO
Shares Held
16K
Value
$1.56M
Loews Corporation
L
Shares Held
16K
Value
$1.63M
Blackstone Inc.
BX
Shares Held
16K
Value
$2.74M
JPMorgan Chase & Co.
JPM
Shares Held
16K
Value
$4.99M
Hut 8 Corp.
HUT
Shares Held
16K
Value
$546.52K
Amazon.com, Inc.
AMZN
Shares Held
16K
Value
$3.43M
AbbVie Inc.
ABBV
Shares Held
15K
Value
$3.57M
Tesla, Inc.
TSLA
Shares Held
15K
Value
$6.74M
Rithm Capital Corp.
RITM
Shares Held
14K
Value
$162.35K
Wheaton Precious Metals Corp.
WPM
Shares Held
14K
Value
$1.56M
Fluor Corporation
FLR
Shares Held
13K
Value
$563.74K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$6.42M