GOALVEST ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PEP | 11K | $1.61M |
 | PG | 11K | $1.74M |
 | DINO | 11K | $586.21K |
 | PANW | 11K | $2.22M |
 | AAPL | 11K | $2.77M |
 | V | 10K | $3.58M |
 | VLO | 10K | $1.72M |
 | PM | 10K | $1.61M |
 | LRCX | 10K | $1.33M |
 | EL | 10K | $846.83K |
 | BN | 9K | $650.41K |
 | PAA | 9K | $160.35K |
 | CVX | 9K | $1.42M |
 | DECK | 9K | $871.78K |
 | DLR | 9K | $1.49M |
 | CAVA | 9K | $515.30K |
 | RIO | 8K | $529.20K |
 | BRK-B | 7K | $3.45M |
 | LNG | 7K | $1.61M |
 | MCD | 7K | $2.05M |
PepsiCo, Inc.
PEP
Shares Held
11K
Value
$1.61M
The Procter & Gamble Company
PG
Shares Held
11K
Value
$1.74M
HF Sinclair Corporation
DINO
Shares Held
11K
Value
$586.21K
Palo Alto Networks, Inc.
PANW
Shares Held
11K
Value
$2.22M
Apple Inc.
AAPL
Shares Held
11K
Value
$2.77M
Visa Inc.
V
Shares Held
10K
Value
$3.58M
Valero Energy Corporation
VLO
Shares Held
10K
Value
$1.72M
Philip Morris International Inc.
PM
Shares Held
10K
Value
$1.61M
Lam Research Corporation
LRCX
Shares Held
10K
Value
$1.33M
The Estée Lauder Companies Inc.
EL
Shares Held
10K
Value
$846.83K
Brookfield Corporation
BN
Shares Held
9K
Value
$650.41K
Plains All American Pipeline, L.P.
PAA
Shares Held
9K
Value
$160.35K
Chevron Corporation
CVX
Shares Held
9K
Value
$1.42M
Deckers Outdoor Corporation
DECK
Shares Held
9K
Value
$871.78K
Digital Realty Trust, Inc.
DLR
Shares Held
9K
Value
$1.49M
CAVA Group, Inc.
CAVA
Shares Held
9K
Value
$515.30K
Rio Tinto Group
RIO
Shares Held
8K
Value
$529.20K
Berkshire Hathaway Inc.
BRK-B
Shares Held
7K
Value
$3.45M
Cheniere Energy, Inc.
LNG
Shares Held
7K
Value
$1.61M
McDonald's Corporation
MCD
Shares Held
7K
Value
$2.05M