GOALVEST ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 3K | $129.41K |
 | AAL | 3K | $28.13K |
 | FLS | 2K | $129.66K |
 | DAVE | 2K | $438.57K |
 | BAM | 2K | $124.13K |
 | GOOG | 2K | $514.38K |
 | B | 2K | $65.54K |
 | TRMK | 2K | $78.61K |
 | CTAS | 2K | $403.54K |
 | BIP | 2K | $55.81K |
 | PAYX | 2K | $201.93K |
 | ICE | 1K | $244.30K |
 | LLY | 1K | $1.09M |
 | EGP | 1K | $228.50K |
 | EW | 1K | $96.82K |
 | JNJ | 1K | $226.40K |
 | F | 1K | $14.35K |
 | BEPC | 1K | $41.30K |
 | AMGN | 1K | $333.28K |
 | RTX | 1K | $191.76K |
Bank of America Corporation
BAC
Shares Held
3K
Value
$129.41K
American Airlines Group Inc.
AAL
Shares Held
3K
Value
$28.13K
Flowserve Corporation
FLS
Shares Held
2K
Value
$129.66K
Dave Inc.
DAVE
Shares Held
2K
Value
$438.57K
Brookfield Asset Management Ltd.
BAM
Shares Held
2K
Value
$124.13K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$514.38K
Barrick Mining Corporation
B
Shares Held
2K
Value
$65.54K
Trustmark Corporation
TRMK
Shares Held
2K
Value
$78.61K
Cintas Corporation
CTAS
Shares Held
2K
Value
$403.54K
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
2K
Value
$55.81K
Paychex, Inc.
PAYX
Shares Held
2K
Value
$201.93K
Intercontinental Exchange, Inc.
ICE
Shares Held
1K
Value
$244.30K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$1.09M
EastGroup Properties, Inc.
EGP
Shares Held
1K
Value
$228.50K
Edwards Lifesciences Corporation
EW
Shares Held
1K
Value
$96.82K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$226.40K
Ford Motor Company
F
Shares Held
1K
Value
$14.35K
Brookfield Renewable Corporation
BEPC
Shares Held
1K
Value
$41.30K
Amgen Inc.
AMGN
Shares Held
1K
Value
$333.28K
RTX Corporation
RTX
Shares Held
1K
Value
$191.76K