GOALVEST ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SYK | 1K | $410.86K |
 | PFE | 1K | $27.09K |
 | TMUS | 1K | $251.35K |
 | DAL | 1K | $59.13K |
 | CWCO | 1K | $35.28K |
 | INTC | 1K | $33.55K |
 | ES | 981 | $69.79K |
 | VZ | 970 | $42.63K |
 | CHKP | 950 | $196.56K |
 | MPC | 946 | $182.33K |
 | XOM | 884 | $99.67K |
 | ADPT | 830 | $12.42K |
 | CAG | 827 | $15.14K |
 | AEM | 800 | $134.85K |
 | OXY | 798 | $37.71K |
 | AB | 783 | $29.93K |
 | KO | 772 | $51.20K |
 | DUK | 771 | $95.41K |
 | KVUE | 763 | $12.38K |
 | CRM | 749 | $177.51K |
Stryker Corporation
SYK
Shares Held
1K
Value
$410.86K
Pfizer Inc.
PFE
Shares Held
1K
Value
$27.09K
T-Mobile US, Inc.
TMUS
Shares Held
1K
Value
$251.35K
Delta Air Lines, Inc.
DAL
Shares Held
1K
Value
$59.13K
Consolidated Water Co. Ltd.
CWCO
Shares Held
1K
Value
$35.28K
Intel Corporation
INTC
Shares Held
1K
Value
$33.55K
Eversource Energy
ES
Shares Held
981
Value
$69.79K
Verizon Communications Inc.
VZ
Shares Held
970
Value
$42.63K
Check Point Software Technologies Ltd.
CHKP
Shares Held
950
Value
$196.56K
Marathon Petroleum Corporation
MPC
Shares Held
946
Value
$182.33K
Exxon Mobil Corporation
XOM
Shares Held
884
Value
$99.67K
Adaptive Biotechnologies Corporation
ADPT
Shares Held
830
Value
$12.42K
Conagra Brands, Inc.
CAG
Shares Held
827
Value
$15.14K
Agnico Eagle Mines Limited
AEM
Shares Held
800
Value
$134.85K
Occidental Petroleum Corporation
OXY
Shares Held
798
Value
$37.71K
AllianceBernstein Holding L.P.
AB
Shares Held
783
Value
$29.93K
The Coca-Cola Company
KO
Shares Held
772
Value
$51.20K
Duke Energy Corporation
DUK
Shares Held
771
Value
$95.41K
Kenvue Inc.
KVUE
Shares Held
763
Value
$12.38K
Salesforce, Inc.
CRM
Shares Held
749
Value
$177.51K