GOALVEST ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FITB | 748 | $33.32K |
 | WDS | 739 | $11.12K |
 | MA | 713 | $405.59K |
 | SOUN | 710 | $11.42K |
 | UAL | 692 | $66.78K |
 | CFG | 680 | $36.15K |
 | LUV | 656 | $20.93K |
 | TTD | 642 | $31.46K |
 | HD | 640 | $259.32K |
 | LBRT | 620 | $7.65K |
 | TCPC | 608 | $3.77K |
 | ZTS | 602 | $88.08K |
 | APD | 600 | $163.63K |
 | ORLY | 590 | $63.61K |
 | EXPI | 580 | $6.18K |
 | NI | 570 | $24.68K |
 | RF | 530 | $13.98K |
 | META | 525 | $385.55K |
 | DIS | 507 | $58.05K |
 | SMR | 503 | $18.11K |
Fifth Third Bancorp
FITB
Shares Held
748
Value
$33.32K
Woodside Energy Group Ltd
WDS
Shares Held
739
Value
$11.12K
Mastercard Incorporated
MA
Shares Held
713
Value
$405.59K
SoundHound AI, Inc.
SOUN
Shares Held
710
Value
$11.42K
United Airlines Holdings, Inc.
UAL
Shares Held
692
Value
$66.78K
Citizens Financial Group, Inc.
CFG
Shares Held
680
Value
$36.15K
Southwest Airlines Co.
LUV
Shares Held
656
Value
$20.93K
The Trade Desk, Inc.
TTD
Shares Held
642
Value
$31.46K
The Home Depot, Inc.
HD
Shares Held
640
Value
$259.32K
Liberty Energy Inc.
LBRT
Shares Held
620
Value
$7.65K
BlackRock TCP Capital Corp.
TCPC
Shares Held
608
Value
$3.77K
Zoetis Inc.
ZTS
Shares Held
602
Value
$88.08K
Air Products and Chemicals, Inc.
APD
Shares Held
600
Value
$163.63K
O'Reilly Automotive, Inc.
ORLY
Shares Held
590
Value
$63.61K
eXp World Holdings, Inc.
EXPI
Shares Held
580
Value
$6.18K
NiSource Inc.
NI
Shares Held
570
Value
$24.68K
Regions Financial Corporation
RF
Shares Held
530
Value
$13.98K
Meta Platforms, Inc.
META
Shares Held
525
Value
$385.55K
The Walt Disney Company
DIS
Shares Held
507
Value
$58.05K
NuScale Power Corporation
SMR
Shares Held
503
Value
$18.11K