GOALVEST ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IBM | 343 | $96.78K |
 | OMF | 325 | $18.35K |
 | EXC | 325 | $14.63K |
 | GD | 324 | $110.48K |
 | STX | 320 | $75.54K |
 | AFL | 313 | $34.96K |
 | AEP | 313 | $35.21K |
 | SHW | 300 | $103.88K |
 | LOW | 298 | $74.89K |
 | GIS | 295 | $14.87K |
 | ASML | 291 | $281.71K |
 | FNF | 290 | $17.54K |
 | OKLO | 274 | $30.59K |
 | EPD | 273 | $8.54K |
 | PLD | 263 | $30.12K |
 | SOFI | 260 | $6.87K |
 | AWK | 260 | $36.19K |
 | HPQ | 260 | $7.08K |
 | C | 250 | $25.38K |
 | TMO | 245 | $118.83K |
International Business Machines Corporation
IBM
Shares Held
343
Value
$96.78K
OneMain Holdings, Inc.
OMF
Shares Held
325
Value
$18.35K
Exelon Corporation
EXC
Shares Held
325
Value
$14.63K
General Dynamics Corporation
GD
Shares Held
324
Value
$110.48K
Seagate Technology Holdings plc
STX
Shares Held
320
Value
$75.54K
Aflac Incorporated
AFL
Shares Held
313
Value
$34.96K
American Electric Power Company, Inc.
AEP
Shares Held
313
Value
$35.21K
The Sherwin-Williams Company
SHW
Shares Held
300
Value
$103.88K
Lowe's Companies, Inc.
LOW
Shares Held
298
Value
$74.89K
General Mills, Inc.
GIS
Shares Held
295
Value
$14.87K
ASML Holding N.V.
ASML
Shares Held
291
Value
$281.71K
Fidelity National Financial, Inc.
FNF
Shares Held
290
Value
$17.54K
Oklo Inc.
OKLO
Shares Held
274
Value
$30.59K
Enterprise Products Partners L.P.
EPD
Shares Held
273
Value
$8.54K
Prologis, Inc.
PLD
Shares Held
263
Value
$30.12K
SoFi Technologies, Inc.
SOFI
Shares Held
260
Value
$6.87K
American Water Works Company, Inc.
AWK
Shares Held
260
Value
$36.19K
HP Inc.
HPQ
Shares Held
260
Value
$7.08K
Citigroup Inc.
C
Shares Held
250
Value
$25.38K
Thermo Fisher Scientific Inc.
TMO
Shares Held
245
Value
$118.83K