$268 Million is the total value of Goodman Advisory Group, LLC's 160 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 26.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | Buy | SPDR PORTFOLIOmf closed and mf open | $33,533,921 | +343450.1% | 565,687 | +353454.4% | 12.53% | +313050.0% |
| MINT | Sell | PIMCO EHNANCEDmf closed and mf open | $23,905,030 | -35.3% | 238,716 | -35.6% | 8.93% | -34.8% |
| SPLG | Sell | SPDR PORTFOLIOmf closed and mf open | $17,956,133 | -19.3% | 357,265 | -16.3% | 6.71% | -18.7% |
| SPTL | Buy | SPDR PORTFOLIOmf closed and mf open | $14,745,375 | +57.0% | 563,876 | +79.5% | 5.51% | +58.2% |
| QUS | Sell | SPDR MSCImf closed and mf open | $9,266,247 | -19.4% | 76,784 | -17.9% | 3.46% | -18.9% |
| MSFT | Buy | MICROSOFT CORP | $8,253,541 | +4.9% | 26,139 | +13.1% | 3.08% | +5.7% |
| PZA | Buy | INVESCO NATIONALmf closed and mf open | $7,309,118 | +49.2% | 329,834 | +58.9% | 2.73% | +50.3% |
| JHML | Sell | JOHN HANCOCKmf closed and mf open | $7,254,107 | -31.9% | 136,818 | -29.5% | 2.71% | -31.4% |
| GILD | Sell | GILEAD SCIENCES | $7,174,476 | -11.6% | 95,736 | -9.1% | 2.68% | -11.0% |
| GOOGL | Sell | ALPHABET INC | $6,866,836 | +5.9% | 52,475 | -3.1% | 2.56% | +6.7% |
| BUD | Sell | ANHEUSER BUSCH | $6,606,145 | -11.9% | 119,460 | -9.7% | 2.47% | -11.3% |
| AAPL | Buy | APPLE INC | $6,517,160 | +4.4% | 38,065 | +18.3% | 2.43% | +5.1% |
| ROP | Sell | ROPER TECHNOLOGIES | $6,373,815 | -7.9% | 13,161 | -8.5% | 2.38% | -7.2% |
| USB | Sell | U S BANCORP DE | $5,969,296 | -10.5% | 180,559 | -10.6% | 2.23% | -9.9% |
| MOAT | Sell | VANECK MORNINGSTARmf closed and mf open | $5,964,669 | -25.3% | 78,648 | -21.4% | 2.23% | -24.7% |
| OMFL | Sell | INVESCO RUSSELLmf closed and mf open | $5,955,955 | -25.7% | 129,929 | -20.6% | 2.22% | -25.1% |
| AMZN | Sell | AMAZON COM | $5,955,443 | -7.3% | 46,849 | -5.0% | 2.22% | -6.7% |
| VTEB | Buy | VANGUARD MUNICIPALmf closed and mf open | $5,607,064 | +254.6% | 116,571 | +270.3% | 2.09% | +257.3% |
| TFI | Sell | SPDR NUVEENmf closed and mf open | $5,497,398 | -25.9% | 125,799 | -21.8% | 2.05% | -25.4% |
| CMCSA | Sell | COMCAST CORP | $4,692,865 | -38.0% | 105,838 | -41.9% | 1.75% | -37.5% |
| JMUB | New | JP MORGANmf closed and mf open | $4,562,544 | – | 94,326 | +100.0% | 1.70% | – |
| TSM | Sell | TAIWAN SEMICONDUCTOR | $4,299,094 | -16.0% | 49,472 | -2.4% | 1.61% | -15.3% |
| TYL | Buy | TYLER TECHNOLOGIES | $3,808,110 | +22.6% | 9,862 | +32.3% | 1.42% | +23.5% |
| TW | Buy | TRADEWEB MARKETS | $3,428,561 | +52.2% | 42,750 | +29.9% | 1.28% | +53.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY | $3,236,432 | +2486.1% | 9,239 | +2417.4% | 1.21% | +2528.3% |
| VEEV | Buy | VEEVA SYSTEMS | $3,214,718 | +39.3% | 15,801 | +35.4% | 1.20% | +40.5% |
| UCON | New | FIRST TRUSTmf closed and mf open | $3,030,037 | – | 126,779 | +100.0% | 1.13% | – |
| ADSK | New | AUTODESK INC | $2,343,465 | – | 11,326 | +100.0% | 0.88% | – |
| AGZD | New | WISDOMTREE TRUSTmf closed and mf open | $2,340,212 | – | 105,605 | +100.0% | 0.87% | – |
| TER | Sell | TERADYNE INC | $2,199,502 | -49.8% | 21,894 | -44.4% | 0.82% | -49.4% |
| RACE | New | FERRARI NV | $2,079,124 | – | 7,035 | +100.0% | 0.78% | – |
| WSM | Sell | WILLIAMS SONOMA | $2,048,092 | -2.5% | 13,180 | -21.5% | 0.76% | -1.8% |
| CTVA | Buy | CORTEVA INC | $1,952,726 | +73979.1% | 38,169 | +82876.1% | 0.73% | +72800.0% |
| OTIS | New | OTIS WORLDWIDE | $1,892,424 | – | 23,564 | +100.0% | 0.71% | – |
| BOND | New | PIMCO ACTIVEmf closed and mf open | $1,874,306 | – | 21,323 | +100.0% | 0.70% | – |
| GTO | New | INVESCO TOTALmf closed and mf open | $1,867,500 | – | 41,844 | +100.0% | 0.70% | – |
| ZROZ | New | PIMCO 25mf closed and mf open | $1,839,110 | – | 25,287 | +100.0% | 0.69% | – |
| LRCX | Sell | LAM RESEARCH CORPORATION | $1,776,288 | -17.3% | 2,834 | -15.1% | 0.66% | -16.7% |
| JKHY | New | JACK HENRY | $1,728,137 | – | 11,434 | +100.0% | 0.64% | – |
| A | New | AGILENT TECHNOLOGIES | $1,488,214 | – | 13,309 | +100.0% | 0.56% | – |
| NEE | Sell | NEXTERA ENERGY | $1,424,238 | -42.4% | 24,860 | -25.4% | 0.53% | -41.9% |
| NVDA | Buy | NVIDIA CORP | $1,330,645 | +35.4% | 3,059 | +31.7% | 0.50% | +36.5% |
| XNTK | Buy | SPDR SERIESmf closed and mf open | $1,137,893 | +8.6% | 8,330 | +11.0% | 0.42% | +9.5% |
| QQQJ | Buy | INVESCO NASDAQmf closed and mf open | $1,106,270 | +4.6% | 44,897 | +10.9% | 0.41% | +5.4% |
| ZTS | New | ZOETIS INC | $1,083,370 | – | 6,227 | +100.0% | 0.40% | – |
| RPV | Sell | INVESCO S&Pmf closed and mf open | $1,015,508 | -82.4% | 13,801 | -81.5% | 0.38% | -82.3% |
| TLT | Sell | ISHARES TRmf closed and mf open | $992,885 | -77.4% | 11,195 | -73.8% | 0.37% | -77.3% |
| KMX | Sell | CARMAX INC | $947,148 | -53.9% | 13,391 | -45.4% | 0.35% | -53.5% |
| CRM | Sell | SALESFORCE INC | $888,782 | -5.8% | 4,383 | -1.8% | 0.33% | -5.1% |
| PFE | Sell | PFIZER INC | $857,560 | -90.8% | 25,854 | -89.8% | 0.32% | -90.8% |
| FB | New | META PLATFORMS | $815,977 | – | 2,718 | +100.0% | 0.30% | – |
| PYPL | Sell | PAYPAL HOLDINGS | $768,925 | -63.3% | 13,153 | -58.1% | 0.29% | -63.0% |
| LRGF | Sell | ISHARES U Smf closed and mf open | $573,299 | -32.6% | 13,234 | -30.7% | 0.21% | -32.1% |
| MELI | Buy | MERCADOLIBRE INC | $550,261 | +220.4% | 434 | +199.3% | 0.21% | +221.9% |
| V | Buy | VISA INC | $539,372 | +488.4% | 2,345 | +507.5% | 0.20% | +491.2% |
| GOOG | Buy | ALPHABET INC | $365,753 | +12.6% | 2,774 | +3.3% | 0.14% | +14.2% |
| ZS | Sell | ZSCALER INC | $355,840 | -76.2% | 2,287 | -77.6% | 0.13% | -76.0% |
| BAC | Sell | BANK AMERICA | $352,190 | -93.7% | 12,863 | -93.4% | 0.13% | -93.6% |
| MA | MASTERCARD INC | $320,688 | +0.7% | 810 | 0.0% | 0.12% | +1.7% | |
| GPC | GENUINE PARTS | $301,321 | -14.7% | 2,087 | 0.0% | 0.11% | -13.7% | |
| IWD | ISHARES RUSSELLmf closed and mf open | $270,240 | -3.8% | 1,780 | 0.0% | 0.10% | -2.9% | |
| COST | Sell | COSTCO WHOLESALE | $249,853 | -9.4% | 442 | -13.7% | 0.09% | -8.8% |
| LLY | ELI LILLY | $247,080 | +14.5% | 460 | 0.0% | 0.09% | +15.0% | |
| XLV | Sell | SECTOR HEALTHCAREmf closed and mf open | $242,546 | -37.7% | 1,884 | -35.7% | 0.09% | -36.8% |
| SPGI | Sell | S&P GLOBAL | $239,709 | -23.6% | 656 | -16.2% | 0.09% | -22.4% |
| NSC | Sell | NORFOLK SOUTHERN | $220,642 | -90.5% | 1,120 | -89.0% | 0.08% | -90.5% |
| KMB | KIMBERLY CLARK | $210,280 | -12.5% | 1,740 | 0.0% | 0.08% | -11.2% | |
| MU | MICRON TECHNOLOGY INC | $194,362 | +7.8% | 2,857 | 0.0% | 0.07% | +9.0% | |
| FVD | Sell | FIRST TRUSTmf closed and mf open | $179,547 | -21.5% | 4,802 | -15.8% | 0.07% | -21.2% |
| VRTX | Sell | VERTEX PHARMACEUTICALS | $171,089 | -6.7% | 492 | -5.6% | 0.06% | -5.9% |
| TMO | Sell | THERMO FISHER | $167,036 | -8.8% | 330 | -6.0% | 0.06% | -8.8% |
| GSLC | Sell | GOLDMAN SACHSmf closed and mf open | $166,271 | -11.2% | 1,974 | -7.9% | 0.06% | -10.1% |
| ADBE | ADOBE INC | $160,108 | +4.3% | 314 | 0.0% | 0.06% | +5.3% | |
| VV | VANGUARD LARGEmf closed and mf open | $157,139 | -3.5% | 803 | 0.0% | 0.06% | -1.7% | |
| Sell | BATH & BODY | $146,944 | -90.4% | 4,347 | -89.3% | 0.06% | -90.3% | |
| IVW | ISHARES S&Pmf closed and mf open | $146,624 | -2.9% | 2,143 | 0.0% | 0.06% | -1.8% | |
| PAYX | PAYCHEX INC | $143,010 | +3.1% | 1,240 | 0.0% | 0.05% | +3.9% | |
| AMD | Sell | ADVANCED MICRO | $128,424 | -88.1% | 1,249 | -86.8% | 0.05% | -88.0% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC | $125,475 | -91.1% | 1,608 | -89.8% | 0.05% | -91.0% |
| EW | EDWARDS LIFESCIENCES | $116,390 | -26.6% | 1,680 | 0.0% | 0.04% | -27.1% | |
| XOM | EXXON MOBIL | $112,877 | +9.6% | 960 | 0.0% | 0.04% | +10.5% | |
| GWRE | Sell | GUIDEWIRE SOFTWARE | $93,420 | +17.8% | 1,038 | -0.4% | 0.04% | +20.7% |
| SDOG | ALPS SECTORmf closed and mf open | $93,825 | -5.9% | 1,995 | 0.0% | 0.04% | -5.4% | |
| ETSY | Sell | ETSY INC | $90,349 | -96.8% | 1,399 | -95.8% | 0.03% | -96.8% |
| SPY | SPDR S&Pmf closed and mf open | $89,771 | -3.6% | 210 | 0.0% | 0.03% | -2.9% | |
| CVX | CHEVRON CORP | $84,141 | +7.2% | 499 | 0.0% | 0.03% | +6.9% | |
| NXPI | NXP SEMICONDUCTORS | $77,970 | -2.3% | 390 | 0.0% | 0.03% | -3.3% | |
| TJX | TJX COS | $74,659 | +4.8% | 840 | 0.0% | 0.03% | +7.7% | |
| PG | Sell | PROCTER & GAMBLE | $63,449 | -9.3% | 435 | -5.6% | 0.02% | -7.7% |
| EQX | Buy | EQUINOX GOLD | $63,175 | +3.9% | 14,935 | +12.5% | 0.02% | +4.3% |
| VOO | VANGUARD S&Pmf closed and mf open | $62,439 | -3.6% | 159 | 0.0% | 0.02% | -4.2% | |
| URA | GLOBAL Xmf closed and mf open | $59,840 | +24.6% | 2,213 | 0.0% | 0.02% | +22.2% | |
| ABBV | Sell | ABBVIE INC | $51,724 | -20.2% | 347 | -27.9% | 0.02% | -20.8% |
| OTTR | OTTER TAIL | $50,639 | -3.8% | 667 | 0.0% | 0.02% | -5.0% | |
| HD | HOME DEPOT | $45,928 | -2.7% | 152 | 0.0% | 0.02% | -5.6% | |
| FISV | FISERV INC | $44,619 | -10.5% | 395 | 0.0% | 0.02% | -5.6% | |
| ALB | Sell | ALBEMARLE CORP | $39,289 | -97.5% | 231 | -96.8% | 0.02% | -97.5% |
| BMY | BRISTOL MYERS | $37,552 | -9.2% | 647 | 0.0% | 0.01% | -6.7% | |
| VO | VANGUARD MIDmf closed and mf open | $34,360 | -5.4% | 165 | 0.0% | 0.01% | 0.0% | |
| VB | VANGUARD SMALLmf closed and mf open | $32,709 | -4.9% | 173 | 0.0% | 0.01% | -7.7% | |
| BTI | BRITISH AMERN | $33,295 | -5.4% | 1,060 | 0.0% | 0.01% | -7.7% | |
| CXW | CORECIVIC INC | $31,500 | +19.6% | 2,800 | 0.0% | 0.01% | +20.0% | |
| PHYS | Sell | SPROTT PHYSICALmf closed and mf open | $29,571 | -35.3% | 2,065 | -32.6% | 0.01% | -35.3% |
| EL | Sell | ESTEE LAUDER | $26,077 | -98.7% | 180 | -98.3% | 0.01% | -98.7% |
| SYK | STRYKER CORP | $23,228 | -10.4% | 85 | 0.0% | 0.01% | -10.0% | |
| GEO | New | GEO GROUP | $24,540 | – | 3,000 | +100.0% | 0.01% | – |
| T | AT&T INC | $24,873 | -5.8% | 1,656 | 0.0% | 0.01% | -10.0% | |
| HUBS | HUBSPOT INC | $24,133 | -7.4% | 49 | 0.0% | 0.01% | -10.0% | |
| PEP | PEPSICO INC | $20,332 | -8.5% | 120 | 0.0% | 0.01% | 0.0% | |
| AON | AON PLC | $22,695 | -6.1% | 70 | 0.0% | 0.01% | -11.1% | |
| JNJ | JOHNSON & JOHNSON | $20,092 | -5.9% | 129 | 0.0% | 0.01% | 0.0% | |
| RTX | RTX CORP | $21,303 | -26.5% | 296 | 0.0% | 0.01% | -27.3% | |
| SJNK | Sell | SPDR BLOOMBERGmf closed and mf open | $21,182 | -99.6% | 866 | -99.6% | 0.01% | -99.6% |
| CL | COLGATE-PALMOLIVE | $19,911 | -7.7% | 280 | 0.0% | 0.01% | -12.5% | |
| CTSH | COGNIZANT TECH | $18,290 | +3.8% | 270 | 0.0% | 0.01% | 0.0% | |
| CYTK | CYTOKINETICS INC | $17,676 | -9.7% | 600 | 0.0% | 0.01% | 0.0% | |
| DIS | WALT DISNEY | $16,291 | -9.2% | 201 | 0.0% | 0.01% | -14.3% | |
| NXJ | NUVEEN NEW JERSEYmf closed and mf open | $17,087 | -7.8% | 1,615 | 0.0% | 0.01% | -14.3% | |
| JPM | Sell | JPMORGAN CHASE | $13,487 | -87.6% | 93 | -87.6% | 0.01% | -87.5% |
| VZ | VERIZON COMMUNICATIONS | $14,098 | -12.9% | 435 | 0.0% | 0.01% | -16.7% | |
| GLW | CORNING INC | $13,620 | -13.0% | 447 | 0.0% | 0.01% | -16.7% | |
| BGS | B&G FOODS | $12,135 | -29.0% | 1,227 | 0.0% | 0.01% | -16.7% | |
| MRK | Sell | MERCK & COMPANY | $13,075 | -33.7% | 127 | -25.7% | 0.01% | -28.6% |
| SPYV | Sell | SPDR PORTFOLIOmf closed and mf open | $11,182 | -80.2% | 271 | -79.3% | 0.00% | -81.0% |
| CSCO | Sell | CISCO SYSTEMS | $8,440 | -88.9% | 157 | -89.3% | 0.00% | -89.3% |
| UNH | UNITEDHEALTH GROUP | $9,075 | +4.9% | 18 | 0.0% | 0.00% | 0.0% | |
| HON | HONEYWELL INTL | $5,727 | -11.0% | 31 | 0.0% | 0.00% | 0.0% | |
| RBLX | ROBLOX CORP | $6,140 | -28.1% | 212 | 0.0% | 0.00% | -33.3% | |
| DASH | New | DOORDASH INC | $4,371 | – | 55 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC | $6,248 | – | 21 | +100.0% | 0.00% | – |
| CTLT | New | CATALENT INC | $5,418 | – | 119 | +100.0% | 0.00% | – |
| New | GSK PLC | $4,386 | – | 121 | +100.0% | 0.00% | – | |
| LAC | Sell | LITHIUM AMERS | $4,491 | -37.2% | 264 | -25.4% | 0.00% | -33.3% |
| ADP | AUTOMATIC DATA | $6,015 | +9.5% | 25 | 0.0% | 0.00% | 0.0% | |
| WARNER BROS | $4,235 | -13.4% | 390 | 0.0% | 0.00% | 0.0% | ||
| CE | New | CELANESE CORP | $5,523 | – | 44 | +100.0% | 0.00% | – |
| MDLZ | MONDELEZ INTERNATIONAL | $5,066 | -4.9% | 73 | 0.0% | 0.00% | 0.0% | |
| BOOT | Sell | BOOT BARN | $4,465 | -72.0% | 55 | -70.7% | 0.00% | -66.7% |
| BLK | BLACKROCK INC | $5,172 | -6.5% | 8 | 0.0% | 0.00% | 0.0% | |
| DRAFTKINGS INC | $1,472 | +10.8% | 50 | 0.0% | 0.00% | – | ||
| NKE | NIKE INC | $3,825 | -13.4% | 40 | 0.0% | 0.00% | -50.0% | |
| TDC | TERADATA CORP | $1,576 | -15.7% | 35 | 0.0% | 0.00% | 0.0% | |
| INTC | INTEL CORP | $2,915 | +6.3% | 82 | 0.0% | 0.00% | 0.0% | |
| GENERAL ELECTRIC | $1,990 | +0.7% | 18 | 0.0% | 0.00% | 0.0% | ||
| VLY | VALLEY NATIONAL | $856 | +10.5% | 100 | 0.0% | 0.00% | – | |
| QQQM | New | INVESCO NASDAQmf closed and mf open | $737 | – | 5 | +100.0% | 0.00% | – |
| PNQI | New | INVESCO NASDAQmf closed and mf open | $736 | – | 24 | +100.0% | 0.00% | – |
| NTLA | INTELLIA THERAPEUTICS | $253 | -22.4% | 8 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES | $67 | -36.8% | 47 | 0.0% | 0.00% | – | |
| GE HEALTHCARE | $408 | -16.2% | 6 | 0.0% | 0.00% | – | ||
| NEM | NEWMONT CORP | $924 | -13.4% | 25 | 0.0% | 0.00% | – | |
| XBI | SPDR SERIESmf closed and mf open | $949 | -12.3% | 13 | 0.0% | 0.00% | – | |
| SHM | SPDR NUVEENmf closed and mf open | $1,110 | -1.7% | 24 | 0.0% | 0.00% | – | |
| SNY | SANOFI | $536 | -0.6% | 10 | 0.0% | 0.00% | – | |
| CME | Sell | CME GROUP | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| UNIT | UNITI GROUP | $5 | 0.0% | 1 | 0.0% | 0.00% | – | |
| SPVU | INVESCO EXCHANGEmf closed and mf open | $80 | -2.4% | 2 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $749 | -1.3% | 76 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP | $1,280 | +0.3% | 135 | 0.0% | 0.00% | – | |
| CLTL | Exit | INVESCO TREASURYmf closed and mf open | $0 | – | -1 | -100.0% | 0.00% | – |
| CC | Exit | CHEMOURS COMPANY | $0 | – | -21 | -100.0% | 0.00% | – |
| ANGL | Exit | VANECK FALLENmf closed and mf open | $0 | – | -28 | -100.0% | 0.00% | – |
| CWB | Exit | SPDR BLOOMBERGmf closed and mf open | $0 | – | -5 | -100.0% | 0.00% | – |
| NOK | Exit | NOKIA CORP | $0 | – | -15 | -100.0% | 0.00% | – |
| DD | Exit | DUPONT DE | $0 | – | -46 | -100.0% | -0.00% | – |
| DOW | Exit | DOW INC | $0 | – | -46 | -100.0% | -0.00% | – |
| LMT | Exit | LOCKHEED MARTIN | $0 | – | -12 | -100.0% | -0.00% | – |
| LW | Exit | LAMB WESTON | $0 | – | -57 | -100.0% | -0.00% | – |
| F | Exit | FORD MOTOR | $0 | – | -312 | -100.0% | -0.00% | – |
| CAG | Exit | CONAGRA BRANDS | $0 | – | -173 | -100.0% | -0.00% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -61 | -100.0% | -0.00% | – |
| GIS | Exit | GENERAL MILLS | $0 | – | -122 | -100.0% | -0.00% | – |
| ADM | Exit | ARCHER DANIELS | $0 | – | -102 | -100.0% | -0.00% | – |
| ETRN | Exit | EQUITRANS MIDSTREAM | $0 | – | -785 | -100.0% | -0.00% | – |
| TD | Exit | TORONTO DOMINION | $0 | – | -186 | -100.0% | -0.00% | – |
| XLF | Exit | SECTOR FINANCIALmf closed and mf open | $0 | – | -335 | -100.0% | -0.00% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -163 | -100.0% | -0.00% | – |
| ABT | Exit | ABBOTT LABORATORIES | $0 | – | -134 | -100.0% | -0.01% | – |
| JPIB | Exit | JP MORGANmf closed and mf open | $0 | – | -456 | -100.0% | -0.01% | – |
| MAS | Exit | MASCO CORP | $0 | – | -451 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHN HANCOCK EXCHANGE TRADED | 8 | Q3 2023 | 8.5% |
| INVESCO S&P | 8 | Q3 2023 | 15.1% |
| SPDR SER TR | 8 | Q3 2023 | 7.8% |
| SPDR SER TR | 8 | Q3 2023 | 9.2% |
| MICROSOFT CORP | 8 | Q3 2023 | 4.2% |
| INVESCO NATIONAL | 8 | Q3 2023 | 6.4% |
| INVESCO EXCH TRADED FD TR II | 8 | Q3 2023 | 8.8% |
| ALPHABET INC | 8 | Q3 2023 | 3.6% |
| ROPER TECHNOLOGIES INC | 8 | Q3 2023 | 4.2% |
| AMAZON COM INC | 8 | Q3 2023 | 3.6% |
View Goodman Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-02 |
View Goodman Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.