GoalVest Advisory LLC Q4 2025 Filing
Filed January 5, 2026
Portfolio Value
$522.1B
Holdings
513
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (513 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 501 | SPCEVIRGIN GALACTIC HOLDINGS INC COM NEW | 220 | $0 | 0.00% | |
| 502 | NLOPNET LEASE OFFICE PROPERTIES COM | 37 | $0 | 0.00% | |
| 503 | ACBAURORA CANNABIS INC COM | 23 | $0 | 0.00% | |
| 504 | DXCDXC TECHNOLOGY CO COM | 36 | $0 | 0.00% | |
| 505 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 3 | $0 | 0.00% | |
| 506 | CHTCHUNGHWA TELECOM CO LTD SPON ADR NEW11 | 4 | $0 | 0.00% | |
| 507 | CINGWCINGULATE INC WT EXP 121026 | 3,000 | $0 | 0.00% | |
| 508 | KDKYNDRYL HLDGS INC COMMON STOCK | 9 | $0 | 0.00% | |
| 509 | EEMISHARES MSCI EMERGING MARKETS ETF | 13 | $0 | 0.00% | |
| 510 | FGF&G ANNUITIES & LIFE INC COMMON STOCK | 17 | $0 | 0.00% | |
| 511 | VLTOVERALTO CORP COM SHS | 10 | $0 | 0.00% | |
| 512 | VBVANGUARD SMALL-CAP ETF | 2 | $0 | 0.00% | |
| 513 | UNITUNITI GROUP LLC COM SHS | 29 | $0 | 0.00% |
PreviousPage 6 of 6