Matthew Goff Investment Advisor, LLC
CIK: 0000935359SEC EDGAR →
Portfolio Value
$564K
Holdings
87
As of
Q4 2025
New Positions
3
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 112,861 | $55K | 9.67% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 90,112 | $45K | 8.03% |
| 3 | ALPHABET INC | 122,857 | $39K | 6.83% |
| 4 | BANK NEW YORK MELLON CORP | 261,011 | $30K | 5.37% |
| 5 | BANK AMERICA CORP | 476,902 | $26K | 4.65% |
| 6 | VISA INC | 67,851 | $24K | 4.22% |
| 7 | AMERICAN EXPRESS CO | 51,925 | $19K | 3.40% |
| 8 | ISHARES TR | 445,011 | $19K | 3.38% |
| 9 | ISHARES TR | 84,241 | $18K | 3.17% |
| 10 | ORACLE CORP | 81,186 | $16K | 2.80% |
Quarterly Changes
Top Buys
New Positions (8)
Closed Positions (17)
$19.2M · 761K shares
$10.5M · 425K shares
$3.7M · 154K shares
$3.6M · 142K shares
$3.2M · 164K shares
$3.1M · 130K shares
$2.3M · 79K shares
$1.8M · 26K shares
$1.6M · 67K shares
$1.2M · 10K shares
$687K · 33K shares
$262K · 4K shares
$254K · 5K shares
$236K · 2K shares
$223K · 976 shares
$209K · 2K shares
$136K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 42 | $267K | 47.3% |
| Technology | 9 | $98K | 17.4% |
| Unknown | 6 | $61K | 10.8% |
| Communication Services | 4 | $51K | 9.1% |
| Consumer Defensive | 5 | $27K | 4.8% |
| Healthcare | 5 | $24K | 4.2% |
| Industrials | 5 | $20K | 3.6% |
| Energy | 8 | $7K | 1.2% |
| Utilities | 1 | $7K | 1.2% |
| Consumer Cyclical | 2 | $3K | 0.5% |