Fund HoldingsGoodman Advisory Group, LLC

Total Portfolio Value
$327.97M
Total Bought
$35.53M
Total Sold
$43.98M
Net Transaction
-$8.45M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES NATIONAL026,791+26,79102,8250.86%+2,825
XTRACKERS MUNI0237,941+237,94105,8601.79%+5,860
META PLATFORMS(META)6,6409,567+2,9273,8885,5141.68%+1,626
VISA INC(V)04,382+4,38201,5360.47%+1,536
INVESCO NASDAQ
NASDAQ 100 ETF
07,365+7,36501,4220.43%+1,422
S&P GLOBAL(SPGI)02,781+2,78101,4130.43%+1,413
JPMORGAN BETABUILDERS
BETABUILDRS US
012,812+12,81201,2930.39%+1,293
PIMCO 25
25YR+ ZERO U S
0138,070+138,07009,8903.02%+9,890
ABBVIE INC(ABBV)17,50019,795+2,2953,1104,1481.26%+1,038
TECHNOLOGY SELECT
ST STR TECHN ETF
04,945+4,94501,0210.31%+1,021
VANECK HIGH
HIGH YLD MUNIETF
019,546+19,54601,0000.31%+1,000
GOLDMAN SACHS09,051+9,05109960.30%+996
AMPHENOL CORP014,318+14,31809390.29%+939
SALESFORCE INC(CRM)03,301+3,30108860.27%+886
ROPER TECHNOLOGIES(ROP)06,311+6,31103,7211.13%+3,721
SPDR PORTFOLIO
ST LON TREAS ETF
0275,886+275,88607,5212.29%+7,521
SPDR NYSE
ST STR NYSE TECH
03,313+3,31306360.19%+636
MERCADOLIBRE INC(MELI)0323+32306300.19%+630
SPDR PORTFOLIO
ST STR P500GRW
07,032+7,03205650.17%+565
DOMINION ENERGY(D)39,14147,050+7,9092,1082,6380.80%+530
BERKSHIRE HATHAWAY12,35211,389-9635,5996,0661.85%+467
PIMCO ACTIVE
ACTIVE BD ETF
44,01547,872+3,8573,9804,4271.35%+447
SPDR PORTFOLIO
ST STR P500VAL
0348,702+348,702017,8085.43%+17,808
MASTERCARD INC(MA)0773+77304240.13%+424
INTERCONTINENTAL EXCH(ICE)011,583+11,58301,9980.61%+1,998
INVESCO TOTAL
TOTAL RETURN
86,09893,571+7,4733,9954,3911.34%+396
COSTCO WHOLESALE(COST)0419+41903960.12%+396
ELI LILLY(LLY)0460+46003800.12%+380
ALPHABET INC(GOOG)02,403+2,40303750.11%+375
WILLIAMS SONOMA(WSM)02,332+2,33203690.11%+369
COMMUNICATION SERVICES
ST STR SVC ETF
03,326+3,32603210.10%+321
AON PLC(AON)0736+73602940.09%+294
AMETEK INC01,619+1,61902790.08%+279
MICRON TECHNOLOGY INC(MU)02,857+2,85702480.08%+248
ACCENTURE PLC
SHS CLASS A
0767+76702390.07%+239
FORTINET INC(FTNT)02,453+2,45302360.07%+236
INVESCO FTSE
RAFI US 1000 ETF
407,488412,580+5,09216,43816,6725.08%+234
VERTEX PHARMACEUTICALS(VRTX)0444+44402150.07%+215
VANGUARD LARGE0803+80302060.06%+206
ISHARES S&P02,143+2,14301990.06%+199
DUKE ENERGY(DUK)030,661+30,66103,7401.14%+3,740
PAYCHEX INC(PAYX)01,240+1,24001910.06%+191
THERMO FISHER(TMO)0330+33001640.05%+164
SPDR MSCI
ST STR MSCI USAQ
064,136+64,136010,0493.06%+10,049
DANAHER CORP(DHR)0758+75801550.05%+155
VANECK SEMICONDUCTOR
SEMICONDUCTR ETF
0714+71401510.05%+151
CONSUMER DISCRETIONARY
ST STR DISCR ETF
0724+72401430.04%+143
SPDR NUVEEN
ST NUVE HIGH ETF
43,05849,009+5,9511,1011,2360.38%+135
SPDR S&P(SPY)0233+23301300.04%+130
EDWARDS LIFESCIENCES01,680+1,68001220.04%+122
AGF U S
US MARKET NETRL
05,755+5,75501200.04%+120
ALPS SECTOR
SECTR DIV DOGS
01,995+1,99501160.04%+116
EXXON MOBIL0960+96001140.03%+114
WILLIS TOWERS(WTW)0326+32601100.03%+110
ADOBE INC(ADBE)0284+28401090.03%+109
TJX COS(TJX)0840+84001020.03%+102
JPMORGAN
MUNICIPAL ETF
01,959+1,9590980.03%+98
GOLDMAN SACHS01,277+1,2770970.03%+97
VEEVA SYSTEMS(VEEV)21,07419,536-1,5384,4314,5251.38%+94
RTX CORP(RTX)0669+6690890.03%+89
FISERV INC(FISV)0395+3950870.03%+87
WABTEC(WAB)0470+4700850.03%+85
CHEVRON CORP(CVX)0499+4990830.03%+83
MCDONALDS CORP(MCD)09,128+9,12802,8510.87%+2,851
VANGUARD S&P0153+1530790.02%+79
NXP SEMICONDUCTORS
COM
0390+3900740.02%+74
FERRARI NV
COM
0166+1660710.02%+71
ISHARES SEMICONDUCTOR0353+3530660.02%+66
PROCTER & GAMBLE(PG)0351+3510600.02%+60
GENUINE PARTS(GPC)0501+5010600.02%+60
NETFLIX INC(NFLX)062+620580.02%+58
HOME DEPOT(HD)0152+1520560.02%+56
OTTER TAIL(OTTR)0667+6670540.02%+54
GLOBAL X
GLOBAL X URANIUM
02,213+2,2130510.02%+51
MASCO CORP(MAS)0713+7130500.02%+50
CAMBRIA TAIL03,535+3,5350420.01%+42
INVESCO S&P
S&P500 EQL WGT
0237+2370410.01%+41
AIR PRODUCTS014,834+14,83404,3751.33%+4,375
BRISTOL MYERS(BMY)0647+6470390.01%+39
INVESCO S&P
S&P500 QUALITY
0594+5940390.01%+39
AT&T INC(T)01,358+1,3580380.01%+38
MANULIFE FINANCIAL(MFC)01,217+1,2170380.01%+38
DIREXION NASDAQ
NASDAQ 100 EQ WT
0404+4040350.01%+35
EQUINOX GOLD(EQX)18,49518,4950931270.04%+34
STRYKER CORP(SYK)085+850320.01%+32
ALARM COM0533+5330300.01%+30
HUBSPOT INC(HUBS)049+490280.01%+28
VANGUARD VALUE0161+1610280.01%+28
SPROTT PHYSICAL(PHYS)01,135+1,1350270.01%+27
AFFILIATED MANAGERS0161+1610270.01%+27
VERALTO CORP(VLTO)0276+2760270.01%+27
COLGATE-PALMOLIVE(CL)0280+2800260.01%+26
APOLLO GLOBAL(APO)0184+1840250.01%+25
AMERICAN ELECTRIC0227+2270250.01%+25
CYTOKINETICS INC(CYTK)0600+6000240.01%+24
JPMORGAN CHASE(JPM)093+930230.01%+23
JOHNSON & JOHNSON(JNJ)0129+1290210.01%+21
COGNIZANT TECH(CTSH)0270+2700210.01%+21
CORNING INC(GLW)0447+4470200.01%+20
ADVISORSHARES RANGER
RANGER EQUITY BE
01,125+1,1250200.01%+20
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