Fund HoldingsGoodman Advisory Group, LLC

Total Portfolio Value
$350.32M
Total Bought
$78.46M
Total Sold
$67.80M
Net Transaction
+$10.66M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
JPMORGAN US
US VALUE FACTR
0413,390+413,390018,0115.14%+18,011
SPDR PORTFOLIO
ST STR P500VAL
0331,593+331,593017,5285.00%+17,528
INVESCO FTSE
RAFI US 1000 ETF
0396,455+396,455016,1084.60%+16,108
INVESCO TOTAL
TOTAL RETURN
077,010+77,01003,7201.06%+3,720
PIMCO ACTIVE
ACTIVE BD ETF
039,243+39,24303,7131.06%+3,713
SPDR PORTFOLIO
ST STR P500ETF
450,632451,292+66028,84030,4678.70%+1,626
DUKE ENERGY(DUK)28,81537,681+8,8662,8884,3451.24%+1,457
MCDONALDS CORP(MCD)6,1809,511+3,3311,5752,8960.83%+1,321
SECTOR ENERGY
ST STR ENERG ETF
5,31620,543+15,2274851,8040.51%+1,319
APPLE INC(AAPL)45,21546,096+8819,52310,7403.07%+1,217
X TRACKERS161,350201,983+40,6334,1165,2781.51%+1,162
VEEVA SYSTEMS(VEEV)018,289+18,28903,8381.10%+3,838
U S BANCORP DE(USB)0121,066+121,06605,5361.58%+5,536
VANECK MORNINGSTAR
MRNGSTR WDE MOAT
066,113+66,11306,4101.83%+6,410
ADVANCED MICRO(AMD)05,181+5,18108500.24%+850
PIMCO 25
25YR+ ZERO U S
0115,655+115,65509,5322.72%+9,532
AUTODESK INC12,65313,915+1,2623,1313,8331.09%+702
ABBVIE INC(ABBV)13,91415,534+1,6202,3873,0680.88%+681
TYLER TECHNOLOGIES(TYL)8,4078,243-1644,2274,8121.37%+585
SPDR MSCI
ST STR MSCI USAQ
065,969+65,969010,3942.97%+10,394
SPDR BLOOMBERG
ST STR CONV ETF
154,153151,887-2,26611,10811,6333.32%+525
AIR PRODUCTS16,50115,961-5404,2584,7521.36%+494
SPDR PORTFOLIO
ST LON TREAS ETF
0240,638+240,63806,9952.00%+6,995
SPDR NUVEEN
ST NUVE HIGH ETF
20,70637,951+17,2455279970.28%+470
INVESCO EXCHANGE0724,152+724,152017,5075.00%+17,507
AGILENT TECHNOLOGIES(A)014,950+14,95002,2200.63%+2,220
SERVICENOW INC(NOW)4,2014,126-753,3053,6901.05%+385
JACK HENRY(JKHY)014,778+14,77802,6090.74%+2,609
META PLATFORMS(META)3,7013,783+821,8662,1660.62%+299
INVESCO NASDAQ
NASDAQ 100 ETF
5,4036,772+1,3691,0651,3600.39%+295
BROADCOM INC(AVGO)96410,428+9,4641,5481,7990.51%+251
MERCADOLIBRE INC(MELI)0490+49001,0050.29%+1,005
ISHARES U S
U S EQUITY FACTR
20,80122,937+2,1361,1581,3480.38%+190
VANGUARD MUNICIPAL0326,423+326,423016,6874.76%+16,687
INTERCONTINENTAL EXCH(ICE)12,00810,915-1,0931,6441,7530.50%+110
KLA CORP(KLAC)0134+13401040.03%+104
RELX PLC(RELX)44,53445,212+6782,0432,1460.61%+103
GOLDMAN SACHS01,277+1,2770990.03%+99
VISA INC(V)06,226+6,22601,7120.49%+1,712
SELECT SECTOR
ST STR SVC ETF
3,3654,052+6872883660.10%+78
TRADEWEB MARKETS(TW)017,614+17,61402,1780.62%+2,178
ISHARES GLOBAL0846+8460700.02%+70
CONSUMER DISCRETIONARY
ST STR DISCR ETF
619840+2211131680.05%+55
JPMORGAN BETABUILDERS
BETABUILDRS US
10,86510,756-1091,0661,1140.32%+48
GOLDMAN SACHS9,7249,626-981,0401,0870.31%+47
PURECYCLE TECHNOLOGIES(PCT)012,340+12,34001170.03%+117
NETFLIX INC(NFLX)062+620440.01%+44
ASML HOLDING
N Y REGISTRY SHS
2,4373,042+6052,4922,5350.72%+42
SPDR NUVEEN
ST STR NUVEE ETF
038,383+38,38301,7970.51%+1,797
MASTERCARD INC(MA)0784+78403870.11%+387
AON PLC(AON)73673602162550.07%+39
ACCENTURE PLC
SHS CLASS A
76776702332710.08%+38
MARVELL TECHNOLOGY(MRVL)0515+5150370.01%+37
SECTOR TECHNOLOGY
ST STR TECHN ETF
6,1406,312+1721,3891,4250.41%+36
KEYSIGHT TECHNOLOGIES(KEYS)0223+2230350.01%+35
BERKSHIRE HATHAWAY13,45511,968-1,4875,4735,5081.57%+35
MASCO CORP(MAS)04,482+4,48203760.11%+376
SECTOR HEALTHCARE
ST STR CARE ETF
0539+5390830.02%+83
SALESFORCE INC(CRM)01,046+1,04602860.08%+286
NUVEEN NASDAQ(QQQX)0919+9190230.01%+23
WABTEC(WAB)94094001491710.05%+22
DANAHER CORP(DHR)838829-92092300.07%+21
SPDR S&P(SPY)210233+231141340.04%+19
PAYCHEX INC(PAYX)01,240+1,24001660.05%+166
COSTCO WHOLESALE(COST)0525+52504660.13%+466
EQUINOX GOLD(EQX)018,495+18,49501130.03%+113
ISHARES GLOBAL0164+1640150.00%+15
JONES LANG(JLL)312292-2064790.02%+15
RTX CORP(RTX)669669067810.02%+14
WILLIS TOWERS(WTW)722687-351892020.06%+13
ALPS SECTOR
SECTR DIV DOGS
01,995+1,99501180.03%+118
FISERV INC(FISV)0395+3950710.02%+71
VANGUARD LARGE80380302002110.06%+11
AT&T INC(T)1,3581,611+25326350.01%+9
INVESCO NASDAQ
NASDAQ INTERNT
97307+2104130.00%+9
HOME DEPOT(HD)0152+1520620.02%+62
AMETEK INC1,7261,72602882960.08%+9
VANGUARD MID0182+1820480.01%+48
AFFILIATED MANAGERS322322050570.02%+7
ISHARES S&P2,1432,14301982050.06%+7
KIMBERLY CLARK(KMB)1,6681,66802312370.07%+7
BRISTOL MYERS(BMY)0647+6470330.01%+33
TJX COS(TJX)840840092990.03%+6
BLACKROCK INC(BLK)013+130120.00%+12
BRITISH AMERN(BTI)1,0601,060033390.01%+6
INTL BUSINESS(IBM)026+26060.00%+6
PUBLIC STORAGE(PSA)015+15050.00%+5
GILEAD SCIENCES(GILD)065+65050.00%+5
LOCKHEED MARTIN(LMT)09+9050.00%+5
CAMECO CORP(CCJ)0107+107050.00%+5
DIGITAL REALTY(DLR)031+31050.00%+5
CONSTELLATION ENERGY(CEG)019+19050.00%+5
VISTRA CORP(VST)041+41050.00%+5
WILLIAMS COS(WMB)0106+106050.00%+5
VERALTO CORP(VLTO)276276026310.01%+5
VANGUARD S&P159159080840.02%+4
TRANSDIGM GROUP(TDG)03+3040.00%+4
MANULIFE FINANCIAL(MFC)1,4501,450039430.01%+4
ISHARES CORE07+7040.00%+4
INVESCO S&P
S&P500 EQL WGT
237237039420.01%+4
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