GA
| |
Goodman Advisory Group, LLC13F | |
| Goodman Advisory Group, LLC | |
| Last update 2025-05-15 | 181 Stocks (129 new) |
| Value $328.00 Mil | Turnover 10 % |
Goodman Advisory Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 445,237 | 29,278.8 | -2.97% | 8.930 | -0.28% | 0.050 | +19.60% | +7.78% | 76,985.6 | ||
JVAL | JPMorgan U.S. Value Factor ETF | 438,131 | 18,147.4 | +1.67% | 5.530 | +0.09% | 3.480 | +18.76% | +5.22% | 526.1 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 348,702 | 17,808.2 | +2.58% | 5.430 | +0.14% | 0.070 | +11.76% | +4.26% | 26,844.9 | ||
PRF | Invesco RAFI US 1000 ETF | 412,580 | 16,672.4 | +1.25% | 5.080 | +0.06% | 0.220 | +13.46% | +6.70% | 7,860.1 | ||
VTEB | Vanguard Tax-Exempt Bond ETF | 305,106 | 15,139.4 | -11.33% | 4.620 | -0.58% | 0.040 | +0.55% | -1.63% | 35,362.2 | ||
PZA |
Invesco National AMT-Free Municipal Bond ETF
Invesco National AMT-Free Municipal Bond ETF
| 655,675 | 15,106.8 | -14.12% | 4.610 | -0.75% | 0.520 | -1.65% | -5.46% | 2,780.9 | ||
AAPL | Apple Inc | 46,412 | 10,309.7 | -3.43% | 3.140 | -0.12% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
QUS |
SPDR MSCI USA StrategicFactors SM ETF
SPDR MSCI USA StrategicFactors SM ETF
| 64,136 | 10,049.5 | +0.44% | 3.060 | +0.01% | 0.680 | +10.36% | +5.94% | 1,557.0 | ||
ZROZ |
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
| 138,070 | 9,890.0 | +8.54% | 3.020 | +0.24% | 0.640 | -4.69% | -6.58% | 1,420.5 | ||
MSFT | Microsoft Corp | 26,150 | 9,816.4 | -13.97% | 2.990 | -0.53% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software |
Goodman Advisory Group, LLC's Historical Top Holdings Breakdowns
Goodman Advisory Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 2025-03-31 | Sold Out Sold Out | -3.69% | 75.99 ($79) 81.58 | $85.19 | 7.84% | Sold Out | 0 | -160,760 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | New Buy New Buy | +0.86% | 104.71 ($106.35) 107.68 | $103.24 | -2.92% | New holding | 26,791 | 26,791 | |
PZA |
Invesco National AMT-Free Municipal Bond ETF
Invesco National AMT-Free Municipal Bond ETF
| 2025-03-31 | Reduce Reduce | -0.75% | 22.83 ($23.47) 23.76 | $21.94 | -6.52% | Reduce -14.12% | 655,675 | -107,775 | |
RVNU |
Xtrackers Municipal Infrastructure Revenue Bond ETF
Xtrackers Municipal Infrastructure Revenue Bond ETF
| 2025-03-31 | Add Add | +0.63% | 24.5 ($25.04) 25.39 | $23.46 | -6.31% | Add 54.9% | 237,941 | 84,331 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.58% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -14.93% | 83,530 | -14,665 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-03-31 | Reduce Reduce | -0.58% | 49.25 ($50.03) 50.66 | $48.51 | -3.04% | Reduce -11.33% | 305,106 | -39,002 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.53% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -13.97% | 26,150 | -4,245 | |
META | Meta Platforms Inc | 2025-03-31 | Add Add | +0.51% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Add 44.08% | 9,567 | 2,927 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.49% | 154.33 ($181.36) 206.38 | $185.06 | 2.04% | Reduce -18.78% | 37,875 | -8,757 | |
V | Visa Inc | 2025-03-31 | New Buy New Buy | +0.47% | 306.92 ($338.38) 362.71 | $349.05 | 3.15% | New holding | 4,382 | 4,382 |
Goodman Advisory Group, LLC Total Holding History ($B)
Goodman Advisory Group, LLC's Asset Allocation
Goodman Advisory Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Goodman Advisory Group, LLC's Hypothetical Growth since 2025-03-31
Goodman Advisory Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Goodman Advisory Group, LLC's Holdings Heat Map
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Goodman Advisory Group, LLC's Holdings Bubble Chart
Goodman Advisory Group, LLC News
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