MG

Matthew Goff Investment Advisor, LLC

13F
Matthew Goff Investment Advisor, LLC
Last update 2025-07-11 96 Stocks (6 new)
Value $541.00 Mil Turnover 6 %
Countries:
Matthew Goff Investment Adviso... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
116,527
57,961.6
-1.16%
10.720
-0.09%
0.000
+38.00%
+20.34%
3,755,441.4
Software
BRK.B
Berkshire Hathaway Inc
93,696
45,514.7
-1.54%
8.420
-0.14%
0.000
-8.19%
+5.48%
1,031,150.2
Insurance
BK
Bank of New York Mellon Corp
274,860
25,042.5
-1.23%
4.630
-0.05%
0.040
+29.60%
+30.24%
69,748.3
Banks
V
Visa Inc
70,141
24,903.4
-1.05%
4.610
-0.05%
0.000
+6.35%
+11.71%
687,358.6
Credit Services
BAC
Bank of America Corp
493,424
23,348.8
-0.59%
4.320
-0.02%
0.010
+25.40%
+10.02%
355,250.2
Banks
GOOG
Alphabet Inc
123,755
21,952.8
+1,712.99%
4.060
+3.84%
0.000
+24.98%
+1.11%
2,324,162.3
Interactive Media
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
760,151
19,140.6
-16.42%
3.540
-0.69%
0.640
+1.09%
+2.43%
2,949.8
 
ORCL
Oracle Corp
82,325
17,998.7
+0.17%
3.330
+0.01%
0.000
+87.53%
+44.06%
668,811.2
Software
AXP
American Express Co
53,908
17,195.7
-1.88%
3.180
-0.05%
0.010
+20.79%
+3.32%
211,645.6
Credit Services
IVE
iShares S&P 500 Value ETF
84,992
16,609.1
-4.44%
3.070
-0.14%
0.040
+12.22%
+5.05%
39,785.9
 

Matthew Goff Investment Advisor, LLC's Historical Top Holdings Breakdowns

Matthew Goff Investment Advisor, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOG
Alphabet Inc
2025-06-30
Add
Add
+3.84%
146.58 ($165.11) 180.01
$192.11
16.35%
Add 1712.99%
123,755
116,929
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
2025-06-30
Sold Out
Sold Out
-2.65%
24.12 ($25.01) 25.48
$25.46
1.80%
Sold Out
0
-571,434
GE
GE Aerospace
2025-06-30
Sold Out
Sold Out
-1.42%
166.81 ($219.12) 257.39
$259.00
18.20%
Sold Out
0
-38,330
RSP
Invesco S&P 500 Equal Weight ETF
2025-06-30
Reduce
Reduce
-1.10%
152.93 ($172.62) 181.74
$185.89
7.69%
Reduce -31.58%
74,351
-34,310
VRP
Invesco Variable Rate Preferred ETF
2025-06-30
Reduce
Reduce
-0.93%
23.32 ($24.08) 24.45
$24.40
1.33%
Reduce -32.52%
433,695
-208,977
AVGO
Broadcom Inc
2025-06-30
New Buy
New Buy
+0.82%
146.29 ($216.36) 275.65
$278.59
28.76%
New holding
16,090
16,090
VFH
Vanguard Financials ETF
2025-06-30
Sold Out
Sold Out
-0.78%
104.87 ($119.24) 127.3
$128.74
7.97%
Sold Out
0
-35,360
MGV
Vanguard Mega Cap Value ETF
2025-06-30
Sold Out
Sold Out
-0.74%
114.87 ($125.46) 131.25
$132.15
5.33%
Sold Out
0
-24,590
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
2025-06-30
Reduce
Reduce
-0.69%
25.04 ($25.12) 25.18
$25.14
0.08%
Reduce -16.42%
760,151
-149,311
VDC
Vanguard Consumer Staples ETF
2025-06-30
Sold Out
Sold Out
-0.68%
204.89 ($219.19) 224.73
$220.31
0.51%
Sold Out
0
-16,804

Matthew Goff Investment Advisor, LLC Total Holding History ($B)

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Matthew Goff Investment Advisor, LLC's Asset Allocation

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Matthew Goff Investment Advisor, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Matthew Goff Investment Advisor, LLC's Hypothetical Growth since 2025-06-30

Matthew Goff Investment Advisor, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Matthew Goff Investment Advisor, LLC's Holdings Heat Map

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Matthew Goff Investment Advisor, LLC's Holdings Bubble Chart

Matthew Goff Investment Advisor, LLC News

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