MG
| |
Matthew Goff Investment Advisor, LLC13F | |
| Matthew Goff Investment Advisor, LLC | |
| Last update 2025-04-22 | 104 Stocks (4 new) |
| Value $542.00 Mil | Turnover 2 % |
Matthew Goff Investment Adviso... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 95,162 | 50,681.6 | -0.50% | 9.350 | -0.04% | 0.000 | -2.52% | +5.46% | 1,031,246.8 | Insurance | |
MSFT | Microsoft Corp | 117,898 | 44,257.8 | -0.31% | 8.160 | -0.03% | 0.000 | +39.34% | +18.54% | 3,699,325.7 | Software | |
V | Visa Inc | 70,887 | 24,843.0 | -0.09% | 4.580 | 0% | 0.000 | +14.38% | +13.22% | 696,696.3 | Credit Services | |
BK | Bank of New York Mellon Corp | 278,285 | 23,339.7 | -1.32% | 4.310 | -0.05% | 0.040 | +26.64% | +22.80% | 66,714.2 | Banks | |
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 909,462 | 22,873.0 | -8.25% | 4.220 | -0.38% | 0.720 | +1.29% | +2.27% | 2,983.2 | ||
BAC | Bank of America Corp | 496,363 | 20,713.2 | -0.47% | 3.820 | -0.02% | 0.010 | +37.57% | +12.07% | 366,501.1 | Banks | |
RSP | Invesco S&P 500 Equal Weight ETF | 108,661 | 18,823.4 | -0.38% | 3.470 | -0.01% | 0.030 | +18.34% | +5.77% | 72,719.5 | ||
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 423,298 | 17,998.7 | -1.23% | 3.320 | -0.04% | 0.300 | +6.53% | +4.19% | 6,532.1 | ||
IVE | iShares S&P 500 Value ETF | 88,940 | 16,950.2 | +0.75% | 3.130 | +0.02% | 0.050 | +15.64% | +4.16% | 39,450.8 | ||
VRP | Invesco Variable Rate Preferred ETF | 642,672 | 15,578.4 | -1.30% | 2.870 | -0.04% | 0.770 | +6.34% | +4.12% | 2,123.4 |
Matthew Goff Investment Advisor, LLC's Historical Top Holdings Breakdowns
Matthew Goff Investment Advisor, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MGC | Vanguard Mega Cap 300 Index ETF | 2025-03-31 | Sold Out Sold Out | -0.45% | 199.2 ($212.96) 222.69 | $225.61 | 5.94% | Sold Out | 0 | -11,272 | |
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 2025-03-31 | Reduce Reduce | -0.38% | 25.05 ($25.11) 25.16 | $25.10 | -0.04% | Reduce -8.25% | 909,462 | -81,762 | |
MGV | Vanguard Mega Cap Value ETF | 2025-03-31 | Add Add | +0.34% | 123.61 ($129.3) 133.01 | $132.38 | 2.38% | Add 84.65% | 24,590 | 11,273 | |
BSCQ |
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
| 2025-03-31 | Add Add | +0.22% | 19.42 ($19.48) 19.54 | $19.52 | 0.21% | Add 29.6% | 273,456 | 62,450 | |
AXP | American Express Co | 2025-03-31 | Reduce Reduce | -0.19% | 255.39 ($295.58) 325.87 | $322.73 | 9.19% | Reduce -5.83% | 54,943 | -3,404 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Reduce Reduce | -0.16% | 120.29 ($128.89) 134.6 | $135.81 | 5.37% | Reduce -12.28% | 48,581 | -6,803 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +0.13% | 50.39 ($50.51) 50.66 | $50.48 | -0.06% | Add 13.84% | 117,001 | 14,226 | |
USRT | iShares Core U.S. REIT ETF | 2025-03-31 | New Buy New Buy | +0.11% | 55.14 ($57.92) 60.29 | $56.66 | -2.18% | New holding | 10,088 | 10,088 | |
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | New Buy New Buy | +0.11% | 85.7 ($90.17) 93.96 | $86.19 | -4.41% | New holding | 6,328 | 6,328 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.10% | 209.68 ($231.67) 247.1 | $209.95 | -9.38% | Reduce -26.55% | 6,196 | -2,240 |
Matthew Goff Investment Advisor, LLC Total Holding History ($B)
Matthew Goff Investment Advisor, LLC's Asset Allocation
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 2025-03-31
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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