MG

Matthew Goff Investment Advisor, LLC

13F
Matthew Goff Investment Advisor, LLC
Last update 2025-04-22 104 Stocks (4 new)
Value $542.00 Mil Turnover 2 %
Countries:
Top Holdings: BRK.B(9.35%)MSFT(8.16%)V(4.58%)BK(4.31%)IBDQ(4.22%)
Summary Stock Picks Current Portfolio
Matthew Goff Investment Adviso... Top Holdings of 2025-03-31 View Full List
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
-0.87%
+8.88%
1,064,764.2
Insurance
MSFT 		Microsoft Corp
117,898
44,257.8
-0.31%
8.160
-0.03%
0.000
+18.73%
+12.03%
3,496,120.0
Software
V 		Visa Inc
70,887
24,843.0
-0.09%
4.580
0%
0.000
+7.75%
+17.54%
709,220.8
Credit Services
BK 		Bank of New York Mellon Corp
278,285
23,339.7
-1.32%
4.310
-0.05%
0.040
+7.31%
+18.94%
64,618.0
Banks
IBDQ 		iShares iBonds Dec 2025 Term Corporate ETF
909,462
22,873.0
-8.25%
4.220
-0.38%
0.720
+1.08%
+1.95%
3,058.8
 
BAC 		Bank of America Corp
496,363
20,713.2
-0.47%
3.820
-0.02%
0.010
+9.79%
+3.57%
338,708.5
Banks
RSP 		Invesco S&P 500 Equal Weight ETF
108,661
18,823.4
-0.38%
3.470
-0.01%
0.030
+2.57%
+2.46%
72,910.9
 
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF
423,298
17,998.7
-1.23%
3.320
-0.04%
0.300
+1.15%
+2.79%
6,328.7
 
IVE 		iShares S&P 500 Value ETF
88,940
16,950.2
+0.75%
3.130
+0.02%
0.050
-0.26%
+0.63%
38,163.4
 
VRP 		Invesco Variable Rate Preferred ETF
642,672
15,578.4
-1.30%
2.870
-0.04%
0.770
+0.99%
+2.60%
2,060.5
 

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
MGC 		Vanguard Mega Cap 300 Index ETF2025-03-31Sold Out
-0.45%
●
199.2 ($212.96) 222.69
$217.52
2.14%
Sold Out
0
-11,272
IBDQ 		iShares iBonds Dec 2025 Term Corporate ETF2025-03-31Reduce
-0.38%
●
25.05 ($25.11) 25.16
$25.11
0%
Reduce -8.25%
909,462
-81,762
MGV 		Vanguard Mega Cap Value ETF2025-03-31Add
+0.34%
●
123.61 ($129.3) 133.01
$128.28
-0.79%
Add 84.65%
24,590
11,273
BSCQ 		Invesco BulletShares 2026 Corporate Bond ETF2025-03-31Add
+0.22%
●
19.42 ($19.48) 19.54
$19.49
0.05%
Add 29.6%
273,456
62,450
AXP 		American Express Co2025-03-31Reduce
-0.19%
●
255.39 ($295.58) 325.87
$302.47
2.33%
Reduce -5.83%
54,943
-3,404
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Reduce
-0.16%
●
120.29 ($128.89) 134.6
$131.06
1.68%
Reduce -12.28%
48,581
-6,803
JPST 		JPMorgan Ultra-Short Income ETF2025-03-31Add
+0.13%
●
50.39 ($50.51) 50.66
$50.45
-0.12%
Add 13.84%
117,001
14,226
USRT 		iShares Core U.S. REIT ETF2025-03-31New Buy
+0.11%
●
55.14 ($57.92) 60.29
$57.51
-0.71%
New holding
10,088
10,088
XLE 		The Energy Select Sector SPDR Fund2025-03-31New Buy
+0.11%
●
85.7 ($90.17) 93.96
$83.41
-7.50%
New holding
6,328
6,328
AAPL 		Apple Inc2025-03-31Reduce
-0.10%
●
209.68 ($231.67) 247.1
$203.92
-11.98%
Reduce -26.55%
6,196
-2,240

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

To

Matthew Goff Investment Advisor, LLC's Asset Allocation

To

Matthew Goff Investment Advisor, LLC Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

Matthew Goff Investment Advisor, LLC's Holdings Bubble Chart

Matthew Goff Investment Advisor, LLC News

  • 1

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