GoalVest Advisory LLC 13F Portfolio

Hedge FundPortfolio ManagerPerformance 25Q1AUM# of HoldingsPerformance Rank Allocation
GoalVest Advisory LLCGoalVest Advisory LLC-5.69%$363704000 502

Top Holdings Performance History

GoalVest Advisory LLC Holdings Map

Top 50 GoalVest Advisory LLC Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

GoalVest Advisory LLC Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds

© 2025 - HedgeFollow | Terms | Privacy | Contact