Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 132,644 | -105 | $55,806 |
MSFT | 132,644 | -105 | $55,806 |
BERKSHIRE HATHAWAY INC DEL | $40,601 | ||
BRK.B | 96,549 | +1,241 | $40,601 |
VISA INC | 68,732 | +1,445 | $19,182 |
V | 68,732 | +1,445 | $19,182 |
SSGA ACTIVE ETF TR (SRLN) | 446,266 | -4,761 | $18,792 |
SRLN | 446,266 | -4,761 | $18,792 |
BANK AMERICA CORP | 476,812 | +10,173 | $18,081 |
BAC | 476,812 | +10,173 | $18,081 |
INVESCO EXCHANGE TRADED FD T (RSP) | 102,102 | +2,203 | $17,293 |
RSP | 102,102 | +2,203 | $17,293 |
BANK NEW YORK MELLON CORP | 281,113 | +4,792 | $16,198 |
BK | 281,113 | +4,792 | $16,198 |
ISHARES TR (IVE) | 86,238 | +2,961 | $16,110 |
IVE | 86,238 | +2,961 | $16,110 |
INVESCO EXCH TRADED FD TR II (VRP) | 673,280 | -1,318 | $16,004 |
VRP | 673,280 | -1,318 | $16,004 |
MERCK & CO INC | 117,117 | -1,842 | $15,454 |
MRK | 117,117 | -1,842 | $15,454 |
INTEL CORP | 326,060 | +308 | $14,402 |
INTC | 326,060 | +308 | $14,402 |
ISHARES TR (SHYG) | 332,547 | -332 | $14,150 |
SHYG | 332,547 | -332 | $14,150 |
ORACLE CORP | 110,376 | +25,321 | $13,864 |
ORCL | 110,376 | +25,321 | $13,864 |
AMERICAN EXPRESS CO | 59,597 | +496 | $13,570 |
AXP | 59,597 | +496 | $13,570 |
DISNEY WALT CO | 101,461 | -160 | $12,415 |
DIS | 101,461 | -160 | $12,415 |
SPDR SER TR (SJNK) | 473,147 | +14,518 | $11,933 |
SJNK | 473,147 | +14,518 | $11,933 |
ISHARES TR (IBDP) | 413,848 | +36,997 | $10,367 |
IBDP | 413,848 | +36,997 | $10,367 |
PEPSICO INC | 57,702 | +1,432 | $10,098 |
PEP | 57,702 | +1,432 | $10,098 |
GENERAL ELECTRIC CO | 55,320 | -239 | $9,710 |
GE | 55,320 | -239 | $9,710 |
UNILEVER PLC | 172,700 | +5,937 | $8,668 |
UL | 172,700 | +5,937 | $8,668 |
NOVARTIS AG | 84,583 | +1,631 | $8,182 |
NVS | 84,583 | +1,631 | $8,182 |
ISHARES INC (IEMG) | 132,073 | -952 | $6,815 |
IEMG | 132,073 | -952 | $6,815 |
PROCTER AND GAMBLE CO | 41,882 | -107 | $6,795 |
PG | 41,882 | -107 | $6,795 |
UNION PAC CORP | 27,064 | -188 | $6,656 |
UNP | 27,064 | -188 | $6,656 |
RTX CORPORATION | 61,304 | +4,621 | $5,979 |
RTX | 61,304 | +4,621 | $5,979 |
ISHARES TR (ITOT) | 48,677 | -5,839 | $5,612 |
ITOT | 48,677 | -5,839 | $5,612 |
ISHARES TR (IYR) | 62,248 | +6,736 | $5,596 |
IYR | 62,248 | +6,736 | $5,596 |
SELECT SECTOR SPDR TR (XLF) | 129,049 | +9,854 | $5,436 |
XLF | 129,049 | +9,854 | $5,436 |
ISHARES INC (EMXC) | 89,643 | +8,493 | $5,161 |
EMXC | 89,643 | +8,493 | $5,161 |
CISCO SYS INC | 87,952 | -691 | $4,390 |
CSCO | 87,952 | -691 | $4,390 |
JOHNSON & JOHNSON | 23,948 | +78 | $3,788 |
JNJ | 23,948 | +78 | $3,788 |
VANGUARD WORLD FD (VDC) | 17,120 | -25 | $3,495 |
VDC | 17,120 | -25 | $3,495 |
J P MORGAN EXCHANGE TRADED F (JPST) | 69,122 | -1,923 | $3,487 |
JPST | 69,122 | -1,923 | $3,487 |
ISHARES TR (IBDT) | 139,596 | -1,003 | $3,477 |
IBDT | 139,596 | -1,003 | $3,477 |
VANGUARD WORLD FD (VFH) | 32,476 | -1,087 | $3,325 |
VFH | 32,476 | -1,087 | $3,325 |
ISHARES TR (IBDU) | 144,592 | -457 | $3,300 |
IBDU | 144,592 | -457 | $3,300 |
INVESCO EXCH TRD SLF IDX FD | 167,518 | -886 | $3,231 |
BSCR | 167,518 | -886 | $3,231 |
ABBVIE INC | 17,509 | +92 | $3,188 |
ABBV | 17,509 | +92 | $3,188 |
ISHARES TR (IBDS) | 128,210 | -967 | $3,051 |
IBDS | 128,210 | -967 | $3,051 |
INVESCO EXCH TRD SLF IDX FD | 152,009 | -875 | $2,782 |
BSCT | 152,009 | -875 | $2,782 |
EXXON MOBIL CORP | 23,107 | +659 | $2,686 |
XOM | 23,107 | +659 | $2,686 |
INVESCO EXCH TRD SLF IDX FD | 126,681 | -1,701 | $2,542 |
BSCS | 126,681 | -1,701 | $2,542 |
ISHARES TR (IVW) | 29,443 | +726 | $2,486 |
IVW | 29,443 | +726 | $2,486 |
ISHARES TR (IYW) | 18,284 | +456 | $2,469 |
IYW | 18,284 | +456 | $2,469 |
ISHARES TR (IBDQ) | 95,354 | +44,321 | $2,366 |
IBDQ | 95,354 | +44,321 | $2,366 |
VANGUARD WORLD FD (MGC) | 11,304 | UNCH | $2,112 |
MGC | 11,304 | UNCH | $2,112 |
VANGUARD SPECIALIZED FUNDS (VIG) | 10,804 | -184 | $1,973 |
VIG | 10,804 | -184 | $1,973 |
APPLE INC | 10,025 | -2,083 | $1,719 |
AAPL | 10,025 | -2,083 | $1,719 |
AMAZON COM INC | 9,351 | +51 | $1,687 |
AMZN | 9,351 | +51 | $1,687 |
VANGUARD WORLD FD (MGV) | 13,469 | +166 | $1,610 |
MGV | 13,469 | +166 | $1,610 |
See Full List: All Stocks Held By Matthew Goff Investment Advisor LLC
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See Details: Top 10 Stocks Held By Matthew Goff Investment Advisor LLC
Size ($ in 1000's)
At 03/31/2024: $495,293 At 12/31/2023: $451,732 Matthew Goff Investment Advisor LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Matthew Goff Investment Advisor LLC 13F filings. Link to 13F filings: SEC filings |