GA

Goodman Advisory Group, LLC

13F
Goodman Advisory Group, LLC
Last update 2024-08-15 177 Stocks (40 new)
Value $335.00 Mil Turnover 22 %
Countries:
Top Holdings: SPYG(11.90%)SPLG(8.61%)VUG(6.09%)PZA(5.09%)VTEB(4.94%)
Portfolio Report
Summary Stock Picks Current Portfolio
Goodman Advisory Group, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYG 		SPDR Portfolio S&P 500 Growth ETF
497,136
39835.510
-25.85%
11.900
-4.02%
-
+15.74%
+34.63%
32439.453
 
SPLG 		SPDR Portfolio S&P 500 ETF
450,632
28840.430
+0.99%
8.610
+0.08%
-
+12.74%
+25.89%
50809.088
 
VUG 		Vanguard Growth ETF
54,477
20374.930
+182.69%
6.090
+3.94%
-
+15.78%
+31.27%
140079.274
 
PZA 		Invesco National AMT-Free Municipal Bond ETF
719,478
17037.230
-5.37%
5.090
-0.31%
-
+0.34%
-1.12%
3092.759
 
VTEB 		Vanguard Tax-Exempt Bond ETF
329,724
16522.470
-10.61%
4.940
-0.63%
-
+0.04%
-1.00%
33962.074
 
MSFT 		Microsoft Corp
28,391
12689.190
+12.49%
3.790
+0.42%
0.000
+5.12%
+12.98%
3141534.523
Software
NVDA 		NVIDIA Corp
100,498
12415.530
+61.86%
3.710
+1.42%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
CWB 		SPDR Bloomberg Convertible Securities ETF
154,153
11108.240
+16,007.94%
3.320
+3.30%
-
+9.76%
+9.37%
3898.154
 
QUS 		SPDR MSCI USA StrategicFactors SM ETF
66,902
9864.650
-4.95%
2.950
-0.16%
-
+9.86%
+22.87%
1461.081
 
AAPL 		Apple Inc
45,215
9523.280
+26.97%
2.840
+0.60%
0.000
+6.64%
+18.46%
3430687.188
Hardware

Goodman Advisory Group, LLC's Historical Top Holdings Breakdowns

Goodman Advisory Group, 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
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-06-30Reduce
-4.02%
●
68.71 ($74.69) 80.95
$87.59
17.27%
Reduce -25.85%
497,136
-173,297
VUG 		Vanguard Growth ETF2024-06-30Add
+3.94%
●
322.46 ($349.89) 377.11
$408.08
16.63%
Add 182.69%
54,477
35,206
TLT 		iShares 20+ Year Treasury Bond ETF2024-06-30Sold Out
-3.69%
●
87.78 ($91.12) 94.67
$92.49
1.50%
Sold Out
0
-123,096
CWB 		SPDR Bloomberg Convertible Securities ETF2024-06-30Add
+3.30%
●
69.6 ($71.57) 72.8
$78.91
10.26%
Add 16007.94%
154,153
153,196
BUD 		Anheuser-Busch InBev SA/NV2024-06-30Reduce
-1.61%
●
57.14 ($61.26) 67.42
$57.28
-6.50%
Reduce -98.67%
1,127
-83,604
GILD 		Gilead Sciences Inc2024-06-30Sold Out
-1.58%
●
63.15 ($66.73) 72.88
$96.56
44.71%
Sold Out
0
-68,144
NVDA 		NVIDIA Corp2024-06-30Add
+1.42%
●
76.2 ($101.1) 135.58
$147.63
46.02%
Add 61.86%
100,498
38,408
APD 		Air Products & Chemicals Inc2024-06-30New Buy
+1.27%
●
227.76 ($253.65) 285.31
$312.99
23.39%
New holding
16,501
16,501
RVNU 		Xtrackers Municipal Infrastructure Revenue Bond ETF2024-06-30New Buy
+1.23%
●
25.06 ($25.34) 25.72
$25.75
1.62%
New holding
161,350
161,350
NOW 		ServiceNow Inc2024-06-30New Buy
+0.99%
●
643.29 ($733.68) 786.67
$1,008.08
37.40%
New holding
4,201
4,201

Goodman Advisory Group, LLC Total Holding History ($B)

To

Goodman Advisory Group, LLC's Asset Allocation

To

Goodman Advisory Group, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Goodman Advisory Group, LLC's Hypothetical Growth since 2024-06-30

Goodman Advisory Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Goodman Advisory Group, LLC's Holdings Heat Map

Size field:

Goodman Advisory Group, LLC's Holdings Bubble Chart

Goodman Advisory Group, LLC News

  • 1

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