Goodman Advisory Group, LLC Top Holdings and 13F Report (2025) About Goodman Advisory Group, LLCInvestment ActivityGoodman Advisory Group, LLC has $339.01 million in total holdings as of December 31, 2024.Goodman Advisory Group, LLC owns shares of 53 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 7.53% of the portfolio was purchased this quarter.About 11.36% of the portfolio was sold this quarter.This quarter, Goodman Advisory Group, LLC has purchased 196 new stocks and bought additional shares in 29 stocks.Goodman Advisory Group, LLC sold shares of 19 stocks and completely divested from 147 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $31,635,661JPMorgan US Value Factor ETF $18,615,703Invesco National AMT-Free Municipal Bond ETF $18,025,050SPDR Portfolio S&P 500 Value ETF $17,383,776Vanguard Tax-Exempt Bond ETF $17,250,138 Largest New Holdings this Quarter Palo Alto Networks $2,632,601 HoldingWorkday $2,151,455 HoldingDominion Energy $2,108,141 HoldingLAM RESEARCH $954,954 Holding Largest Purchases this Quarter Palo Alto Networks 14,468 shares (about $2.63M)Workday 8,338 shares (about $2.15M)Dominion Energy 39,141 shares (about $2.11M)TransDigm Group 1,637 shares (about $2.07M)Meta Platforms 2,857 shares (about $1.67M) Largest Sales this Quarter Xtrackers Municipal Infrastructure Revenue Bond Fund 48,373 shares (about $1.22M)ServiceNow 622 shares (about $659.39K)Autodesk 1,955 shares (about $577.84K)Vanguard Growth ETF 1,378 shares (about $565.59K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 5,225 shares (about $524.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoodman Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$31,635,661$523,599 ▲1.7%458,8879.3%ETFJVALJPMorgan US Value Factor ETF$18,615,703$757,253 ▲4.2%430,9195.5%ETFPZAInvesco National AMT-Free Municipal Bond ETF$18,025,050$945,627 ▲5.5%763,4505.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$17,383,776$426,099 ▲2.5%339,9255.1%ETFVTEBVanguard Tax-Exempt Bond ETF$17,250,138$886,549 ▲5.4%344,1085.1%ETFPRFInvesco FTSE RAFI US 1000 ETF$16,438,051$445,071 ▲2.8%407,4884.8%ETFNVDANVIDIA$13,186,655$1,298,723 ▲10.9%98,1953.9%Computer and TechnologyMSFTMicrosoft$12,811,548$689,155 ▲5.7%30,3953.8%Computer and TechnologyCWBSPDR Bloomberg Convertible Securities ETF$12,521,589$691,118 ▲5.8%160,7603.7%ETFAAPLApple$12,035,089$491,821 ▲4.3%48,0603.6%Computer and TechnologyVUGVanguard Growth ETF$10,673,144$565,590 ▼-5.0%26,0043.1%ETFQUSSPDR MSCI USA StrategicFactors ETF$9,888,066$327,197 ▼-3.2%63,8562.9%ETFGOOGLAlphabet$8,827,442$675,423 ▲8.3%46,6322.6%Computer and TechnologyZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$8,728,933$792,697 ▲10.0%127,2072.6%ETFAMZNAmazon.com$7,507,099$474,541 ▲6.7%34,2182.2%Retail/WholesaleSPTLSPDR Portfolio Long Term Treasury ETF$6,825,205$522,908 ▲8.3%260,6042.0%ETFTSMTaiwan Semiconductor Manufacturing$6,286,153$856,323 ▲15.8%31,8301.9%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$6,033,245$97,083 ▼-1.6%65,0661.8%ETFBRK.BBerkshire Hathaway$5,598,914$174,060 ▲3.2%12,3521.7%FinanceUSBU.S. Bancorp$5,484,277$306,303 ▼-5.3%114,6621.6%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,465,526$524,277 ▼-8.8%54,4701.6%ETFJHMLJohn Hancock Multifactor Large Cap ETF$5,045,779$362,249 ▼-6.7%72,4451.5%ETFTYLTyler Technologies$4,949,298$196,057 ▲4.1%8,5831.5%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$4,940,470$60,521 ▲1.2%91,1021.5%ETFVEEVVeeva Systems$4,430,841$585,551 ▲15.2%21,0741.3%MedicalAPDAir Products and Chemicals$4,334,166$295,267 ▼-6.4%14,9431.3%Basic MaterialsGTOInvesco Total Return Bond ETF$3,994,949$421,683 ▲11.8%86,0981.2%ETFPIMCO ACTIVE$3,979,841$431,485 ▲12.2%44,0151.2%MF Closed and MF OpenMETAMeta Platforms$3,887,864$1,672,835 ▲75.5%6,6401.1%Computer and TechnologyRVNUXtrackers Municipal Infrastructure Revenue Bond Fund$3,880,188$1,221,902 ▼-23.9%153,6101.1%ETFNOWServiceNow$3,714,638$659,391 ▼-15.1%3,5041.1%Computer and TechnologyDUKDuke Energy$3,546,935$512,846 ▼-12.6%32,9211.0%UtilitiesADSKAutodesk$3,535,022$577,840 ▼-14.0%11,9601.0%Computer and TechnologyABBVAbbVie$3,109,808$349,365 ▲12.7%17,5000.9%MedicalJKHYJack Henry & Associates$2,968,887$378,298 ▲14.6%16,9360.9%Computer and TechnologyROPRoper Technologies$2,922,486$47,305 ▼-1.6%5,6220.9%Computer and TechnologyMCDMcDonald's$2,769,208$12,175 ▲0.4%9,5530.8%Retail/WholesalePANWPalo Alto Networks$2,632,601$2,632,601 ▲New Holding14,4680.8%Computer and TechnologyAAgilent Technologies$2,482,010$473,672 ▲23.6%18,4760.7%MedicalRELXRelx$2,283,992$230,461 ▲11.2%50,2860.7%Computer and TechnologyTWTradeweb Markets$2,156,694$149,383 ▼-6.5%16,4730.6%FinanceWDAYWorkday$2,151,455$2,151,455 ▲New Holding8,3380.6%Computer and TechnologyAVGOBroadcom$2,125,639$291,873 ▼-12.1%9,1690.6%Computer and TechnologyDDominion Energy$2,108,141$2,108,141 ▲New Holding39,1410.6%UtilitiesTDGTransDigm Group$2,078,338$2,074,536 ▲54,566.7%1,6400.6%AerospaceTFISPDR Nuveen Barclays Municipal Bond ETF$1,718,141$32,892 ▼-1.9%37,6620.5%FinanceICEIntercontinental Exchange$1,600,271$26,227 ▼-1.6%10,7390.5%FinanceLRGFiShares U.S. Equity Factor ETF$1,264,334$119,916 ▼-8.7%20,9500.4%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,101,432$130,638 ▲13.5%43,0580.3%ETFLAM RESEARCH$954,954$954,954 ▲New Holding13,2210.3%Common StockXLFFinancial Select Sector SPDR Fund$907,420$125,855 ▼-12.2%18,7750.3%ETFPURECYCLE TECHNOLOGIES$122,386$4,100 ▼-3.2%11,9400.0%Common StockEQXEquinox Gold$92,8450.0%18,4950.0%Basic MaterialsTERTeradyne$0$3,064,787 ▼-100.0%00.0%Computer and TechnologyASMLASML$0$2,534,793 ▼-100.0%00.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$0$1,803,714 ▼-100.0%00.0%ETFVVisa$0$1,711,898 ▼-100.0%00.0%Business ServicesAZNAstraZeneca$0$1,495,951 ▼-100.0%00.0%MedicalXLKTechnology Select Sector SPDR Fund$0$1,425,021 ▼-100.0%00.0%ETFQQQMInvesco NASDAQ 100 ETF$0$1,360,284 ▼-100.0%00.0%ETFLRCXLam Research$0$1,278,797 ▼-100.0%00.0%Computer and TechnologyBBUSJP Morgan BetaBuilders U.S. Equity ETF$0$1,114,106 ▼-100.0%00.0%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$0$1,087,159 ▼-100.0%00.0%ETFMELIMercadoLibre$0$1,005,463 ▼-100.0%00.0%Retail/WholesaleAMDAdvanced Micro Devices$0$850,100 ▼-100.0%00.0%Computer and TechnologyXNTKSPDR NYSE Technology ETF$0$808,539 ▼-100.0%00.0%ETFIYEiShares U.S. Energy ETF$0$695,193 ▼-100.0%00.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$0$654,150 ▼-100.0%00.0%ETFCOSTCostco Wholesale$0$465,645 ▼-100.0%00.0%Retail/WholesaleGOOGAlphabet$0$447,069 ▼-100.0%00.0%Computer and TechnologySOXXiShares Semiconductor ETF$0$429,710 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$407,532 ▼-100.0%00.0%MedicalMAMastercard$0$387,139 ▼-100.0%00.0%Business ServicesMASMasco$0$376,221 ▼-100.0%00.0%ConstructionXLCCommunication Services Select Sector SPDR Fund$0$366,395 ▼-100.0%00.0%ETFWSMWilliams-Sonoma$0$361,275 ▼-100.0%00.0%Retail/WholesaleCTVACorteva$0$337,748 ▼-100.0%00.0%Consumer StaplesRACEFerrari$0$324,373 ▼-100.0%00.0%Auto/Tires/TrucksAMEAMETEK$0$296,372 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$296,299 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$286,301 ▼-100.0%00.0%Computer and TechnologyACNAccenture$0$271,119 ▼-100.0%00.0%Computer and TechnologyAONAON$0$254,649 ▼-100.0%00.0%FinanceSPGIS&P Global$0$244,361 ▼-100.0%00.0%Business ServicesKMBKimberly-Clark$0$237,324 ▼-100.0%00.0%Consumer StaplesDHRDanaher$0$230,478 ▼-100.0%00.0%MedicalVRTXVertex Pharmaceuticals$0$228,819 ▼-100.0%00.0%MedicalVVVanguard Large-Cap ETF$0$211,422 ▼-100.0%00.0%ETFTMOThermo Fisher Scientific$0$209,077 ▼-100.0%00.0%MedicalIVWiShares S&P 500 Growth ETF$0$205,193 ▼-100.0%00.0%ETFWTWWillis Towers Watson Public$0$202,342 ▼-100.0%00.0%FinanceJMUBJPMorgan Municipal ETF$0$202,313 ▼-100.0%00.0%ETFGPCGenuine Parts$0$190,524 ▼-100.0%00.0%Retail/WholesaleWABWestinghouse Air Brake Technologies$0$170,864 ▼-100.0%00.0%TransportationXLYConsumer Discretionary Select Sector SPDR Fund$0$168,314 ▼-100.0%00.0%FinancePAYXPaychex$0$166,396 ▼-100.0%00.0%Business ServicesADBEAdobe$0$147,049 ▼-100.0%00.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$0$133,686 ▼-100.0%00.0%FinanceOTISOtis Worldwide$0$131,484 ▼-100.0%00.0%ConstructionSDOGALPS Sector Dividend Dogs ETF$0$117,645 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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