Goodman Advisory Group, LLC Top Holdings and 13F Report (2025) About Goodman Advisory Group, LLCInvestment ActivityGoodman Advisory Group, LLC has $327.97 million in total holdings as of March 31, 2025.Goodman Advisory Group, LLC owns shares of 181 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 9.70% of the portfolio was purchased this quarter.About 9.56% of the portfolio was sold this quarter.This quarter, Goodman Advisory Group, LLC has purchased 53 new stocks and bought additional shares in 17 stocks.Goodman Advisory Group, LLC sold shares of 34 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $29,278,757JPMorgan US Value Factor ETF $18,147,408SPDR Portfolio S&P 500 Value ETF $17,808,237Invesco FTSE RAFI US 1000 ETF $16,672,370Vanguard Tax-Exempt Bond ETF $15,139,363 Largest New Holdings this Quarter 464288414 - iShares National Muni Bond ETF $2,824,843 Holding92826C839 - Visa $1,535,815 Holding46138G649 - Invesco NASDAQ 100 ETF $1,421,599 Holding78409V104 - S&P Global $1,413,044 Holding46641Q399 - JP Morgan BetaBuilders U.S. Equity ETF $1,292,603 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 26,791 shares (about $2.82M)Xtrackers Municipal Infrastructure Revenue Bond Fund 84,331 shares (about $2.08M)Meta Platforms 2,927 shares (about $1.69M)Visa 4,382 shares (about $1.54M)Invesco NASDAQ 100 ETF 7,365 shares (about $1.42M) Largest Sales this Quarter Invesco National AMT-Free Municipal Bond ETF 107,775 shares (about $2.48M)Vanguard Tax-Exempt Bond ETF 39,002 shares (about $1.94M)Microsoft 4,245 shares (about $1.59M)NVIDIA 14,665 shares (about $1.59M)Alphabet 8,757 shares (about $1.35M) 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$29,278,757$897,623 ▼-3.0%445,2378.9%ETFJVALJPMorgan US Value Factor ETF$18,147,408$298,721 ▲1.7%438,1315.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$17,808,237$448,242 ▲2.6%348,7025.4%ETFPRFInvesco FTSE RAFI US 1000 ETF$16,672,370$205,768 ▲1.2%412,5805.1%ETFVTEBVanguard Tax-Exempt Bond ETF$15,139,363$1,935,280 ▼-11.3%305,1064.6%ETFPZAInvesco National AMT-Free Municipal Bond ETF$15,106,773$2,483,139 ▼-14.1%655,6754.6%ETFAAPLApple$10,309,707$366,078 ▼-3.4%46,4123.1%Computer and TechnologyQUSSPDR MSCI USA StrategicFactors ETF$10,049,450$43,873 ▲0.4%64,1363.1%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$9,889,958$778,117 ▲8.5%138,0703.0%ETFMSFTMicrosoft$9,816,403$1,593,523 ▼-14.0%26,1503.0%Computer and TechnologyVUGVanguard Growth ETF$9,055,482$587,383 ▼-6.1%24,4202.8%ETFNVDANVIDIA$9,052,984$1,589,393 ▼-14.9%83,5302.8%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$7,520,647$416,587 ▲5.9%275,8862.3%ETFAMZNAmazon.com$6,584,907$74,582 ▲1.1%34,6102.0%Retail/WholesaleBRK.BBerkshire Hathaway$6,065,545$512,874 ▼-7.8%11,3891.8%FinanceRVNUXtrackers Municipal Infrastructure Revenue Bond Fund$5,860,492$2,077,074 ▲54.9%237,9411.8%ETFGOOGLAlphabet$5,857,105$1,354,209 ▼-18.8%37,8751.8%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$5,563,272$162,536 ▼-2.8%63,2191.7%ETFMETAMeta Platforms$5,514,106$1,687,027 ▲44.1%9,5671.7%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,068,941$411,838 ▼-7.5%50,3771.5%ETFTYLTyler Technologies$4,621,476$368,602 ▼-7.4%7,9491.4%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$4,562,807$293,845 ▼-6.1%85,5901.4%ETFJHMLJohn Hancock Multifactor Large Cap ETF$4,549,755$334,542 ▼-6.8%67,4831.4%ETFVEEVVeeva Systems$4,525,123$356,247 ▼-7.3%19,5361.4%MedicalTSMTaiwan Semiconductor Manufacturing$4,456,050$827,666 ▼-15.7%26,8441.4%Computer and TechnologyPIMCO ACTIVE$4,426,717$356,656 ▲8.8%47,8721.3%MF Closed and MF OpenGTOInvesco Total Return Bond ETF$4,391,294$350,708 ▲8.7%93,5711.3%ETFAPDAir Products and Chemicals$4,374,972$32,147 ▼-0.7%14,8341.3%Basic MaterialsUSBU.S. Bancorp$4,219,989$621,058 ▼-12.8%99,9521.3%FinanceABBVAbbVie$4,147,646$480,871 ▲13.1%19,7951.3%MedicalDUKDuke Energy$3,739,731$275,653 ▼-6.9%30,6611.1%UtilitiesROPRoper Technologies$3,720,707$406,206 ▲12.3%6,3111.1%Computer and TechnologyNOWServiceNow$2,916,269$126,587 ▲4.5%3,6630.9%Computer and TechnologyMCDMcDonald's$2,851,252$132,754 ▼-4.4%9,1280.9%Retail/WholesaleMUBiShares National Muni Bond ETF$2,824,843$2,824,843 ▲New Holding26,7910.9%ETFADSKAutodesk$2,738,164$392,961 ▼-12.6%10,4590.8%Computer and TechnologyJKHYJack Henry & Associates$2,651,566$440,984 ▼-14.3%14,5210.8%Computer and TechnologyDDominion Energy$2,638,101$443,459 ▲20.2%47,0500.8%UtilitiesPANWPalo Alto Networks$2,324,636$144,191 ▼-5.8%13,6230.7%Computer and TechnologyRELXRelx$2,238,509$296,411 ▼-11.7%44,4060.7%Computer and TechnologyTWTradeweb Markets$2,062,764$382,890 ▼-15.7%13,8940.6%FinanceICEIntercontinental Exchange$1,998,159$145,597 ▲7.9%11,5830.6%FinanceTDGTransDigm Group$1,903,406$365,188 ▼-16.1%1,3760.6%AerospaceWDAYWorkday$1,544,805$402,373 ▼-20.7%6,6150.5%Computer and TechnologyVVisa$1,535,815$1,535,815 ▲New Holding4,3820.5%Business ServicesTFISPDR Nuveen Barclays Municipal Bond ETF$1,500,651$196,776 ▼-11.6%33,2960.5%FinanceAAgilent Technologies$1,489,236$672,203 ▼-31.1%12,7300.5%MedicalAVGOBroadcom$1,437,940$97,280 ▼-6.3%8,5880.4%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$1,421,599$1,421,599 ▲New Holding7,3650.4%ETFSPGIS&P Global$1,413,044$1,413,044 ▲New Holding2,7810.4%Business ServicesBBUSJP Morgan BetaBuilders U.S. Equity ETF$1,292,603$1,292,603 ▲New Holding12,8120.4%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,236,010$150,085 ▲13.8%49,0090.4%ETFLRGFiShares U.S. Equity Factor ETF$1,176,991$35,596 ▼-2.9%20,3350.4%ETFXLKTechnology Select Sector SPDR Fund$1,021,062$1,021,062 ▲New Holding4,9450.3%ETFHYDVanEck High Yield Muni ETF$1,000,383$1,000,383 ▲New Holding19,5460.3%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$996,332$996,332 ▲New Holding9,0510.3%ETFAPHAmphenol$939,119$939,119 ▲New Holding14,3180.3%Computer and TechnologyCRMSalesforce$885,859$885,859 ▲New Holding3,3010.3%Computer and TechnologyLAM RESEARCH$852,843$108,323 ▼-11.3%11,7310.3%Common StockXLFFinancial Select Sector SPDR Fund$766,549$168,662 ▼-18.0%15,3890.2%ETFXNTKSPDR NYSE Technology ETF$635,533$635,533 ▲New Holding3,3130.2%ETFMELIMercadoLibre$630,131$630,131 ▲New Holding3230.2%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$565,160$565,160 ▲New Holding7,0320.2%ETFMAMastercard$423,697$423,697 ▲New Holding7730.1%Business ServicesCOSTCostco Wholesale$396,282$396,282 ▲New Holding4190.1%Retail/WholesaleLLYEli Lilly and Company$379,918$379,918 ▲New Holding4600.1%MedicalGOOGAlphabet$375,421$375,421 ▲New Holding2,4030.1%Computer and TechnologyWSMWilliams-Sonoma$368,689$368,689 ▲New Holding2,3320.1%Retail/WholesaleXLCCommunication Services Select Sector SPDR Fund$320,895$320,895 ▲New Holding3,3260.1%ETFAONAON$293,731$293,731 ▲New Holding7360.1%FinanceAMEAMETEK$278,695$278,695 ▲New Holding1,6190.1%Computer and TechnologyMUMicron Technology$248,245$248,245 ▲New Holding2,8570.1%Computer and TechnologyACNAccenture$239,334$239,334 ▲New Holding7670.1%Computer and TechnologyFTNTFortinet$236,125$236,125 ▲New Holding2,4530.1%Computer and TechnologyVRTXVertex Pharmaceuticals$215,261$215,261 ▲New Holding4440.1%MedicalVVVanguard Large-Cap ETF$206,395$206,395 ▲New Holding8030.1%ETFIVWiShares S&P 500 Growth ETF$198,934$198,934 ▲New Holding2,1430.1%ETFPAYXPaychex$191,308$191,308 ▲New Holding1,2400.1%Business ServicesTMOThermo Fisher Scientific$164,208$164,208 ▲New Holding3300.1%MedicalDHRDanaher$155,390$155,390 ▲New Holding7580.0%MedicalSMHVanEck Semiconductor ETF$150,978$150,978 ▲New Holding7140.0%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$142,958$142,958 ▲New Holding7240.0%FinanceSPYSPDR S&P 500 ETF Trust$130,338$130,338 ▲New Holding2330.0%FinanceEQXEquinox Gold$127,2460.0%18,4950.0%Basic MaterialsEWEdwards Lifesciences$121,766$121,766 ▲New Holding1,6800.0%MedicalBTALAGF U.S. Market Neutral Anti-Beta Fund$119,934$119,934 ▲New Holding5,7550.0%ETFSDOGALPS Sector Dividend Dogs ETF$115,910$115,910 ▲New Holding1,9950.0%ETFXOMExxon Mobil$114,173$114,173 ▲New Holding9600.0%EnergyWTWWillis Towers Watson Public$110,172$110,172 ▲New Holding3260.0%FinanceADBEAdobe$108,923$108,923 ▲New Holding2840.0%Computer and TechnologyTJXTJX Companies$102,312$102,312 ▲New Holding8400.0%Retail/WholesaleJMUBJPMorgan Municipal ETF$97,950$97,950 ▲New Holding1,9590.0%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$97,103$97,103 ▲New Holding1,2770.0%ETFRTXRTX$88,616$88,616 ▲New Holding6690.0%AerospaceFIFiserv$87,228$87,228 ▲New Holding3950.0%Business ServicesWABWestinghouse Air Brake Technologies$85,235$85,235 ▲New Holding4700.0%TransportationCVXChevron$83,478$83,478 ▲New Holding4990.0%EnergyVOOVanguard S&P 500 ETF$78,628$78,628 ▲New Holding1530.0%ETFPURECYCLE TECHNOLOGIES$76,466$6,159 ▼-7.5%11,0500.0%Common StockNXPINXP Semiconductors$74,124$74,124 ▲New Holding3900.0%Computer and TechnologyShowing 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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