The Analysis of Matthew Goff Investment Advisor, LLC's Holdings
Currently, Matthew Goff Investment Advisor, LLC holds 87 types of securities in its portfolio with a total value $564.2M. In the most recent quarter, they have increased their positions in N/A (+417.2K shares, valued at $10.2M), OMFL (+268.2K shares, valued at $5.3M), JPST (+92.0K shares, valued at $4.7M); decreased their positions in N/A (-25.4K shares, valued at $1.7M), N/A (-3.1K shares, valued at $1.6M), MSFT (-3.0K shares, valued at $1.5M); initiated new positions in N/A (+417.2K shares, valued at $10.2M), OMFL (+268.2K shares, valued at $5.3M), SCHG (+78.0K shares, valued at $2.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP112.9K shares-2.61%2025-12-312026-01-14
ALPHABET INC ALPHABET INC122.9K shares-2.04%2025-12-312026-01-14 BK BANK NEW YORK MELLON CORP261.0K shares-4.38%2025-12-312026-01-14 BAC BANK AMERICA CORP476.9K shares-3.10%2025-12-312026-01-14 V VISA INC67.9K shares-2.88%2025-12-312026-01-14 AXP AMERICAN EXPRESS CO51.9K shares-3.49%2025-12-312026-01-14 SHYG ISHARES TR445.0K shares12.39%2025-12-312026-01-14 IVE ISHARES TR84.2K shares-0.56%2025-12-312026-01-14 ORCL ORACLE CORP81.2K shares-0.88%2025-12-312026-01-14 RTX RTX CORPORATION72.2K shares-2.74%2025-12-312026-01-14 JPST J P MORGAN EXCHANGE TRADED F238.6K shares62.73%2025-12-312026-01-14 NVS NOVARTIS AG85.9K shares-2.74%2025-12-312026-01-14 DIS DISNEY WALT CO101.1K shares-2.54%2025-12-312026-01-14 INTC INTEL CORP303.6K shares-3.25%2025-12-312026-01-14 UNILEVER PLC UNILEVER PLC166.2K shares-13.24%2025-12-312026-01-14 PEP PEPSICO INC64.7K shares-2.02%2025-12-312026-01-14 BSCQ INVESCO EXCH TRD SLF IDX FD461.9K shares21.85%2025-12-312026-01-14 SRLN SSGA ACTIVE ETF TR218.6K shares-3.01%2025-12-312026-01-14 BKLN INVESCO EXCH TRADED FD TR II420.7K shares27.80%2025-12-312026-01-14 IEMG ISHARES INC126.6K shares-1.10%2025-12-312026-01-14 XLF SELECT SECTOR SPDR TR133.3K shares-5.97%2025-12-312026-01-14 EMXC ISHARES INC97.4K shares-4.36%2025-12-312026-01-14 GEV GE VERNOVA INC10.6K shares-4.45%2025-12-312026-01-14 ITOT ISHARES TR45.6K shares-6.68%2025-12-312026-01-14 IYR ISHARES TR68.9K shares-0.54%2025-12-312026-01-14 CSCO CISCO SYS INC79.4K shares-2.86%2025-12-312026-01-14 UNP UNION PAC CORP25.1K shares-3.60%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO38.9K shares-1.60%2025-12-312026-01-14 OMFL INVESCO EXCH TRD SLF IDX FD268.2K sharesnew addition2025-12-312026-01-14 BROADCOM INC BROADCOM INC14.8K shares-8.22%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON22.9K shares-2.54%2025-12-312026-01-14 ABBV ABBVIE INC17.2K shares-1.99%2025-12-312026-01-14 IVW ISHARES TR30.4K shares-1.12%2025-12-312026-01-14 IYW ISHARES TR17.1K shares-3.35%2025-12-312026-01-14 XOM EXXON MOBIL CORP21.4K shares-11.91%2025-12-312026-01-14 AMZN AMAZON COM INC10.1K shares0.00%2025-12-312026-01-14 SCHG SCHWAB STRATEGIC TR78.0K sharesnew addition2025-12-312026-01-14 NVDA NVIDIA CORPORATION12.0K shares-2.24%2025-12-312026-01-14 CITIGROUP INC CITIGROUP INC19.2K shares-2.17%2025-12-312026-01-14 AAPL APPLE INC6.3K shares-13.62%2025-12-312026-01-14 LLY ELI LILLY & CO1.6K shares-19.95%2025-12-312026-01-14 BSCS INVESCO EXCH TRD SLF IDX FD76.5K shares-18.03%2025-12-312026-01-14 XLV SELECT SECTOR SPDR TR10.1K shares11.00%2025-12-312026-01-14 BSCT INVESCO EXCH TRD SLF IDX FD82.0K sharesnew addition2025-12-312026-01-14 GEHC GE HEALTHCARE TECHNOLOGIES I16.2K shares-2.90%2025-12-312026-01-14 IYE ISHARES TR9.7K sharesnew addition2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR7.9K shares120.91%2025-12-312026-01-14 EPD ENTERPRISE PRODS PARTNERS L35.3K shares0.00%2025-12-312026-01-14 ALPHABET INC ALPHABET INC3.5K shares-4.35%2025-12-312026-01-14 USRT ISHARES TR18.8K shares17.82%2025-12-312026-01-14 XLE SELECT SECTOR SPDR TR21.7K shares134.55%2025-12-312026-01-14 IWD ISHARES TR4.3K shares-1.16%2025-12-312026-01-14 COP CONOCOPHILLIPS9.5K shares0.00%2025-12-312026-01-14 IJJ ISHARES TR6.4K shares-3.29%2025-12-312026-01-14 LAW CS DISCO INC107.0K shares0.00%2025-12-312026-01-14 IWF ISHARES TR1.6K shares-1.81%2025-12-312026-01-14 PSX PHILLIPS 665.9K shares0.00%2025-12-312026-01-14 XLU SELECT SECTOR SPDR TR17.5K shares99.53%2025-12-312026-01-14 MMC MARSH & MCLENNAN COS INC3.7K shares-0.32%2025-12-312026-01-14 CVX CHEVRON CORP NEW4.1K shares-1.69%2025-12-312026-01-14 MCD MCDONALDS CORP1.8K shares-9.59%2025-12-312026-01-14 XLP SELECT SECTOR SPDR TR6.9K shares33.63%2025-12-312026-01-14 KO COCA COLA CO7.1K shares-2.10%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.1.4K shares-3.43%2025-12-312026-01-14 SPGI S&P GLOBAL INC868 shares-0.69%2025-12-312026-01-14 IGV ISHARES TR4.0K shares0.00%2025-12-312026-01-14 EOG EOG RES INC3.8K shares0.00%2025-12-312026-01-14 IVV ISHARES TR575 shares-3.04%2025-12-312026-01-14 OXY OCCIDENTAL PETE CORP8.9K shares0.01%2025-12-312026-01-14 MMM 3M CO2.2K shares-0.36%2025-12-312026-01-14 MS MORGAN STANLEY2.0K shares-13.83%2025-12-312026-01-14 ADSK AUTODESK INC1.1K shares0.00%2025-12-312026-01-14 IJK ISHARES TR3.2K shares0.00%2025-12-312026-01-14 JPXN ISHARES TR3.6K sharesnew addition2025-12-312026-01-14 ADP AUTOMATIC DATA PROCESSING IN1.0K shares-16.08%2025-12-312026-01-14 MAIN MAIN STR CAP CORP4.0K shares0.00%2025-12-312026-01-14 IYG ISHARES TR1.6K sharesnew addition2025-12-312026-01-14 IJH ISHARES TR3.6K shares-0.91%2025-12-312026-01-14 SHEL SHELL PLC3.1K shares-0.03%2025-12-312026-01-14 META META PLATFORMS INC341 shares-2.85%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available