Matthew Goff Investment Advisor, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MG Matthew Goff Investment Advisor, LLC | Institutional Filer | ▼ 1.21% | $592.6M | 91 |
Current Portfolio Holdings
Showing all 91 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 87K | $43.5M | 7.33% |
| 2 | GOOG | Alphabet Inc. | Communication Services | 117K | $41.3M | 6.96% |
| 3 | MSFT | Microsoft Corporation | Technology | 110K | $40.9M | 6.90% |
| 4 | BNY | Bank of New York Mellon Corp | — | 249K | $36.0M | 6.07% |
| 5 | BAC | Bank of America Corporation | Financial Services | 462K | $26.3M | 4.44% |
| 6 | INTC | Intel Corp. | Technology | 166K | $23.2M | 3.91% |
| 7 | V | Visa Inc. | Financial Services | 66K | $22.5M | 3.80% |
| 8 | SHYG | ISHARES TR | — | 482K | $20.5M | 3.45% |
| 9 | IVE | ISHARES TR | — | 82K | $18.6M | 3.14% |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | — | 343K | $17.3M | 2.92% |
| 11 | AXP | American Express Company | Financial Services | 49K | $16.7M | 2.82% |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | — | 70K | $15.0M | 2.53% |
| 13 | MRK | Merck & Co., Inc. | Healthcare | 115K | $14.8M | 2.50% |
| 14 | RTX | RTX Corporation | Industrials | 71K | $13.5M | 2.29% |
| 15 | NVS | Novartis AG | Healthcare | 83K | $13.0M | 2.19% |
Showing 1 to 15 of 91 holdings