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 | ▲ 6.32% | $599.9M | 107 |
Current Portfolio Holdings
Showing all 107 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 89K | $42.8M | 7.13% |
| 2 | MSFT | Microsoft Corporation | Technology | 112K | $41.6M | 6.93% |
| 3 | GOOG | Alphabet Inc. | Technology | 119K | $34.2M | 5.70% |
| 4 | BK | The Bank of New York Mellon Corporation | Financial Services | 256K | $30.3M | 5.06% |
| 5 | BAC | Bank of America Corporation | Financial Services | 471K | $22.9M | 3.82% |
| 6 | V | Visa Inc. | Financial Services | 67K | $20.2M | 3.37% |
| 7 | EIRL | ISHARES TR | — | 440K | $18.6M | 3.11% |
| 8 | IVE | ISHARES TR | — | 83K | $17.6M | 2.93% |
| 9 | AXP | American Express Company | Financial Services | 51K | $15.3M | 2.55% |
| 10 | BWZ | SPDR Series Trust Short-term H | — | 565K | $14.1M | 2.35% |
| 11 | MRK | Merck & Co., Inc. | Healthcare | 117K | $14.0M | 2.34% |
| 12 | RTX | RTX Corporation | Industrials | 72K | $14.0M | 2.33% |
| 13 | RSPA | Invesco S&P 500 Equal Weight E | — | 71K | $13.7M | 2.28% |
| 14 | INTC | Intel Corporation | Technology | 295K | $13.0M | 2.17% |
| 15 | NVS | Novartis AG | Healthcare | 85K | $12.9M | 2.15% |
Showing 1 to 15 of 107 holdings