Goodman Advisory Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 15, 2024
Value $
$350M
Signature - Title
Ruth Thortvedt - Compliance Consultant
Location
Needham, MA
Summary
This page shows a list of all the recent 13F filings made by Goodman Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Goodman Advisory Group, LLC reported 196 stock holdings with total value $350M as of Q3 2024. Top holdings included SPLG, JVAL, SPYV, PZA, and VTEB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 196 $350M +$71.3M -$68.1M +$3.23M SPLG, JVAL, SPYV, PZA, VTEB 13F-HR 11/14/2024, 05:58 PM
Q2 2024 177 $335M +$82M -$66.6M +$15.4M SPYG, SPLG, VUG, PZA, VTEB 13F-HR 8/15/2024, 10:22 AM
Q1 2024 171 $315M +$41.8M -$39.1M +$2.64M SPYG, SPLG, VTEB, PZA, TLT 13F-HR 5/15/2024, 02:35 PM
Q4 2023 152 $294M +$74.5M -$74.9M -$496K SPYG, SPLG, PZA, SPTL, VUG 13F-HR 1/30/2024, 06:18 PM
Q3 2023 158 $268M +$84.8M -$75.8M +$8.97M SPYG, MINT, SPLG, SPTL, QUS 13F-HR 10/11/2023, 03:36 PM
Q2 2023 159 $270M +$154M -$77.9M +$76.1M MINT, SPLG, QUS, JHML, SPTL 13F-HR 8/11/2023, 02:16 PM
Q1 2023 159 $184M +$81.1M -$77.5M +$3.64M QUS, JHML, TFI, PZA, TLT 13F-HR 5/15/2023, 09:31 AM
Q4 2022 141 $172M +$58.3M -$74.7M -$16.4M TLT, RPV, SPVU, JHML, PZA 13F-HR 1/20/2023, 12:18 PM
Q3 2022 156 $183M +$57.2M -$79.2M -$22M TAIL, TLT, BTAL, TFI, RPV 13F-HR 10/17/2022, 01:37 PM
Q2 2022 168 $224M +$102M -$130M -$27.7M TAIL, RPV, JHML, GLDM, TLT 13F-HR 8/2/2022, 06:06 PM
Q1 2022 64 $289M +$65.5M -$53.8M +$11.7M RPV, TAIL, JHML, QUS, SPVU 13F-HR 5/6/2022, 08:07 PM
Q4 2021 61 $296M $0 $0 TAIL, JHML, SPYV, QUS, RPV 13F-HR 2/1/2022, 09:22 PM