GAG
Goodman Advisory Group LLC Portfolio
Invests via Goodman Advisory Group LLC | Managed by Deborah N. Goodman, Joseph P. Rofino
Invests via Goodman Advisory Group LLC
Managed by Deborah N. Goodman, Joseph P. Rofino
Automatically Tracked
Company Profile
Goodman Advisory Group LLC is a distinguished advisory firm specializing in financial consulting and strategic guidance for enterprises across various sectors. With a commitment to enhancing corporate value, the group utilizes its extensive market insights to navigate complex business challenges. They serve a diverse clientele, offering tailored solutions that support operational efficiency and growth initiatives. The firm's deep industry knowledge enables it to forge valuable partnerships, making it an essential player in today's competitive landscape. Leveraging advanced analytics and experienced professionals, Goodman Advisory Group helps organizations achieve sustainable success.
Goodman Advisory Group LLC is a distinguished advisory firm specializing in financial consulting and strategic guidance for enterprises across various sectors. With a commitment to enhancing corporate value, the group utilizes its extensive market insights to navigate complex business challenges. They serve a diverse clientele, offering tailored solutions that support operational efficiency and growth initiatives. The firm's deep industry knowledge enables it to forge valuable partnerships, making it an essential player in today's competitive landscape. Leveraging advanced analytics and experienced professionals, Goodman Advisory Group helps organizations achieve sustainable success.
Investment Philosophy & Strategy
Focusing on strategic insights, Goodman Advisory Group LLC embodies a proactive approach to market challenges. The firm emphasizes innovative methodologies and client-centric solutions, aiming to elevate business performance in dynamic environments. With a blend of analytical rigor and experiential knowledge, they identify unique growth avenues that drive operational enhancements across various industries. Their adeptness at aligning organizational objectives with market opportunities positions them as pivotal advisors for clients seeking not only stability but also expansive progress in their sectors.
Focusing on strategic insights, Goodman Advisory Group LLC embodies a proactive approach to market challenges. The firm emphasizes innovative methodologies and client-centric solutions, aiming to elevate business performance in dynamic environments. With a blend of analytical rigor and experiential knowledge, they identify unique growth avenues that drive operational enhancements across various industries. Their adeptness at aligning organizational objectives with market opportunities positions them as pivotal advisors for clients seeking not only stability but also expansive progress in their sectors.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
63.9%
Gain -0.35%
Monthly
0.63%
Yearly
7.81%
Drawdown
19.87%
$426.7M
Equity
Holdings
$426.7M
Investment
$358.58M
$95.95M
Profit -$1.45M
Realized
$27.82M
Unrealized
$68.13M
Dividends
$20.69M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$1.45M
Win %
70%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$1.45M
Win %
70%
This Month
Compared to last month
Gain
-1.19%
Profit
-$5.12M
Win %
70%
This Year
Compared to last year
Gain
1.45%
Profit
$6.25M
Win %
57%
PANW Palo Alto Networks, Inc.
+14.18%
+$1.46M 
NOW ServiceNow, Inc.
+7.65%
+$185,825.64 
GOOG Alphabet Inc
+3.02%
+$20,786.48 
GOOGL Alphabet Inc
+2.9%
+$418,926.24 
META Meta Platforms Inc Class A
+2.81%
+$129,690.59 
MSFT Microsoft Corp.
+2.27%
+$278,336.12 
XLC Communication Services Select Sector SPDR Fund
+2.25%
+$13,259.73 
LLY Eli Lilly and Company
+2.09%
+$10,704.22 
CME CME Group Inc.
+1.77%
+$74,205.71 
COST Costco Wholesale Corporation
+1.64%
+$6,217.95 
CBOE Cboe Global Markets Inc.
+1.16%
+$130,091 
V Visa Inc. Class A
+1.01%
+$43,735.44 
MA Mastercard Incorporated
+0.54%
+$2,388.57 
RPRX Royalty Pharma plc
+0.52%
+$83,060.04 
AAPL Apple Inc.
+0.47%
+$65,687.34 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
+0.41%
+$5,376.24 
MELI MercadoLibre, Inc.
+0.4%
+$1,839.95 
QUS SPDR MSCI USA StrategicFactors ETF
+0.29%
+$33,290.01 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.2%
+$2,682.77 
TMFC Motley Fool 100 Index ETF
+0.11%
+$11,760.21 
TLH iShares 10-20 Year Treasury Bond ETF
+0.11%
+$6,264.3 
FANG Diamondback Energy Inc
+0.09%
+$3,914.46 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$713.72 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GEV GE Vernova Inc.
-8.63%
-$131,904.25 
LRCX Lam Research Corporation
-7.79%
-$185,408.72 
ETN Eaton Corporation plc
-7.57%
-$21,967.22 
APH Amphenol Corporation
-5.92%
-$552,584.48 
ANET Arista Networks, Inc.
-5.53%
-$378,694.08 
AVGO Broadcom Inc.
-4.75%
-$373,790.18 
MU Micron Technology, Inc.
-4.75%
-$120,909.51 
SMH VanEck Semiconductor ETF
-4.56%
-$8,558.29 
EQX Equinox Gold Corp.
-3.99%
-$9,155.02 
AMD Advanced Micro Devices, Inc.
-3.9%
-$9,838.68 
SNPS Synopsys, Inc.
-3.83%
-$127,968.8 
CDNS Cadence Design Systems, Inc.
-3.46%
-$46,526.48 
AME Ametek Inc.
-3.3%
-$9,304.68 
NVDA NVIDIA Corporation
-2.85%
-$540,225.58 
FER Ferrovial SE
-2.75%
-$108,553.24 
PCT PureCycle Technologies, Inc.
-2.52%
-$1,675.18 
TDG TransDigm Group Inc.
-2.28%
-$74,253.43 
IXN iShares Global Tech ETF
-2.17%
-$16,584.14 
TXN Texas Instruments Inc
-1.9%
-$55,436.48 
XNTK SPDR NYSE Technology ETF
-1.63%
-$12,836.52 
CSCO Cisco Systems, Inc.
-1.62%
-$7,463.82 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-1.57%
-$66,048.13 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$16,543.41 
CWB SPDR Bloomberg Convertible Securities ETF
-1.21%
-$652,277.2 
AMZN Amazon.com Inc
-1.21%
-$114,945.21 
ILCG iShares Morningstar Growth ETF
-1.15%
-$226,725.84 
XOM Exxon Mobil Corporation
-0.84%
-$2,162.27 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.76%
-$153,535.19 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.75%
-$85,609.65 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$6,991.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.52%
-$107,037.5 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.46%
-$3,903.36 
JHML John Hancock Multifactor Large Cap ETF
-0.44%
-$5,721.6 
TOPT iShares Top 20 U.S. Stocks ETF
-0.38%
-$50,493.17 
USB U.S. Bancorp
-0.37%
-$34,798.54 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$92,738.67 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$940.17 
IVV iShares Core S&P 500 ETF
-0.34%
-$751.93 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$816.39 
VUG Vanguard Growth ETF
-0.19%
-$4,613.21 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.12%
-$8,857.37 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.07%
-$3,366.06 
MUB iShares National Muni Bond ETF
-0.05%
-$187.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.03%
-$2,307.07 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$598.83 Events
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Dividends
Dividend Analysis
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| Trades 1865 | Longs Won 1025/1865 54% | Profit Factor 2.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $556,790.01 |
| Average Win $181,341.7 | Best Trade (Sep 03) $11.53M | Sharpe Ratio -8.98 |
| Average Loss -$107,055.88 | Worst Trade (Dec 31) -$5.17M | Z-Score -7.85 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 3d | Expectancy $51,446.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,984 | 3,586 | 3,187 | 2,789 | 2,390 | 1,992 | 1,594 | 1,195 | 797 | 398 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,107 | $9.48M | $14.06M | - | $4.58M | 48.29% | +0.47% |
| AMD Advanced Micro Devices, Inc. | 489 | $99,477.27 | $242,548.89 | - | $143,071.62 | 143.82% | -3.898% |
| AME Ametek Inc. | 1,166 | $210,999.37 | $272,715.74 | - | $61,716.37 | 29.25% | -3.299% |
| AMZN Amazon.com Inc | 37,139 | $8.18M | $9.42M | - | $1.24M | 15.15% | -1.205% |
| ANET Arista Networks, Inc. | 34,302 | $4.21M | $6.47M | - | $2.26M | 53.57% | -5.531% |
| APH Amphenol Corporation | 111,184 | $3.25M | $8.78M | - | $5.53M | 170.14% | -5.922% |
| AVGO Broadcom Inc. | 21,732 | $7.26M | $7.49M | - | $230,610.4 | 3.18% | -4.752% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 6,099 | $726,366.66 | $837,453.69 | - | $111,087.03 | 15.29% | -0.464% |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 142,039 | $2.48M | $4.13M | - | $1.66M | 66.91% | -1.574% |
| CBOE Cboe Global Markets Inc. | 40,028 | $9.91M | $11.38M | - | $1.47M | 14.81% | +1.156% |
| CDNS Cadence Design Systems, Inc. | 4,648 | $1.68M | $1.3M | - | -$382,874.52 | -22.77% | -3.459% |
| CME CME Group Inc. | 15,237 | $3.39M | $4.27M | - | $879,327.02 | 25.91% | +1.767% |
| COST Costco Wholesale Corporation | 419 | $396,281.82 | $385,316.59 | - | -$10,965.23 | -2.77% | +1.64% |
| CSCO Cisco Systems, Inc. | 4,101 | $318,196.59 | $452,381.31 | - | $134,184.72 | 42.17% | -1.623% |
| CWB SPDR Bloomberg Convertible Securities ETF | 526,030 | $43.92M | $53.34M | - | $9.43M | 21.47% | -1.208% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 163,066 | $9.75M | $11.29M | - | $1.54M | 15.76% | -0.752% |
| EQX Equinox Gold Corp. | 18,495 | $207,513.9 | $220,182.97 | - | $12,669.07 | 6.11% | -3.992% |
| ETN Eaton Corporation plc | 682 | $243,930.94 | $268,135.12 | - | $24,204.18 | 9.92% | -7.572% |
| FANG Diamondback Energy Inc | 21,747 | $4.17M | $4.46M | - | $290,665.26 | 6.97% | +0.088% |
| FELG Fidelity Enhanced Large Cap Growth ETF | 458,314 | $20.05M | $20.05M | - | -$566.29 | - | -0.76% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Goodman Advisory Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio S&P 500 Growth ETF - $16.64M, State Street SPDR Portfolio S&P 500 ETF - $6.36M, ARK Innovation ETF Fund - $4.65M, Vanguard Growth ETF - $3.88M, and SPDR NYSE Technology ETF - $3.39M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Cambria Tail Risk ETF - $6.57M, Invesco S&P 500 Pure Value ETF - $4.94M, Adobe Inc - $2.81M, Veeva Systems Inc - $2.69M, and Etsy Inc - $1.76M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Goodman Advisory Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.69M earned over time. The largest contributors to dividend income include PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $1.73M, SPDR Bloomberg Convertible Securities ETF - $1.23M, Invesco National AMT-Free Municipal Bond ETF - $1.04M, Vanguard Tax-Exempt Bond ETF - $976,813.21, and U.S. Bancorp - $801,416.13. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Goodman Advisory Group LLC's monthly returns?
Goodman Advisory Group LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Goodman Advisory Group LLC's strategy be considered aggressive or moderate?
Goodman Advisory Group LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Goodman Advisory Group LLC's strategy?
Goodman Advisory Group LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
