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:
49.18%
Gain +0.41%
Monthly
0.4%
Yearly
4.94%
Drawdown
22.41%
$440.6M
Equity
Holdings
$440.6M
Investment
$371M
$98.36M
Profit +$1.85M
Realized
$28.76M
Unrealized
$69.6M
Dividends
$19.05M
Goals
Avg. 95.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$1.85M
Win %
64%
This Week
Compared To Last Week
Gain
-2.04%
Profit
-$9.18M
Win %
64%
This Month
Compared to last month
Gain
-1.66%
Profit
-$7.42M
Win %
64%
This Year
Compared to last year
Gain
4.54%
Profit
$20.44M
Win %
60%
INTC Intel Corporation
+6.48%
+$1,023.3 
KLAC KLA Corporation
+5.55%
+$4,012.8 
AMD Advanced Micro Devices, Inc.
+4.75%
+$18,842.45 
ANET Arista Networks, Inc.
+4.38%
+$258,662.85 
GEV GE Vernova Inc.
+3.65%
+$231.98 
EQX Equinox Gold Corp.
+3.03%
+$5,733.45 
HPE Hewlett Packard Enterprise Company
+2.95%
+$122.82 
AMG Affiliated Managers Group Inc.
+2.91%
+$811.62 
CME CME Group Inc.
+2.79%
+$3,140.28 
NEM Newmont Corporation
+2.69%
+$65.75 
T AT&T Inc.
+2.48%
+$774.06 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$400.21 
VZ Verizon Communications Inc.
+2.46%
+$502.43 
SOLS Sollensys Corp.
+2.33%
+$13.23 
JPM JPMorgan Chase & Co.
+2.3%
+$671.46 
USB U.S. Bancorp
+2.27%
+$160,672.81 
WSM Williams-Sonoma, Inc.
+2.17%
+$1,691 
SYK Stryker Corporation
+2.09%
+$542.3 
CTSH Cognizant Technology Solutions Corporation
+1.93%
+$267.3 
EL The Estée Lauder Companies Inc. Class A
+1.86%
+$41 
GIL Gildan Activewear Inc.
+1.83%
+$46,843.84 
RGTI Rigetti Computing Inc
+1.7%
+$227.15 
SMH VanEck Semiconductor ETF
+1.65%
+$3,205.44 
ACN Accenture plc Class A
+1.64%
+$1,781 
VRT Vertiv Holdings Co
+1.63%
+$72.75 
GLW Corning Incorporated
+1.62%
+$1,321.32 
HUBB Hubbell Inc.
+1.61%
+$23,140.23 
SOXX iShares Semiconductor ETF
+1.59%
+$121.16 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$2,110.68 
BLK BlackRock, Inc.
+1.56%
+$126.7 
OMC Omnicom Group Inc.
+1.4%
+$224.72 
XLF Financial Select Sector SPDR Fund
+1.39%
+$299.3 
TXN Texas Instruments Inc
+1.36%
+$42,617.94 
SPGI S&P Global Inc.
+1.36%
+$4,590.96 
FISV Fiserv, Inc.
+1.36%
+$284.4 
ABBV AbbVie Inc.
+1.3%
+$597.58 
QVMT Invesco S&P 500 Concentrated QVM ETF
+1.26%
+$1.69 
OTTR Otter Tail Corporation
+1.22%
+$720.36 
CWB SPDR Bloomberg Convertible Securities ETF
+1.21%
+$669,288.96 
WAB Wabtec Corporation
+1.2%
+$1,475.8 
LRCX Lam Research Corporation
+1.18%
+$34,225.62 
TEL TE Connectivity plc
+1.18%
+$945.7 
ABNB Airbnb, Inc.
+1.08%
+$11,136.18 
JNJ Johnson & Johnson
+1.05%
+$322.5 
XNTK SPDR NYSE Technology ETF
+1.05%
+$8,512.85 
V Visa Inc. Class A
+1.05%
+$22,935.86 
VTRS Viatris Inc.
+1.04%
+$12.92 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$6.7 
APH Amphenol Corporation
+0.95%
+$30,873.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$187.21 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$9,159.31 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$189,294.84 
HUBS HubSpot, Inc.
+0.89%
+$80.85 
VLTO Veralto Corporation
+0.88%
+$100.74 
FER Ferrovial SE
+0.88%
+$25,388.88 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$81.27 
FTNT Fortinet Inc.
+0.85%
+$40,920 
PG Procter & Gamble Co
+0.85%
+$440.5 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.84%
+$21,823.42 
GE General Electric Company
+0.81%
+$81 
BKNG Booking Holdings Inc.
+0.81%
+$11,715 
JVAL JPMorgan U.S. Value Factor ETF
+0.79%
+$171,122.77 
MSCI MSCI Inc.
+0.79%
+$46,259.83 
NXPI NXP Semiconductors N.V.
+0.76%
+$656.04 
CVX Chevron Corporation
+0.75%
+$698.6 
XBI SPDR S&P Biotech ETF
+0.75%
+$6 
HD The Home Depot, Inc.
+0.73%
+$363.28 
QQQM Invesco NASDAQ 100 ETF
+0.72%
+$9,041.9 
COST Costco Wholesale Corporation
+0.72%
+$2,928.81 
UNH UnitedHealth Group Incorporated
+0.71%
+$52.11 
WTW Willis Towers Watson Public Limited Company
+0.71%
+$539.12 
MA Mastercard Incorporated
+0.7%
+$4,390.04 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$860.95 
JHML John Hancock Multifactor Large Cap ETF
+0.68%
+$9,098.74 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$127,531.68 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$80,643.3 
IYW iShares U.S. Technology ETF
+0.62%
+$4,269.65 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$183.68 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$59,407.92 
VOO Vanguard S&P 500 ETF
+0.58%
+$565.92 
LRGF iShares U.S. Equity Factor ETF
+0.57%
+$990.72 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,074.42 
IXP iShares Global Comm Services ETF
+0.56%
+$230.48 
GOOGL Alphabet Inc
+0.56%
+$82,794.41 
HON Honeywell International Inc.
+0.55%
+$37.51 
TOST Toast Inc.
+0.55%
+$3.51 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.51%
+$5,039.48 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$1,282.05 
MSI Motorola Solutions, Inc.
+0.47%
+$9,620.46 
IXN iShares Global Tech ETF
+0.47%
+$3,472.3 
GOOG Alphabet Inc
+0.46%
+$3,239 
QUS SPDR MSCI USA StrategicFactors ETF
+0.46%
+$47,324.96 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$446.25 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$759.44 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.43%
+$705.57 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$691.9 
BMY Bristol-Myers Squibb Company
+0.39%
+$31.46 
PEP PepsiCo, Inc.
+0.38%
+$23.76 
AME Ametek Inc.
+0.34%
+$909.48 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.34%
+$75.36 
PODD Insulet Corporation
+0.34%
+$4,396.2 
CDNS Cadence Design Systems, Inc.
+0.32%
+$790.56 
SNY Sanofi American Depositary Receipt
+0.32%
+$1.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$76,847.57 
XOM Exxon Mobil Corporation
+0.29%
+$658.73 
FANG Diamondback Energy Inc
+0.28%
+$8,539.02 
TMFC Motley Fool 100 Index ETF
+0.28%
+$26,373.06 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$2.48 
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF
+0.23%
+$343.77 
ADP Automatic Data Processing Inc.
+0.23%
+$12.75 
VUG Vanguard Growth ETF
+0.22%
+$12,744.06 
IQV IQVIA Holdings Inc.
+0.2%
+$3,238.92 
ALLE Allegion plc
+0.19%
+$4,143.1 
NVDA NVIDIA Corporation
+0.18%
+$27,880.98 
DXCM DexCom, Inc.
+0.16%
+$905.28 
PFE Pfizer Inc.
+0.15%
+$24.56 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.14%
+$39.36 
MSFT Microsoft Corp.
+0.13%
+$11,932.96 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$107.52 
CL Colgate-Palmolive Company
+0.07%
+$16.8 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$3,208.25 
TJX The TJX Companies, Inc.
+0.05%
+$67.2 
PANW Palo Alto Networks, Inc.
+0.03%
+$2,601.53 
MUSA Murphy USA Inc.
+0.01%
+$18.08 
AON Aon plc
0%
+$1.98 
GTO Invesco Total Return Bond ETF
0%
$0 
JCI
0%
$0 
RDDT Reddit Inc Class A
-6.43%
-$334.35 
ONDS Ondas Holdings Inc.
-5.09%
-$125 
INOD Innodata Inc.
-4.23%
-$762.66 
ACHR Archer Aviation Inc.
-3.96%
-$59.01 
ADSK Autodesk, Inc.
-3.47%
-$671.16 
DKNG DraftKings Inc.
-3.4%
-$51 
JKE iShares Morningstar Large-Cap Growth ETF
-2.43%
-$1,714.63 
LLY Eli Lilly and Company
-2.41%
-$12,859.28 
NKE Nike, Inc. - Class B
-2.32%
-$42.6 
HEI Heico Corporation
-2.23%
-$14,644.56 
QBTS D-Wave Quantum Inc.
-1.97%
-$159.8 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$473.06 
KTB Kontoor Brands Inc.
-1.74%
-$4,072.6 
PCT PureCycle Technologies Inc.
-1.55%
-$1,547 
AAPL Apple Inc.
-1.52%
-$170,190 
MU Micron Technology, Inc.
-1.42%
-$43,320.99 
LHX L3Harris Technologies, Inc.
-1.39%
-$2,640.46 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$439.95 
MELI MercadoLibre, Inc.
-1.27%
-$3,406.32 
VEEV Veeva Systems Inc.
-1.24%
-$61,716 
AMZN Amazon.com Inc
-1.23%
-$101,924.64 
NFLX Netflix, Inc.
-1.14%
-$576.6 
IBM International Business Machines Corporation
-0.97%
-$29.37 
AVGO Broadcom Inc.
-0.94%
-$71,650.86 
RPRX Royalty Pharma plc
-0.76%
-$69,971.16 
PNQI Invesco NASDAQ Internet ETF
-0.69%
-$32.26 
OWL Blue Owl Capital Inc.
-0.62%
-$25.5 
CSCO Cisco Systems, Inc.
-0.6%
-$6,591.17 
MDLZ Mondelez International, Inc.
-0.58%
-$27.01 
ETN Eaton Corporation plc
-0.55%
-$2,515.73 
SNPS Synopsys, Inc.
-0.53%
-$13,382.4 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.51%
-$35,190.62 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.42%
-$6,271.29 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$2,537.51 
COIN Coinbase Global, Inc.
-0.41%
-$7.8 
CBOE Cboe Global Markets Inc.
-0.37%
-$33,402.93 
MCK McKesson Corporation
-0.36%
-$6,958 
MRVL Marvell Technology, Inc.
-0.36%
-$1,063.53 
DHR Danaher Corporation
-0.35%
-$244.44 
RTX RTX Corporation
-0.34%
-$217.98 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$4,596 
VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C
-0.31%
-$8 
IONQ IonQ, Inc.
-0.28%
-$28.8 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$16,251.41 
META Meta Platforms Inc Class A
-0.23%
-$9,001.13 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$56.43 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.17%
-$9,776.16 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$15,975.84 
JMUB JPMorgan Municipal Bond ETF
-0.15%
-$54.6 
TDG TransDigm Group Inc.
-0.14%
-$2,106.72 
TOPT iShares Top 20 U.S. Stocks ETF
-0.11%
-$13,414.56 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$5,956.69 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$43.8 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.02%
-$7.38 
VRTX Vertex Pharmaceuticals Incorporated
-0.02%
-$27.99 
MUB iShares National Muni Bond ETF
-0.01%
-$61.31 Events
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Dividends
Dividend Analysis
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| Trades 1804 | Longs Won 896/1804 49% | Profit Factor 2.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $591,865.38 |
| Average Win $204,554.13 | Best Trade (Jun 12) $11.71M | Sharpe Ratio -9.99 |
| Average Loss -$93,528.92 | Worst Trade (Dec 31) -$5.17M | Z-Score -6.38 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 6d | Expectancy $54,521.2 |
| 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 | 4,717 | 4,245 | 3,774 | 3,302 | 2,830 | 2,358 | 1,887 | 1,415 | 943 | 472 |
Hover over the desired column for a detailed explanation.
Returns
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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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