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:
54.67%
Gain +1.32%
Monthly
0.6%
Yearly
7.51%
Drawdown
19.15%
$428.42M
Equity
Holdings
$428.42M
Investment
$364.58M
$91.39M
Profit +$3.95M
Realized
$27.56M
Unrealized
$63.83M
Dividends
$19.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.32%
Profit
$3.95M
Win %
64%
This Week
Compared To Last Week
Gain
-0.73%
Profit
-$3.15M
Win %
64%
This Month
Compared to last month
Gain
-0.91%
Profit
-$3.93M
Win %
64%
This Year
Compared to last year
Gain
13.99%
Profit
$52.58M
Win %
60%
ACHR Archer Aviation Inc.
+19.14%
+$238.85 
ONDS Ondas Holdings Inc.
+5.52%
+$90 
MRVL Marvell Technology, Inc.
+5.19%
+$10,319.4 
MU Micron Technology, Inc.
+4.57%
+$118,449.36 
INTC Intel Corporation
+3.8%
+$487.35 
HUBS HubSpot, Inc.
+3.21%
+$352.31 
COIN Coinbase Global, Inc.
+3.12%
+$58.92 
DDOG Datadog, Inc. Class A Common Stock
+3.04%
+$857.28 
AVGO Broadcom Inc.
+2.93%
+$214,754.25 
AMD Advanced Micro Devices, Inc.
+2.76%
+$11,108.15 
INOD Innodata Inc.
+2.65%
+$275.31 
GOOG Alphabet Inc
+2.41%
+$16,491.25 
RGTI Rigetti Computing Inc
+2.37%
+$217.41 
MELI MercadoLibre, Inc.
+2.37%
+$7,134.68 
RDDT Reddit Inc Class A
+2.31%
+$125.7 
GIL Gildan Activewear Inc.
+2.3%
+$53,505.12 
GOOGL Alphabet Inc
+2.3%
+$330,141.49 
NXPI NXP Semiconductors N.V.
+2.11%
+$1,598.92 
TOST Toast Inc.
+2.06%
+$16.12 
AMZN Amazon.com Inc
+2.01%
+$171,136.98 
MSFT Microsoft Corp.
+2%
+$180,600.53 
SOXX iShares Semiconductor ETF
+1.9%
+$128.57 
VEEV Veeva Systems Inc.
+1.79%
+$108,003 
VRT Vertiv Holdings Co
+1.74%
+$75.45 
QBTS D-Wave Quantum Inc.
+1.67%
+$95.2 
GEV GE Vernova Inc.
+1.62%
+$120.33 
EQX Equinox Gold Corp.
+1.57%
+$2,496.82 
RTX RTX Corporation
+1.54%
+$1,029.35 
IBM International Business Machines Corporation
+1.52%
+$35.48 
PODD Insulet Corporation
+1.49%
+$21,090.55 
ANET Arista Networks, Inc.
+1.43%
+$91,004.01 
FISV Fiserv, Inc.
+1.4%
+$280.45 
CVX Chevron Corporation
+1.39%
+$1,302.39 
TXN Texas Instruments Inc
+1.39%
+$41,514.62 
SMH VanEck Semiconductor ETF
+1.38%
+$2,439.06 
XNTK SPDR NYSE Technology ETF
+1.34%
+$10,151.19 
CBOE Cboe Global Markets Inc.
+1.25%
+$102,617.13 
TEL TE Connectivity plc
+1.12%
+$876.22 
XOM Exxon Mobil Corporation
+1%
+$2,294 
OMC Omnicom Group Inc.
+0.98%
+$170.66 
IYW iShares U.S. Technology ETF
+0.98%
+$6,587.1 
IXN iShares Global Tech ETF
+0.92%
+$6,543.95 
FANG Diamondback Energy Inc
+0.91%
+$27,989.01 
EL The Estée Lauder Companies Inc. Class A
+0.88%
+$18.12 
META Meta Platforms Inc Class A
+0.88%
+$39,189.77 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.85%
+$1,440.41 
ETN Eaton Corporation plc
+0.85%
+$3,917.83 
FTNT Fortinet Inc.
+0.85%
+$45,210 
PNQI Invesco NASDAQ Internet ETF
+0.85%
+$41.82 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.85%
+$837.25 
IXP iShares Global Comm Services ETF
+0.82%
+$328.52 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$230.83 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$7,741.84 
CWB SPDR Bloomberg Convertible Securities ETF
+0.75%
+$397,390.32 
QQQM Invesco NASDAQ 100 ETF
+0.73%
+$8,829.6 
CDNS Cadence Design Systems, Inc.
+0.72%
+$1,548.72 
V Visa Inc. Class A
+0.7%
+$17,270.51 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.69%
+$193.52 
HON Honeywell International Inc.
+0.67%
+$23.25 
XLC Communication Services Select Sector SPDR Fund
+0.65%
+$3,901.76 
NVDA NVIDIA Corporation
+0.6%
+$91,931.88 
TJX The TJX Companies, Inc.
+0.58%
+$747.6 
ILCG iShares Morningstar Growth ETF
+0.57%
+$399.25 
VUG Vanguard Growth ETF
+0.52%
+$29,512.56 
TOPT iShares Top 20 U.S. Stocks ETF
+0.5%
+$63,240.04 
PCT PureCycle Technologies, Inc.
+0.5%
+$331.5 
ALLE Allegion plc
+0.48%
+$10,517.1 
APH Amphenol Corporation
+0.46%
+$14,904.4 
IONQ IonQ, Inc.
+0.43%
+$27 
TMFC Motley Fool 100 Index ETF
+0.42%
+$40,187.52 
XLG Invesco S&P 500 Top 50 ETF
+0.4%
+$329.28 
MA Mastercard Incorporated
+0.4%
+$2,836.08 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.4%
+$11,191.5 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.37%
+$3,631.39 
ACN Accenture plc Class A
+0.36%
+$338 
QVMT Invesco S&P 500 Concentrated QVM ETF
+0.35%
+$0.46 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.3%
+$95.94 
LHX L3Harris Technologies, Inc.
+0.29%
+$503.81 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$777 
GLW Corning Incorporated
+0.29%
+$205.59 
LRGF iShares U.S. Equity Factor ETF
+0.28%
+$483.84 
SYK Stryker Corporation
+0.28%
+$75.65 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.28%
+$28,180.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.26%
+$67,806.68 
NEM Newmont Corporation
+0.26%
+$5.75 
T AT&T Inc.
+0.23%
+$67.9 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$426.73 
MUSA Murphy USA Inc.
+0.22%
+$269.34 
VOO Vanguard S&P 500 ETF
+0.21%
+$210.24 
MOAT VanEck Morningstar Wide Moat Fund
+0.21%
+$388.35 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.2%
+$44.74 
HUBB Hubbell Inc.
+0.2%
+$3,007.62 
CME CME Group Inc.
+0.19%
+$201.63 
SPGI S&P Global Inc.
+0.14%
+$512.82 
JVAL JPMorgan U.S. Value Factor ETF
+0.12%
+$26,326.58 
MSCI MSCI Inc.
+0.1%
+$6,207.39 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$123.36 
JHML John Hancock Multifactor Large Cap ETF
+0.09%
+$1,214.18 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.09%
+$145.98 
USB U.S. Bancorp
+0.09%
+$6,745.81 
VRTX Vertex Pharmaceuticals Incorporated
+0.04%
+$59.09 
GEHC GE HealthCare Technologies Inc.
+0.03%
+$0.2 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$962.48 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-2.77%
-$349,645.52 
OWL Blue Owl Capital Inc.
-2.73%
-$110.5 
GE General Electric Company
-2.2%
-$230.4 
MDLZ Mondelez International, Inc.
-1.94%
-$86.5 
PEP PepsiCo, Inc.
-1.94%
-$117.04 
KTB Kontoor Brands Inc.
-1.87%
-$4,654.4 
WAB Wabtec Corporation
-1.85%
-$2,279.5 
VLY Valley National Bancorp
-1.77%
-$26.5 
NFLX Netflix, Inc.
-1.75%
-$747.1 
CL Colgate-Palmolive Company
-1.69%
-$439.6 
HD The Home Depot, Inc.
-1.61%
-$828.4 
OTTR Otter Tail Corporation
-1.39%
-$863.16 
SNPS Synopsys, Inc.
-1.38%
-$29,497.04 
SNY Sanofi American Depositary Receipt
-1.37%
-$6.1 
WSM Williams-Sonoma, Inc.
-1.31%
-$1,064.44 
PNC The PNC Financial Services Group, Inc.
-1.28%
-$1,853.28 
NKE Nike, Inc. - Class B
-1.21%
-$21.2 
LRCX Lam Research Corporation
-1.18%
-$29,358.96 
UNH UnitedHealth Group Incorporated
-1.15%
-$88.2 
SAN Banco Santander S.A. Sponsored ADR
-1.14%
-$200.1 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-1.11%
-$15,794.36 
KLAC KLA Corporation
-1.11%
-$71.1 
BKNG Booking Holdings Inc.
-1.05%
-$16,862.5 
BLK BlackRock, Inc.
-1%
-$86.08 
DHR Danaher Corporation
-0.91%
-$721.68 
LLY Eli Lilly and Company
-0.91%
-$4,928.9 
JNJ Johnson & Johnson
-0.86%
-$282.51 
SOLS Sollensys Corp
-0.86%
-$3.5 
TMO Thermo Fisher Scientific Inc.
-0.85%
-$318.5 
XBI SPDR S&P Biotech ETF
-0.83%
-$7.71 
AON Aon plc
-0.82%
-$1,495.44 
HPE Hewlett Packard Enterprise Company
-0.76%
-$31.15 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.72%
-$10,628.25 
PG Procter & Gamble Co
-0.71%
-$375.57 
SPLV Invesco S&P 500 Low Volatility ETF
-0.66%
-$63.63 
GTO Invesco Total Return Bond ETF
-0.64%
-$859.5 
IQV IQVIA Holdings Inc.
-0.64%
-$11,831.06 
TLH iShares 10-20 Year Treasury Bond ETF
-0.64%
-$40,150.53 
WTW Willis Towers Watson Public Limited Company
-0.53%
-$457.08 
PFE Pfizer Inc.
-0.5%
-$76.75 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.49%
-$28,106.46 
COST Costco Wholesale Corporation
-0.46%
-$1,826.84 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.43%
-$576.7 
VLTO Veralto Corporation
-0.43%
-$55.2 
MCK McKesson Corporation
-0.41%
-$8,526 
XLV Health Care Select Sector SPDR Fund
-0.41%
-$138.99 
VZ Verizon Communications Inc.
-0.39%
-$73.95 
IEF iShares 7-10 Year Treasury Bond ETF
-0.39%
-$36,444.89 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.39%
-$77,487.6 
ADSK Autodesk, Inc.
-0.38%
-$77.55 
DXCM DexCom, Inc.
-0.38%
-$2,187.76 
MSI Motorola Solutions, Inc.
-0.38%
-$7,736.04 
VTRS Viatris Inc.
-0.38%
-$4.94 
HEI Heico Corporation
-0.37%
-$2,472.96 
ADP Automatic Data Processing Inc.
-0.36%
-$22.87 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.35%
-$3.2 
DKNG DraftKings Inc.
-0.34%
-$4.25 
ABNB Airbnb, Inc.
-0.33%
-$3,791.04 
JPM JPMorgan Chase & Co.
-0.32%
-$100.44 
CTSH Cognizant Technology Solutions Corporation
-0.31%
-$37.8 
ABBV AbbVie Inc.
-0.27%
-$139.4 
XLF Financial Select Sector SPDR Fund
-0.24%
-$55.35 
AME Ametek Inc.
-0.22%
-$617.98 
RPRX Royalty Pharma plc
-0.21%
-$20,824.75 
JCI Johnson Controls International plc
-0.21%
-$33.06 
FER Ferrovial SE
-0.15%
-$4,088.04 
CSCO Cisco Systems, Inc.
-0.14%
-$1,444.64 
BMY Bristol-Myers Squibb Company
-0.13%
-$11.44 
MUB iShares National Muni Bond ETF
-0.12%
-$797.16 
PANW Palo Alto Networks, Inc.
-0.12%
-$14,915.41 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$24.25 
TDG TransDigm Group Inc.
-0.11%
-$1,639.95 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$6,618.55 
JMUB JPMorgan Municipal Bond ETF
-0.09%
-$32.76 
QUS SPDR MSCI USA StrategicFactors ETF
-0.06%
-$6,298.85 
AMG Affiliated Managers Group Inc.
-0.04%
-$12.96 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.04%
-$2,736.44 
PRF Invesco FTSE RAFI US 1000 ETF
-0.01%
-$1,931.58 
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF
-0.01%
-$10.25 Events
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Dividends
Dividend Analysis
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| Trades 1804 | Longs Won 897/1804 49% | Profit Factor 2.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $540,850.96 |
| Average Win $193,568.29 | Best Trade (Jul 22) $10.45M | Sharpe Ratio -11.32 |
| Average Loss -$90,676.04 | Worst Trade (Dec 31) -$5.17M | Z-Score -6.71 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $50,658.31 |
| 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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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 - $16.85M, State Street SPDR Portfolio S&P 500 ETF - $6.33M, ARK Innovation ETF Fund - $5.51M, Vanguard Growth ETF - $3.39M, and SPDR NYSE Technology ETF - $3.38M. 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 - $7.06M, Invesco S&P 500 Pure Value ETF - $4.94M, Adobe Inc - $2.81M, Lam Research Corporation - $1.74M, and ServiceNow, Inc - $1.71M. 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 $19.82M earned over time. The largest contributors to dividend income include PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $1.62M, SPDR Bloomberg Convertible Securities ETF - $1.04M, Invesco National AMT-Free Municipal Bond ETF - $1.02M, Vanguard Tax-Exempt Bond ETF - $944,481.79, and U.S. Bancorp - $859,273.1. 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.
