Matthew-Goff-Investment-Advisor
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, "MMM", "ABBV", null, "MAIN", "GOOGL", "AXP", null, null, "EOG", "GD", "MCD", "UNP", "EMXC", null, "IVW", "IJH", null, null, null, null, null, "MMC", "MSFT", "GE", "NVS", "OXY", "IWD", "ORCL", null, "IWF", null, "PEP", "IEMG", "IJK", "IVV", null, "IYR", "AAPL", "SPY", "NVDA", "INTC", "GEHC", "PG", "MRK", null, "SPGI", null, null, "SHEL", "RTX", null, "RSG", null, "UL", "VWO", "VIG", null, "VYM", "ADSK", "AMZN", "IVE", null, null, null, "VFH", "MGK", null, "MGV", "V", null, null, null, null, "PSX", null, "GEV", "BAC", "BK", "BRK-B", "CVX", "CSCO", "C", "KO", "COP", "LAW", "RSP", "IJJ", "QQQ", "EPD", "DIS", "GOOG", "XOM", "JNJ", null, "XLK", "ITOT", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-21
- Total Holdings
- 104
- Total Value
- 542149661
- Accession Number
- 0001754960-25-000216
- Form Type
- 13F-HR
- Manager Name
- Matthew-Goff-Investment-Advisor
Data Enrichment
66% identified69 identified35 unidentified
Holdings
104 positions • $542.1M total value
Manager:
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464287754
Shares:1.6K
Value:$214.2K
% of Portfolio:0.0% ($214.2K/$542.1M)
464288646
Shares:3.9K
Value:$202.1K
% of Portfolio:0.0% ($202.1K/$542.1M)
46138E511
Shares:13.5K
Value:$151.0K
% of Portfolio:0.0% ($151.0K/$542.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464287754)✕ | 1.6K | QoQ 0.00% (-0)YoY -7.42% (-132) | All Managers (Combined) | $214.2K | 0.0% ($214.2K/$542.1M) | |
| 3.6K | QoQ -0.52% (-19)YoY -5.00% (-190) | All Managers (Combined) | $210.6K | 0.0% ($210.6K/$542.1M) | ||
(cusip464288646)✕ | 3.9K | QoQ -6.10% (-251)YoY -7.59% (-317) | All Managers (Combined) | $202.1K | 0.0% ($202.1K/$542.1M) | |
(cusip46138E511)✕ | 13.5K | All Managers (Combined) | $151.0K | 0.0% ($151.0K/$542.1M) |