Chen Li

@Goalvest Advisory Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$364.652M

Total holdings379

Assets growth rate4.85%

Assets growth rate (2-Q avg)8%

Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Goalvest Advisory Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 379 positions.

Assets under management

The assets under management (AUM) of Goalvest Advisory Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 364.652M in assets, with a quarterly growth rate of 4.85% and a 2-quarter average growth rate of 8%. The portfolio is managed by Chen Li, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMATApplied Matls Inc Com Recent Activity Increased 18.67%	0.01%	$14,474 89 shares@ $162.63 avg price	Increased 18.67%
SBUXStarbucks Corp Com Recent Activity Increased 9.35%	0.01%	$10,676 117 shares@ $91.25 avg price	Increased 9.35%