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  Name: Goodman Advisory Group LLC
  City: NEEDHAM
  State: MA
  Zip: 02494
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $315,358,000
  Total Value Change : $21,765,000
  Securities Held Change : 16
   
All Securities Held : 173
  New Positions : 26
  Closed Positions : 11
  Increased Positions : 43
  Unchanged Positions : 71
  Decreased Positions : 33

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Holdings Found : 25     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CLYH)1 Year Chart         CLYH Ishares Interest Rate Hedge... 41 New $0.00 $1,613,000 65,588 0.51% 1,613,000 65,588 0.045    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 57 New $450.71 $647,000 1,457 0.21% 647,000 1,457 0    Closed - End Fund - Debt
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 59 New $234.01 $556,000 2,461 0.18% 556,000 2,461 0.021    Closed - End Fund - E...
   (SPHQ)1 Year Chart         SPHQ Powershares S&P 500 High Q 78 New $61.46 $150,000 2,484 0.05% 150,000 2,484 0.002    Closed - End Fund - Debt
   (STZ)1 Year Chart         STZ Constellation Brands Inc 80 New $250.23 $113,000 417 0.04% 113,000 417 0    Beverage - Wineries &...
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 85 New $175.97 $107,000 581 0.03% 107,000 581 0    Closed - End Fund - E...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 127 New $1,328.55 $12,000 9 0% 12,000 9 0.002    Semiconductor- Broad...
   (RELX)1 Year Chart         RELX RELX Plc (ADR) 130 New $43.96 $10,000 227 0% 10,000 227 0    Publishing
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 133 New $105.74 $8,000 70 0% 8,000 70 0    Closed - End Fund - E...
   (FTNT)1 Year Chart         FTNT Fortinet Inc 138 New $59.32 $6,000 82 0% 6,000 82 0    Computer Peripherals
   (BLDR)1 Year Chart         BLDR Builders Firstsource Inc 137 New $160.79 $6,000 29 0% 6,000 29 0    Home Improvement Stores
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 146 New $784.51 $4,000 4 0% 4,000 4 0    Networking & Communic...
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 150 New $0.00 $3,000 54 0% 3,000 54 0    N/A
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 148 New $55.25 $3,000 50 0% 3,000 50 0    N/A
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 147 New $286.31 $3,000 11 0% 3,000 11 0    Technical & System So...
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 154 New $759.53 $2,000 3 0% 2,000 3 0    Semiconductor Equipme...
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 153 New $0.00 $2,000 33 0% 2,000 33 0    N/A
   (PCAR)1 Year Chart         PCAR Paccar Inc 156 New $106.11 $2,000 14 0% 2,000 14 0    Trucks & Other Vehicles
   (LEN)1 Year Chart         LEN Lennar Corp 155 New $160.35 $2,000 9 0% 2,000 9 0    Residential Construct...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 162 New $204.05 $1,000 8 0% 1,000 8 0    Communication Equipment
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 157 New $215.08 $1,000 5 0% 1,000 5 0    Semiconductor Equipme...
   (VST)1 Year Chart         VST Vistra Energy Corp 167 New $99.08 $1,000 20 0% 1,000 20 0    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 161 New $135.28 $1,000 11 0% 1,000 11 0    Drug Manufacturers - ...
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 163 New $980.16 $1,000 1 0% 1,000 1 0    Biotechnology
   (MIN)1 Year Chart         MIN MFS Intermediate Income Trust 182 New $2.62 $0 0 0% 0 0 0    Closed - End Fund - Debt

      25 Records Found
  1    
Page 1 of 1
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