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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 : 2023-12-31
  Total Value : $293,593,000
  Total Value Change : $25,877,000
  Securities Held Change : -2
   
All Securities Held : 157
  New Positions : 17
  Closed Positions : 22
  Increased Positions : 24
  Unchanged Positions : 69
  Decreased Positions : 47

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Holdings Found : 17     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
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 5 New $350.32 $12,085,000 38,872 4.12% 12,085,000 38,872 0.014    Closed - End Fund - E...
   (KVUE)1 Year Chart         KVUE Kenvue Inc. 38 New $20.60 $1,490,000 69,189 0.51% 1,490,000 69,189 0.004    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 46 New $212.29 $938,000 4,871 0.32% 938,000 4,871 0.002    Closed - End Fund - E...
   (BBUS)1 Year Chart         BBUS Jpmorgan Betabuilders Us Eq... 53 New $0.00 $468,000 5,453 0.16% 468,000 5,453 0.006    N/A
   (NTR)1 Year Chart         NTR Nutrien Ltd 55 New $57.17 $429,000 7,617 0.15% 429,000 7,617 0.001    N/A
   (XLC)1 Year Chart         XLC Communication Services Sele... 66 New $82.47 $206,000 2,832 0.07% 206,000 2,832 0    N/A
   (XHS)1 Year Chart         XHS SPDR S&P Health Care Servic... 75 New $91.68 $128,000 1,437 0.04% 128,000 1,437 0    N/A
   (KEYS)1 Year Chart         KEYS Keysight Technologies Inc 82 New $156.78 $75,000 472 0.03% 75,000 472 0    N/A
   (CSF)1 Year Chart         CSF Victory CEMP US Discv Enh V... 89 New $51.29 $59,000 1,200 0.02% 59,000 1,200 0.013    N/A
   (PCT)1 Year Chart         PCT Purecycle Technologies, Inc. 92 New $0.00 $54,000 13,250 0.02% 54,000 13,250 0    N/A
   (MFC)1 Year Chart         MFC Manulife Financial Corporat... 101 New $26.39 $32,000 1,450 0.01% 32,000 1,450 0    Life & Health Insurance
   (APO)1 Year Chart         APO Apollo Global Management LLC 113 New $112.73 $17,000 184 0.01% 17,000 184 0    Diversified Investments
   (BX)1 Year Chart         BX Blackstone Group LP 114 New $120.62 $16,000 120 0.01% 16,000 120 0    Asset Management
   (METC)1 Year Chart         METC Ramaco Resources Inc 119 New $13.04 $12,000 725 0% 12,000 725 0.002    N/A
   (CFO)1 Year Chart         CFO Victory CEMP US 500 Enhance... 122 New $65.52 $10,000 160 0% 10,000 160 0    N/A
   (JMOM)1 Year Chart         JMOM Jpmorgan Us Momentum Factor... 123 New $0.00 $9,000 201 0% 9,000 201 0.002    N/A
   (LAC)1 Year Chart         LAC Lithium Americas Corp 138 New $4.43 $2,000 264 0% 2,000 264 0    N/A

      17 Records Found
  1    
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