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Home > Institutional Investor > Matthew Goff Investment Advisor, Llc > Profile

Instuitional Investor - Matthew Goff Investment Advisor, Llc

Fund Profile
Filing Period:
Fund Name: Matthew Goff Investment Advisor, Llc
Portfolio Value $538,001,370
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 118,259 $49,845,960 9.26%
2.
Berkshire Hathaway Inc
 BRK.A 95,643 $43,353,104 8.05%
3.
Ishares Tr
 991,224 $24,830,151 4.61%
4.
Visa Inc.
 V 70,948 $22,422,547 4.16%
5.
Bank Of America Corp
 BAC 498,728 $21,919,096 4.07%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)