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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 $542,149,661
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 95,162 $50,681,627 9.35%
2.
Microsoft Corp
 MSFT 117,898 $44,257,753 8.16%
3.
Visa Inc.
 V 70,887 $24,842,973 4.58%
4.
Bank Of New York Mellon Corp
 BK 278,285 $23,339,729 4.31%
5.
Ishares Tr - IBONDS DEC25 ETF
 909,462 $22,872,979 4.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)