Matthew Goff Investment Advisor, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Houston, TX
CIK
0000935359
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 101 525,518 MSFT, BRK-B, BK, BAC 13F-HR 10/17/2024 000175496024000504
Q2 2024 97 490,035 MSFT, BRK-B, BAC, V 13F-HR 7/22/2024 000175496024000305
Q1 2024 95 493,945 MSFT, BRK-B, V, SRLN 13F-HR 4/11/2024 000175496024000132
Q4 2023 91 450,785 MSFT, BRK-B, SRLN, V 13F-HR 1/9/2024 000175496024000007
Q3 2023 90 415,483 MSFT, BRK-B, SRLN, SHYG 13F-HR 10/10/2023 000175496023000267
Q2 2023 92 425,950 MSFT, BRK-B, SRLN, V 13F-HR 7/12/2023 000175496023000180
Q1 2023 90 402,975 MSFT, BRK-B, SRLN, VRP 13F-HR 4/13/2023 000175496023000105
Q4 2022 86 383,668 MSFT, BRK-B, SRLN, VRP 13F-HR 1/11/2023 000175496023000014
Q3 2022 78 349,870 MSFT, BRK-B, SHYG, SRLN 13F-HR 10/13/2022 000175496022000249
Q2 2022 78 371,413 MSFT, BRK-B, SHYG, SRLN 13F-HR 7/22/2022 000175496022000188
Q1 2022 81 426,141 MSFT, BRK-B, SHYG, SRLN 13F-HR 4/19/2022 000175496022000096
Q4 2021 84 436,529 MSFT, BRK-B, VIG, SHYG 13F-HR 1/18/2022 000175496022000022
Q3 2021 90 407,819 MSFT, BRK-B, SHYG, VIG 13F-HR 10/12/2021 000175496021000171
Q2 2021 90 394,050 MSFT, BRK-B, SHYG, BAC 13F-HR 7/22/2021 000175496021000143
Q1 2021 88 354,661 MSFT, BRK-B, BAC, IGSB 13F-HR 4/21/2021 000175496021000066
Q4 2020 84 336,086 MSFT, BRK-B, IGSB, IBDM 13F-HR 1/27/2021 000175496021000023
Q3 2020 72 313,355 MSFT, BRK-B, IGSB, IBDM 13F-HR 10/29/2020 000175496020000075
Q2 2020 73 304,833 MSFT, BSJK, BRK-B, IBDM 13F-HR 7/31/2020 000175496020000054
Q1 2020 55 237,490 MSFT, BRK-B, IBDM, NEAR 13F-HR 5/5/2020 000093535920000002
Q4 2019 58 270,001 MSFT, BRK-B, IBDM, NEAR 13F-HR 1/27/2020 000093535920000001
Q3 2019 57 242,115 MSFT, BRK-B, IBDM, NEAR RESTATEMENT 11/7/2019 000093535919000005
Q2 2019 54 233,600 MSFT, BRK-B, IBDM, V 13F-HR 8/5/2019 000093535919000003
Q1 2019 52 216,783 MSFT, BRK-B, IEMG, V 13F-HR 5/13/2019 000093535919000002
Q4 2018 51 196,850 MSFT, BRK-B, IEMG, IBDN 13F-HR 2/12/2019 000093535919000001
Q3 2018 66 249,461 MSFT, BRK-B, IEMG, SLQD RESTATEMENT 12/6/2018 000093535918000006
Q2 2018 71 255,658 MSFT, BRK-B, RSG, SPGI 13F-HR 8/13/2018 000093535918000003
Q1 2018 72 238,526 MSFT, BRK-B, CLAYMORE EXCHANGE TRD FD TR, IEMG 13F-HR 5/10/2018 000093535918000002
Q4 2017 74 232,470 MSFT, BRK-B, IEMG, SLQD 13F-HR 2/13/2018 000093535918000001
Q3 2017 70 232,819 CLAYMORE EXCHANGE TRD FD TR, BRK-B, MSFT, SLQD 13F-HR 11/8/2017 000093535917000005
Q2 2017 37 111,476 BRK-B, MSFT, PG, CSCO 13F-HR 8/10/2017 000093535917000004
Q1 2017 36 104,616 BRK-B, MSFT, CSCO, PG 13F-HR 5/12/2017 000093535917000003
Additional filings from Matthew Goff Investment Advisor, LLC that have since been restated