Equal-WT
WhaleScore 2.0
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Matthew Goff Investment Advisor is based out of Houston. Matthew Goff Investment Advisor is a large advisory firm with 207 clients and discretionary assets under management (AUM) of $417,404,319 (Form ADV from 2023-03-27). Their last reported 13F filing for Q4 2023 included $450,785,592 in managed 13F securities
and a top 10 holdings concentration of 47.16%. Matthew Goff Investment Advisor's largest holding is Microsoft Corp. with shares held of 132,749. Whalewisdom has at least 31 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
JNJ Johnson & Johnson Co | 0.83% |
IYW iShares U.S. Technol | 0.49% |
SJNK SPDR Bloomberg Short | 0.32% |
BSCT Invesco BulletShares | 0.26% |
BSCR Invesco BulletShares | 0.16% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
ATVI Activision Blizzard | 1.21% |
SHYG iShares 0-5 Year Hig | 0.68% |
BRK.B Berkshire Hathaway I | 0.54% |
SRLN SPDR Blackstone Seni | 0.45% |
IBDU iShares iBonds Dec 2 | 0.34% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 11.07% |
BRK.B Berkshire Hathaway I | 7.54% |
SRLN SPDR Blackstone Seni | 4.19% |
V VISA Inc | 3.89% |
INTC Intel Corp. | 3.63% |
2023-12-31
13F Activity
Market Value | $451m, Prior: $415m |
New Purchases | 4 stocks |
Added To | 12 stocks |
Sold out of | 3 stocks |
Reduced holdings in | 51 stocks |
Top 10 Holdings % | 47.16% |
Turnover %[1] | 7.69% |
Turnover Alt %[2] | 2.73% |
Time Held Top 20 | 14.15 quarters |
Time Held Top 10 | 11.5 quarters |
Time Held All | 16.86 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31