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Matthew Goff Investment Advisor, LLC Buys Intel Corp, General Electric Co, iShares iBonds Dec ...

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Investment company Matthew Goff Investment Advisor, LLC (Current Portfolio) buys Intel Corp, General Electric Co, iShares iBonds Dec 2029 Term Corporate ETF, iShares iBonds Dec 2026 Term Corporate ETF, ISHARES TRUST, sells iShares 1-3 Year Credit Bond ETF, Carrier Global Corp, Otis Worldwide Corp, McKesson Corp, iShares iBonds Dec 2021 Term Corporate ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Matthew Goff Investment Advisor, LLC. As of 2021Q4, Matthew Goff Investment Advisor, LLC owns 84 stocks with a total value of $437 million. These are the details of the buys and sells.

  • New Purchases: GE, IUSG, IYK, QQQ, VNQ,

  • Added Positions: INTC, IBDU, VIG, IBDT, IBDS, SRLN, IBDR, SHYG, RSP, XLU, NVS, RTX,

  • Reduced Positions: IGSB, MSFT, CARR, ORCL, IVE, SLQD, PG, AAPL, IEMG, JNJ, IJJ, IBDP, VDC, IYR, IBDQ, GOOG, IVW, OXY, PSK, XOM, MGK, JPM,

  • Sold Out: OTIS, MCK, IBDM, IBDO, BRK.A, IBDN, NEAR, VCSH, OGN,


For the details of Matthew Goff Investment Advisor, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/matthew+goff+investment+advisor%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Matthew Goff Investment Advisor, LLC

  1. Microsoft Corp (MSFT) - 164,253 shares, 12.65% of the total portfolio. Shares reduced by 3.27%

  2. Berkshire Hathaway Inc (BRK.B) - 95,782 shares, 6.56% of the total portfolio. Shares reduced by 0.14%

  3. Vanguard Dividend Appreciation FTF (VIG) - 707,402 shares, 4.62% of the total portfolio. Shares added by 5.73%

  4. iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) - 438,358 shares, 4.55% of the total portfolio. Shares added by 2.25%

  5. SPDR Blackstone Senior Loan ETF (SRLN) - 430,654 shares, 4.50% of the total portfolio. Shares added by 3.93%

New Purchase: General Electric Co (GE)

Matthew Goff Investment Advisor, LLC initiated holding in General Electric Co. The purchase prices were between $89.98 and $111.29, with an estimated average price of $100.68. The stock is now traded at around $102.890000. The impact to a portfolio due to this purchase was 1.44%. The holding were 66,559 shares as of 2021-12-31.

New Purchase: ISHARES TRUST (IUSG)

Matthew Goff Investment Advisor, LLC initiated holding in ISHARES TRUST. The purchase prices were between $101.24 and $117.16, with an estimated average price of $111.47. The stock is now traded at around $107.240000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,863 shares as of 2021-12-31.

New Purchase: Vanguard Real Estate Index Fund ETF (VNQ)

Matthew Goff Investment Advisor, LLC initiated holding in Vanguard Real Estate Index Fund ETF. The purchase prices were between $101.58 and $116.01, with an estimated average price of $108.38. The stock is now traded at around $108.320000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,814 shares as of 2021-12-31.

New Purchase: iShares U.S. Consumer Staples ETF (IYK)

Matthew Goff Investment Advisor, LLC initiated holding in iShares U.S. Consumer Staples ETF. The purchase prices were between $178.75 and $200.18, with an estimated average price of $187.17. The stock is now traded at around $201.860000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,047 shares as of 2021-12-31.

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Matthew Goff Investment Advisor, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $370.550000. The impact to a portfolio due to this purchase was 0.05%. The holding were 534 shares as of 2021-12-31.

Added: Intel Corp (INTC)

Matthew Goff Investment Advisor, LLC added to a holding in Intel Corp by 3464.20%. The purchase prices were between $47.89 and $56, with an estimated average price of $51.07. The stock is now traded at around $54.760000. The impact to a portfolio due to this purchase was 2.97%. The holding were 259,117 shares as of 2021-12-31.

Added: iShares iBonds Dec 2029 Term Corporate ETF (IBDU)

Matthew Goff Investment Advisor, LLC added to a holding in iShares iBonds Dec 2029 Term Corporate ETF by 20.07%. The purchase prices were between $26.03 and $26.58, with an estimated average price of $26.32. The stock is now traded at around $25.660000. The impact to a portfolio due to this purchase was 0.27%. The holding were 268,222 shares as of 2021-12-31.

Added: iShares iBonds Dec 2026 Term Corporate ETF (IBDR)

Matthew Goff Investment Advisor, LLC added to a holding in iShares iBonds Dec 2026 Term Corporate ETF by 31.28%. The purchase prices were between $25.9 and $26.35, with an estimated average price of $26.1. The stock is now traded at around $25.680000. The impact to a portfolio due to this purchase was 0.11%. The holding were 77,590 shares as of 2021-12-31.

Sold Out: Otis Worldwide Corp (OTIS)

Matthew Goff Investment Advisor, LLC sold out a holding in Otis Worldwide Corp. The sale prices were between $79.72 and $87.07, with an estimated average price of $83.76.

Sold Out: McKesson Corp (MCK)

Matthew Goff Investment Advisor, LLC sold out a holding in McKesson Corp. The sale prices were between $198.21 and $248.9, with an estimated average price of $220.27.

Sold Out: iShares iBonds Dec 2021 Term Corporate ETF (IBDM)

Matthew Goff Investment Advisor, LLC sold out a holding in iShares iBonds Dec 2021 Term Corporate ETF. The sale prices were between $24.7 and $24.74, with an estimated average price of $24.72.

Sold Out: iShares iBonds Dec 2023 Term Corporate ETF (IBDO)

Matthew Goff Investment Advisor, LLC sold out a holding in iShares iBonds Dec 2023 Term Corporate ETF. The sale prices were between $25.64 and $25.79, with an estimated average price of $25.7.

Sold Out: Berkshire Hathaway Inc (BRK.A)

Matthew Goff Investment Advisor, LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $412540 and $454550, with an estimated average price of $432297.

Sold Out: iShares iBonds Dec 2022 Term Corporate ETF (IBDN)

Matthew Goff Investment Advisor, LLC sold out a holding in iShares iBonds Dec 2022 Term Corporate ETF. The sale prices were between $25.11 and $25.14, with an estimated average price of $25.13.



Here is the complete portfolio of Matthew Goff Investment Advisor, LLC. Also check out:

1. Matthew Goff Investment Advisor, LLC's Undervalued Stocks

2. Matthew Goff Investment Advisor, LLC's Top Growth Companies, and

3. Matthew Goff Investment Advisor, LLC's High Yield stocks

4. Stocks that Matthew Goff Investment Advisor, LLC keeps buyingThis article first appeared on GuruFocus.