Top 50 Matthew Goff Investment Advisor, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.13% | 89.2K | $42.8M | -0.98%(-885) | $219.68(+111.90%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.93% | 112.2K | $41.6M | -0.54%(-613) | $143.09(+187.50%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 5.7% | 119.2K | $34.2M | -2.96%(-3.63K) | $161.61(+137.78%) | 2026-03-31 | |
| BK | BANK NEW YORK MELLON CORP | 5.06% | 255.7K | $30.3M | -2.05%(-5.34K) | $43.82(+202.07%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 3.82% | 470.6K | $22.9M | -1.32%(-6.27K) | $30.42(+74.62%) | 2026-03-31 | |
| V | VISA INC | 3.37% | 66.9K | $20.2M | -1.43%(-972) | $95.78(+236.21%) | 2026-03-31 | |
| EIRL | ISHARES TR | 3.11% | 440.3K | $18.6M | new | $71.19(+2.52%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.93% | 83.2K | $17.6M | -1.23%(-1.04K) | $137.30(+63.00%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 2.55% | 50.7K | $15.3M | -2.42%(-1.26K) | $122.50(+157.92%) | 2026-03-31 | |
| BWZ | SPDR Series Trust Short-term H | 2.35% | 564.8K | $14.1M | new | $27.16(+0.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.33% | +41.73% |
| Top 20 Holdings Unweighted | +12.34% | +41.77% |
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