• 13F History

Goodwin Investment Advisory

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$191M
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Woodstock, GA
Summary
This page shows a list of all the recent 13F filings made by Goodwin Investment Advisory. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Goodwin Investment Advisory reported 39 stock holdings with total value $191M as of Q4 2024. Top holdings included FBCG, FBND, FVAL, VBR, and PHYL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 39 $191M +$18.3M -$59.2M -$40.9M FBCG, FBND, FVAL, VBR, PHYL 13F-HR 2/5/2025, 12:55 PM
Q3 2024 35 $231M +$6.42M -$1.98M +$4.43M FBCG, FVAL, FBND, IWR, VBR 13F-HR 11/12/2024, 01:08 PM
Q2 2024 34 $215M +$7.48M -$7.98M -$507K FBCG, FVAL, FBND, IWR, VBR 13F-HR 8/1/2024, 10:11 AM
Q1 2024 47 $212M +$9.36M -$5.35M +$4.01M FBCG, FVAL, FBND, IWR, VBR Restatement 5/13/2024, 12:57 PM
Q4 2023 69 $192M +$19.8M -$15.5M +$4.27M FBCG, FVAL, FBND, IWR, VBR 13F-HR 1/31/2024, 08:29 AM
Q3 2023 86 $169M +$7.56M -$2.74M +$4.82M FBCG, FVAL, FBND, IWR, ESGU 13F-HR 11/7/2023, 04:41 PM
Q2 2023 83 $171M +$16.3M -$11M +$5.29M FBCG, FVAL, FBND, IWR, ESGU 13F-HR 8/10/2023, 10:19 AM
Q1 2023 79 $153M +$6.55M -$2.81M +$3.73M FBCG, FVAL, FBND, IWR, ESGU 13F-HR 5/15/2023, 05:17 PM
Q4 2022 217 $141M +$104M -$104M -$178K FBCG, FVAL, FBND, IWR, ESGU 13F-HR 2/14/2023, 08:06 AM
Q3 2022 200 $132M +$26M -$14.5M +$11.5M ESGU, VOO, EFV, SIGI, IYH 13F-HR 11/14/2022, 08:00 AM
Q2 2022 163 $90.6M VOO, VLUE, EFV, ESGE, IVV 13F-HR 8/16/2022, 11:30 AM
Q1 2022 144 $14.9M IVV, ITM, IGM, IVLU, DSI 13F-HR 5/16/2022, 01:47 PM
Q4 2021 124 $14.9M $0 $0 IVV, TFI, USXF, AAPL, VTI 13F-HR 2/11/2022, 04:25 PM
Q3 2021 123 $76.2M $0 $0 ESGU, VOO, IVV, MUB, EFG 13F-HR 11/1/2021, 05:24 PM
Q2 2021 103 $37.4M $0 $0 VOO, IVV, EFG, IEFA, VGT 13F-HR 7/28/2021, 09:59 AM
Q1 2021 117 $13.4M $0 $0 IVV, EFG, LQD, GOVT, AORT 13F-HR 5/5/2021, 08:41 AM
Q4 2020 67 $11M IVV, EFG, LQD, GOVT, AORT 13F-HR 1/20/2021, 02:02 PM