0001839307-21-000003.txt : 20210513 0001839307-21-000003.hdr.sgml : 20210513 20210513160008 ACCESSION NUMBER: 0001839307-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210513 DATE AS OF CHANGE: 20210513 EFFECTIVENESS DATE: 20210513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GoalVest Advisory LLC CENTRAL INDEX KEY: 0001839307 IRS NUMBER: 811845290 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20482 FILM NUMBER: 21919438 BUSINESS ADDRESS: STREET 1: 4 WORLD TRADE CENTER STREET 2: SUITE 2908 CITY: NEW YORK STATE: NY ZIP: 10007 BUSINESS PHONE: 9172156141 MAIL ADDRESS: STREET 1: 4 WORLD TRADE CENTER STREET 2: SUITE 2908 CITY: NEW YORK STATE: NY ZIP: 10007 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001839307 XXXXXXXX 03-31-2021 03-31-2021 GoalVest Advisory LLC

4 WORLD TRADE CENTER SUITE 2908 NEW YORK NY 10007

13F HOLDINGS REPORT 028-20482 N Sevasti Balafas 9172156141 Sevasti Balafas New York NY 03-31-2021 0 173 134124 true INFORMATION TABLE 2 13fHoldings.xml AMAZON COM INC COM Stock 023135106 4254 1375 SH SOLE 0 1375 0 0 CERNER CORP COM Stock 156782104 433 6017 SH SOLE 0 6017 0 0 INVESCO QQQ TRUST ETF 46090E103 0 0 SH SOLE 0 0 0 0 VULCAN MATLS CO COM Stock 929160109 674 3994 SH SOLE 0 3994 0 0 JOHNSON & JOHNSON COM Stock 478160104 911 5541 SH SOLE 0 5541 0 0 SEAGATE TECHNOLOGY PLC SHS Stock G7945M107 47 609 SH SOLE 0 609 0 0 ABB LTD SPONSORED ADR ADR 000375204 687 22561 SH SOLE 0 22561 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 7 34 SH SOLE 0 34 0 0 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Stock 01881G106 497 12421 SH SOLE 0 12421 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 782 2218 SH SOLE 0 2218 0 0 HCA HEALTHCARE INC COM Stock 40412C101 0 0 SH SOLE 0 0 0 0 SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF ETF 78468R739 23 471 SH SOLE 0 471 0 0 WATSCO INC COM Stock 942622200 27 104 SH SOLE 0 104 0 0 YUM BRANDS INC COM Stock 988498101 522 4828 SH SOLE 0 4828 0 0 OLD DOMINION FREIGHT LINE INC COM Stock 679580100 39 163 SH SOLE 0 163 0 0 REAL ESTATE SELECT SECTOR SPDR FUND ETF 81369Y860 999 25296 SH SOLE 0 25296 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 929 6859 SH SOLE 0 6859 0 0 COCA COLA CO COM Stock 191216100 536 10167 SH SOLE 0 10167 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 678 3990 SH SOLE 0 3990 0 0 VANGUARD REAL ESTATE ETF ETF 922908553 287 3122 SH SOLE 0 3122 0 0 INTEL CORP COM Stock 458140100 431 6729 SH SOLE 0 6729 0 0 PAYCHEX INC COM Stock 704326107 39 400 SH SOLE 0 400 0 0 PROLOGIS INC. 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