Life Goal Wealth Advisors Sells in Q2 2025

Life Goal Wealth Advisors

  • $105 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGMS
Capital Grp Core Plus Income E
-106K
- 74.56%
N/A
36.2K $999M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-42.9K
- 72.6%
$46.79 - $48.56 $2.01M - $2.08M
16.2K $780M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.54K
- 72.56%
$496.48 - $617.85 $764K - $951K
582 $360M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.35K
- 45.91%
$456.74 - $568.03 $618K - $769K
1.6K $906M
Capital Group Dividend Growe
-19.3K
- 28.11%
N/A
49.2K $1.66B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.22K
- 53.65%
$48.13 - $49.85 $396K - $410K
7.1K $348M
ACWF
Ishares Msci Global Multifacto

ETFs
-11.8K
- 28.07%
N/A
30.3K $1.46B
HTAB
Hartford Fds Exchange Traded

ETFs
-14K
- 14.2%
$18.44 - $19.31 $258K - $270K
84.5K $1.58B
CGMU
Capital Group Core Plus Income
-9.72K
- 20.24%
N/A
38.3K $1.02B
VB
Vanguard Small Cap ETF

ETFs
-1.19K
- 57.19%
$193.73 - $237.37 $231K - $283K
893 $212M
AAPL
Apple Inc.

Technology
-232
- 5.69%
$172.42 - $223.89 $40K - $51.9K
3.85K $789M
Ea Series Trust
-962
- 20.57%
N/A
3.71K $418M
XOM
Exxon Mobil Corp

Energy
-385
- 11.62%
$99.93 - $119.04 $38.5K - $45.8K
2.93K $316M
Blackrock ETF Trust Ii
-2.98K
- 28.01%
N/A
7.66K $248M
MUB
Ishares National Muni Bond ETF

ETFs
-632
- 7.52%
$102.31 - $105.8 $64.7K - $66.9K
7.77K $812M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-2.92K
- 20.01%
$21.37 - $22.67 $62.4K - $66.2K
11.7K $263M
SRLN
Ssga Active Trust

ETFs
-1.28K
- 16.78%
$39.47 - $41.59 $50.4K - $53.1K
6.33K $263M
WMT
Walmart Inc.

Consumer Defensive
-739
- 25.0%
$81.79 - $99.98 $60.4K - $73.9K
2.22K $217M
LLY
Eli Lilly & CO

Healthcare
-20
- 7.12%
$713.71 - $898.95 $14.3K - $18K
261 $203M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-243
- 5.02%
$41.45 - $54.46 $10.1K - $13.2K
4.6K $240M
NSC
Norfolk Southern Corp

Industrials
-1
- 0.1%
$206.34 - $257.46 $206 - $257
1.05K $268M
GOOGL
Alphabet Inc.

Communication Services
-79
- 4.77%
$144.7 - $178.6 $11.4K - $14.1K
1.58K $278M
VIG
Vanguard Dividend Appreciation

ETFs
-33
- 1.2%
N/A
2.71K $554M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-34
- 4.72%
$299.15 - $396.54 $10.2K - $13.5K
687 $272M
SPYG
Spdr Portfolio

ETFs
-19
- 0.5%
$71.83 - $95.32 $1.36K - $1.81K
3.78K $360M
VTI
Vanguard Total Stock Market Et

ETFs
-362
- 5.7%
$243.75 - $303.93 $88.2K - $110K
5.99K $1.82B
CGGO
Capital Group Global Growth Eq

ETFs
-14.9K
- 4.8%
$25.31 - $32.17 $376K - $478K
295K $9.43B
Activity Summary
Buys All Purchases 35 New Holdings 11 Increased Positions 24 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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