Life Goal Wealth Advisors Portfolio Holdings by Sector
Life Goal Wealth Advisors
- $105 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DGRO LRGF CGGO VUG BND SCHP EMGF SMLF 40 stocks |
$75.9 Million
89.24% of portfolio
|
  23  
|
  16  
|
  7  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.82 Million
2.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$1.73 Million
2.04% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.13 Million
1.33% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$999,541
1.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$846,681
1.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$789,431
0.93% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$315,746
0.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$315,422
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
NSC 1 stocks |
$268,001
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$258,020
0.3% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$250,417
0.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$216,813
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$203,457
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|