Life Goal Wealth Advisors Portfolio Holdings

Life Goal Wealth Advisors

  • $92.2 Billion
  • Q4 2024

Life Goal Wealth Advisors has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $92.2 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $10.4B, Capital Group Global Growth Eq with a value of $9.79B, Vanguard Growth ETF with a value of $5.28B, Ishares Msci Global Multifacto with a value of $4.49B, and Vanguard Bd Index Fd Inc Total with a value of $4.24B.

Examining the 13F form we can see an increase of $92.2B in the current position value.

Life Goal Wealth Advisors is based out at Saratoga Springs, NY

Below you can find more details about Life Goal Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $92.2 Billion
ETFs: $70.8 Billion
Technology: $2.35 Billion
Communication Services: $1.72 Billion
Financial Services: $766 Million
Consumer Cyclical: $486 Million
Energy: $356 Million
Consumer Defensive: $267 Million
Industrials: $246 Million
Other: $217 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.4 Billion 11.24% of portfolio
168,886
Q4 2024 New
$0
$9.79 Billion 10.62% of portfolio
334,906
Q4 2024 New
$0
$5.28 Billion 5.73% of portfolio
12,871
Q4 2024 New
$0
$4.49 Billion 4.87% of portfolio
103,512
Q4 2024 New
$0
$4.24 Billion 4.6% of portfolio
58,953
Q4 2024 New
Capital Group Dividend Growe
-
$4.21 Billion 4.57% of portfolio
-
Q4 2024 New
$0
$3.71 Billion 4.02% of portfolio
81,232
Q4 2024 New
$0
$3.63 Billion 3.93% of portfolio
60,087
Q4 2024 New
$0
$2.73 Billion 2.97% of portfolio
55,628
Q4 2024 New
$0
$2.7 Billion 2.93% of portfolio
39,695
Q4 2024 New
$0
$2.62 Billion 2.85% of portfolio
38,886
Q4 2024 New
$0
$2.56 Billion 2.78% of portfolio
34,275
Q4 2024 New
-
$2.23 Billion 2.42% of portfolio
-
Q4 2024 New
$0
$2.21 Billion 2.39% of portfolio
113,916
Q4 2024 New
$0
$1.88 Billion 2.04% of portfolio
41,537
Q4 2024 New
$0
$1.85 Billion 2.01% of portfolio
6,385
Q4 2024 New
Fidelity Wise Origin Bitcoin
-
$1.58 Billion 1.71% of portfolio
-
Q4 2024 New
$0
$1.54 Billion 1.67% of portfolio
30,714
Q4 2024 New
$0
$1.41 Billion 1.53% of portfolio
13,214
Q4 2024 New
$0
$1.24 Billion 1.35% of portfolio
2,121
Q4 2024 New
$0
$1.08 Billion 1.17% of portfolio
2,938
Q4 2024 New
$3.74T
$1.02 Billion 1.11% of portfolio
4,080
Q4 2024 New
$0
$1.01 Billion 1.1% of portfolio
39,219
Q4 2024 New
-
$1 Billion 1.09% of portfolio
-
Q4 2024 New
Pimco ETF Tr
-
$1 Billion 1.08% of portfolio
-
Q4 2024 New
$0
$965 Million 1.05% of portfolio
34,320
Q4 2024 New
$0
$928 Million 1.01% of portfolio
8,795
Q4 2024 New
$1.26T
$896 Million 0.97% of portfolio
4,706
Q4 2024 New
$0
$856 Million 0.93% of portfolio
16,081
Q4 2024 New
$0
$797 Million 0.87% of portfolio
8,722
Q4 2024 New
$0
$615 Million 0.67% of portfolio
6,347
Q4 2024 New
$0
$595 Million 0.65% of portfolio
2,346
Q4 2024 New
$0
$569 Million 0.62% of portfolio
5,214
Q4 2024 New
$3.07T
$572 Million 0.62% of portfolio
1,357
Q4 2024 New
$0
$533 Million 0.58% of portfolio
2,721
Q4 2024 New
$0
$527 Million 0.57% of portfolio
2,194
Q4 2024 New
$1.58T
$515 Million 0.56% of portfolio
880
Q4 2024 New
$296B
$503 Million 0.55% of portfolio
3,745
Q4 2024 New
Blackrock ETF Trust Ii
-
$497 Million 0.54% of portfolio
-
Q4 2024 New
$2.47T
$486 Million 0.53% of portfolio
2,213
Q4 2024 New
Ea Series Trust
-
$478 Million 0.52% of portfolio
-
Q4 2024 New
$0
$362 Million 0.39% of portfolio
15,185
Q4 2024 New
$458B
$356 Million 0.39% of portfolio
3,314
Q4 2024 New
$0
$333 Million 0.36% of portfolio
3,794
Q4 2024 New
$1.23T
$314 Million 0.34% of portfolio
1,657
Q4 2024 New
$0
$308 Million 0.33% of portfolio
5,945
Q4 2024 New
$608B
$282 Million 0.31% of portfolio
623
Q4 2024 New
$0
$281 Million 0.3% of portfolio
549
Q4 2024 New
$274B
$267 Million 0.29% of portfolio
2,955
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $92.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 61 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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