Life Goal Wealth Advisors Purchases and Sells in Q1 2025

Life Goal Wealth Advisors

$92.6 Billion
Q1 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LRGF	55.7K + 92.74%	$56.95 - $63.95 $3.17M - $3.56M	116K $6.7B
PIMCO ETF TR	62.4K + 161.72%	N/A	101K $2.66B
CGMS	60.4K + 73.81%	N/A	142K $3.88B
BND	17.5K + 29.67%	$71.17 - $73.66 $1.24M - $1.29M	76.4K $5.63B
VUG	4.35K + 33.76%	$369.1 - $427.61 $1.6M - $1.86M	17.2K $6.38B
JPIE	16.4K + 20.16%	$45.46 - $46.18 $744K - $756K	97.6K $4.5B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RBB FUND TRUST	86.7K New	N/A	86.7K $3.26B
VIGI	14.6K New	$78.97 - $85.82 $1.16M - $1.26M	14.6K $1.21B
SGOV	7.32K New	$100.34 - $100.68 $734K - $737K	7.32K $737M
BLACKROCK ETF TRUST II	10.5K New	N/A	10.5K $546M
QUAL	2.61K New	$168.16 - $186.21 $439K - $486K	2.61K $471M
SPLB	14.6K New	$21.73 - $23.02 $317K - $336K	14.6K $329M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACWF	-61.3K - 59.27%	N/A	42.2K $1.81B
CAPITAL GROUP DIVIDEND GROWE	-73.6K - 51.81%	N/A	68.5K $2.14B
IGRO	-24.4K - 61.56%	$66.91 - $73.87 $1.64M - $1.81M	15.3K $1.11B
VCLT	-18.3K - 53.35%	$73.11 - $77.43 $1.34M - $1.42M	16K $1.21B
DGRO	-19.6K - 11.59%	$60.46 - $64.42 $1.18M - $1.26M	149K $9.23B
CGGO	-24.9K - 7.45%	$28.33 - $30.84 $707K - $769K	310K $8.77B

Activity Summary All Purchases 24 New Holdings 8 Increased Positions 16 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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