Life Goal Wealth Advisors Purchases and Sells in Q2 2025

Life Goal Wealth Advisors

$105 Billion
Q2 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LRGF	39.5K + 34.14%	$51.37 - $64.13 $2.03M - $2.54M	155K $9.96B
SCHP	121K + 608.09%	$26.18 - $26.93 $3.16M - $3.25M	140K $3.75B
RBB FUND TRUST	59.4K + 68.51%	N/A	146K $5.89B
VUG	951 + 5.52%	$329.49 - $438.4 $313K - $417K	18.2K $7.96B
BND	19.8K + 25.94%	$72.02 - $73.82 $1.43M - $1.46M	96.3K $7.09B
DGRO	10.5K + 7.07%	$55.22 - $63.94 $583K - $675K	160K $10.2B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	13.8K New	$49.79 - $50.75 $689K - $702K	13.8K $702M
IUSB	10.7K New	$45.12 - $46.23 $482K - $493K	10.7K $493M
SHYG	10.7K New	$40.82 - $43.14 $437K - $462K	10.7K $462M
JPM	1.09K New	$210.28 - $289.91 $229K - $315K	1.09K $315M
AVGO	1.14K New	$146.29 - $275.65 $166K - $313K	1.14K $313M
V	727 New	$308.27 - $373.31 $224K - $271K	727 $258M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGMS	-106K - 74.56%	N/A	36.2K $999M
JBBB	-42.9K - 72.6%	$46.79 - $48.56 $2.01M - $2.08M	16.2K $780M
SPY	-1.54K - 72.56%	$496.48 - $617.85 $764K - $951K	582 $360M
VOO	-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	-8.22K - 53.65%	$48.13 - $49.85 $396K - $410K	7.1K $348M

Activity Summary All Purchases 35 New Holdings 11 Increased Positions 24 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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