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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.6B
$246 Million 0.27% of portfolio
1,048
Q4 2024 New
$142B
$249 Million 0.27% of portfolio
2,340
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
Track This Portfolio

Track Life Goal Wealth Advisors Portfolio

Follow Life Goal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Goal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Life Goal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email