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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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