Life Goal Wealth Advisors Sells in Q3 2025

Life Goal Wealth Advisors

  • $120 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
-103K
- 73.34%
$26.44 - $27.1 $2.72M - $2.79M
37.4K $1.01B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-23.5K
- 73.64%
$68.27 - $75.58 $1.61M - $1.78M
8.42K $626M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-6.11K
- 37.76%
$48.04 - $48.61 $293K - $297K
10.1K $485M
Capital Group Dividend Growe
-8.16K
- 16.57%
N/A
41.1K $1.42B
MUB
Ishares National Muni Bond ETF

ETFs
-2.29K
- 29.45%
$103.24 - $106.68 $236K - $244K
5.48K $584M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.04K
- 22.81%
$211.65 - $238.24 $220K - $248K
3.52K $772M
HTAB
Hartford Fds Exchange Traded

ETFs
-12.9K
- 15.28%
$18.37 - $19.19 $237K - $248K
71.6K $1.37B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.19K
- 37.15%
$182.33 - $194.5 $216K - $230K
2.01K $390M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.64K
- 12.85%
$97.75 - $100.75 $161K - $166K
11.2K $1.12B
IGRO
Ishares Tr International Divid

ETFs
-1.76K
- 9.66%
$75.97 - $80.24 $134K - $141K
16.4K $1.31B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-176
- 11.03%
$567.77 - $614.76 $99.9K - $108K
1.42K $869M
META
Meta Platforms, Inc.

Communication Services
-37
- 4.51%
$695.21 - $791.73 $25.7K - $29.3K
784 $576M
ACWF
Ishares Msci Global Multifacto

ETFs
-2.52K
- 8.3%
N/A
27.8K $1.44B
Ea Series Trust
-249
- 6.7%
N/A
3.47K $395M
CGMS
Capital Grp Core Plus Income E
-650
- 1.8%
N/A
35.5K $985M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-194
- 5.11%
$55.61 - $57.37 $10.8K - $11.1K
3.6K $206M
SRLN
Ssga Active Trust

ETFs
-221
- 3.49%
$41.28 - $41.65 $9.12K - $9.2K
6.11K $254M
CGMU
Capital Group Core Plus Income
-999
- 2.61%
N/A
37.3K $1.02B
NSC
Norfolk Southern Corp

Industrials
-89
- 8.5%
$259.49 - $300.41 $23.1K - $26.7K
958 $288M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-37
- 0.19%
$73.94 - $78.51 $2.74K - $2.9K
19K $1.48B
AVGO
Broadcom Inc.

Technology
-12
- 1.06%
$264.74 - $369.57 $3.18K - $4.43K
1.13K $371M
NVDA
Nvidia Corp

Technology
-121
- 2.34%
$153.3 - $186.58 $18.5K - $22.6K
5.06K $944M
AAPL
Apple Inc.

Technology
-204
- 5.3%
$202.38 - $256.87 $41.3K - $52.4K
3.64K $928M
GOOG
Alphabet Inc.

Communication Services
-59
- 1.23%
$175.16 - $255.24 $10.3K - $15.1K
4.73K $1.15B
Activity Summary
Buys All Purchases 39 New Holdings 9 Increased Positions 30 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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