Life Goal Wealth Advisors Portfolio Holdings by Sector
Life Goal Wealth Advisors
- $150 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
LRGF CGGO DGRO VUG BND EMGF RING VIGI 42 stocks |
$94.5 Million
84.12% of portfolio
|
26
|
13
|
4
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.52 Million
3.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$3.23 Million
2.88% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.58 Million
2.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.77 Million
1.57% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.72 Million
1.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.06 Million
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$805,980
0.72% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$652,457
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY 2 stocks |
$601,468
0.54% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF V 2 stocks |
$493,385
0.44% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$448,530
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$330,546
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$259,112
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$225,187
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PCG 1 stocks |
$163,866
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|