Life Goal Wealth Advisors Portfolio Holdings by Sector
Life Goal Wealth Advisors
- $92.6 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
DGRO CGGO LRGF VUG BND JBBB SMLF HTAB 37 stocks |
$64.8 Million
89.89% of portfolio
|
14
|
18
|
6
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.74 Million
2.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$1.44 Million
2.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$906,343
1.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$513,942
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NKX NEA AFB 3 stocks |
$482,029
0.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$413,718
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$400,117
0.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$394,134
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$259,539
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$256,704
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
NSC 1 stocks |
$248,219
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$232,081
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|