Life Goal Wealth Advisors Purchases and Sells in Q3 2025

Life Goal Wealth Advisors

$120 Billion
Q3 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGGO	42.2K + 14.3%	$31.71 - $34.17 $1.34M - $1.44M	337K $11.5B
LRGF	17.6K + 11.31%	$64.13 - $69.24 $1.13M - $1.22M	173K $12B
RBB FUND TRUST	23.7K + 16.23%	N/A	170K $7.51B
VUG	1.02K + 5.63%	$433.97 - $484.08 $444K - $495K	19.2K $9.2B
BND	13.6K + 14.1%	$72.57 - $74.72 $985K - $1.01M	110K $8.17B
DGRO	5.16K + 3.22%	$64.12 - $68.08 $331K - $351K	165K $11.2B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VWOB	33.5K New	N/A	33.5K $2.24B
VANECK ETF TRUST	64.8K New	N/A	64.8K $1.88B
VUSB	12.9K New	N/A	12.9K $643M
ISHARES BITCOIN TRUST ETF	7.98K New	N/A	7.98K $519M
MINT	4.09K New	$100.16 - $100.7 $410K - $412K	4.09K $412M
QQQ	657 New	$546.99 - $602.2 $359K - $396K	657 $394M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHP	-103K - 73.34%	$26.44 - $27.1 $2.72M - $2.79M	37.4K $1.01B
SMLF	-23.5K - 73.64%	$68.27 - $75.58 $1.61M - $1.78M	8.42K $626M
JBBB	-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	-2.29K - 29.45%	$103.24 - $106.68 $236K - $244K	5.48K $584M
AMZN	-1.04K - 22.81%	$211.65 - $238.24 $220K - $248K	3.52K $772M

Activity Summary All Purchases 39 New Holdings 9 Increased Positions 30 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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