LIFEGOAL WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 5K | $943.60K |
 | GOOG | 5K | $1.15M |
 | AAPL | 4K | $927.84K |
 | AMZN | 4K | $772.23K |
 | XOM | 3K | $337.91K |
 | WMT | 2K | $234.50K |
 | MSFT | 2K | $905.67K |
 | GOOGL | 2K | $410.35K |
 | JPM | 1K | $367.48K |
 | AVGO | 1K | $371.15K |
 | NSC | 958 | $287.79K |
 | META | 784 | $575.89K |
 | V | 628 | $214.37K |
 | BRK-B | 503 | $252.88K |
 | LLY | 264 | $201.43K |
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$943.60K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.15M
Apple Inc.
AAPL
Shares Held
4K
Value
$927.84K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$772.23K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$337.91K
Walmart Inc.
WMT
Shares Held
2K
Value
$234.50K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$905.67K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$410.35K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$367.48K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$371.15K
Norfolk Southern Corporation
NSC
Shares Held
958
Value
$287.79K
Meta Platforms, Inc.
META
Shares Held
784
Value
$575.89K
Visa Inc.
V
Shares Held
628
Value
$214.37K
Berkshire Hathaway Inc.
BRK-B
Shares Held
503
Value
$252.88K
Eli Lilly and Company
LLY
Shares Held
264
Value
$201.43K