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Lifeworks Advisors

Latest statistics and disclosures from Lifeworks Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPDW, GOVT, LQD, MBB, BNDX, and represent 16.15% of Lifeworks Advisors's stock portfolio.
Added to shares of these 10 stocks: MO (+$7.1M), IWM (+$6.2M), SPDW (+$5.7M), MDT (+$5.2M), Spdr S&p 500 Etf Tr option (+$5.2M), HIG, EVRG, QCOM, AMAT, AMZN.
Started 29 new stock positions in Spdr S&p 500 Etf Tr option, HIMU, ADP, BDX, TER, ITA, Spdr S&p 500 Etf Tr option, GDX, PLTR, GWRE.
Reduced shares in these 10 stocks: , BOXX (-$5.6M), LLY (-$5.2M), ETN, SMCI, SO, VGK, , JNJ, KLAC.
Sold out of its positions in AMD, DUK, MLPA, HIVE, IP, IYW, IHF, JNPR, NEM, PSX. SPY, CRM, VCSH, BG.
Lifeworks Advisors was a net buyer of stock by $44M.
Lifeworks Advisors has $751M in assets under management (AUM), dropping by 12.00%.
Central Index Key (CIK): 0001882132

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Portfolio Holdings for Lifeworks Advisors

Lifeworks Advisors holds 327 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	5.9	$44M	+14%	1.0M	42.79	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	3.2	$24M	+5%	1.0M	23.12	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.6	$20M	+3%	175k	111.47	View chart
Ishares Tr Mbs Etf (MBB)	2.3	$17M	+5%	180k	95.15	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.1	$16M	+4%	326k	49.46	View chart
Ishares Gold Tr Ishares New (IAU)	2.1	$16M	+13%	221k	72.77	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	2.1	$16M	+6%	72k	222.17	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.0	$15M	+2%	302k	50.63	View chart
Microsoft Corporation (MSFT)	1.5	$11M		21k	517.94	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.4	$11M	+9%	161k	65.00	View chart
Abbvie (ABBV)	1.4	$10M	-5%	44k	231.54	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$9.9M	+24%	28k	355.46	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	1.2	$9.3M	+29%	40k	236.06	View chart
Apple (AAPL)	1.2	$9.0M	+14%	36k	254.63	View chart
Johnson & Johnson (JNJ)	1.2	$8.9M	-20%	48k	185.42	View chart
Oracle Corporation (ORCL)	1.2	$8.9M	+6%	32k	281.24	View chart
Gilead Sciences (GILD)	1.2	$8.8M		80k	111.00	View chart
International Business Machines (IBM)	1.2	$8.7M	-3%	31k	282.16	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.1	$8.2M	-14%	123k	66.87	View chart
Pfizer (PFE)	1.1	$8.2M		323k	25.48	View chart
Altria (MO)	1.0	$7.7M	+1159%	117k	66.06	View chart
Merck & Co (MRK)	1.0	$7.7M	-13%	92k	83.93	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	1.0	$7.5M	-2%	200k	37.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$7.4M	+504%	31k	241.96	View chart
Dell Technologies CL C (DELL)	1.0	$7.3M	+14%	52k	141.77	View chart
Republic Services (RSG)	1.0	$7.3M	-5%	32k	229.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$7.1M		11k	669.31	View chart
Qualcomm (QCOM)	0.9	$7.0M	+105%	42k	166.36	View chart
Applied Materials (AMAT)	0.9	$6.9M	+84%	34k	204.74	View chart
Campbell Soup Company (CPB)	0.9	$6.9M	-3%	217k	31.58	View chart
Cisco Systems (CSCO)	0.9	$6.7M		98k	68.42	View chart
Corning Incorporated (GLW)	0.9	$6.6M	+9%	81k	82.03	View chart
Paccar (PCAR)	0.9	$6.5M	+10%	66k	98.32	View chart
Viatris (VTRS)	0.8	$5.9M	+20%	595k	9.90	View chart
Garmin SHS (GRMN)	0.8	$5.9M	-2%	24k	246.22	View chart
Caterpillar (CAT)	0.8	$5.8M	+6%	12k	477.16	View chart
Nortonlifelock (GEN)	0.8	$5.7M	-5%	202k	28.39	View chart
Clorox Company (CLX)	0.8	$5.7M	+4%	46k	123.30	View chart
Medtronic SHS (MDT)	0.7	$5.5M	+2053%	58k	95.24	View chart
Motorola Solutions Com New (MSI)	0.7	$5.5M	+4%	12k	457.29	View chart
Cummins (CMI)	0.7	$5.4M		13k	422.36	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.7	$5.3M		206k	25.85	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$5.3M	+11%	55k	96.46	View chart
Hewlett Packard Enterprise (HPE)	0.7	$5.3M	+28%	216k	24.56	View chart
F5 Networks (FFIV)	0.7	$5.2M	+2%	16k	323.18	View chart
Spdr S&p 500 Etf Tr Call Call Option (Principal)	0.7	$5.2M	NEW	7.8k	666.19	View chart
Godaddy Cl A (GDDY)	0.7	$5.2M	+12%	38k	136.83	View chart
Evergy (EVRG)	0.7	$5.2M	+466%	68k	76.02	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.7	$5.2M	+36%	63k	81.94	View chart
eBay (EBAY)	0.7	$5.1M	+8%	56k	90.95	View chart
Jabil Circuit (JBL)	0.7	$5.0M	+26%	23k	217.17	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.7	$5.0M		64k	78.34	View chart
Illinois Tool Works (ITW)	0.7	$5.0M	+6%	19k	260.76	View chart
Hartford Financial Services (HIG)	0.7	$4.9M	+1040%	37k	133.39	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.7	$4.9M	-53%	43k	113.86	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$4.9M	-2%	46k	106.49	View chart
Southern Company (SO)	0.6	$4.8M	-41%	51k	94.77	View chart
Deere & Company (DE)	0.6	$4.6M	+62%	10k	457.26	View chart
Amcor Ord (AMCR)	0.6	$4.6M	-2%	562k	8.18	View chart
Otis Worldwide Corp (OTIS)	0.6	$4.3M	-2%	47k	91.43	View chart
Amazon (AMZN)	0.6	$4.3M	+227%	20k	219.57	View chart
NetApp (NTAP)	0.6	$4.2M	+13%	36k	118.46	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.5	$4.0M	+12%	81k	49.84	View chart
Wabtec Corporation (WAB)	0.5	$4.0M	+10%	20k	200.47	View chart
Hp (HPQ)	0.5	$3.9M		145k	27.23	View chart
Nxp Semiconductors N V (NXPI)	0.5	$3.8M	+22%	17k	227.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$3.7M	+53%	6.1k	600.41	View chart
Texas Instruments Incorporated (TXN)	0.5	$3.5M	+2%	19k	183.73	View chart
NVIDIA Corporation (NVDA)	0.5	$3.5M	+2%	19k	186.58	View chart
Microchip Technology (MCHP)	0.4	$3.3M	+5%	51k	64.22	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.4	$3.2M	-13%	87k	36.81	View chart
Carrier Global Corporation (CARR)	0.4	$3.1M	+18%	53k	59.70	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.4	$3.0M	+8%	62k	49.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$3.0M	+3%	53k	57.10	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$2.8M		117k	24.40	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.4	$2.8M	+35%	211k	13.43	View chart
Dow (DOW)	0.4	$2.8M	+16%	120k	22.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$2.6M	+25%	8.4k	307.86	View chart
Eastman Chemical Company (EMN)	0.3	$2.5M	+32%	39k	63.05	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.3	$2.4M	-4%	24k	102.87	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$2.4M	+12%	42k	57.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$2.2M	+144%	41k	53.40	View chart
Wal-Mart Stores (WMT)	0.3	$2.1M	+9%	20k	103.06	View chart
Strategy Cl A New (MSTR)	0.3	$2.1M		6.4k	322.22	View chart
Kla Corp Com New (KLAC)	0.3	$2.0M	-47%	1.9k	1078.63	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.3	$2.0M	+20%	39k	52.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$2.0M		11k	186.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$2.0M	-18%	76k	26.34	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.3	$1.9M	+2%	34k	56.47	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$1.9M		18k	104.51	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.2	$1.8M	-2%	77k	23.94	View chart
Eli Lilly & Co. (LLY)	0.2	$1.8M	-73%	2.4k	762.97	View chart
Tesla Motors (TSLA)	0.2	$1.8M	+42%	4.1k	444.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.8M	-2%	2.9k	612.41	View chart
Meta Platforms Cl A (META)	0.2	$1.8M	+21%	2.4k	734.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.8M	+2%	3.7k	479.61	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$1.8M	-4%	35k	50.73	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$1.8M		32k	55.33	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$1.7M	-66%	22k	79.80	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$1.7M	+477%	23k	76.34	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$1.7M		47k	36.30	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$1.7M	-21%	17k	97.08	View chart
Ea Series Trust Alpha Architect (AAVM)	0.2	$1.6M	-13%	57k	28.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.6M	-6%	8.4k	194.50	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$1.6M	+153%	20k	80.21	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.2	$1.6M		52k	30.29	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.5M	+20%	9.0k	167.33	View chart
Strategy Newfound Reslv (ROMO)	0.2	$1.5M	-15%	44k	33.63	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$1.5M	-2%	36k	40.57	View chart
Broadcom (AVGO)	0.2	$1.5M	-14%	4.4k	329.93	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$1.4M	+46%	13k	110.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$1.4M		37k	38.57	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.4M		30k	46.81	View chart
Home Depot (HD)	0.2	$1.4M		3.5k	405.24	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$1.4M	-2%	55k	25.85	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.2	$1.4M	-2%	72k	19.14	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$1.4M	+14%	23k	59.20	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.4M	-11%	20k	67.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.3M	-5%	5.4k	243.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.3M		11k	120.72	View chart
Visa Com Cl A (V)	0.2	$1.2M		3.6k	341.42	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.2M	+5%	11k	112.75	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$1.2M	-2%	15k	80.65	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$1.2M		28k	43.92	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.2	$1.2M		32k	36.03	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.1M	+9%	2.9k	391.59	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.1M	+21%	2.5k	447.24	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$1.1M	-2%	26k	43.43	View chart
Netflix (NFLX)	0.1	$1.1M	+167%	897.00	1199.24	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M		3.4k	315.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.1M	-2%	11k	100.25	View chart
Philip Morris International (PM)	0.1	$1.1M		6.5k	162.20	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$1.1M		18k	57.19	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.0M	+81%	2.1k	490.37	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.0M	-3%	1.8k	562.14	View chart
Micron Technology (MU)	0.1	$999k	+60%	6.0k	167.32	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$966k	+2%	20k	49.45	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$934k	-14%	20k	46.71	View chart
American Express Company (AXP)	0.1	$911k		2.7k	332.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$909k	-2%	1.8k	502.74	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$887k	-7%	15k	58.85	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$868k	+52%	2.6k	332.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$861k	+2%	4.2k	206.51	View chart
Coca-Cola Company (KO)	0.1	$858k		13k	66.32	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$854k	-3%	4.5k	190.58	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$852k		9.1k	93.37	View chart
Pentair SHS (PNR)	0.1	$848k	+34%	7.7k	110.76	View chart
Axon Enterprise (AXON)	0.1	$847k	+100%	1.2k	717.52	View chart
Ge Aerospace Com New (GE)	0.1	$846k	+11%	2.8k	300.81	View chart
Eaton Corp SHS (ETN)	0.1	$844k	-81%	2.3k	374.29	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.1	$844k		29k	28.90	View chart
Verizon Communications (VZ)	0.1	$844k	-4%	19k	43.95	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$839k	+42%	13k	65.92	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$816k		2.9k	281.85	View chart
Pepsi (PEP)	0.1	$810k	-4%	5.8k	140.43	View chart
Uber Technologies (UBER)	0.1	$800k	+35%	8.2k	97.97	View chart
Everest Re Group (EG)	0.1	$792k	-4%	2.3k	350.21	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$775k		26k	29.32	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$774k	-19%	33k	23.28	View chart
Doordash Cl A (DASH)	0.1	$771k	+220%	2.8k	271.98	View chart
Boston Scientific Corporation (BSX)	0.1	$767k	+12%	7.9k	97.63	View chart
Walt Disney Company (DIS)	0.1	$765k		6.7k	114.51	View chart
Amgen (AMGN)	0.1	$765k	-8%	2.7k	282.23	View chart
Costco Wholesale Corporation (COST)	0.1	$760k		821.00	925.63	View chart
Hershey Company (HSY)	0.1	$749k		4.0k	187.05	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$738k	+4%	6.1k	121.07	View chart
Dollar Tree (DLTR)	0.1	$726k	-5%	7.7k	94.37	View chart
Fair Isaac Corporation (FICO)	0.1	$711k	+113%	475.00	1497.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$694k	+16%	2.4k	293.78	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$692k		15k	46.32	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$685k	-2%	23k	29.73	View chart
Comcast Corp Cl A (CMCSA)	0.1	$678k	+7%	22k	31.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$673k	+65%	2.1k	328.11	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$667k		21k	31.53	View chart
Incyte Corporation (INCY)	0.1	$665k	NEW	7.8k	84.81	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$658k	+43%	6.4k	102.99	View chart
Lockheed Martin Corporation (LMT)	0.1	$657k	+15%	1.3k	499.24	View chart
Procter & Gamble Company (PG)	0.1	$656k		4.3k	153.67	View chart
Biogen Idec (BIIB)	0.1	$656k		4.7k	140.08	View chart
Howmet Aerospace (HWM)	0.1	$654k	+26%	3.3k	196.21	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$644k	+3%	2.4k	271.17	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$624k	-72%	8.8k	70.97	View chart
General Mills (GIS)	0.1	$615k		12k	50.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$608k	-10%	8.2k	74.37	View chart
Kroger (KR)	0.1	$602k		8.9k	67.41	View chart
Kellogg Company (K)	0.1	$598k	+34%	7.3k	82.02	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$596k		6.3k	95.14	View chart
Colgate-Palmolive Company (CL)	0.1	$594k		7.4k	79.94	View chart
Valero Energy Corporation (VLO)	0.1	$584k		3.4k	170.26	View chart
Travelers Companies (TRV)	0.1	$575k		2.1k	279.22	View chart
TJX Companies (TJX)	0.1	$571k	NEW	4.0k	144.55	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$568k	+4%	11k	51.23	View chart
Fox Corp Cl B Com (FOX)	0.1	$556k	-7%	9.7k	57.29	View chart
UnitedHealth (UNH)	0.1	$551k	+3%	1.6k	345.30	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$551k	NEW	16k	34.16	View chart
Tidal Trust Ii Yieldmax Mstr Op (MSTY)	0.1	$550k	+3%	39k	13.96	View chart
McDonald's Corporation (MCD)	0.1	$546k		1.8k	303.85	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$542k	-40%	6.1k	89.37	View chart
CF Industries Holdings (CF)	0.1	$536k		6.0k	89.70	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$534k		5.2k	103.07	View chart
Monolithic Power Systems (MPWR)	0.1	$532k		578.00	919.96	View chart
Cadence Design Systems (CDNS)	0.1	$519k	+19%	1.5k	351.22	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$518k		10k	50.07	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$511k	+9%	5.7k	89.77	View chart
Darden Restaurants (DRI)	0.1	$506k	+15%	2.7k	190.34	View chart
Autodesk (ADSK)	0.1	$505k	NEW	1.6k	317.73	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$503k		5.6k	89.34	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.1	$492k	+4%	11k	44.00	View chart
Centrus Energy Corp Cl A (LEU)	0.1	$486k		1.6k	310.07	View chart
Packaging Corporation of America (PKG)	0.1	$482k	+66%	2.2k	217.96	View chart
Boeing Company (BA)	0.1	$480k		2.2k	215.79	View chart
Kimberly-Clark Corporation (KMB)	0.1	$477k		3.8k	124.33	View chart
Anthem (ELV)	0.1	$475k	+13%	1.5k	323.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$473k		14k	33.42	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$471k	+10%	12k	37.86	View chart
Consolidated Edison (ED)	0.1	$470k	-8%	4.7k	100.53	View chart
Corteva (CTVA)	0.1	$465k	+29%	6.9k	67.63	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$458k		5.5k	82.96	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.1	$453k		9.4k	48.22	View chart
Cambria Etf Tr Glb Moment Etf (GMOM)	0.1	$451k	-5%	14k	32.33	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.1	$450k		21k	21.36	View chart
Lowe's Companies (LOW)	0.1	$435k	+2%	1.7k	251.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$428k	-44%	3.8k	113.88	View chart
Cme (CME)	0.1	$421k		1.6k	270.19	View chart
Chevron Corporation (CVX)	0.1	$416k		2.7k	155.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$412k	+7%	1.6k	254.30	View chart
Intuit (INTU)	0.1	$411k	NEW	602.00	682.79	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$405k		8.1k	50.23	View chart
American Electric Power Company (AEP)	0.1	$398k	NEW	3.5k	112.49	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.1	$398k	-42%	6.2k	64.44	View chart
Trimble Navigation (TRMB)	0.1	$393k	NEW	4.8k	81.65	View chart
Servicenow (NOW)	0.1	$390k	NEW	423.00	920.71	View chart
Spdr Series Trust Bloomberg 1 10 Y (TIPX)	0.1	$386k		20k	19.29	View chart
Marathon Petroleum Corp (MPC)	0.0	$375k		1.9k	192.75	View chart
Ea Series Trust Us Quan Value (QVAL)	0.0	$374k	-33%	8.0k	46.65	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$367k	-4%	12k	31.62	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$360k	+32%	21k	17.01	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$344k	-11%	7.3k	46.96	View chart
Automatic Data Processing (ADP)	0.0	$343k	NEW	1.2k	293.61	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$343k		8.5k	40.18	View chart
ConAgra Foods (CAG)	0.0	$342k	NEW	19k	18.31	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.0	$341k	-42%	9.3k	36.64	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$341k		11k	32.07	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$340k	-7%	2.4k	139.17	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$337k	NEW	6.9k	49.19	View chart
Expeditors International of Washington (EXPD)	0.0	$336k	-4%	2.7k	122.61	View chart
Xcel Energy (XEL)	0.0	$336k	NEW	4.2k	80.65	View chart
Wells Fargo & Company (WFC)	0.0	$331k	+15%	3.9k	83.83	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$330k	+5%	3.6k	91.75	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.0	$328k		13k	25.60	View chart
Union Pacific Corporation (UNP)	0.0	$321k		1.4k	236.37	View chart
United Parcel Service CL B (UPS)	0.0	$318k	+10%	3.8k	83.53	View chart
SYSCO Corporation (SYY)	0.0	$317k		3.8k	82.33	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$311k	NEW	1.5k	209.26	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$308k		16k	19.29	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$308k	-7%	5.8k	53.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$302k	-5%	4.6k	65.26	View chart
HEICO Corporation (HEI)	0.0	$300k		928.00	322.82	View chart
Palantir Technologies Cl A (PLTR)	0.0	$294k	NEW	1.6k	182.42	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$293k	-2%	4.4k	67.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$287k		7.8k	36.68	View chart
Booking Holdings (BKNG)	0.0	$286k	+23%	53.00	5399.26	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.0	$285k		8.3k	34.27	View chart
Honeywell International (HON)	0.0	$284k	NEW	1.4k	210.49	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$283k	+2%	5.0k	56.75	View chart
Enbridge (ENB)	0.0	$282k	+3%	5.6k	50.46	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$282k	+5%	1.1k	256.45	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$282k	NEW	3.1k	89.66	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.0	$277k	-35%	9.2k	30.17	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$277k		7.0k	39.26	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$275k	-2%	1.8k	154.23	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.0	$268k		8.0k	33.53	View chart
T. Rowe Price (TROW)	0.0	$267k	+8%	2.6k	102.65	View chart
Arista Networks Com Shs (ANET)	0.0	$265k	-22%	1.8k	145.74	View chart
Teradyne (TER)	0.0	$264k	NEW	1.9k	137.64	View chart
Te Connectivity Ord Shs (TEL)	0.0	$264k	-14%	1.2k	219.47	View chart
Best Buy (BBY)	0.0	$264k	+9%	3.5k	75.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$263k	-35%	1.1k	243.64	View chart
Adobe Systems Incorporated (ADBE)	0.0	$259k	+6%	733.00	352.75	View chart
Analog Devices (ADI)	0.0	$258k		1.1k	245.64	View chart
Guidewire Software (GWRE)	0.0	$258k	NEW	1.1k	229.86	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$257k		12k	21.07	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$256k		5.6k	45.77	View chart
Charles Schwab Corporation (SCHW)	0.0	$256k	+11%	2.7k	95.47	View chart
Carvana Cl A (CVNA)	0.0	$254k	-2%	672.00	377.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.0	$254k	-12%	8.1k	31.12	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$251k		3.2k	78.37	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$250k	+2%	2.9k	87.21	View chart
Bristol Myers Squibb (BMY)	0.0	$250k	-13%	5.5k	45.10	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$247k		5.9k	41.58	View chart
Direxion Shs Etf Tr Auspce Cmd Stg (COM)	0.0	$245k		8.5k	28.73	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$245k	-37%	9.9k	24.72	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$245k	-10%	4.8k	51.09	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$244k		3.3k	73.29	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$243k	-12%	4.8k	50.59	View chart
DaVita (DVA)	0.0	$241k		1.8k	132.87	View chart
Spdr S&p 500 Etf Tr Put Put Option (Principal)	0.0	$239k	NEW	161.00	1486.60	View chart
Steel Dynamics (STLD)	0.0	$237k		1.7k	139.43	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.0	$237k	-32%	6.4k	37.20	View chart
Target Corporation (TGT)	0.0	$233k	NEW	2.6k	89.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$232k	NEW	2.7k	87.33	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$232k		4.0k	57.52	View chart
Devon Energy Corporation (DVN)	0.0	$230k	NEW	6.6k	35.06	View chart
Nrg Energy Com New (NRG)	0.0	$229k	NEW	1.4k	161.93	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$229k		2.7k	84.11	View chart
Mastercard Incorporated Cl A (MA)	0.0	$226k	NEW	397.00	568.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$225k	-2%	5.2k	43.50	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.0	$224k		4.1k	55.21	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$224k		2.3k	99.11	View chart
Spdr Series Trust Bloomberg Emg Mk (EMHC)	0.0	$219k		8.7k	25.19	View chart
Super Micro Computer Com New (SMCI)	0.0	$219k	-94%	4.6k	47.94	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$218k	NEW	2.9k	76.39	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$218k		8.7k	25.13	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.0	$215k		18k	11.83	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$215k		1.0k	208.71	View chart
Genuine Parts Company (GPC)	0.0	$213k	-54%	1.5k	138.63	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$212k		7.9k	26.95	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$201k	-19%	3.7k	54.09	View chart
Becton, Dickinson and (BDX)	0.0	$200k	NEW	1.1k	187.17	View chart
Uranium Energy (UEC)	0.0	$160k	+3%	12k	13.34	View chart
DNP Select Income Fund (DNP)	0.0	$150k		15k	10.01	View chart
Tidal Trust Ii Yieldmax Ultra O (ULTY)	0.0	$134k	NEW	25k	5.47	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$106k	+7%	23k	4.54	View chart
Tidal Trust Ii Yieldmax Tsla Op (TSLY)	0.0	$94k		10k	9.43	View chart
Tidal Trust Ii Yieldmax Coin Op (CONY)	0.0	$85k	NEW	12k	6.88	View chart
AVINO SILVER & GOLD Mines Lt (ASM)	0.0	$84k	-20%	16k	5.25	View chart
Bitfarms (BITF)	0.0	$30k	-48%	11k	2.82	View chart

Past Filings by Lifeworks Advisors

SEC 13F filings are viewable for Lifeworks Advisors going back to 2021

Lifeworks Advisors 2025 Q3 filed Nov. 12, 2025
Lifeworks Advisors 2025 Q2 filed Aug. 5, 2025
Lifeworks Advisors 2025 Q1 filed May 6, 2025
Lifeworks Advisors 2024 Q4 filed Feb. 7, 2025
Lifeworks Advisors 2024 Q3 filed Nov. 6, 2024
Lifeworks Advisors 2024 Q2 filed Aug. 13, 2024
Lifeworks Advisors 2024 Q1 filed May 10, 2024
Lifeworks Advisors 2023 Q4 filed Feb. 12, 2024
Lifeworks Advisors 2023 Q3 filed Nov. 1, 2023
Lifeworks Advisors 2023 Q2 filed Aug. 2, 2023
Lifeworks Advisors 2023 Q1 filed May 15, 2023
Lifeworks Advisors 2022 Q4 filed Feb. 14, 2023
Lifeworks Advisors 2022 Q3 filed Nov. 14, 2022
Lifeworks Advisors 2022 Q2 filed Aug. 12, 2022
Lifeworks Advisors 2022 Q1 filed May 16, 2022
Lifeworks Advisors 2021 Q4 filed Feb. 15, 2022

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