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 14.97% of Lifeworks Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPDW (+$7.3M), SPAB (+$5.2M), SCHX, EG, GOVT, RSG, GDDY, IVV, SGOL, BNDX.
- Started 82 new stock positions in IMOM, DUK, SCHA, EVRG, MPWR, TSCO, DNP, VB, IVAL, GLD.
- Reduced shares in these 10 stocks: , ON, STX, SWKS, CARR, JEPI, ABNB, AAPL, BIIB, DE.
- Sold out of its positions in ABNB, FMHI, FJUN, TLH, RUNN, BAMD, BAMG, BAMV, TEL.
- Lifeworks Advisors was a net buyer of stock by $130M.
- Lifeworks Advisors has $509M in assets under management (AUM), dropping by 41.66%.
- Central Index Key (CIK): 0001882132
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Portfolio Holdings for Lifeworks Advisors
Lifeworks Advisors holds 295 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 4.0 | $20M | +56% | 537k | 37.56 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 3.4 | $17M | +33% | 738k | 23.45 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.8 | $15M | +29% | 128k | 112.98 |
|
| Ishares Tr Mbs Etf (MBB) | 2.4 | $12M | +36% | 128k | 95.81 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.4 | $12M | +39% | 239k | 50.28 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 2.2 | $11M | +18% | 225k | 49.31 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 1.7 | $8.7M | +8% | 120k | 72.80 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.6 | $8.2M | -2% | 47k | 174.50 |
|
| Microsoft Corporation (MSFT) | 1.5 | $7.4M | -3% | 17k | 430.29 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.4 | $7.2M | +25% | 146k | 49.70 |
|
| Johnson & Johnson (JNJ) | 1.4 | $7.0M | -2% | 43k | 162.06 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.4 | $6.9M | -2% | 273k | 25.39 |
|
| Campbell Soup Company (CPB) | 1.3 | $6.8M | +6% | 140k | 48.92 |
|
| International Business Machines (IBM) | 1.3 | $6.7M | +27% | 30k | 221.08 |
|
| Abbvie (ABBV) | 1.3 | $6.7M | +3% | 34k | 197.48 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.3 | $6.5M | +381% | 250k | 26.14 |
|
| Gilead Sciences (GILD) | 1.3 | $6.5M | 77k | 83.84 |
|
|
| Oracle Corporation (ORCL) | 1.3 | $6.5M | 38k | 170.40 |
|
|
| Eli Lilly & Co. (LLY) | 1.3 | $6.4M | -4% | 7.2k | 885.93 |
|
| Merck & Co (MRK) | 1.2 | $6.2M | +14% | 55k | 113.56 |
|
| Apple (AAPL) | 1.2 | $6.1M | -5% | 26k | 233.00 |
|
| Amgen (AMGN) | 1.2 | $6.0M | 19k | 322.21 |
|
|
| Bristol Myers Squibb (BMY) | 1.1 | $5.7M | +11% | 110k | 51.74 |
|
| Pfizer (PFE) | 1.1 | $5.7M | +4% | 195k | 28.94 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.1 | $5.7M | +93% | 84k | 67.51 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $5.5M | -4% | 12k | 465.07 |
|
| Regeneron Pharmaceuticals (REGN) | 1.1 | $5.4M | -3% | 5.1k | 1051.26 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $5.3M | +641% | 78k | 67.85 |
|
| Cisco Systems (CSCO) | 1.0 | $4.9M | +16% | 93k | 53.22 |
|
| Everest Re Group (EG) | 0.9 | $4.8M | +1843% | 12k | 391.82 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $4.7M | +273% | 8.1k | 576.85 |
|
| Otis Worldwide Corp (OTIS) | 0.9 | $4.6M | +16% | 44k | 103.94 |
|
| Republic Services (RSG) | 0.8 | $4.3M | +1112% | 22k | 200.84 |
|
| Amcor Ord (AMCR) | 0.8 | $4.1M | +29% | 365k | 11.33 |
|
| Motorola Solutions Com New (MSI) | 0.8 | $4.1M | +12% | 9.1k | 449.65 |
|
| Paccar (PCAR) | 0.8 | $4.1M | +18% | 42k | 98.68 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.8 | $4.0M | +22% | 111k | 36.13 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $3.9M | +31% | 36k | 108.63 |
|
| Broadcom (AVGO) | 0.7 | $3.6M | +1174% | 21k | 172.50 |
|
| Garmin SHS (GRMN) | 0.7 | $3.5M | +8% | 20k | 176.03 |
|
| Illinois Tool Works (ITW) | 0.7 | $3.5M | +22% | 14k | 262.06 |
|
| Godaddy Cl A (GDDY) | 0.7 | $3.5M | NEW | 22k | 156.78 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.7 | $3.4M | NEW | 135k | 25.13 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $3.3M | +3% | 5.7k | 573.74 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $3.3M | NEW | 6.7k | 488.04 |
|
| Ea Series Trust Val Momtm Trnd (VMOT) | 0.6 | $3.3M | +592% | 123k | 26.52 |
|
| Caterpillar (CAT) | 0.6 | $3.2M | +3% | 8.3k | 391.12 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $3.2M | +1076% | 33k | 98.12 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $3.2M | -5% | 16k | 206.57 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.6 | $3.2M | +74% | 30k | 108.93 |
|
| Cummins (CMI) | 0.6 | $3.1M | +13% | 9.7k | 323.80 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $3.1M | +127% | 25k | 121.44 |
|
| Eaton Corp SHS (ETN) | 0.6 | $3.0M | +22% | 9.0k | 331.45 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.6 | $3.0M | NEW | 29k | 101.87 |
|
| Strategy Newfound Reslv (ROMO) | 0.6 | $3.0M | +562% | 94k | 31.45 |
|
| Corning Incorporated (GLW) | 0.5 | $2.8M | +9% | 61k | 45.15 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $2.7M | +463% | 65k | 41.12 |
|
| Juniper Networks (JNPR) | 0.5 | $2.7M | +7% | 68k | 38.98 |
|
| NetApp (NTAP) | 0.5 | $2.6M | 22k | 123.51 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $2.6M | +31% | 27k | 95.90 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $2.6M | +11% | 52k | 48.98 |
|
| Hp (HPQ) | 0.5 | $2.5M | +2% | 71k | 35.87 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.5 | $2.5M | 35k | 72.17 |
|
|
| Te Connectivity Ord Shs | 0.5 | $2.4M | NEW | 16k | 151.03 |
|
| Deere & Company (DE) | 0.5 | $2.3M | -11% | 5.6k | 417.34 |
|
| eBay (EBAY) | 0.5 | $2.3M | +2% | 36k | 65.11 |
|
| Hewlett Packard Enterprise (HPE) | 0.5 | $2.3M | +10% | 113k | 20.46 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $2.2M | -6% | 23k | 96.95 |
|
| Qualcomm (QCOM) | 0.4 | $2.2M | +16% | 13k | 170.05 |
|
| Dow (DOW) | 0.4 | $2.2M | +21% | 41k | 54.63 |
|
| Carrier Global Corporation (CARR) | 0.4 | $2.2M | -33% | 27k | 80.49 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $2.1M | +169% | 26k | 82.94 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $2.0M | NEW | 48k | 41.28 |
|
| Kla Corp Com New (KLAC) | 0.4 | $2.0M | +7% | 2.5k | 774.44 |
|
| Applied Materials (AMAT) | 0.4 | $2.0M | +20% | 9.7k | 202.05 |
|
| Ea Series Trust Us Quan Momentum (QMOM) | 0.4 | $1.9M | +699% | 30k | 64.19 |
|
| Pepsi (PEP) | 0.4 | $1.9M | +3% | 11k | 170.05 |
|
| Nxp Semiconductors N V (NXPI) | 0.4 | $1.9M | +6% | 8.1k | 240.01 |
|
| Pentair SHS (PNR) | 0.4 | $1.9M | -4% | 20k | 97.79 |
|
| Ea Series Trust Us Quan Value (QVAL) | 0.4 | $1.9M | +733% | 41k | 46.14 |
|
| Jabil Circuit (JBL) | 0.4 | $1.9M | +40% | 16k | 119.83 |
|
| Celanese Corporation (CE) | 0.4 | $1.8M | +26% | 13k | 135.96 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $1.8M | -10% | 34k | 52.86 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.8M | NEW | 10k | 174.57 |
|
| Wal-Mart Stores (WMT) | 0.3 | $1.8M | -8% | 22k | 80.75 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.3 | $1.7M | +28% | 19k | 88.44 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $1.7M | +229% | 57k | 30.28 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.7M | +45% | 17k | 101.27 |
|
| Microchip Technology (MCHP) | 0.3 | $1.7M | +34% | 21k | 80.29 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.7M | +74% | 7.5k | 220.89 |
|
| Home Depot (HD) | 0.3 | $1.6M | +8% | 4.0k | 405.16 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $1.6M | NEW | 119k | 13.43 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.3 | $1.5M | +8% | 30k | 51.05 |
|
| Lam Research Corporation (LRCX) | 0.3 | $1.5M | +23% | 1.8k | 816.10 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.3 | $1.5M | +14% | 27k | 55.08 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $1.4M | +108% | 15k | 98.10 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $1.4M | 41k | 34.29 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $1.4M | +29% | 5.2k | 263.27 |
|
| Ea Series Trust Intl Quan Momntm (IMOM) | 0.3 | $1.3M | NEW | 46k | 28.81 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $1.3M | +260% | 19k | 70.06 |
|
| Tesla Motors (TSLA) | 0.2 | $1.2M | +4% | 4.8k | 261.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.2M | +48% | 7.5k | 165.84 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.2M | +17% | 20k | 59.02 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $1.2M | NEW | 18k | 63.86 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.2 | $1.2M | NEW | 21k | 54.20 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $1.1M | +23% | 24k | 47.12 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $1.1M | +45% | 20k | 54.68 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.1M | 12k | 95.75 |
|
|
| Ea Series Trust Intl Quan Value (IVAL) | 0.2 | $1.1M | NEW | 41k | 25.79 |
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.2 | $1.0M | NEW | 30k | 34.60 |
|
| Amazon (AMZN) | 0.2 | $1.0M | +56% | 5.6k | 186.33 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.0M | +9% | 8.7k | 117.22 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $998k | NEW | 2.6k | 383.93 |
|
| Coca-Cola Company (KO) | 0.2 | $979k | +4% | 14k | 71.86 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.2 | $962k | +4% | 20k | 49.47 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $958k | -9% | 11k | 87.80 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $952k | -12% | 32k | 29.41 |
|
| Verizon Communications (VZ) | 0.2 | $951k | +4% | 21k | 44.91 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $945k | +5% | 8.8k | 107.65 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $938k | +87% | 16k | 57.53 |
|
| Biogen Idec (BIIB) | 0.2 | $926k | -24% | 4.8k | 193.83 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $910k | NEW | 15k | 62.32 |
|
| Meta Platforms Cl A (META) | 0.2 | $900k | +45% | 1.6k | 572.43 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.2 | $882k | 30k | 29.06 |
|
|
| Colgate-Palmolive Company (CL) | 0.2 | $870k | -6% | 8.4k | 103.81 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $862k | +4% | 4.8k | 179.30 |
|
| American Express Company (AXP) | 0.2 | $850k | +2% | 3.1k | 271.20 |
|
| Procter & Gamble Company (PG) | 0.2 | $848k | 4.9k | 173.19 |
|
|
| UnitedHealth (UNH) | 0.2 | $845k | +21% | 1.4k | 584.68 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $826k | 11k | 75.11 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $821k | +3% | 3.9k | 210.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $812k | +11% | 1.8k | 460.26 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.2 | $802k | NEW | 33k | 24.05 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $802k | +123% | 18k | 45.51 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $784k | 884.00 | 886.52 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $767k | -8% | 15k | 50.57 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $725k | -70% | 6.6k | 109.53 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $725k | 8.7k | 83.63 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $701k | -8% | 17k | 41.77 |
|
| Corteva (CTVA) | 0.1 | $677k | -21% | 12k | 58.79 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $649k | NEW | 2.7k | 237.25 |
|
| Consolidated Edison (ED) | 0.1 | $634k | -5% | 6.1k | 104.14 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $619k | -12% | 19k | 33.23 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $613k | -4% | 1.0k | 584.53 |
|
| Visa Com Cl A (V) | 0.1 | $588k | +81% | 2.1k | 274.95 |
|
| Kellogg Company (K) | 0.1 | $586k | -5% | 7.3k | 80.71 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $580k | +34% | 9.5k | 61.11 |
|
| Walt Disney Company (DIS) | 0.1 | $567k | +8% | 5.9k | 96.19 |
|
| Cambria Etf Tr Glb Moment Etf (GMOM) | 0.1 | $562k | NEW | 19k | 29.60 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $560k | -6% | 3.6k | 155.27 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $547k | -39% | 9.2k | 59.51 |
|
| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.1 | $544k | NEW | 26k | 21.27 |
|
| Anthem (ELV) | 0.1 | $539k | +2% | 1.0k | 520.00 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $536k | 6.5k | 83.15 |
|
|
| Travelers Companies (TRV) | 0.1 | $535k | NEW | 2.3k | 234.14 |
|
| Cme (CME) | 0.1 | $531k | +5% | 2.4k | 220.65 |
|
| Philip Morris International (PM) | 0.1 | $523k | +2% | 4.3k | 121.41 |
|
| Packaging Corporation of America (PKG) | 0.1 | $517k | 2.4k | 215.38 |
|
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.1 | $514k | 30k | 17.35 |
|
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $502k | -12% | 23k | 21.93 |
|
| Southern Company (SO) | 0.1 | $501k | +37% | 5.6k | 90.19 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $500k | NEW | 11k | 47.21 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $491k | NEW | 9.6k | 51.12 |
|
| Linde SHS (LIN) | 0.1 | $491k | +13% | 1.0k | 476.65 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $490k | +10% | 27k | 18.04 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $486k | NEW | 5.8k | 83.75 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $480k | 3.4k | 142.27 |
|
|
| Lowe's Companies (LOW) | 0.1 | $475k | +46% | 1.8k | 270.88 |
|
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.1 | $474k | NEW | 25k | 18.95 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $469k | NEW | 507.00 | 924.50 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $467k | 9.7k | 47.98 |
|
|
| Emerson Electric (EMR) | 0.1 | $461k | +15% | 4.2k | 109.37 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $460k | NEW | 1.9k | 243.00 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $459k | +5% | 2.3k | 197.17 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $452k | NEW | 9.4k | 48.14 |
|
| Skyworks Solutions (SWKS) | 0.1 | $449k | -73% | 4.5k | 98.77 |
|
| Analog Devices (ADI) | 0.1 | $449k | -38% | 1.9k | 230.18 |
|
| ON Semiconductor (ON) | 0.1 | $442k | -80% | 6.1k | 72.61 |
|
| DaVita (DVA) | 0.1 | $442k | -35% | 2.7k | 163.91 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $439k | +27% | 8.0k | 54.93 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $435k | NEW | 15k | 29.89 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $428k | +20% | 1.6k | 263.87 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $427k | +15% | 1.5k | 283.11 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $427k | NEW | 15k | 29.07 |
|
| Dollar Tree (DLTR) | 0.1 | $421k | +11% | 6.0k | 70.32 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) | 0.1 | $419k | 11k | 36.72 |
|
|
| American Centy Etf Tr Diversified Mu (TAXF) | 0.1 | $414k | 8.1k | 51.42 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $411k | +5% | 779.00 | 527.67 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $404k | 3.8k | 106.76 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $401k | NEW | 6.6k | 60.42 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $399k | NEW | 7.7k | 51.82 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $399k | 9.6k | 41.50 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $393k | -7% | 2.6k | 151.62 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $390k | +48% | 4.7k | 83.80 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $390k | NEW | 4.9k | 79.42 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $386k | 2.5k | 154.01 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $385k | -12% | 676.00 | 569.66 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $383k | +13% | 7.4k | 51.82 |
|
| Altria (MO) | 0.1 | $383k | +14% | 7.5k | 51.04 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $379k | NEW | 11k | 34.13 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $371k | -13% | 14k | 27.41 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $368k | +4% | 8.0k | 45.86 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $366k | NEW | 5.1k | 71.10 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $358k | NEW | 3.0k | 121.15 |
|
| Wabtec Corporation (WAB) | 0.1 | $354k | NEW | 2.0k | 181.74 |
|
| Fox Corp Cl B Com (FOX) | 0.1 | $354k | 9.1k | 38.80 |
|
|
| Oneok (OKE) | 0.1 | $353k | NEW | 3.9k | 91.13 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.1 | $351k | 9.9k | 35.42 |
|
|
| Direxion Shs Etf Tr Auspce Cmd Stg (COM) | 0.1 | $349k | NEW | 12k | 28.74 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $344k | +4% | 664.00 | 517.78 |
|
| Union Pacific Corporation (UNP) | 0.1 | $343k | NEW | 1.4k | 246.48 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.1 | $338k | NEW | 7.1k | 47.53 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $338k | NEW | 7.1k | 47.85 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $328k | NEW | 6.4k | 51.50 |
|
| United Parcel Service CL B (UPS) | 0.1 | $327k | +26% | 2.4k | 136.34 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $326k | NEW | 6.2k | 52.66 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $324k | NEW | 4.5k | 71.54 |
|
| Global X Fds Nasdq 100 Cvrdgw (QYLG) | 0.1 | $320k | -27% | 10k | 32.15 |
|
| Boeing Company (BA) | 0.1 | $319k | -27% | 2.1k | 152.06 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $315k | -24% | 2.9k | 110.37 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $315k | NEW | 6.0k | 52.81 |
|
| International Paper Company (IP) | 0.1 | $314k | +10% | 6.4k | 48.85 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $310k | 11k | 28.15 |
|
|
| Hershey Company (HSY) | 0.1 | $305k | -22% | 1.6k | 191.73 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $299k | NEW | 7.2k | 41.76 |
|
| Arista Networks (ANET) | 0.1 | $297k | -2% | 772.00 | 384.05 |
|
| Genuine Parts Company (GPC) | 0.1 | $296k | +34% | 2.1k | 139.69 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) | 0.1 | $290k | -20% | 7.2k | 40.43 |
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.1 | $289k | 5.8k | 49.94 |
|
|
| Expeditors International of Washington (EXPD) | 0.1 | $288k | -2% | 2.2k | 131.42 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $287k | -12% | 4.3k | 67.27 |
|
| Kroger (KR) | 0.1 | $287k | NEW | 5.0k | 57.30 |
|
| Evergy (EVRG) | 0.1 | $287k | NEW | 4.6k | 62.01 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $287k | -9% | 6.0k | 47.53 |
|
| Hartford Financial Services (HIG) | 0.1 | $284k | +9% | 2.4k | 117.62 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $280k | NEW | 7.4k | 37.65 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $278k | NEW | 12k | 23.17 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $276k | +6% | 3.6k | 77.18 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $275k | +3% | 3.0k | 91.81 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $274k | -12% | 2.6k | 104.67 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $273k | NEW | 7.1k | 38.53 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $272k | +20% | 5.4k | 50.50 |
|
| CSX Corporation (CSX) | 0.1 | $270k | -28% | 7.8k | 34.53 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.1 | $270k | -17% | 5.2k | 52.13 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.1 | $269k | -17% | 10k | 26.67 |
|
| Wec Energy Group (WEC) | 0.1 | $267k | +5% | 2.8k | 96.18 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.1 | $266k | +16% | 5.3k | 50.30 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $265k | NEW | 1.2k | 225.76 |
|
| Spdr Ser Tr Bloomberg Emg Mk (EMHC) | 0.1 | $263k | NEW | 11k | 25.11 |
|
| Teradyne (TER) | 0.1 | $260k | NEW | 1.9k | 133.93 |
|
| Ge Aerospace Com New (GE) | 0.1 | $258k | NEW | 1.4k | 188.56 |
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $254k | NEW | 11k | 24.08 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $254k | -11% | 131.00 | 1939.34 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.0 | $253k | 9.8k | 25.75 |
|
|
| Fidelity Covington Trust Enhanced Large (FELV) | 0.0 | $247k | 8.0k | 30.96 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $246k | +8% | 4.8k | 50.79 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) | 0.0 | $239k | -18% | 7.2k | 33.20 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $237k | +6% | 1.4k | 167.19 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $237k | NEW | 2.6k | 89.37 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) | 0.0 | $237k | 6.5k | 36.24 |
|
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.0 | $236k | -26% | 4.6k | 51.96 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $236k | NEW | 840.00 | 280.45 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $235k | NEW | 2.0k | 115.30 |
|
| Valero Energy Corporation (VLO) | 0.0 | $235k | +35% | 1.7k | 135.00 |
|
| Chevron Corporation (CVX) | 0.0 | $233k | NEW | 1.6k | 147.28 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $233k | +2% | 1.7k | 135.44 |
|
| Tractor Supply Company (TSCO) | 0.0 | $231k | NEW | 795.00 | 290.93 |
|
| Cambria Etf Tr Tail Risk (TAIL) | 0.0 | $229k | NEW | 19k | 12.05 |
|
| Micron Technology (MU) | 0.0 | $229k | +13% | 2.2k | 103.70 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $229k | +11% | 4.5k | 50.60 |
|
| Enbridge (ENB) | 0.0 | $229k | NEW | 5.6k | 40.61 |
|
| salesforce (CRM) | 0.0 | $228k | NEW | 832.00 | 273.79 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $227k | +13% | 4.5k | 51.04 |
|
| SYSCO Corporation (SYY) | 0.0 | $227k | NEW | 2.9k | 78.05 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $225k | NEW | 1.3k | 168.60 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $225k | NEW | 364.00 | 618.57 |
|
| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.0 | $222k | NEW | 12k | 18.48 |
|
| Best Buy (BBY) | 0.0 | $218k | NEW | 2.1k | 103.30 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.0 | $217k | -12% | 4.5k | 48.30 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $216k | -20% | 1.1k | 200.78 |
|
| Uber Technologies (UBER) | 0.0 | $216k | NEW | 2.9k | 75.16 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $215k | NEW | 4.2k | 50.65 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $212k | NEW | 3.9k | 54.33 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $206k | -4% | 5.0k | 41.40 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $205k | NEW | 2.5k | 83.00 |
|
| Nucor Corporation (NUE) | 0.0 | $205k | NEW | 1.4k | 150.33 |
|
| Nrg Energy Com New (NRG) | 0.0 | $202k | NEW | 2.2k | 91.10 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $202k | NEW | 2.6k | 78.04 |
|
| DNP Select Income Fund (DNP) | 0.0 | $151k | NEW | 15k | 10.04 |
|
| Grayscale Bitcoin Mini Tr Bt SHS | 0.0 | $102k | NEW | 18k | 5.63 |
|
| Uranium Energy (UEC) | 0.0 | $85k | NEW | 14k | 6.21 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $84k | 27k | 3.12 |
|
|
| Bitfarms (BITF) | 0.0 | $37k | NEW | 17k | 2.11 |
|
| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $35k | NEW | 11k | 3.13 |
|
| AVINO SILVER & GOLD Mines Lt (ASM) | 0.0 | $22k | NEW | 20k | 1.10 |
|
Past Filings by Lifeworks Advisors
SEC 13F filings are viewable for Lifeworks Advisors going back to 2021
- 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