Lifeworks Advisors
Latest statistics and disclosures from Lifeworks Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPDW, GOVT, LQD, IAU, MBB, and represent 17.24% of Lifeworks Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$7.3M), LIN, SPDW, KEYS, FIDU, HON, ABT, PNR, ADP, VGK.
- Started 25 new stock positions in GEV, GSK, SHYL, SPY, IQV, HOOD, SPYI, QQQI, SHOP, T.
- Reduced shares in these 10 stocks: AMAT (-$7.5M), , IWM, FTEC, NXPI, MCHP, TXN, DOW, JNJ, EMN.
- Sold out of its positions in ASM, BITF, CSQ, GMOM, EYLD, TAIL, LEU, CTSH, COM, GPC.
- Lifeworks Advisors was a net buyer of stock by $17M.
- Lifeworks Advisors has $772M in assets under management (AUM), dropping by 2.82%.
- Central Index Key (CIK): 0001882132
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Portfolio Holdings for Lifeworks Advisors
Lifeworks Advisors holds 326 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 6.6 | $51M | +10% | 1.1M | 44.41 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 3.3 | $26M | +6% | 1.1M | 23.02 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.6 | $20M | +6% | 185k | 110.19 |
|
| Ishares Gold Tr Ishares New (IAU) | 2.4 | $19M | +3% | 228k | 81.17 |
|
| Ishares Tr Mbs Etf (MBB) | 2.3 | $18M | +4% | 188k | 95.22 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.2 | $17M | +10% | 359k | 48.32 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 2.0 | $15M | +2% | 309k | 49.46 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.5 | $12M | -27% | 52k | 224.67 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $11M | -4% | 27k | 396.31 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.3 | $9.9M | -8% | 36k | 275.39 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 1.2 | $9.2M | +77% | 112k | 82.48 |
|
| Apple (AAPL) | 1.2 | $9.2M | -5% | 34k | 271.86 |
|
| Microsoft Corporation (MSFT) | 1.2 | $9.0M | -11% | 19k | 483.62 |
|
| Gilead Sciences (GILD) | 1.1 | $8.7M | -10% | 71k | 122.74 |
|
| Abbvie (ABBV) | 1.1 | $8.5M | -15% | 37k | 228.49 |
|
| Viatris (VTRS) | 1.1 | $8.5M | +14% | 679k | 12.45 |
|
| Paccar (PCAR) | 1.1 | $8.3M | +13% | 75k | 109.51 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.1 | $8.3M | +3% | 166k | 49.65 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 1.1 | $8.2M | -10% | 111k | 74.28 |
|
| Altria (MO) | 1.0 | $8.1M | +20% | 141k | 57.66 |
|
| Jabil Circuit (JBL) | 1.0 | $8.1M | +53% | 35k | 228.02 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $7.8M | +6% | 11k | 684.96 |
|
| Cisco Systems (CSCO) | 1.0 | $7.7M | 100k | 77.03 |
|
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.0 | $7.7M | -7% | 186k | 41.48 |
|
| Johnson & Johnson (JNJ) | 1.0 | $7.5M | -24% | 36k | 206.95 |
|
| Merck & Co (MRK) | 1.0 | $7.4M | -22% | 71k | 105.26 |
|
| International Business Machines (IBM) | 1.0 | $7.4M | -19% | 25k | 296.21 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $7.3M | NEW | 11k | 681.90 |
|
| Qualcomm (QCOM) | 0.9 | $7.2M | 42k | 171.05 |
|
|
| Pfizer (PFE) | 0.9 | $7.2M | -10% | 288k | 24.90 |
|
| Dell Technologies CL C (DELL) | 0.9 | $6.9M | +5% | 55k | 125.88 |
|
| Campbell Soup Company (CPB) | 0.9 | $6.6M | +8% | 236k | 27.87 |
|
| Godaddy Cl A (GDDY) | 0.8 | $6.4M | +36% | 52k | 124.08 |
|
| Caterpillar (CAT) | 0.8 | $6.1M | -12% | 11k | 572.89 |
|
| Cummins (CMI) | 0.8 | $6.1M | -7% | 12k | 510.47 |
|
| Southern Company (SO) | 0.8 | $6.0M | +35% | 69k | 87.20 |
|
| Hewlett Packard Enterprise (HPE) | 0.8 | $6.0M | +15% | 249k | 24.02 |
|
| eBay (EBAY) | 0.8 | $5.9M | +21% | 68k | 87.10 |
|
| Oracle Corporation (ORCL) | 0.8 | $5.9M | -4% | 30k | 194.91 |
|
| Republic Services (RSG) | 0.8 | $5.8M | -13% | 28k | 211.93 |
|
| Deere & Company (DE) | 0.7 | $5.6M | +19% | 12k | 465.56 |
|
| Illinois Tool Works (ITW) | 0.7 | $5.6M | +18% | 23k | 246.31 |
|
| Nortonlifelock (GEN) | 0.7 | $5.5M | 201k | 27.19 |
|
|
| Wabtec Corporation (WAB) | 0.7 | $5.4M | +27% | 26k | 213.45 |
|
| Clorox Company (CLX) | 0.7 | $5.4M | +16% | 54k | 100.83 |
|
| Spdr Series Trust State Street Spd (SPAB) | 0.7 | $5.3M | 206k | 25.75 |
|
|
| Corning Incorporated (GLW) | 0.7 | $5.3M | -25% | 60k | 87.56 |
|
| Ishares Tr National Mun Etf (MUB) | 0.7 | $5.1M | +4% | 48k | 107.11 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.7 | $5.1M | 64k | 80.22 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.6 | $4.9M | +168% | 59k | 83.61 |
|
| Amazon (AMZN) | 0.6 | $4.8M | +7% | 21k | 230.81 |
|
| Amcor Ord | 0.6 | $4.8M | +2% | 575k | 8.34 |
|
| Linde SHS (LIN) | 0.6 | $4.8M | NEW | 11k | 426.40 |
|
| Hartford Financial Services (HIG) | 0.6 | $4.7M | -7% | 34k | 137.80 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.6 | $4.6M | +71% | 106k | 43.30 |
|
| Keysight Technologies (KEYS) | 0.6 | $4.6M | NEW | 22k | 203.19 |
|
| Medtronic SHS (MDT) | 0.6 | $4.5M | -18% | 47k | 96.06 |
|
| Motorola Solutions Com New (MSI) | 0.6 | $4.5M | -2% | 12k | 383.31 |
|
| Garmin SHS (GRMN) | 0.6 | $4.4M | -8% | 22k | 202.85 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.6 | $4.4M | -12% | 38k | 115.10 |
|
| NetApp (NTAP) | 0.6 | $4.4M | +14% | 41k | 107.09 |
|
| Otis Worldwide Corp (OTIS) | 0.6 | $4.4M | +5% | 50k | 87.35 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $4.3M | +22% | 23k | 186.50 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $4.1M | +8% | 6.7k | 614.29 |
|
| Pentair SHS (PNR) | 0.5 | $4.1M | +412% | 39k | 104.14 |
|
| Carrier Global Corporation (CARR) | 0.5 | $4.1M | +46% | 77k | 52.84 |
|
| Honeywell International (HON) | 0.5 | $3.9M | +1392% | 20k | 195.09 |
|
| Evergy (EVRG) | 0.5 | $3.9M | -20% | 54k | 72.49 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.5 | $3.9M | -2% | 79k | 49.19 |
|
| F5 Networks (FFIV) | 0.5 | $3.8M | -8% | 15k | 255.26 |
|
| Hp (HPQ) | 0.5 | $3.7M | +14% | 165k | 22.28 |
|
| Abbott Laboratories (ABT) | 0.5 | $3.6M | NEW | 29k | 125.29 |
|
| Automatic Data Processing (ADP) | 0.5 | $3.6M | +1087% | 14k | 257.23 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $3.5M | +31% | 11k | 314.79 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $3.2M | -40% | 33k | 96.16 |
|
| Eaton Corp SHS (ETN) | 0.4 | $3.1M | +337% | 9.9k | 318.50 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.4 | $2.9M | +3% | 121k | 24.37 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $2.8M | -63% | 11k | 246.16 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.4 | $2.7M | -2% | 205k | 13.25 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.3 | $2.6M | NEW | 49k | 53.86 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.6M | +16% | 24k | 111.41 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.3 | $2.5M | NEW | 47k | 52.53 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $2.4M | 42k | 58.12 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $2.4M | -33% | 58k | 41.08 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.3 | $2.4M | +14% | 44k | 53.11 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.2M | -13% | 2.1k | 1074.80 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.2M | -3% | 40k | 54.71 |
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.3 | $2.1M | +11% | 38k | 55.22 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.3 | $2.1M | +16% | 26k | 77.74 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.3 | $2.0M | -15% | 20k | 102.16 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.9M | +5% | 3.1k | 627.19 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $1.9M | 18k | 106.70 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.2 | $1.9M | +14% | 23k | 80.74 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.9M | -9% | 9.8k | 190.99 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.8M | -39% | 32k | 57.24 |
|
| Tesla Motors (TSLA) | 0.2 | $1.8M | 4.0k | 449.72 |
|
|
| Spdr Series Trust State Street Spd (SPHY) | 0.2 | $1.8M | 77k | 23.67 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.8M | 3.7k | 487.84 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $1.8M | +11% | 2.7k | 660.08 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $1.8M | 32k | 56.81 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $1.7M | 35k | 50.59 |
|
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.2 | $1.7M | +4% | 49k | 35.21 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.7M | +2% | 5.5k | 313.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.7M | +15% | 2.9k | 566.27 |
|
| Spdr Series Trust State Street Spd (SPSB) | 0.2 | $1.6M | 53k | 30.20 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $1.6M | +28% | 36k | 44.47 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.5M | -25% | 57k | 26.91 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $1.5M | +9% | 25k | 60.81 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.5M | 38k | 39.59 |
|
|
| Broadcom (AVGO) | 0.2 | $1.5M | -3% | 4.3k | 346.09 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 0.2 | $1.5M | 37k | 40.25 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.4M | +11% | 12k | 123.26 |
|
| Micron Technology (MU) | 0.2 | $1.4M | -15% | 5.0k | 285.43 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | -14% | 7.7k | 183.40 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $1.4M | 30k | 46.81 |
|
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.2 | $1.4M | -2% | 54k | 26.24 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.4M | -2% | 20k | 71.41 |
|
| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.2 | $1.4M | +17% | 37k | 36.86 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 0.2 | $1.3M | 71k | 19.07 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.3M | +50% | 6.3k | 212.06 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.3M | 2.9k | 453.38 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.3M | 11k | 120.34 |
|
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.2 | $1.3M | +16% | 30k | 43.70 |
|
| Visa Com Cl A (V) | 0.2 | $1.3M | 3.6k | 350.74 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.3M | +47% | 19k | 67.22 |
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| Corteva (CTVA) | 0.2 | $1.2M | +168% | 19k | 67.03 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $1.2M | 15k | 82.50 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $1.2M | -47% | 997.00 | 1215.07 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.2M | +7% | 3.7k | 322.20 |
|
| Home Depot (HD) | 0.1 | $1.1M | -4% | 3.3k | 344.12 |
|
| Uber Technologies (UBER) | 0.1 | $1.1M | +64% | 14k | 81.71 |
|
| Ge Vernova (GEV) | 0.1 | $1.1M | NEW | 1.7k | 653.58 |
|
| Applied Materials (AMAT) | 0.1 | $1.1M | -87% | 4.2k | 257.00 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $1.1M | -33% | 11k | 93.89 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.1M | 11k | 99.88 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $1.1M | 18k | 57.91 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.0M | +2% | 2.2k | 468.82 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.0M | +11% | 2.9k | 342.99 |
|
| Netflix (NFLX) | 0.1 | $989k | +1075% | 11k | 93.76 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $988k | NEW | 1.5k | 674.04 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $977k | +21% | 578.00 | 1689.40 |
|
| Dollar Tree (DLTR) | 0.1 | $967k | +2% | 7.9k | 123.01 |
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| Procter & Gamble Company (PG) | 0.1 | $959k | +56% | 6.7k | 143.31 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $959k | +130% | 6.7k | 143.97 |
|
| American Express Company (AXP) | 0.1 | $955k | -5% | 2.6k | 369.90 |
|
| Coca-Cola Company (KO) | 0.1 | $953k | +5% | 14k | 69.91 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $936k | +36% | 3.2k | 290.26 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $907k | -2% | 20k | 46.54 |
|
| Strategy Cl A New (MSTR) | 0.1 | $882k | -9% | 5.8k | 151.95 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $880k | -47% | 4.4k | 198.60 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $871k | 15k | 58.73 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $870k | +19% | 7.3k | 119.32 |
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| Pepsi (PEP) | 0.1 | $847k | +2% | 5.9k | 143.51 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $837k | 29k | 28.84 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $831k | -8% | 1.7k | 502.65 |
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| Kroger (KR) | 0.1 | $822k | +47% | 13k | 62.48 |
|
| Incyte Corporation (INCY) | 0.1 | $818k | +5% | 8.3k | 98.77 |
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| Boston Scientific Corporation (BSX) | 0.1 | $809k | +8% | 8.5k | 95.35 |
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| Everest Re Group (EG) | 0.1 | $806k | +4% | 2.4k | 339.40 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $797k | +12% | 924.00 | 862.34 |
|
| Amgen (AMGN) | 0.1 | $789k | -11% | 2.4k | 327.36 |
|
| Ea Series Trust Alpha Architect (AAVM) | 0.1 | $787k | -53% | 27k | 29.52 |
|
| Spdr Series Trust State Street Spd (SPTS) | 0.1 | $773k | 26k | 29.28 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $743k | +22% | 10k | 74.07 |
|
| Axon Enterprise (AXON) | 0.1 | $739k | +10% | 1.3k | 567.76 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $738k | -5% | 4.3k | 173.52 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $737k | +6% | 23k | 32.57 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $733k | +15% | 1.5k | 483.53 |
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| Ge Aerospace Com New (GE) | 0.1 | $727k | -16% | 2.4k | 308.02 |
|
| TJX Companies (TJX) | 0.1 | $726k | +19% | 4.7k | 153.62 |
|
| Walt Disney Company (DIS) | 0.1 | $718k | -5% | 6.3k | 113.78 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $713k | 2.4k | 301.10 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $701k | 15k | 46.86 |
|
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| Biogen Idec (BIIB) | 0.1 | $692k | -15% | 3.9k | 176.00 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $692k | +17% | 8.8k | 79.02 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.1 | $687k | -51% | 6.3k | 108.36 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $685k | -14% | 29k | 24.04 |
|
| Howmet Aerospace (HWM) | 0.1 | $685k | 3.3k | 205.03 |
|
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| Hershey Company (HSY) | 0.1 | $683k | -6% | 3.8k | 181.98 |
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| Verizon Communications (VZ) | 0.1 | $682k | -12% | 17k | 40.73 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $671k | -2% | 2.0k | 335.24 |
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| Strategy Newfound Reslv (ROMO) | 0.1 | $669k | -51% | 21k | 31.76 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $668k | +2% | 6.6k | 101.67 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $666k | 23k | 29.36 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $639k | +22% | 13k | 50.29 |
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| General Mills (GIS) | 0.1 | $627k | +10% | 14k | 46.50 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.1 | $627k | -2% | 8.6k | 73.28 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $625k | NEW | 5.5k | 113.09 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $617k | -81% | 3.6k | 173.49 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $615k | +14% | 19k | 33.30 |
|
| Travelers Companies (TRV) | 0.1 | $603k | 2.1k | 290.07 |
|
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| Intuit (INTU) | 0.1 | $598k | +50% | 903.00 | 662.29 |
|
| McDonald's Corporation (MCD) | 0.1 | $596k | +8% | 2.0k | 305.60 |
|
| Trimble Navigation (TRMB) | 0.1 | $585k | +55% | 7.5k | 78.35 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $585k | -9% | 20k | 29.89 |
|
| Fox Corp Cl B Com (FOX) | 0.1 | $581k | -7% | 8.9k | 64.93 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $579k | +4% | 12k | 50.01 |
|
| Autodesk (ADSK) | 0.1 | $576k | +22% | 1.9k | 296.07 |
|
| UnitedHealth (UNH) | 0.1 | $570k | +8% | 1.7k | 330.12 |
|
| Anthem (ELV) | 0.1 | $566k | +9% | 1.6k | 350.56 |
|
| Doordash Cl A (DASH) | 0.1 | $559k | -12% | 2.5k | 226.44 |
|
| Consolidated Edison (ED) | 0.1 | $546k | +17% | 5.5k | 99.32 |
|
| Darden Restaurants (DRI) | 0.1 | $537k | +9% | 2.9k | 184.01 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $534k | -39% | 5.6k | 96.03 |
|
| Cadence Design Systems (CDNS) | 0.1 | $534k | +15% | 1.7k | 312.67 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.1 | $527k | +9% | 14k | 38.56 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $522k | 576.00 | 905.59 |
|
|
| Packaging Corporation of America (PKG) | 0.1 | $501k | +9% | 2.4k | 206.24 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $500k | -86% | 2.3k | 217.08 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $500k | -7% | 4.8k | 104.07 |
|
| Philip Morris International (PM) | 0.1 | $496k | -52% | 3.1k | 160.43 |
|
| CF Industries Holdings (CF) | 0.1 | $491k | +6% | 6.3k | 77.35 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $485k | 14k | 34.26 |
|
|
| Spdr Series Trust Bloomberg Emergi (EBND) | 0.1 | $459k | +2% | 22k | 21.37 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $455k | +17% | 4.5k | 100.89 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $453k | +64% | 1.8k | 250.35 |
|
| Spdr Series Trust State Street Spd (SHM) | 0.1 | $450k | 9.4k | 47.99 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $449k | 5.4k | 82.83 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $447k | +32% | 1.4k | 313.87 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $443k | NEW | 7.1k | 62.47 |
|
| Boeing Company (BA) | 0.1 | $442k | -8% | 2.0k | 217.11 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $442k | +16% | 2.9k | 154.80 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $441k | +5% | 1.7k | 257.92 |
|
| Cme (CME) | 0.1 | $439k | +3% | 1.6k | 273.11 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $434k | -69% | 562.00 | 771.56 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $426k | +69% | 9.5k | 44.71 |
|
| Servicenow (NOW) | 0.1 | $423k | +552% | 2.8k | 153.19 |
|
| Dbx Etf Tr Xtrackers Shrt (SHYL) | 0.1 | $421k | NEW | 9.4k | 44.97 |
|
| Lowe's Companies (LOW) | 0.1 | $420k | 1.7k | 241.14 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $417k | -55% | 8.7k | 48.00 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $416k | 2.8k | 149.03 |
|
|
| American Centy Etf Tr Diversified Mu (TAXF) | 0.1 | $406k | 8.1k | 50.38 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $403k | +27% | 2.5k | 162.64 |
|
| Chevron Corporation (CVX) | 0.1 | $403k | 2.6k | 152.39 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $398k | -28% | 2.4k | 162.77 |
|
| United Parcel Service CL B (UPS) | 0.1 | $394k | +4% | 4.0k | 99.20 |
|
| American Electric Power Company (AEP) | 0.1 | $387k | -5% | 3.4k | 115.29 |
|
| Wells Fargo & Company (WFC) | 0.0 | $382k | +3% | 4.1k | 93.20 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $380k | -2% | 5.6k | 68.36 |
|
| ConAgra Foods (CAG) | 0.0 | $378k | +17% | 22k | 17.31 |
|
| Teradyne (TER) | 0.0 | $371k | 1.9k | 193.56 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $371k | +16% | 1.7k | 214.69 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $371k | -29% | 4.3k | 87.15 |
|
| Spdr Series Trust State Stret Spdr (TIPX) | 0.0 | $370k | -3% | 19k | 19.08 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $367k | -14% | 3.2k | 113.92 |
|
| Microchip Technology (MCHP) | 0.0 | $360k | -88% | 5.6k | 63.72 |
|
| At&t (T) | 0.0 | $355k | NEW | 14k | 24.84 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $352k | 11k | 33.08 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $347k | 7.4k | 47.08 |
|
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $347k | 8.5k | 40.86 |
|
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.0 | $346k | +3% | 7.1k | 48.68 |
|
| Xcel Energy (XEL) | 0.0 | $342k | +11% | 4.6k | 73.86 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $327k | 3.6k | 91.38 |
|
|
| Booking Holdings (BKNG) | 0.0 | $321k | +13% | 60.00 | 5355.42 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $319k | +11% | 1.8k | 177.75 |
|
| Ea Series Trust Us Quan Momentum (QMOM) | 0.0 | $318k | -21% | 4.9k | 65.29 |
|
| SYSCO Corporation (SYY) | 0.0 | $316k | +11% | 4.3k | 73.68 |
|
| Union Pacific Corporation (UNP) | 0.0 | $314k | 1.4k | 231.35 |
|
|
| Dow (DOW) | 0.0 | $311k | -88% | 13k | 23.38 |
|
| Ea Series Trust Us Quan Value (QVAL) | 0.0 | $308k | -21% | 6.3k | 48.80 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $308k | 5.8k | 52.88 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $308k | -11% | 4.4k | 69.40 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $301k | +12% | 3.0k | 99.91 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $300k | 4.6k | 66.00 |
|
|
| HEICO Corporation (HEI) | 0.0 | $300k | 928.00 | 323.59 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) | 0.0 | $296k | 7.8k | 37.82 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $296k | +7% | 1.9k | 155.12 |
|
| Steel Dynamics (STLD) | 0.0 | $290k | 1.7k | 169.43 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $290k | NEW | 1.1k | 252.82 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $288k | +3% | 3.3k | 88.70 |
|
| Carvana Cl A (CVNA) | 0.0 | $284k | 672.00 | 422.02 |
|
|
| Analog Devices (ADI) | 0.0 | $281k | 1.0k | 271.18 |
|
|
| Ea Series Trust Intl Quan Momntm (IMOM) | 0.0 | $280k | -21% | 7.3k | 38.12 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $279k | NEW | 2.2k | 124.20 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $279k | +17% | 3.1k | 89.46 |
|
| Strategic Trust Running Gwth Etf (RUNN) | 0.0 | $278k | 8.3k | 33.34 |
|
|
| Fidelity Covington Trust Enhanced Large (FELV) | 0.0 | $277k | 8.0k | 34.66 |
|
|
| Enbridge (ENB) | 0.0 | $275k | +2% | 5.8k | 47.83 |
|
| T. Rowe Price (TROW) | 0.0 | $269k | 2.6k | 102.36 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $268k | -10% | 5.0k | 53.94 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.0 | $265k | 8.1k | 32.53 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $264k | +6% | 3.4k | 77.68 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $260k | -55% | 2.8k | 94.16 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $260k | NEW | 12k | 21.00 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $258k | +13% | 451.00 | 570.88 |
|
| Bank of America Corporation (BAC) | 0.0 | $255k | NEW | 4.6k | 55.00 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $254k | +8% | 2.5k | 103.56 |
|
| FirstEnergy (FE) | 0.0 | $252k | NEW | 5.6k | 44.77 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $251k | +105% | 5.9k | 42.69 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $251k | 5.6k | 45.02 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $250k | NEW | 821.00 | 303.89 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $247k | -9% | 1.1k | 227.52 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $244k | -2% | 3.3k | 75.05 |
|
| Devon Energy Corporation (DVN) | 0.0 | $244k | 6.7k | 36.63 |
|
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.0 | $243k | 5.9k | 41.27 |
|
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $241k | 9.7k | 24.77 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $238k | -7% | 681.00 | 349.99 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $236k | +8% | 9.4k | 25.08 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $231k | -3% | 3.9k | 59.28 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) | 0.0 | $230k | 5.2k | 44.42 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $228k | NEW | 393.00 | 579.45 |
|
| Nrg Energy Com New (NRG) | 0.0 | $226k | 1.4k | 159.24 |
|
|
| Guidewire Software (GWRE) | 0.0 | $225k | 1.1k | 201.01 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $225k | NEW | 997.00 | 225.41 |
|
| Best Buy (BBY) | 0.0 | $224k | -3% | 3.3k | 66.93 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $224k | NEW | 4.9k | 45.53 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.0 | $222k | -10% | 11k | 20.39 |
|
| Spdr Series Trust State Street Spd (EMHC) | 0.0 | $221k | 8.7k | 25.46 |
|
|
| Ea Series Trust Intl Quan Value (IVAL) | 0.0 | $218k | -24% | 6.9k | 31.46 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.0 | $217k | -24% | 5.3k | 40.63 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $217k | -9% | 1.7k | 130.99 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $216k | 1.0k | 211.79 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $215k | -5% | 2.6k | 83.74 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $213k | -40% | 6.9k | 30.96 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.0 | $211k | NEW | 14k | 15.00 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.0 | $211k | 8.0k | 26.47 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $208k | -14% | 4.1k | 50.46 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $208k | -14% | 4.1k | 50.86 |
|
| Eastman Chemical Company (EMN) | 0.0 | $207k | -91% | 3.2k | 63.82 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $206k | NEW | 4.2k | 49.04 |
|
| DaVita (DVA) | 0.0 | $206k | 1.8k | 113.61 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $204k | 1.0k | 194.07 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $203k | NEW | 1.3k | 160.97 |
|
| DNP Select Income Fund (DNP) | 0.0 | $152k | 15k | 9.99 |
|
|
| Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) | 0.0 | $149k | NEW | 16k | 9.43 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $128k | +4% | 24k | 5.30 |
|
Past Filings by Lifeworks Advisors
SEC 13F filings are viewable for Lifeworks Advisors going back to 2021
- Lifeworks Advisors 2025 Q4 filed Feb. 13, 2026
- 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