Lifeworks Advisors
Latest statistics and disclosures from Lifeworks Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTIP, GOVT, LQD, FHLC, FTEC, and represent 14.45% of Lifeworks Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTIP, SPDW, LQD, CE, SPLG, LRCX, ON, SWKS, GOVT, FHLC.
- Started 25 new stock positions in VUG, FMHI, PXF, GTO, XLG, SCHF, DNP, SPHQ, QDEC, TOTL.
- Reduced shares in these 10 stocks: AMZN, NRG, MRNA, AAPL, , FUTY, LLY, FDIS, SPY, EFA.
- Sold out of its positions in AEP, DFAT, DUHP, EVRG, GSEP, ICE, IPG, PANW, TROW, SPGI. Spdr S&p 500 Etf Tr option.
- Lifeworks Advisors was a net buyer of stock by $13M.
- Lifeworks Advisors has $290M in assets under management (AUM), dropping by 12.75%.
- Central Index Key (CIK): 0001882132
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Portfolio Holdings for Lifeworks Advisors
Lifeworks Advisors holds 196 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 3.3 | $9.6M | +18% | 203k | 47.49 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 3.2 | $9.1M | +11% | 397k | 23.04 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.8 | $8.2M | +16% | 75k | 110.66 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 2.7 | $7.7M | +12% | 120k | 64.69 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 2.5 | $7.1M | 50k | 143.64 |
|
|
| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 2.3 | $6.7M | 335k | 19.96 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.2 | $6.5M | +12% | 132k | 49.36 |
|
| Ishares Tr Mbs Etf (MBB) | 2.1 | $6.0M | +9% | 63k | 94.08 |
|
| Johnson & Johnson (JNJ) | 2.0 | $5.7M | +8% | 36k | 156.74 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.9 | $5.4M | +33% | 160k | 34.01 |
|
| Campbell Soup Company (CPB) | 1.7 | $5.0M | +7% | 115k | 43.23 |
|
| Gilead Sciences (GILD) | 1.7 | $4.9M | +7% | 61k | 81.01 |
|
| Merck & Co (MRK) | 1.6 | $4.7M | +7% | 43k | 109.02 |
|
| Otis Worldwide Corp (OTIS) | 1.6 | $4.6M | +7% | 52k | 89.47 |
|
| Microsoft Corporation (MSFT) | 1.6 | $4.5M | +6% | 12k | 376.03 |
|
| Apple (AAPL) | 1.5 | $4.5M | -23% | 23k | 192.53 |
|
| Amgen (AMGN) | 1.5 | $4.3M | -3% | 15k | 288.02 |
|
| Eli Lilly & Co. (LLY) | 1.4 | $4.0M | -14% | 6.9k | 582.91 |
|
| Abbvie (ABBV) | 1.4 | $4.0M | 26k | 154.97 |
|
|
| Regeneron Pharmaceuticals (REGN) | 1.3 | $3.8M | -4% | 4.3k | 878.27 |
|
| Pfizer (PFE) | 1.3 | $3.8M | +13% | 131k | 28.79 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.3 | $3.7M | +40% | 67k | 55.90 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $3.7M | +8% | 9.1k | 406.90 |
|
| Oracle Corporation (ORCL) | 1.3 | $3.6M | 34k | 105.43 |
|
|
| Biogen Idec (BIIB) | 1.2 | $3.6M | +10% | 14k | 258.76 |
|
| Paccar (PCAR) | 1.2 | $3.4M | -2% | 35k | 97.65 |
|
| Cisco Systems (CSCO) | 1.2 | $3.4M | -5% | 68k | 50.52 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.3M | +23% | 24k | 139.69 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.1 | $3.2M | +23% | 83k | 39.03 |
|
| International Business Machines (IBM) | 1.0 | $3.0M | +3% | 18k | 163.55 |
|
| Bristol Myers Squibb (BMY) | 1.0 | $2.8M | +17% | 55k | 51.31 |
|
| Corteva (CTVA) | 1.0 | $2.8M | +12% | 58k | 47.92 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $2.7M | -14% | 5.6k | 475.31 |
|
| Illinois Tool Works (ITW) | 0.8 | $2.4M | +8% | 9.1k | 261.95 |
|
| Texas Instruments Incorporated (TXN) | 0.8 | $2.3M | +3% | 14k | 170.46 |
|
| Motorola Solutions Com New (MSI) | 0.8 | $2.3M | -4% | 7.3k | 313.09 |
|
| Skyworks Solutions (SWKS) | 0.8 | $2.2M | +70% | 20k | 112.42 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.8 | $2.2M | +12% | 26k | 85.37 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.8 | $2.2M | 36k | 61.23 |
|
|
| Broadcom (AVGO) | 0.8 | $2.2M | +3% | 2.0k | 1116.11 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.8 | $2.2M | -4% | 45k | 48.45 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.7 | $2.2M | +15% | 46k | 46.63 |
|
| Juniper Networks (JNPR) | 0.7 | $2.1M | +26% | 73k | 29.48 |
|
| Garmin SHS (GRMN) | 0.7 | $2.1M | -3% | 16k | 128.54 |
|
| Cummins (CMI) | 0.7 | $2.1M | +11% | 8.6k | 239.56 |
|
| Amcor Ord (AMCR) | 0.7 | $2.0M | -4% | 205k | 9.64 |
|
| Analog Devices (ADI) | 0.7 | $2.0M | +45% | 9.8k | 198.57 |
|
| Dow (DOW) | 0.7 | $1.9M | +19% | 35k | 54.84 |
|
| Eaton Corp SHS (ETN) | 0.6 | $1.8M | -5% | 7.7k | 240.82 |
|
| Qualcomm (QCOM) | 0.6 | $1.8M | 13k | 144.63 |
|
|
| Caterpillar (CAT) | 0.6 | $1.8M | +2% | 6.0k | 295.67 |
|
| Hp (HPQ) | 0.6 | $1.8M | +13% | 59k | 30.09 |
|
| Celanese Corporation (CE) | 0.6 | $1.8M | +184% | 11k | 155.36 |
|
| NetApp (NTAP) | 0.6 | $1.7M | +17% | 19k | 88.16 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $1.7M | +15% | 15k | 108.41 |
|
| Te Connectivity SHS (TEL) | 0.6 | $1.7M | +32% | 12k | 140.49 |
|
| Hewlett Packard Enterprise (HPE) | 0.6 | $1.6M | +26% | 96k | 16.98 |
|
| Kla Corp Com New (KLAC) | 0.5 | $1.6M | 2.7k | 581.37 |
|
|
| Tesla Motors (TSLA) | 0.5 | $1.6M | +23% | 6.4k | 248.48 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.5 | $1.6M | +25% | 54k | 29.05 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.6M | -14% | 9.9k | 157.65 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $1.6M | +44% | 27k | 58.33 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $1.5M | +22% | 16k | 99.25 |
|
| Proshares Tr Bitcoin Strate (BITO) | 0.5 | $1.5M | +24% | 75k | 20.49 |
|
| Corning Incorporated (GLW) | 0.5 | $1.5M | +53% | 50k | 30.45 |
|
| Nxp Semiconductors N V (NXPI) | 0.5 | $1.5M | +11% | 6.5k | 229.66 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $1.5M | 16k | 95.08 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $1.4M | +3% | 49k | 29.23 |
|
| eBay (EBAY) | 0.5 | $1.4M | +8% | 32k | 43.62 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.5 | $1.4M | -13% | 54k | 25.64 |
|
| Deere & Company (DE) | 0.5 | $1.4M | +10% | 3.4k | 399.90 |
|
| Home Depot (HD) | 0.5 | $1.4M | -6% | 3.9k | 346.56 |
|
| Applied Materials (AMAT) | 0.5 | $1.4M | -3% | 8.4k | 162.07 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.4 | $1.2M | 27k | 44.63 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.2M | -5% | 2.9k | 409.52 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.4 | $1.1M | -4% | 26k | 44.54 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $1.1M | +39% | 16k | 73.55 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $1.1M | +56% | 17k | 65.06 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.4 | $1.1M | -33% | 14k | 78.94 |
|
| Pepsi (PEP) | 0.4 | $1.1M | -6% | 6.3k | 169.83 |
|
| Lam Research Corporation (LRCX) | 0.4 | $1.0M | NEW | 1.3k | 783.33 |
|
| ON Semiconductor (ON) | 0.3 | $981k | NEW | 12k | 83.53 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $979k | 12k | 83.84 |
|
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.3 | $967k | -14% | 34k | 28.56 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $888k | -9% | 11k | 79.71 |
|
| Verizon Communications (VZ) | 0.3 | $874k | -13% | 23k | 37.70 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $837k | -2% | 15k | 54.98 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $829k | -17% | 4.1k | 200.71 |
|
| Procter & Gamble Company (PG) | 0.3 | $796k | 5.4k | 146.53 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $748k | -4% | 24k | 31.19 |
|
| Dollar Tree (DLTR) | 0.2 | $722k | -8% | 5.1k | 142.05 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $718k | +29% | 8.8k | 82.04 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $714k | -3% | 17k | 42.41 |
|
| Amazon (AMZN) | 0.2 | $704k | -79% | 4.6k | 151.94 |
|
| Meta Platforms Cl A (META) | 0.2 | $703k | -19% | 2.0k | 353.96 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $699k | 7.0k | 99.98 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $697k | -5% | 16k | 43.85 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $696k | 14k | 48.72 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $677k | 1.0k | 660.08 |
|
|
| Coca-Cola Company (KO) | 0.2 | $673k | -9% | 11k | 58.93 |
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| American Express Company (AXP) | 0.2 | $652k | -10% | 3.5k | 187.34 |
|
| Packaging Corporation of America (PKG) | 0.2 | $619k | -12% | 3.8k | 162.89 |
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| DaVita (DVA) | 0.2 | $595k | -5% | 5.7k | 104.75 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $586k | 15k | 39.44 |
|
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.2 | $585k | -2% | 28k | 21.14 |
|
| UnitedHealth (UNH) | 0.2 | $568k | +4% | 1.1k | 526.47 |
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| Consolidated Edison (ED) | 0.2 | $561k | -4% | 6.2k | 90.97 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $555k | -37% | 7.4k | 75.35 |
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.2 | $554k | 37k | 14.87 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $554k | NEW | 5.6k | 98.88 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $548k | +58% | 1.1k | 495.22 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $544k | -15% | 18k | 29.78 |
|
| Quest Diagnostics Incorporated (DGX) | 0.2 | $536k | -17% | 3.9k | 137.89 |
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| Intel Corporation (INTC) | 0.2 | $517k | -16% | 10k | 50.25 |
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| Boeing Company (BA) | 0.2 | $512k | -5% | 2.0k | 260.71 |
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| Kellogg Company (K) | 0.2 | $503k | -30% | 9.0k | 55.91 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $503k | 29k | 17.34 |
|
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| Walt Disney Company (DIS) | 0.2 | $492k | -11% | 5.5k | 90.29 |
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| Travelers Companies (TRV) | 0.2 | $480k | +2% | 2.5k | 190.53 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $467k | -25% | 4.3k | 108.26 |
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| American Centy Etf Tr Diversified Mu (TAXF) | 0.2 | $460k | 9.0k | 50.96 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $460k | -35% | 3.8k | 121.51 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.2 | $459k | 10k | 44.30 |
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| Organon & Co Common Stock (OGN) | 0.2 | $452k | -23% | 31k | 14.42 |
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| Emerson Electric (EMR) | 0.2 | $450k | -7% | 4.6k | 97.32 |
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| Anthem (ELV) | 0.2 | $440k | 933.00 | 471.56 |
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| Tyson Foods Cl A (TSN) | 0.2 | $435k | -35% | 8.1k | 53.75 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $430k | +2% | 2.4k | 179.97 |
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| Philip Morris International (PM) | 0.1 | $425k | -29% | 4.5k | 94.08 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $413k | 2.4k | 170.10 |
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| Global X Fds Nasdq 100 Cvrdgw (QYLG) | 0.1 | $399k | 14k | 28.91 |
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| Wisdomtree Tr Us Esg Fund | 0.1 | $391k | NEW | 7.9k | 49.19 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $390k | NEW | 4.0k | 98.04 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $389k | +6% | 9.2k | 42.18 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $388k | NEW | 7.5k | 51.66 |
|
| Abbott Laboratories (ABT) | 0.1 | $387k | -7% | 3.5k | 110.07 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $386k | +35% | 4.2k | 91.39 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $384k | -7% | 757.00 | 507.38 |
|
| Nrg Energy Com New (NRG) | 0.1 | $384k | -82% | 7.4k | 51.70 |
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| West Pharmaceutical Services (WST) | 0.1 | $384k | 1.1k | 352.12 |
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| Invesco Actively Managed Etf Total Return (GTO) | 0.1 | $384k | NEW | 8.1k | 47.24 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.1 | $383k | NEW | 8.1k | 47.40 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $383k | +7% | 4.6k | 84.14 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $382k | -31% | 842.00 | 453.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $371k | -5% | 1.0k | 356.66 |
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| Expeditors International of Washington (EXPD) | 0.1 | $360k | -15% | 2.8k | 127.18 |
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| United Parcel Service CL B (UPS) | 0.1 | $349k | -34% | 2.2k | 157.21 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $345k | NEW | 6.4k | 54.08 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $343k | NEW | 9.1k | 37.72 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $324k | 543.00 | 596.60 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $323k | +5% | 5.5k | 58.45 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $322k | NEW | 8.0k | 40.25 |
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| CSX Corporation (CSX) | 0.1 | $321k | -4% | 9.3k | 34.67 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $314k | 6.3k | 49.93 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $312k | +9% | 13k | 24.96 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $311k | +47% | 8.8k | 35.41 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $311k | +8% | 1.4k | 218.21 |
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| Arista Networks (ANET) | 0.1 | $310k | -19% | 1.3k | 235.54 |
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| Hershey Company (HSY) | 0.1 | $306k | -27% | 1.6k | 186.41 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $304k | -24% | 7.6k | 40.21 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $303k | NEW | 975.00 | 310.88 |
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| Lowe's Companies (LOW) | 0.1 | $297k | 1.3k | 222.58 |
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| Global X Fds Russell 2000 (RYLD) | 0.1 | $287k | 17k | 16.74 |
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| Cme (CME) | 0.1 | $284k | -47% | 1.3k | 210.60 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $279k | -3% | 24k | 11.47 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $274k | -12% | 7.9k | 34.77 |
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| Nucor Corporation (NUE) | 0.1 | $270k | -10% | 1.6k | 174.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $269k | 1.1k | 237.22 |
|
|
| First Tr Exchng Traded Fd Vi Ft Cboe Vest 100 (QDEC) | 0.1 | $269k | NEW | 11k | 23.66 |
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| Altria (MO) | 0.1 | $266k | -33% | 6.6k | 40.34 |
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| International Paper Company (IP) | 0.1 | $266k | -18% | 7.3k | 36.15 |
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| First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (GDEC) | 0.1 | $263k | NEW | 8.7k | 30.26 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $260k | NEW | 7.0k | 36.96 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.1 | $259k | NEW | 5.4k | 47.68 |
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| Southern Company (SO) | 0.1 | $258k | -8% | 3.7k | 70.13 |
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| Global X Fds Globx Supdv Us (DIV) | 0.1 | $254k | 15k | 17.18 |
|
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| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.1 | $253k | 5.8k | 43.70 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $251k | 472.00 | 530.79 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $247k | 9.8k | 25.14 |
|
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $246k | 3.3k | 75.53 |
|
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.1 | $243k | NEW | 9.0k | 26.85 |
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| Visa Com Cl A (V) | 0.1 | $242k | +6% | 930.00 | 260.35 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $240k | NEW | 1.1k | 219.57 |
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| Moderna (MRNA) | 0.1 | $234k | -86% | 2.4k | 99.43 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $232k | -75% | 5.7k | 40.86 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $225k | -12% | 3.3k | 67.72 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $224k | NEW | 1.5k | 145.01 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $218k | NEW | 9.5k | 23.04 |
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| Robert Half International (RHI) | 0.1 | $212k | NEW | 2.4k | 87.92 |
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| First Tr Exchng Traded Fd Vi Ft Cboe Vest U S (GJUL) | 0.1 | $211k | NEW | 6.6k | 32.08 |
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| Steel Dynamics (STLD) | 0.1 | $210k | -7% | 1.8k | 118.12 |
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| Best Buy (BBY) | 0.1 | $207k | -14% | 2.6k | 78.29 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $204k | NEW | 2.4k | 86.37 |
|
| SYSCO Corporation (SYY) | 0.1 | $201k | NEW | 2.7k | 73.12 |
|
| DNP Select Income Fund (DNP) | 0.0 | $127k | NEW | 15k | 8.48 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $118k | -6% | 10k | 11.38 |
|
Past Filings by Lifeworks Advisors
SEC 13F filings are viewable for Lifeworks Advisors going back to 2021
- 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