Lifelong Wealth Advisors, Inc. Purchases and Sells in Q2 2025

Lifelong Wealth Advisors, Inc.

  • $301 Billion
  • Q2 2025

Top Buys

Incresed Positions

40 operations
Stock Shares change Price Range Shares Held Trade History
9.44K
+ 1.77%
$97.68 - $121.38 $922K - $1.15M
542K $65.8B
41.5K
+ 62.26%
$52.4 - $64.65 $2.18M - $2.68M
108K $6.87B
39.7K
+ 121.49%
N/A
72.3K $4.34B
4.6K
+ 12.06%
$152.42 - $182.82 $701K - $840K
42.7K $7.81B
28.2K
+ 134.2%
N/A
49.3K $2.27B
21.2K
+ 68.91%
$40.94 - $52.1 $868K - $1.1M
51.9K $2.71B
View all

New Holdings

14 operations
Stock Shares change Price Range Shares Held Trade History
J P MORGAN EXCHANGE TRADED F
566K
New
N/A
566K $30.3B
222K
New
$75.17 - $91.21 $16.7M - $20.2M
222K $20.2B
J P MORGAN EXCHANGE TRADED F
136K
New
N/A
136K $8.51B
110K
New
$56.1 - $64.74 $6.14M - $7.09M
110K $6.83B
BLACKROCK ETF TRUST
77.4K
New
N/A
77.4K $2.75B
BLACKROCK ETF TRUST
39.6K
New
N/A
39.6K $1.14B
View all

Top Sells

Reduced Positions

18 operations
Stock Shares change Price Range Shares Held Trade History
-73.9K
- 93.04%
$40.97 - $49.19 $3.03M - $3.63M
5.53K $272M
-30.7K
- 32.19%
$122.57 - $173.27 $3.76M - $5.32M
64.7K $11.2B
-11.6K
- 12.51%
$45.12 - $46.23 $525K - $538K
81.4K $3.76B
-6.55K
- 31.45%
$50.52 - $50.92 $331K - $333K
14.3K $726M
-3.18K
- 48.95%
$99.83 - $100.19 $318K - $319K
3.32K $332M
-86.6K
- 9.91%
$58.41 - $72.69 $5.06M - $6.3M
788K $57.3B
View all
Activity Summary
Buys All Purchases 54 New Holdings 14 Increased Positions 40 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lifelong Wealth Advisors, Inc. Portfolio

Follow Lifelong Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifelong Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifelong Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email