Lifelong Wealth Advisors, Inc. Purchases in Q2 2025

Lifelong Wealth Advisors, Inc.

  • $301 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
566K
New
N/A
566K $30.3B
AVUV
American Centy ETF Tr Avantis

ETFs
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
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
9.44K
+ 1.77%
$97.68 - $121.38 $922K - $1.15M
542K $65.8B
IAU
Ishares Gold Trust

ETFs
110K
New
$56.1 - $64.74 $6.14M - $7.09M
110K $6.83B
EFV
Msci Eafe Value ETF

ETFs
41.5K
+ 62.26%
$52.4 - $64.65 $2.18M - $2.68M
108K $6.87B
Blackrock ETF Trust
77.4K
New
N/A
77.4K $2.75B
IEMG
Ishares Inc

ETFs
39.7K
+ 121.49%
N/A
72.3K $4.34B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.6K
+ 12.06%
$152.42 - $182.82 $701K - $840K
42.7K $7.81B
XTEN
Bondbloxx ETF Tr Bloomberg 10
28.2K
+ 134.2%
N/A
49.3K $2.27B
Blackrock ETF Trust
39.6K
New
N/A
39.6K $1.14B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
19.9K
New
$50.09 - $51.09 $999K - $1.02M
19.9K $1.02B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.37K
+ 6.95%
$43.53 - $54.46 $321K - $401K
113K $6.18B
IVE
Ishares S&P 500 Value ETF

ETFs
2.1K
+ 10.16%
$168.34 - $195.42 $354K - $411K
22.8K $4.45B
EFG
Msci Eafe Growth ETF

ETFs
1.52K
+ 6.16%
$89.8 - $112.0 $137K - $170K
26.2K $2.94B
NVDA
Nvidia Corp

Technology
1.69K
+ 47.92%
$94.31 - $157.99 $159K - $267K
5.22K $825M
MSFT
Microsoft Corp

Technology
252
+ 9.86%
$354.56 - $497.45 $89.3K - $125K
2.81K $1.4B
IVV
Ishares Core S&P 500 ETF

ETFs
176
+ 3.2%
$498.8 - $620.9 $87.8K - $109K
5.67K $3.52B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
941
+ 5.92%
$82.32 - $112.47 $77.5K - $106K
16.8K $1.89B
MUB
Ishares National Muni Bond ETF

ETFs
3.45K
New
$102.31 - $105.8 $353K - $365K
3.45K $361M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
51
+ 0.25%
$108.06 - $135.3 $5.51K - $6.9K
20.3K $2.75B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.19K
New
$141.37 - $228.57 $169K - $272K
1.19K $270M
META
Meta Platforms, Inc.

Communication Services
360
New
$484.66 - $738.09 $174K - $266K
360 $266M
JPM
Jpmorgan Chase & CO

Financial Services
837
New
$210.28 - $289.91 $176K - $243K
837 $243M
CAT
Caterpillar Inc

Industrials
604
New
$273.94 - $388.21 $165K - $234K
604 $234M
AVGO
Broadcom Inc.

Technology
760
New
$146.29 - $275.65 $111K - $209K
760 $209M
SPY
Spdr S&P 500 ETF Trust

ETFs
332
New
$496.48 - $617.85 $165K - $205K
332 $205M
STX
Seagate Technology Holdings PLC

Technology
9
+ 0.36%
$66.54 - $144.33 $599 - $1.3K
2.5K $361M
AMZN
Amazon Com Inc

Consumer Cyclical
356
+ 26.45%
$167.32 - $223.3 $59.6K - $79.5K
1.7K $373M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.03%
$139.8 - $197.22 $140 - $197
3.26K $642M
TSLA
Tesla, Inc.

Consumer Cyclical
64
+ 4.43%
$221.86 - $362.89 $14.2K - $23.2K
1.51K $479M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.44K
+ 17.93%
$22.43 - $23.23 $77.1K - $79.9K
22.6K $525M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
72
+ 0.63%
$53.69 - $67.27 $3.87K - $4.84K
11.6K $779M
GOOGL
Alphabet Inc.

Communication Services
259
+ 18.16%
$144.7 - $178.6 $37.5K - $46.3K
1.69K $297M
DSI
Ishares Msci Kld 400 Social Et

ETFs
10
+ 0.2%
$91.62 - $116.16 $916 - $1.16K
5.1K $593M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
27
+ 0.29%
$30.87 - $39.17 $833 - $1.06K
9.5K $372M
WFC
Wells Fargo & Company

Financial Services
104
+ 2.95%
$60.98 - $80.12 $6.34K - $8.33K
3.63K $291M
Blackrock ETF Trust Ii
447
+ 1.89%
N/A
24.1K $1.27B
EMB
Ishares Tr

ETFs
199
+ 6.11%
$86.54 - $92.62 $17.2K - $18.4K
3.45K $320M
MA
Mastercard Inc

Financial Services
27
+ 5.48%
$479.92 - $590.74 $13K - $15.9K
520 $292M
MBB
Ishares Tr

ETFs
172
+ 0.93%
$91.41 - $94.22 $15.7K - $16.2K
18.7K $1.75B
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
573
+ 3.09%
$21.71 - $22.3 $12.4K - $12.8K
19.1K $425M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
318
+ 2.46%
$22.54 - $23.17 $7.17K - $7.37K
13.2K $304M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
59
+ 0.51%
$46.41 - $47.7 $2.74K - $2.81K
11.6K $554M
LLY
Eli Lilly & CO

Healthcare
59
+ 5.32%
$713.71 - $898.95 $42.1K - $53K
1.17K $911M
TGT
Target Corp

Consumer Defensive
152
+ 3.18%
$88.76 - $105.77 $13.5K - $16.1K
4.93K $486M
PG
Procter & Gamble CO

Consumer Defensive
34
+ 1.76%
$157.66 - $172.39 $5.36K - $5.86K
1.96K $313M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45
+ 5.26%
$483.48 - $539.8 $21.8K - $24.3K
901 $438M
XOM
Exxon Mobil Corp

Energy
50
+ 2.34%
$99.93 - $119.04 $5K - $5.95K
2.19K $236M
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
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