Lifelong Wealth Advisors, Inc. Incresed Positions in Q4 2025

Lifelong Wealth Advisors, Inc.

  • $377 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
65.1K
+ 110.34%
$56.5 - $60.52 $3.68M - $3.94M
124K $7.36B
IVE
Ishares S&P 500 Value ETF

ETFs
14.5K
+ 56.87%
$202.52 - $212.07 $2.94M - $3.08M
40K $8.48B
Blackrock ETF Trust
60.8K
+ 140.08%
N/A
104K $3.47B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
333
+ 0.04%
$76.84 - $80.86 $25.6K - $26.9K
796K $63.8B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
21.7K
+ 17.89%
$57.9 - $61.26 $1.26M - $1.33M
143K $8.71B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.6K
+ 66.62%
$117.68 - $124.18 $1.37M - $1.44M
29K $3.46B
GLDM
World Gold Trust

ETFs
6.95K
+ 54.94%
$76.32 - $86.69 $530K - $602K
19.6K $1.67B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.49K
+ 7.78%
$118.29 - $126.28 $531K - $567K
62.2K $7.66B
J P Morgan Exchange Traded F
12.6K
+ 1.98%
N/A
651K $35.2B
XTEN
Bondbloxx ETF Tr Bloomberg 10
13.7K
+ 26.11%
N/A
66.2K $3.06B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19K
+ 11.86%
$23.37 - $23.7 $444K - $451K
179K $4.19B
Blackrock ETF Trust
9.54K
+ 11.68%
N/A
91.3K $3.52B
LLY
Eli Lilly & CO

Healthcare
5
+ 0.43%
$799.57 - $1025.28 $4K - $5.13K
1.17K $1.26B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14.9K
+ 65.54%
$23.38 - $23.82 $347K - $354K
37.5K $878M
Blackrock ETF Trust Ii
6.52K
+ 25.06%
N/A
32.5K $1.72B
MBB
Ishares Tr

ETFs
3.09K
+ 15.68%
$94.9 - $96.23 $293K - $297K
22.8K $2.17B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.05K
+ 26.21%
$71.13 - $74.96 $217K - $229K
14.7K $1.09B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.13K
+ 43.23%
$47.89 - $48.53 $245K - $249K
17K $813M
SPY
Spdr S&P 500 ETF Trust

ETFs
320
+ 96.39%
$653.02 - $687.39 $209K - $220K
652 $445M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.17K
+ 23.57%
$123.63 - $130.75 $145K - $153K
6.14K $791M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
622
+ 3.04%
$142.82 - $150.36 $88.8K - $93.5K
21.1K $3.14B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.29K
+ 35.79%
$42.19 - $45.31 $139K - $149K
12.5K $551M
EMB
Ishares Tr

ETFs
1.51K
+ 41.06%
$94.63 - $97.03 $143K - $147K
5.19K $500M
AAPL
Apple Inc.

Technology
80
+ 1.16%
$245.27 - $275.25 $19.6K - $22K
6.97K $1.89B
GOOGL
Alphabet Inc.

Communication Services
33
+ 1.95%
$236.57 - $291.31 $7.81K - $9.61K
1.73K $541M
IVV
Ishares Core S&P 500 ETF

ETFs
53
+ 0.92%
$656.2 - $690.71 $34.8K - $36.6K
5.8K $3.97B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.05K
+ 40.21%
$23.04 - $23.36 $116K - $118K
17.6K $406M
CAT
Caterpillar Inc

Industrials
30
+ 4.97%
$480.82 - $585.49 $14.4K - $17.6K
634 $363M
MSFT
Microsoft Corp

Technology
308
+ 10.18%
$496.82 - $542.07 $153K - $167K
3.34K $1.61B
WFC
Wells Fargo & Company

Financial Services
15
+ 0.41%
$77.62 - $87.3 $1.16K - $1.31K
3.65K $340M
XOM
Exxon Mobil Corp

Energy
25
+ 0.71%
$110.64 - $119.78 $2.77K - $2.99K
3.52K $424M
AMZN
Amazon Com Inc

Consumer Cyclical
41
+ 2.41%
$213.04 - $254.0 $8.73K - $10.4K
1.74K $402M
JNJ
Johnson & Johnson

Healthcare
6
+ 0.48%
$185.98 - $199.58 $1.12K - $1.2K
1.26K $260M
NVDA
Nvidia Corp

Technology
84
+ 1.59%
$179.83 - $207.04 $15.1K - $17.4K
5.37K $1B
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 1.13%
$401.99 - $468.37 $6.83K - $7.96K
1.53K $687M
AVGO
Broadcom Inc.

Technology
8
+ 1.05%
$324.63 - $385.98 $2.6K - $3.09K
770 $266M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 1.07%
$294.11 - $320.41 $2.65K - $2.88K
847 $273M
MUB
Ishares National Muni Bond ETF

ETFs
39
+ 0.9%
$106.36 - $107.61 $4.15K - $4.2K
4.39K $470M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 1.0%
$475.68 - $513.11 $4.28K - $4.62K
906 $455M
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.53%
$211.96 - $244.38 $1.91K - $2.2K
1.69K $387M
UNH
Unitedhealth Group Inc

Healthcare
10
+ 1.49%
$320.52 - $369.92 $3.21K - $3.7K
679 $224M
META
Meta Platforms, Inc.

Communication Services
3
+ 0.83%
$609.01 - $751.67 $1.83K - $2.26K
364 $240M
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 1
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