Lifelong Wealth Advisors, Inc. Portfolio Holdings by Sector

Lifelong Wealth Advisors, Inc.

$213 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GSLC SPLG IYW QUAL IVW DYNF IUSB IVE 42 stocks	$195 Million 92.95% of portfolio	20	20	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT 2 stocks	$6.55 Million 3.11% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.44 Million 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV 2 stocks	$1.21 Million 0.58% of portfolio	2	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$716,923 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities XEL 1 stocks	$644,826 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$498,632 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$455,888 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$422,054 0.2% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$382,473 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$374,227 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$328,740 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$298,014 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$270,223 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$256,090 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities OTTR 1 stocks	$255,094 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$254,164 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$253,109 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology STX 1 stocks	$211,610 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts

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