Lifelong Wealth Advisors, Inc. Portfolio Holdings by Sector

Lifelong Wealth Advisors, Inc.

$222 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GSLC SPLG IYW QUAL IVW DYNF IUSB EFG 41 stocks	$203 Million 91.93% of portfolio	41	-	41	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL MSFT 2 stocks	$7.73 Million 3.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$2.05 Million 0.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.61 Million 0.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV 2 stocks	$1.1 Million 0.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$689,830 0.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$629,505 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$536,259 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$504,051 0.23% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities XEL 1 stocks	$501,066 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$383,928 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$320,882 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$317,174 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$287,840 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$258,019 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities OTTR 1 stocks	$233,630 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology STX 1 stocks	$214,998 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$212,020 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$209,992 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts

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