Lifelong Wealth Advisors, Inc. Portfolio Holdings

Lifelong Wealth Advisors, Inc.

  • $222 Billion
  • Q4 2024

Lifelong Wealth Advisors, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $222 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $61.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $60.5B, Ishares Dj Us Tech ETF with a value of $15.2B, Oracle Corp with a value of $6.66B, and Ishares Msci Usa Quality Facto with a value of $6.21B.

Examining the 13F form we can see an increase of $222B in the current position value.

Lifelong Wealth Advisors, Inc. is based out at Arden Hills, MN

Below you can find more details about Lifelong Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $222 Billion
ETFs: $203 Billion
Technology: $10.2 Billion
Consumer Cyclical: $2.34 Billion
Healthcare: $1.41 Billion
Consumer Defensive: $857 Million
Industrials: $839 Million
Utilities: $735 Million
Financial Services: $642 Million
Other: $716 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.8 Billion 27.76% of portfolio
536,095
Q4 2024 New
$0
$60.5 Billion 27.22% of portfolio
880,614
Q4 2024 New
$0
$15.2 Billion 6.83% of portfolio
95,440
Q4 2024 New
$469B
$6.66 Billion 2.99% of portfolio
39,954
Q4 2024 New
$0
$6.21 Billion 2.79% of portfolio
34,899
Q4 2024 New
$0
$6.16 Billion 2.77% of portfolio
60,701
Q4 2024 New
$0
$5.18 Billion 2.33% of portfolio
101,074
Q4 2024 New
$0
$4.22 Billion 1.9% of portfolio
93,365
Q4 2024 New
$0
$4.2 Billion 1.89% of portfolio
43,351
Q4 2024 New
$0
$4.19 Billion 1.88% of portfolio
90,541
Q4 2024 New
$0
$4.11 Billion 1.85% of portfolio
78,339
Q4 2024 New
$0
$3.34 Billion 1.5% of portfolio
147,284
Q4 2024 New
$0
$3.25 Billion 1.46% of portfolio
5,523
Q4 2024 New
$0
$2.79 Billion 1.26% of portfolio
14,632
Q4 2024 New
$0
$2.48 Billion 1.12% of portfolio
19,285
Q4 2024 New
$1.12T
$2.05 Billion 0.92% of portfolio
5,085
Q4 2024 New
$0
$1.9 Billion 0.86% of portfolio
20,756
Q4 2024 New
$0
$1.72 Billion 0.77% of portfolio
13,573
Q4 2024 New
$3.88T
$1.61 Billion 0.73% of portfolio
6,441
Q4 2024 New
$0
$1.46 Billion 0.66% of portfolio
12,429
Q4 2024 New
$0
$1.4 Billion 0.63% of portfolio
14,733
Q4 2024 New
$0
$1.19 Billion 0.53% of portfolio
23,465
Q4 2024 New
Blackrock ETF Trust Ii
-
$1.17 Billion 0.53% of portfolio
-
Q4 2024 New
$3.06T
$1.07 Billion 0.48% of portfolio
2,543
Q4 2024 New
$0
$1.01 Billion 0.46% of portfolio
10,145
Q4 2024 New
$0
$995 Million 0.45% of portfolio
19,057
Q4 2024 New
$828B
$849 Million 0.38% of portfolio
1,100
Q4 2024 New
$0
$848 Million 0.38% of portfolio
9,707
Q4 2024 New
$82.2B
$630 Million 0.28% of portfolio
4,876
Q4 2024 New
$0
$610 Million 0.27% of portfolio
9,525
Q4 2024 New
$0
$607 Million 0.27% of portfolio
3,283
Q4 2024 New
$59.2B
$536 Million 0.24% of portfolio
3,967
Q4 2024 New
$37.4B
$501 Million 0.23% of portfolio
7,421
Q4 2024 New
$0
$464 Million 0.21% of portfolio
9,339
Q4 2024 New
$0
$477 Million 0.21% of portfolio
4,325
Q4 2024 New
$337B
$457 Million 0.21% of portfolio
3,403
Q4 2024 New
$0
$418 Million 0.19% of portfolio
18,402
Q4 2024 New
$8.52B
$433 Million 0.19% of portfolio
8,322
Q4 2024 New
$0
$410 Million 0.18% of portfolio
18,807
Q4 2024 New
$0
$402 Million 0.18% of portfolio
10,839
Q4 2024 New
$0
$396 Million 0.18% of portfolio
3,436
Q4 2024 New
$614B
$384 Million 0.17% of portfolio
847
Q4 2024 New
$0
$372 Million 0.17% of portfolio
4,334
Q4 2024 New
$0
$373 Million 0.17% of portfolio
8,041
Q4 2024 New
$497B
$317 Million 0.14% of portfolio
627
Q4 2024 New
$405B
$321 Million 0.14% of portfolio
1,914
Q4 2024 New
$0
$321 Million 0.14% of portfolio
4,565
Q4 2024 New
$0
$278 Million 0.13% of portfolio
12,109
Q4 2024 New
$2.35T
$288 Million 0.13% of portfolio
1,302
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $222 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 66 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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