Lifelong Wealth Advisors, Inc. Purchases and Sells in Q3 2025

Lifelong Wealth Advisors, Inc.

  • $336 Billion
  • Q3 2025

Top Buys

Incresed Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
3.06K
+ 0.57%
$121.46 - $130.92 $372K - $401K
545K $71B
7.73K
+ 0.98%
$72.65 - $78.68 $562K - $609K
796K $62.3B
J P MORGAN EXCHANGE TRADED F
71.8K
+ 12.69%
N/A
638K $34.5B
7.06K
+ 3.19%
$90.37 - $102.12 $638K - $721K
229K $22.8B
2.93K
+ 2.67%
$61.62 - $72.77 $181K - $213K
112K $8.18B
4.2K
+ 9.84%
$182.33 - $194.5 $766K - $817K
46.9K $9.12B
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
1.26K
New
$207.7 - $240.4 $261K - $302K
1.26K $264M
1.25K
New
$155.17 - $185.42 $194K - $232K
1.25K $232M
561
New
$357.4 - $423.42 $201K - $238K
561 $227M
449
New
$410.74 - $499.21 $184K - $224K
449 $224M
4.71K
New
$42.97 - $44.2 $202K - $208K
4.71K $207M
1.53K
New
$120.51 - $136.62 $184K - $208K
1.53K $204M
View all

Top Sells

Reduced Positions

20 operations
Stock Shares change Price Range Shares Held Trade History
-1.61K
- 29.07%
$49.77 - $52.82 $79.9K - $84.8K
3.92K $207M
-171
- 3.47%
$86.56 - $107.43 $14.8K - $18.4K
4.76K $427M
-642
- 4.5%
$50.81 - $51.07 $32.6K - $32.8K
13.6K $695M
-274
- 8.26%
$99.82 - $100.23 $27.4K - $27.5K
3.05K $305M
-5
- 0.43%
$625.65 - $812.69 $3.13K - $4.06K
1.16K $888M
-667
- 5.04%
$22.64 - $23.22 $15.1K - $15.5K
12.6K $290M
View all

Options

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
ORACLE CORP
2.4K
New
N/A
2.4K $567M
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 20 Reductions 20 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