Lifelong Wealth Advisors, Inc. Purchases in Q1 2025

Lifelong Wealth Advisors, Inc.

  • $213 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
30.8K
New
$45.72 - $51.73 $1.41M - $1.59M
30.8K $1.42B
IVE
Ishares S&P 500 Value ETF

ETFs
6.05K
+ 41.35%
$185.78 - $198.58 $1.12M - $1.2M
20.7K $3.94B
XTEN
Bondbloxx ETF Tr Bloomberg 10
21K
New
N/A
21K $980M
HEFA
Ishares Currency Hedged Msci E

ETFs
24.1K
New
$34.83 - $37.52 $840K - $904K
24.1K $875M
IEMG
Ishares Inc

ETFs
13.6K
+ 71.26%
N/A
32.6K $1.76B
GLDM
World Gold Trust

ETFs
6.64K
+ 79.74%
$52.19 - $61.89 $346K - $411K
15K $926M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.21K
+ 9.2%
$168.16 - $186.21 $540K - $598K
38.1K $6.51B
WFC
Wells Fargo & Company

Financial Services
3.53K
New
$66.78 - $81.42 $235K - $287K
3.53K $253M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.98K
+ 3.38%
$22.46 - $23.26 $112K - $116K
152K $3.53B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.54K
+ 44.07%
$45.92 - $47.58 $163K - $169K
11.6K $550M
USXF
Ishares Esg Advanced Msci Usa

Technology
2.84K
+ 30.4%
$46.38 - $52.65 $132K - $149K
12.2K $568M
MMM
3 M CO

Industrials
6
+ 0.12%
$129.7 - $155.12 $778 - $931
4.88K $717M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.98K
+ 20.77%
$59.79 - $67.15 $118K - $133K
11.5K $697M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 1.06%
$442.66 - $534.52 $3.98K - $4.81K
856 $456M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.15K
+ 7.81%
$91.76 - $103.26 $106K - $119K
15.9K $1.47B
LLY
Eli Lilly & CO

Healthcare
10
+ 0.91%
$725.72 - $929.72 $7.26K - $9.3K
1.11K $917M
Blackrock ETF Trust Ii
1.06K
+ 4.68%
N/A
23.6K $1.24B
EMB
Ishares Tr

ETFs
653
+ 25.1%
$88.64 - $92.03 $57.9K - $60.1K
3.26K $295M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.23K
+ 14.98%
$32.74 - $36.2 $40.4K - $44.7K
9.47K $331M
ABBV
Abb Vie Inc.

Healthcare
35
+ 2.53%
$169.2 - $216.66 $5.92K - $7.58K
1.42K $298M
DSI
Ishares Msci Kld 400 Social Et

ETFs
767
+ 17.73%
$101.98 - $115.66 $78.2K - $88.7K
5.09K $521M
XOM
Exxon Mobil Corp

Energy
166
+ 8.42%
$105.44 - $118.93 $17.5K - $19.7K
2.14K $254M
IEFA
Ishares Tr

ETFs
63
+ 1.38%
$69.57 - $78.65 $4.38K - $4.95K
4.63K $350M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
770
+ 4.18%
$22.42 - $23.22 $17.3K - $17.9K
19.2K $442M
OTTR
Otter Tail Corp

Utilities
10
+ 0.32%
$72.43 - $83.38 $724 - $834
3.17K $255M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
803
+ 6.63%
$22.25 - $23.0 $17.9K - $18.5K
12.9K $297M
MA
Mastercard Inc

Financial Services
3
+ 0.61%
$504.67 - $576.31 $1.51K - $1.73K
493 $270M
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.78%
$158.56 - $176.26 $2.38K - $2.64K
1.93K $329M
ITOT
Ishares Core S&P Total U.S. St

ETFs
27
+ 1.67%
$120.29 - $134.6 $3.25K - $3.63K
1.64K $201M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.97K
+ 4.92%
$48.06 - $53.73 $239K - $267K
106K $5.17B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
967
+ 5.01%
$120.24 - $134.3 $116K - $130K
20.3K $2.47B
AMZN
Amazon Com Inc

Consumer Cyclical
44
+ 3.38%
$190.26 - $242.06 $8.37K - $10.7K
1.35K $256M
TGT
Target Corp

Consumer Defensive
811
+ 20.44%
$103.65 - $142.5 $84.1K - $116K
4.78K $499M
GOOGL
Alphabet Inc.

Communication Services
51
+ 3.71%
$154.33 - $206.19 $7.87K - $10.5K
1.43K $221M
GOOG
Alphabet Inc.

Communication Services
10
+ 0.78%
$156.06 - $207.71 $1.56K - $2.08K
1.29K $202M
NVDA
Nvidia Corp

Technology
126
+ 3.7%
$106.98 - $149.43 $13.5K - $18.8K
3.53K $382M
MSFT
Microsoft Corp

Technology
13
+ 0.51%
$375.39 - $447.2 $4.88K - $5.81K
2.56K $960M
AAPL
Apple Inc.

Technology
33
+ 0.51%
$209.68 - $247.1 $6.92K - $8.15K
6.47K $1.44B
IVW
Ishares S&P 500 Growth ETF

ETFs
974
+ 1.6%
$92.45 - $106.69 $90K - $104K
61.7K $5.73B
ORCL
Oracle Corp

Technology
8
+ 0.02%
$139.81 - $186.47 $1.12K - $1.49K
40K $5.59B
Activity Summary
Buys All Purchases 41 New Holdings 4 Increased Positions 37 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 1
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