Lifelong Wealth Advisors, Inc. Incresed Positions in Q3 2025

Lifelong Wealth Advisors, Inc.

  • $336 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.06K
+ 0.57%
$121.46 - $130.92 $372K - $401K
545K $71B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
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
AVUV
American Centy ETF Tr Avantis

ETFs
7.06K
+ 3.19%
$90.37 - $102.12 $638K - $721K
229K $22.8B
IAU
Ishares Gold Trust

ETFs
2.93K
+ 2.67%
$61.62 - $72.77 $181K - $213K
112K $8.18B
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.2K
+ 9.84%
$182.33 - $194.5 $766K - $817K
46.9K $9.12B
J P Morgan Exchange Traded F
14.4K
+ 10.62%
N/A
150K $9.77B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.03K
+ 7.08%
$54.35 - $59.32 $437K - $477K
121K $7.19B
EFV
Msci Eafe Value ETF

ETFs
7.88K
+ 7.28%
$62.79 - $68.42 $495K - $539K
116K $7.87B
IVE
Ishares S&P 500 Value ETF

ETFs
2.72K
+ 11.93%
$194.44 - $206.51 $529K - $562K
25.5K $5.27B
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.07K
+ 13.62%
$51.78 - $57.89 $366K - $410K
59K $3.39B
Blackrock ETF Trust
4.34K
+ 5.61%
N/A
81.7K $3.09B
Blackrock ETF Trust
3.77K
+ 9.51%
N/A
43.4K $1.48B
IVV
Ishares Core S&P 500 ETF

ETFs
75
+ 1.32%
$620.67 - $670.08 $46.6K - $50.3K
5.75K $3.85B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.12K
+ 6.03%
$22.9 - $23.58 $209K - $215K
160K $3.76B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
139
+ 0.68%
$134.94 - $145.86 $18.8K - $20.3K
20.4K $2.98B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
587
+ 3.49%
$110.74 - $122.12 $65K - $71.7K
17.4K $2.11B
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.2%
$293.94 - $444.72 $882 - $1.33K
1.51K $672M
GLDM
World Gold Trust

ETFs
697
+ 5.83%
$64.73 - $76.45 $45.1K - $53.3K
12.6K $967M
XTEN
Bondbloxx ETF Tr Bloomberg 10
3.24K
+ 6.57%
N/A
52.5K $2.45B
MSFT
Microsoft Corp

Technology
219
+ 7.8%
$491.09 - $535.64 $108K - $117K
3.03K $1.57B
NVDA
Nvidia Corp

Technology
65
+ 1.25%
$153.3 - $186.58 $9.96K - $12.1K
5.29K $986M
XOM
Exxon Mobil Corp

Energy
1.31K
+ 59.99%
$105.83 - $117.22 $139K - $154K
3.5K $395M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.52K
+ 3.1%
$45.6 - $46.92 $115K - $118K
83.9K $3.92B
EFG
Msci Eafe Growth ETF

ETFs
687
+ 2.62%
$106.99 - $114.46 $73.5K - $78.6K
26.9K $3.06B
ABBV
Abb Vie Inc.

Healthcare
238
+ 16.47%
$184.85 - $231.54 $44K - $55.1K
1.68K $390M
MBB
Ishares Tr

ETFs
1.02K
+ 5.47%
$92.46 - $95.73 $94.4K - $97.7K
19.7K $1.87B
GOOGL
Alphabet Inc.

Communication Services
10
+ 0.59%
$174.36 - $254.72 $1.74K - $2.55K
1.7K $412M
XEL
Xcel Energy Inc

Utilities
4
+ 0.04%
$67.56 - $80.65 $270 - $323
9.12K $736M
Blackrock ETF Trust Ii
1.93K
+ 8.03%
N/A
26K $1.38B
MUB
Ishares National Muni Bond ETF

ETFs
896
+ 25.94%
$103.24 - $106.68 $92.5K - $95.6K
4.35K $463M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.48K
+ 7.41%
$50.85 - $51.35 $75.2K - $75.9K
21.4K $1.1B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
59
+ 0.51%
$67.21 - $72.65 $3.97K - $4.29K
11.6K $844M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2
+ 0.17%
$224.68 - $282.71 $449 - $565
1.19K $333M
AVGO
Broadcom Inc.

Technology
2
+ 0.26%
$264.74 - $369.57 $529 - $739
762 $251M
EMB
Ishares Tr

ETFs
226
+ 6.54%
$91.52 - $95.59 $20.7K - $21.6K
3.68K $350M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.03%
$108.46 - $120.63 $108 - $121
2.89K $344M
UNH
Unitedhealth Group Inc

Healthcare
12
+ 1.83%
$237.77 - $353.61 $2.85K - $4.24K
669 $231M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.12%
$282.78 - $316.06 $283 - $316
838 $264M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
214
+ 1.84%
$46.86 - $48.27 $10K - $10.3K
11.9K $570M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
66
+ 0.29%
$22.89 - $23.7 $1.51K - $1.56K
22.7K $534M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1
+ 0.03%
$71.6 - $76.11 $71.6 - $76.1
3.58K $271M
META
Meta Platforms, Inc.

Communication Services
1
+ 0.28%
$695.21 - $791.73 $695 - $792
361 $265M
PG
Procter & Gamble CO

Consumer Defensive
65
+ 3.31%
$150.47 - $161.22 $9.78K - $10.5K
2.03K $312M
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
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