Lifelong Wealth Advisors, Inc. Reduced Holdings in Q1 2025

Lifelong Wealth Advisors, Inc.

  • $213 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-3.8K
- 0.71%
$108.02 - $120.45 $410K - $457K
532K $58.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.16K
- 0.7%
$64.88 - $72.1 $400K - $444K
874K $57.5B
IYW
Ishares Dj Us Tech ETF

ETFs
-17
- 0.02%
$140.44 - $166.79 $2.39K - $2.84K
95.4K $13.4B
EFG
Msci Eafe Growth ETF

ETFs
-18.7K
- 43.06%
$96.1 - $106.37 $1.79M - $1.99M
24.7K $2.47B
TSLA
Tesla, Inc.

Consumer Cyclical
-3.64K
- 71.6%
$222.15 - $428.22 $809K - $1.56M
1.44K $374M
IFRA
Ishares Tr

ETFs
-11.1K
- 12.29%
$44.8 - $49.25 $498K - $548K
79.4K $3.58B
GBIL
Goldman Sachs Access Treasury

ETFs
-3.64K
- 35.91%
$99.85 - $100.19 $364K - $365K
6.5K $651M
IWP
Ishares Russell Mid Cap Growth

ETFs
-662
- 4.88%
$114.9 - $139.6 $76.1K - $92.4K
12.9K $1.52B
EFV
Msci Eafe Value ETF

ETFs
-11.7K
- 14.87%
$51.88 - $60.73 $604K - $708K
66.7K $3.93B
MBB
Ishares Tr

ETFs
-2.27K
- 10.92%
$90.37 - $94.08 $205K - $213K
18.5K $1.73B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.65K
- 11.31%
$50.72 - $50.92 $135K - $135K
20.8K $1.06B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-505
- 14.7%
$102.49 - $119.96 $51.8K - $60.6K
2.93K $307M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-28
- 0.85%
$161.27 - $192.3 $4.52K - $5.38K
3.26K $525M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-483
- 11.14%
$77.67 - $90.15 $37.5K - $43.5K
3.85K $301M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-536
- 12.99%
$63.91 - $70.19 $34.3K - $37.6K
3.59K $242M
UNH
Unitedhealth Group Inc

Healthcare
-58
- 9.25%
$461.52 - $548.18 $26.8K - $31.8K
569 $298M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-564
- 8.12%
$38.89 - $41.6 $21.9K - $23.5K
6.38K $258M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5
- 0.01%
$54.25 - $57.64 $271 - $288
36.3K $2B
NUDM
Nuveen Esg International Devel

ETFs
-645
- 8.76%
$29.75 - $33.12 $19.2K - $21.4K
6.72K $214M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-27
- 0.5%
$50.44 - $50.7 $1.36K - $1.37K
5.35K $271M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-282
- 1.5%
$21.49 - $22.24 $6.06K - $6.27K
18.5K $411M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-313
- 0.34%
$44.72 - $46.25 $14K - $14.5K
93.1K $4.29B
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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