Lifelong Wealth Advisors, Inc. Portfolio Holdings

Lifelong Wealth Advisors, Inc.

  • $213 Billion
  • Q1 2025

Lifelong Wealth Advisors, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $213 Billion distributed in 68 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 $58.6B, Spdr Portfolio S&P 500 ETF (Ma with a value of $57.5B, Ishares Dj Us Tech ETF with a value of $13.4B, Ishares Msci Usa Quality Facto with a value of $6.51B, and Ishares S&P 500 Growth ETF with a value of $5.73B.

Examining the 13F form we can see an decrease of $9.03B in the current position value, from $222B to 213B.

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 $213 Billion
ETFs: $195 Billion
Technology: $8.58 Billion
Healthcare: $1.51 Billion
Financial Services: $979 Million
Utilities: $900 Million
Consumer Defensive: $827 Million
Industrials: $717 Million
Consumer Cyclical: $630 Million
Other: $676 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.8B
$717 Million 0.34% of portfolio
4,882
Q1 2025 Added 0.12%
$38.7B
$645 Million 0.3% of portfolio
9,109
Q1 2025 Added 22.75%
$44.5B
$499 Million 0.23% of portfolio
4,778
Q1 2025 Added 20.44%
$18.8B
$212 Million 0.1% of portfolio
2,491
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $213 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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