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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$379B
$5.59 Billion 2.62% of portfolio
39,962
Q1 2025 Added 0.02%
$3.42T
$1.44 Billion 0.67% of portfolio
6,474
Q1 2025 Added 0.51%
$2.95T
$960 Million 0.45% of portfolio
2,556
Q1 2025 Added 0.51%
$854B
$917 Million 0.43% of portfolio
1,110
Q1 2025 Added 0.91%
$694B
$456 Million 0.21% of portfolio
856
Q1 2025 Added 1.06%
$891B
$374 Million 0.18% of portfolio
1,444
Q1 2025 Reduced 71.6%
$271B
$382 Million 0.18% of portfolio
3,529
Q1 2025 Added 3.7%
$385B
$329 Million 0.15% of portfolio
1,929
Q1 2025 Added 0.78%
$385B
$298 Million 0.14% of portfolio
569
Q1 2025 Reduced 9.25%
$345B
$298 Million 0.14% of portfolio
1,421
Q1 2025 Added 2.53%
$523B
$270 Million 0.13% of portfolio
493
Q1 2025 Added 0.61%
$270B
$253 Million 0.12% of portfolio
3,526
Q1 2025 New
$1.88T
$256 Million 0.12% of portfolio
1,346
Q1 2025 Added 3.38%
$440B
$254 Million 0.12% of portfolio
2,137
Q1 2025 Added 8.42%
$957B
$221 Million 0.1% of portfolio
1,426
Q1 2025 Added 3.71%
$979B
$202 Million 0.09% of portfolio
1,290
Q1 2025 Added 0.78%

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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