Lifeworks Advisors, LLC Purchases and Sells in Q2 2025

Lifeworks Advisors, LLC

$638 Million
Q2 2025

Top Buys

Incresed Positions

135 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDW	84.5K + 10.34%	$32.66 - $40.75 $2.76M - $3.44M	902K $36.5M
FTEC	19.2K + 39.59%	$139.8 - $197.22 $2.68M - $3.78M	67.6K $13.3M
CLX	40.5K + 1167.02%	$118.01 - $148.69 $4.78M - $6.02M	44K $5.28M
FFIV	12.7K + 411.43%	$239.25 - $295.9 $3.05M - $3.77M	15.8K $4.66M
VGK	34.8K + 117.52%	$62.73 - $78.42 $2.18M - $2.73M	64.4K $4.99M
DELL	15.6K + 52.94%	$71.63 - $125.98 $1.12M - $1.96M	45.1K $5.52M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NLOK	213K New	N/A	213K $4.58M
IHF	19.2K New	$46.2 - $54.6 $886K - $1.05M	19.2K $932K
IDU	8.88K New	$93.98 - $106.11 $835K - $942K	8.88K $928K
EWJ	8.04K New	$61.32 - $75.28 $493K - $605K	8.04K $602K
USMV	6.37K New	$85.42 - $94.39 $544K - $601K	6.37K $598K
SOXX	2.3K New	$154.86 - $239.07 $356K - $550K	2.3K $549K

Top Sells

Reduced Positions

139 operations

Stock	Shares change	Price Range	Shares Held	Trade History
REGN	-7.01K - 78.71%	$483.07 - $625.6 $3.39M - $4.39M	1.9K $995K
IEF	-48.3K - 49.45%	$93.15 - $96.56 $4.49M - $4.66M	49.3K $4.72M
FHLC	-25.9K - 15.24%	$61.03 - $67.59 $1.58M - $1.75M	144K $9.21M
PNR	-24.4K - 81.02%	$76.17 - $103.58 $1.86M - $2.52M	5.71K $586K
AVGO	-14K - 73.2%	$146.29 - $275.65 $2.04M - $3.85M	5.12K $1.41M
OUNZ	-54.9K - 21.17%	$28.68 - $33.09 $1.58M - $1.82M	205K $6.52M

Activity Summary All Purchases 162 New Holdings 27 Increased Positions 135 All Sells 139 Reductions 139 Sold out 0 Calls 0 Puts 0

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