Lifeworks Advisors, LLC Purchases in Q1 2025

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
107K
+ 15.03%
$33.84 - $37.77 $3.61M - $4.03M
817K $29.8M
IEF
Ishares Barclays

ETFs
48.2K
+ 97.5%
$91.17 - $95.39 $4.39M - $4.6M
97.6K $9.31M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
30.5K
+ 169.83%
$161.27 - $192.3 $4.92M - $5.86M
48.4K $7.81M
LQD
Ishares Iboxx $ Investment Gra

ETFs
30K
+ 21.76%
$105.1 - $109.61 $3.15M - $3.29M
168K $18.3M
IAU
Ishares Gold Trust

ETFs
31.2K
+ 18.18%
$49.74 - $58.96 $1.55M - $1.84M
203K $12M
GLD
Spdr Gold Trust

ETFs
10.7K
+ 140.15%
$243.19 - $288.14 $2.59M - $3.07M
18.2K $5.26M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
48K
+ 20.6%
$48.43 - $49.9 $2.33M - $2.4M
281K $14M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
119K
+ 14.45%
$22.25 - $23.0 $2.64M - $2.73M
941K $21.6M
FNA
Paragon 28, Inc.

Healthcare
200K
New
$10.25 - $13.09 $2.05M - $2.62M
200K $2.62M
SO
Southern CO

Utilities
21K
+ 32.57%
$80.96 - $92.96 $1.7M - $1.95M
85.3K $7.84M
RSG
Republic Services, Inc.

Industrials
4.13K
+ 13.32%
$200.09 - $242.16 $826K - $1M
35.1K $8.51M
EMN
Eastman Chemical CO

Basic Materials
23.5K
New
$87.05 - $103.47 $2.05M - $2.43M
23.5K $2.07M
IVV
Ishares Core S&P 500 ETF

ETFs
3.97K
+ 49.63%
$554.06 - $615.85 $2.2M - $2.45M
12K $6.73M
ABBV
Abb Vie Inc.

Healthcare
2.81K
+ 6.69%
$169.2 - $216.66 $476K - $610K
44.8K $9.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
37.6K
New
$50.39 - $50.66 $1.9M - $1.91M
37.6K $1.91M
MBB
Ishares Tr

ETFs
16.7K
+ 11.49%
$90.37 - $94.08 $1.51M - $1.58M
163K $15.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
25.2K
+ 573.69%
$63.07 - $73.5 $1.59M - $1.85M
29.6K $2.08M
CARR
Carrier Global Corp

Industrials
27.8K
+ 236.91%
$62.07 - $70.55 $1.73M - $1.96M
39.5K $2.51M
IBM
International Business Machines Corp

Technology
2.56K
+ 7.68%
$217.4 - $264.74 $557K - $678K
35.9K $8.92M
JNPR
Juniper Networks Inc

Technology
47.5K
+ 45.65%
$34.38 - $39.03 $1.63M - $1.85M
152K $5.49M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
39.3K
New
$38.99 - $40.37 $1.53M - $1.59M
39.3K $1.58M
LLY
Eli Lilly & CO

Healthcare
1.36K
+ 16.65%
$725.72 - $929.72 $986K - $1.26M
9.51K $7.86M
LYB
Lyondell Basell Industries N.V.

Basic Materials
23.6K
+ 71.66%
$69.82 - $78.67 $1.65M - $1.86M
56.6K $3.99M
STX
Seagate Technology Holdings PLC

Technology
17.8K
+ 246.34%
$84.92 - $108.42 $1.51M - $1.92M
25K $2.12M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
76.4K
New
$18.55 - $18.81 $1.42M - $1.44M
76.4K $1.43M
BNDX
Vanguard Total International B

ETFs
29K
+ 11.23%
$48.33 - $49.5 $1.4M - $1.44M
287K $14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.7K
+ 522.39%
$56.17 - $59.71 $1.27M - $1.36M
27K $1.55M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
54.3K
+ 202.67%
$23.32 - $23.84 $1.27M - $1.29M
81.1K $1.9M
CPB
Campbell Soup CO

Consumer Defensive
39.4K
+ 22.87%
$37.29 - $42.04 $1.47M - $1.66M
212K $8.45M
AMCR
Amcor PLC

Consumer Cyclical
108K
+ 21.95%
$9.33 - $10.39 $1.01M - $1.12M
598K $5.81M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
25.9K
New
$38.36 - $41.43 $994K - $1.07M
25.9K $1M
CGGR
Capital Group Growth ETF Shs C

ETFs
27.4K
New
$33.98 - $39.84 $931K - $1.09M
27.4K $938K
GRMN
Garmin LTD

Technology
3.12K
+ 15.46%
$204.55 - $241.93 $638K - $755K
23.3K $5.06M
OTIS
Otis Worldwide Corp

Industrials
3.11K
+ 5.86%
$90.77 - $104.01 $282K - $323K
56.1K $5.79M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.17K
+ 32.12%
$634.14 - $744.83 $1.37M - $1.61M
8.91K $5.65M
FFIV
F5, Inc.

Technology
3.1K
New
$251.75 - $310.6 $780K - $962K
3.1K $824K
ISRG
Intuitive Surgical Inc

Healthcare
1.61K
+ 378.17%
$476.63 - $610.45 $768K - $983K
2.04K $1.01M
EBAY
Ebay Inc

Consumer Cyclical
6.78K
+ 15.42%
$61.61 - $70.93 $418K - $481K
50.7K $3.44M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
24.5K
New
$28.55 - $29.09 $701K - $714K
24.5K $708K
DE
Deere & CO

Industrials
842
+ 12.33%
$408.57 - $509.27 $344K - $429K
7.67K $3.6M
V
Visa Inc.

Financial Services
1.57K
+ 68.04%
$306.92 - $362.71 $482K - $569K
3.88K $1.36M
ITW
Illinois Tool Works Inc

Industrials
2.81K
+ 18.38%
$244.9 - $274.48 $688K - $771K
18.1K $4.48M
HYG
Ishares Tr

ETFs
7.03K
+ 96.57%
$78.51 - $80.11 $552K - $563K
14.3K $1.13M
CSCO
Cisco Systems, Inc.

Technology
4.52K
+ 4.79%
$58.74 - $64.87 $265K - $293K
98.8K $6.09M
CLX
Clorox CO

Consumer Defensive
3.47K
New
$141.76 - $162.89 $492K - $566K
3.47K $511K
WEC
Wec Energy Group, Inc.

Utilities
4.52K
New
$92.12 - $108.98 $417K - $493K
4.52K $492K
CE
Celanese Corp

Basic Materials
12.2K
+ 63.57%
$47.02 - $74.12 $572K - $902K
31.3K $1.78M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.19K
New
$180.02 - $208.56 $393K - $456K
2.19K $453K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.92K
+ 22.43%
$175.5 - $209.86 $512K - $613K
15.9K $2.89M
Activity Summary
Buys All Purchases 190 New Holdings 36 Increased Positions 154 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 1
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