Lifeworks Advisors, LLC Purchases in Q3 2024

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
194K
+ 56.68%
$33.74 - $37.96 $6.55M - $7.37M
536K $20.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
198K
+ 381.01%
$24.86 - $26.33 $4.91M - $5.21M
250K $6.52M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
185K
+ 33.56%
$22.38 - $23.66 $4.15M - $4.39M
738K $17.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
67.4K
+ 641.46%
$61.11 - $67.85 $4.12M - $4.57M
77.9K $5.29M
RE
Everest Re Group LTD

Financial Services
11.6K
+ 1843.74%
N/A
12.3K $4.55M
RSG
Republic Services, Inc.

Industrials
19.7K
+ 1112.25%
$189.34 - $208.21 $3.73M - $4.1M
21.5K $4.31M
LQD
Ishares Iboxx $ Investment Gra

ETFs
29.1K
+ 29.47%
$106.11 - $113.72 $3.09M - $3.31M
128K $14.5M
MBB
Ishares Tr

ETFs
34.2K
+ 36.45%
$90.85 - $96.66 $3.11M - $3.31M
128K $12.3M
BNDX
Vanguard Total International B

ETFs
67K
+ 39.08%
$48.42 - $50.35 $3.25M - $3.38M
239K $12M
IVV
Ishares Core S&P 500 ETF

ETFs
5.92K
+ 273.19%
$520.18 - $576.82 $3.08M - $3.41M
8.09K $4.66M
SGOL
Abrdn Gold ETF Trust

ETFs
135K
New
$22.26 - $25.51 $3M - $3.44M
135K $3.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.71K
New
$434.77 - $502.96 $2.92M - $3.38M
6.71K $3.28M
IYR
Ishares Tr

ETFs
29.3K
New
$86.93 - $103.61 $2.54M - $3.03M
29.3K $2.98M
IEF
Ishares Barclays

ETFs
30K
+ 1076.67%
$92.67 - $99.14 $2.78M - $2.97M
32.8K $3.22M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
40.5K
+ 93.5%
$60.84 - $67.51 $2.46M - $2.73M
83.7K $5.65M
VMOT
Ea Ser Tr Value Momentum Trend

ETFs
105K
+ 592.54%
$23.34 - $26.52 $2.46M - $2.79M
123K $3.27M
IBM
International Business Machines Corp

Technology
6.51K
+ 27.45%
$175.1 - $223.38 $1.14M - $1.45M
30.2K $6.69M
ROMO
Strategy Shs Newfound/Resolve

ETFs
79.8K
+ 562.3%
$28.35 - $31.46 $2.26M - $2.51M
94K $2.96M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
53.3K
+ 463.44%
$36.98 - $41.55 $1.97M - $2.21M
64.8K $2.66M
IAU
Ishares Gold Trust

ETFs
29.3K
+ 25.21%
$44.06 - $50.5 $1.29M - $1.48M
145K $7.23M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
48.2K
New
$36.02 - $41.68 $1.73M - $2.01M
48.2K $1.99M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
35.5K
+ 18.79%
$48.06 - $49.39 $1.71M - $1.76M
225K $11.1M
VTV
Vanguard Value ETF

ETFs
10.2K
New
$159.75 - $174.57 $1.62M - $1.77M
10.2K $1.77M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
26.6K
+ 699.79%
$55.15 - $64.23 $1.46M - $1.71M
30.4K $1.95M
NVDA
Nvidia Corp

Technology
14.1K
+ 127.66%
$98.91 - $134.91 $1.4M - $1.91M
25.2K $3.06M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
35.7K
+ 733.72%
$41.88 - $46.21 $1.49M - $1.65M
40.6K $1.87M
BMY
Bristol Myers Squibb CO

Healthcare
11.7K
+ 11.93%
$39.66 - $51.75 $465K - $607K
110K $5.7M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
119K
New
$12.67 - $14.36 $1.51M - $1.71M
119K $1.6M
AMCR
Amcor PLC

Consumer Cyclical
82.9K
+ 29.37%
$9.5 - $11.44 $787K - $948K
365K $4.14M
SPYG
Spdr Portfolio

ETFs
16.3K
+ 169.89%
$73.38 - $84.1 $1.19M - $1.37M
25.8K $2.14M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
46.4K
New
$24.9 - $28.99 $1.16M - $1.35M
46.4K $1.34M
SPSB
Spdr Portfolio Short Term Corp

ETFs
39.3K
+ 229.04%
$29.58 - $30.31 $1.16M - $1.19M
56.5K $1.71M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
9.69K
+ 8.79%
$67.43 - $74.23 $653K - $719K
120K $8.73M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
18.1K
New
$57.69 - $64.56 $1.05M - $1.17M
18.1K $1.16M
CSCO
Cisco Systems, Inc.

Technology
13.2K
+ 16.5%
$44.74 - $53.22 $589K - $701K
92.9K $4.95M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
21.3K
New
$48.71 - $54.57 $1.04M - $1.16M
21.3K $1.15M
ABBV
Abb Vie Inc.

Healthcare
1.27K
+ 3.91%
$163.84 - $199.33 $208K - $253K
33.7K $6.65M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
41.3K
New
$22.58 - $26.27 $933K - $1.09M
41.3K $1.07M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
30.2K
New
$31.25 - $35.38 $944K - $1.07M
30.2K $1.05M
VUG
Vanguard Growth ETF

ETFs
2.6K
New
$341.08 - $391.94 $887K - $1.02M
2.6K $998K
MUB
Ishares National Muni Bond ETF

ETFs
8.52K
+ 31.54%
$106.13 - $108.7 $904K - $926K
35.5K $3.86M
AVGO
Broadcom Inc.

Technology
19.2K
+ 1174.66%
$136.27 - $1745.86 $2.62M - $33.5M
20.8K $3.59M
MSI
Motorola Solutions, Inc.

Technology
987
+ 12.1%
$385.65 - $450.49 $381K - $445K
9.14K $4.11M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13.4K
+ 260.94%
$63.28 - $70.06 $848K - $938K
18.5K $1.3M
OTIS
Otis Worldwide Corp

Industrials
6.15K
+ 16.25%
$91.43 - $104.43 $562K - $642K
44K $4.57M
ITW
Illinois Tool Works Inc

Industrials
2.48K
+ 22.49%
$233.14 - $263.97 $578K - $654K
13.5K $3.54M
CPB
Campbell Soup CO

Consumer Defensive
8.81K
+ 6.74%
$45.01 - $51.89 $397K - $457K
140K $6.83M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.6K
New
$57.32 - $62.65 $837K - $915K
14.6K $910K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
33.4K
New
$23.04 - $24.06 $768K - $802K
33.4K $802K
Activity Summary
Buys All Purchases 216 New Holdings 82 Increased Positions 134 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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