Lifeworks Advisors, LLC Purchases in Q3 2025

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
133K
+ 14.78%
$39.8 - $42.86 $5.31M - $5.71M
1.04M $44.3M
MO
Altria Group, Inc.

Consumer Defensive
107K
+ 1159.02%
$57.75 - $67.68 $6.19M - $7.26M
117K $7.7M
IWM
Ishares Russell 2000 ETF

ETFs
25.6K
+ 504.29%
$214.92 - $244.84 $5.51M - $6.28M
30.7K $7.43M
MDT
Medtronic PLC

Healthcare
54.8K
+ 2053.95%
$87.67 - $95.74 $4.81M - $5.25M
57.5K $5.48M
STX
Seagate Technology Holdings PLC

Technology
9.03K
+ 29.62%
$142.01 - $236.06 $1.28M - $2.13M
39.5K $9.33M
HIG
Hartford Financial Services Group, Inc.

Financial Services
33.7K
+ 1040.9%
$119.73 - $134.7 $4.04M - $4.54M
37K $4.93M
EVRG
Evergy, Inc.

Utilities
56.1K
+ 466.28%
$67.73 - $76.02 $3.8M - $4.26M
68.1K $5.18M
IAU
Ishares Gold Trust

ETFs
26.2K
+ 13.45%
$61.62 - $72.77 $1.61M - $1.9M
221K $16.1M
QCOM
Qualcomm Inc

Technology
21.6K
+ 105.86%
$145.84 - $173.55 $3.16M - $3.76M
42.1K $7M
AMAT
Applied Materials Inc

Technology
15.3K
+ 84.06%
$156.25 - $204.95 $2.39M - $3.13M
33.5K $6.85M
AMZN
Amazon Com Inc

Consumer Cyclical
13.6K
+ 227.23%
$211.65 - $238.24 $2.87M - $3.23M
19.5K $4.29M
GLW
Corning Inc

Technology
6.97K
+ 9.43%
$51.6 - $82.03 $360K - $572K
80.9K $6.64M
AAPL
Apple Inc.

Technology
4.58K
+ 14.83%
$202.38 - $256.87 $927K - $1.18M
35.5K $9.03M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4.09K
+ 6.05%
$195.29 - $223.85 $800K - $916K
71.7K $15.9M
ORCL
Oracle Corp

Technology
2.03K
+ 6.87%
$218.96 - $328.33 $444K - $666K
31.6K $8.88M
HPE
Hewlett Packard Enterprise CO

Technology
47.9K
+ 28.5%
$19.81 - $25.24 $948K - $1.21M
216K $5.3M
DELL
Dell Technologies Inc.

Technology
6.74K
+ 14.96%
$120.96 - $141.77 $815K - $956K
51.8K $7.34M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
16.7K
+ 36.02%
$77.92 - $81.94 $1.3M - $1.37M
63.1K $5.17M
DE
Deere & CO

Industrials
3.92K
+ 62.91%
$457.26 - $524.37 $1.79M - $2.06M
10.2K $4.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.13K
+ 53.16%
$546.99 - $602.2 $1.16M - $1.28M
6.13K $3.68M
VTRS
Viatris Inc

Healthcare
99.7K
+ 20.12%
$8.74 - $10.69 $871K - $1.07M
595K $5.89M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
18.7K
+ 477.1%
$72.91 - $77.23 $1.36M - $1.44M
22.6K $1.72M
EEM
Ishares Msci Emerging Markets

ETFs
24.4K
+ 144.14%
$48.07 - $53.4 $1.17M - $1.3M
41.3K $2.21M
CAT
Caterpillar Inc

Industrials
701
+ 6.07%
$390.92 - $477.15 $274K - $334K
12.2K $5.84M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
52.6K
+ 5.28%
$22.64 - $23.22 $1.19M - $1.22M
1.05M $24.3M
CMI
Cummins Inc

Industrials
229
+ 1.82%
$327.85 - $426.39 $75.1K - $97.6K
12.8K $5.42M
EBAY
Ebay Inc

Consumer Cyclical
4.3K
+ 8.37%
$75.33 - $100.77 $324K - $433K
55.6K $5.06M
MBB
Ishares Tr

ETFs
8.64K
+ 5.03%
$92.46 - $95.73 $799K - $827K
180K $17.2M
EWJ
Ishares Msci Japan ETF

ETFs
12.4K
+ 153.65%
$71.69 - $81.49 $886K - $1.01M
20.4K $1.64M
JBL
Jabil Inc

Technology
4.83K
+ 26.45%
$202.08 - $234.45 $977K - $1.13M
23.1K $5.02M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.31K
+ 3.75%
$107.66 - $112.36 $680K - $709K
175K $19.5M
TSLA
Tesla, Inc.

Consumer Cyclical
1.22K
+ 42.42%
$293.94 - $444.72 $359K - $544K
4.11K $1.83M
NTAP
Net App, Inc.

Technology
4.11K
+ 13.11%
$101.1 - $126.36 $416K - $520K
35.5K $4.2M
NXPI
Nxp Semiconductors N.V.

Technology
3.07K
+ 22.83%
$205.16 - $239.07 $631K - $735K
16.5K $3.77M
PCAR
Paccar Inc

Industrials
6.15K
+ 10.22%
$92.91 - $102.86 $572K - $633K
66.3K $6.52M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
55K
+ 35.39%
$12.9 - $13.59 $710K - $748K
211K $2.83M
VV
Vanguard Large Cap ETF

ETFs
1.71K
+ 25.64%
$285.05 - $309.14 $486K - $527K
8.36K $2.57M
INCY
Incyte Corp

Healthcare
7.84K
New
$67.27 - $86.96 $527K - $682K
7.84K $664K
MSI
Motorola Solutions, Inc.

Technology
469
+ 4.09%
$408.73 - $490.3 $192K - $230K
11.9K $5.45M
BNDX
Vanguard Total International B

ETFs
13.1K
+ 4.19%
$49.0 - $49.51 $643K - $650K
326K $16.1M
NFLX
Netflix Inc

Communication Services
562
+ 167.76%
$1147.87 - $1297.18 $645K - $729K
897 $1.08M
NVDA
Nvidia Corp

Technology
455
+ 2.5%
$153.3 - $186.58 $69.8K - $84.9K
18.6K $3.48M
IEF
Ishares Barclays

ETFs
5.73K
+ 11.61%
$93.91 - $97.26 $538K - $557K
55.1K $5.31M
FFIV
F5, Inc.

Technology
387
+ 2.44%
$290.76 - $334.59 $113K - $129K
16.2K $5.24M
TJX
Tjx Companies Inc

Consumer Cyclical
3.95K
New
$121.35 - $144.54 $480K - $571K
3.95K $571K
ITW
Illinois Tool Works Inc

Industrials
1.24K
+ 6.97%
$252.31 - $269.41 $314K - $335K
19.1K $4.98M
DASH
Door Dash, Inc.

Communication Services
1.95K
+ 220.7%
$234.5 - $272.5 $458K - $532K
2.84K $771K
MU
Micron Technology Inc

Technology
2.25K
+ 60.27%
$104.88 - $168.89 $235K - $379K
5.97K $998K
IDU
Ishares Tr U S Utils ETF

ETFs
4.17K
+ 46.99%
$103.7 - $111.17 $433K - $464K
13.1K $1.45M
Activity Summary
Buys All Purchases 166 New Holdings 27 Increased Positions 139 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 1 Puts 1
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