Lifeworks Advisors, LLC Purchases in Q1 2025

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
1.39K
+ 27.53%
$117.15 - $158.79 $162K - $220K
6.43K $1.02M
DELL
Dell Technologies Inc.

Technology
9.61K
+ 48.41%
$90.34 - $124.66 $868K - $1.2M
29.5K $2.69M
MUB
Ishares National Muni Bond ETF

ETFs
4.12K
+ 11.94%
$104.71 - $107.69 $432K - $444K
38.6K $4.07M
EEM
Ishares Msci Emerging Markets

ETFs
7.27K
New
$40.81 - $45.34 $297K - $329K
7.27K $317K
UBER
Uber Technologies, Inc

Technology
4.13K
New
$63.17 - $81.49 $261K - $336K
4.13K $300K
AXON
Axon Enterprise, Inc.

Industrials
558
New
$496.65 - $710.01 $277K - $396K
558 $293K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.76K
New
$97.25 - $104.79 $269K - $289K
2.76K $286K
VUG
Vanguard Growth ETF

ETFs
1.05K
+ 40.11%
$369.1 - $427.61 $389K - $450K
3.68K $1.36M
TXN
Texas Instruments Inc

Technology
1.45K
+ 9.44%
N/A
16.8K $3.26M
KLAC
Kla Corp

Technology
160
+ 4.83%
$636.62 - $777.63 $102K - $124K
3.47K $2.36M
LMT
Lockheed Martin Corp

Industrials
642
+ 134.87%
$423.19 - $506.29 $272K - $325K
1.12K $499K
GDDY
Go Daddy Inc.

Technology
3.57K
+ 16.1%
$172.13 - $214.35 $615K - $765K
25.8K $4.64M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.77K
New
$91.76 - $103.26 $254K - $286K
2.77K $256K
MU
Micron Technology Inc

Technology
2.94K
New
$86.89 - $109.38 $255K - $321K
2.94K $255K
MA
Mastercard Inc

Financial Services
437
New
$504.67 - $576.31 $221K - $252K
437 $239K
SCHO
Schwab Short Term Us Treasury

ETFs
8.51K
+ 7.99%
$24.1 - $24.34 $205K - $207K
115K $2.8M
QCOM
Qualcomm Inc

Technology
1.52K
+ 9.78%
$151.94 - $175.86 $232K - $268K
17.1K $2.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.55K
+ 29.54%
$168.16 - $186.21 $261K - $289K
6.81K $1.16M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.09K
+ 10.13%
$48.13 - $51.78 $148K - $160K
33.6K $1.71M
TMO
Thermo Fisher Scientific Inc.

Healthcare
452
New
$497.6 - $606.74 $225K - $274K
452 $224K
PSX
Phillips 66

Energy
1.81K
New
$113.93 - $131.55 $206K - $238K
1.81K $223K
BSX
Boston Scientific Corp

Healthcare
1.51K
+ 25.04%
$89.38 - $106.18 $135K - $160K
7.54K $760K
DUK
Duke Energy Corp

Utilities
1.79K
New
$105.87 - $121.97 $190K - $219K
1.79K $218K
MSFT
Microsoft Corp

Technology
2.89K
+ 15.33%
$375.39 - $447.2 $1.08M - $1.29M
21.7K $8.15M
SNPS
Synopsys Inc

Technology
506
New
$428.58 - $551.54 $217K - $279K
506 $216K
CTRA
Coterra Energy Inc.

Energy
7.34K
New
$25.51 - $29.83 $187K - $219K
7.34K $212K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.84K
New
$110.9 - $132.93 $204K - $245K
1.84K $209K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.03K
New
$196.12 - $229.48 $202K - $237K
1.03K $208K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.28K
+ 8.99%
$67.43 - $75.54 $288K - $323K
51.8K $3.55M
IVE
Ishares S&P 500 Value ETF

ETFs
1.08K
+ 45.19%
$185.78 - $198.58 $201K - $214K
3.47K $661K
HEFA
Ishares Currency Hedged Msci E

ETFs
5.67K
New
$34.83 - $37.52 $197K - $213K
5.67K $205K
GE
General Electric CO

Industrials
681
+ 36.75%
$168.59 - $212.13 $115K - $144K
2.53K $507K
OEF
Ishares S&P 100 ETF

ETFs
730
+ 101.96%
N/A
1.45K $384K
NFLX
Netflix Inc

Communication Services
191
+ 76.1%
$828.4 - $1058.6 $158K - $202K
442 $412K
HWM
Howmet Aerospace Inc.

Industrials
1.11K
+ 56.98%
$110.79 - $139.39 $123K - $155K
3.07K $398K
HSY
Hershey CO

Consumer Defensive
1.05K
+ 37.38%
$144.74 - $186.36 $152K - $196K
3.86K $660K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 5.3%
$442.66 - $534.52 $39.8K - $48.1K
1.79K $952K
MRK
Merck & Co., Inc.

Healthcare
9.87K
+ 13.43%
$83.01 - $101.02 $819K - $997K
83.3K $7.48M
FSTA
Fidelity Covington Tr Msci Con

ETFs
2K
+ 5.61%
$48.3 - $52.85 $96.6K - $106K
37.6K $1.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.4K
+ 18.24%
$74.85 - $84.89 $105K - $119K
9.06K $740K
STLD
Steel Dynamics Inc

Basic Materials
1.61K
New
N/A
1.61K $158K
CMI
Cummins Inc

Industrials
1.69K
+ 15.88%
$312.92 - $386.07 $529K - $653K
12.4K $3.87M
XOM
Exxon Mobil Corp

Energy
340
+ 3.61%
$105.44 - $118.93 $35.8K - $40.4K
9.76K $1.16M
CME
Cme Group Inc.

Financial Services
363
+ 27.03%
$225.82 - $266.54 $82K - $96.8K
1.71K $452K
VZ
Verizon Communications Inc

Communication Services
577
+ 2.82%
$37.81 - $46.49 $21.8K - $26.8K
21K $953K
ED
Consolidated Edison Inc

Utilities
283
+ 5.74%
$88.0 - $110.59 $24.9K - $31.3K
5.22K $576K
NXPI
Nxp Semiconductors N.V.

Technology
1.7K
+ 16.09%
$189.99 - $245.86 $324K - $419K
12.3K $2.34M
PCAR
Paccar Inc

Industrials
4.48K
+ 9.83%
$96.91 - $112.51 $434K - $504K
50.1K $4.87M
KR
Kroger CO

Consumer Defensive
982
+ 11.52%
$58.36 - $67.72 $57.3K - $66.5K
9.51K $643K
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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