Lifeworks Advisors, LLC Purchases in Q4 2024

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
902
+ 16.15%
$180.88 - $232.93 $163K - $210K
6.49K $1.42M
EBAY
Ebay Inc

Consumer Cyclical
8.02K
+ 22.31%
$57.51 - $67.17 $461K - $539K
44K $2.72M
MSI
Motorola Solutions, Inc.

Technology
480
+ 5.25%
$449.08 - $504.6 $216K - $242K
9.62K $4.45M
ITW
Illinois Tool Works Inc

Industrials
1.78K
+ 13.2%
$253.56 - $278.5 $452K - $496K
15.3K $3.87M
OTIS
Otis Worldwide Corp

Industrials
9.01K
+ 20.46%
$92.57 - $106.01 $834K - $955K
53K $4.91M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.58K
+ 19.72%
$63.19 - $73.31 $226K - $262K
21.7K $1.49M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.36K
+ 75.02%
$80.13 - $83.77 $349K - $365K
10.2K $815K
FCOM
Fidelity Covington Tr Msci Com

ETFs
3.96K
+ 14.78%
$54.65 - $61.96 $216K - $245K
30.8K $1.81M
MPC
Marathon Petroleum Corp

Energy
2.26K
New
$131.65 - $174.84 $297K - $394K
2.26K $314K
VONG
Vanguard Russell 1000 Growth E

ETFs
3.01K
New
$95.27 - $107.82 $287K - $325K
3.01K $311K
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.7K
New
$25.74 - $53.78 $301K - $629K
11.7K $302K
AEP
American Electric Power CO Inc

Utilities
3.18K
New
$90.91 - $102.21 $289K - $325K
3.18K $293K
FOX
Fox Corp Cl B (De)

Communication Services
5.01K
+ 54.95%
$38.0 - $47.15 $190K - $236K
14.1K $646K
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.95K
+ 7.78%
$106.56 - $113.11 $1.06M - $1.13M
138K $14.7M
NXPI
Nxp Semiconductors N.V.

Technology
2.54K
+ 31.5%
$207.27 - $255.58 $526K - $648K
10.6K $2.2M
WFC
Wells Fargo & Company

Financial Services
3.73K
New
$54.98 - $77.35 $205K - $288K
3.73K $261K
NTAP
Net App, Inc.

Technology
3.52K
+ 16.42%
$115.31 - $131.11 $406K - $462K
25K $2.9M
GOOGL
Alphabet Inc.

Communication Services
380
+ 5.09%
$161.86 - $196.66 $61.5K - $74.7K
7.85K $1.49M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
12.4K
New
$19.27 - $20.9 $238K - $258K
12.4K $244K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.51K
+ 30.9%
$87.1 - $98.49 $393K - $444K
19.1K $1.67M
KR
Kroger CO

Consumer Defensive
3.51K
+ 70.02%
$55.21 - $63.3 $194K - $222K
8.53K $521K
LKQ
Lkq Corp

Consumer Cyclical
6.24K
New
$36.0 - $39.99 $225K - $249K
6.24K $229K
WY
Weyerhaeuser CO

Real Estate
8.08K
New
$27.21 - $33.7 $220K - $272K
8.08K $227K
CDNS
Cadence Design Systems Inc

Technology
753
New
$249.1 - $324.54 $188K - $244K
753 $226K
AMD
Advanced Micro Devices Inc

Technology
1.87K
New
$118.88 - $172.8 $222K - $323K
1.87K $225K
NFLX
Netflix Inc

Communication Services
251
New
$687.65 - $936.56 $173K - $235K
251 $223K
ISRG
Intuitive Surgical Inc

Healthcare
426
New
$471.27 - $550.62 $201K - $235K
426 $222K
HEI
Heico Corp

Industrials
928
New
$237.06 - $279.02 $220K - $259K
928 $220K
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.35K
+ 17.64%
$49.28 - $52.29 $263K - $279K
35.6K $1.76M
HWM
Howmet Aerospace Inc.

Industrials
1.96K
New
$99.72 - $120.09 $195K - $235K
1.96K $213K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
7.46K
New
$27.09 - $32.06 $202K - $239K
7.46K $209K
TROW
Price T Rowe Group Inc

Financial Services
1.85K
New
$106.48 - $124.69 $196K - $230K
1.85K $208K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.42K
+ 3.75%
$48.33 - $49.08 $407K - $413K
233K $11.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.36K
New
$24.19 - $50.58 $202K - $423K
8.36K $202K
RDVY
First Trust Rising Dividend Ac

ETFs
3.42K
New
$58.65 - $64.37 $201K - $220K
3.42K $202K
INTU
Intuit Inc

Technology
321
New
$602.01 - $706.25 $193K - $227K
321 $201K
XLU
Utilities Sector Spdr

ETFs
2.64K
New
$74.89 - $82.93 $198K - $219K
2.64K $200K
META
Meta Platforms, Inc.

Communication Services
288
+ 18.32%
$554.08 - $632.68 $160K - $182K
1.86K $1.1M
OEF
Ishares S&P 100 ETF

ETFs
716
New
N/A
716 $190K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.34K
+ 50.28%
$57.78 - $60.4 $193K - $202K
9.98K $579K
VV
Vanguard Large Cap ETF

ETFs
526
+ 10.07%
$260.27 - $280.65 $137K - $148K
5.75K $1.55M
CAT
Caterpillar Inc

Industrials
1.12K
+ 13.56%
$360.37 - $416.88 $404K - $467K
9.38K $3.4M
HSY
Hershey CO

Consumer Defensive
1.22K
+ 76.86%
$168.67 - $193.65 $206K - $237K
2.81K $476K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
400
+ 7.43%
$47.29 - $84.74 $18.9K - $33.9K
5.78K $430K
QCOM
Qualcomm Inc

Technology
2.41K
+ 18.3%
$150.4 - $178.04 $363K - $429K
15.6K $2.39M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.06K
+ 41.89%
$77.86 - $79.27 $160K - $163K
6.96K $543K
VLO
Valero Energy Corp

Energy
1.43K
+ 82.56%
$118.59 - $144.02 $170K - $207K
3.17K $388K
JPM
Jpmorgan Chase & CO

Financial Services
162
+ 4.16%
$205.18 - $250.29 $33.2K - $40.5K
4.06K $972K
BSX
Boston Scientific Corp

Healthcare
1.37K
+ 29.53%
$83.62 - $91.5 $115K - $126K
6.03K $538K
Activity Summary
Buys All Purchases 193 New Holdings 31 Increased Positions 162 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 1
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