Lifeworks Advisors, LLC Purchases in Q3 2024

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.6K
+ 108.42%
$89.91 - $101.33 $683K - $770K
14.6K $1.43M
IWM
Ishares Russell 2000 ETF

ETFs
3.19K
+ 74.13%
$200.87 - $224.6 $640K - $716K
7.49K $1.65M
CMI
Cummins Inc

Industrials
1.11K
+ 13.02%
$266.63 - $326.4 $296K - $363K
9.65K $3.12M
ETN
Eaton Corp PLC

Industrials
1.65K
+ 22.45%
$272.52 - $333.02 $450K - $550K
9.02K $2.99M
JBL
Jabil Inc

Technology
4.5K
+ 40.58%
$97.55 - $126.65 $439K - $570K
15.6K $1.87M
VB
Vanguard Small Cap ETF

ETFs
2.74K
New
$214.77 - $237.72 $588K - $650K
2.74K $649K
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.44K
+ 31.47%
$92.56 - $99.46 $596K - $640K
26.9K $2.58M
GLW
Corning Inc

Technology
5.5K
+ 9.85%
$37.76 - $46.2 $208K - $254K
61.3K $2.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.2K
+ 45.04%
$96.25 - $101.98 $500K - $530K
16.7K $1.69M
CAT
Caterpillar Inc

Industrials
262
+ 3.28%
$316.8 - $391.12 $83K - $102K
8.26K $3.23M
EBND
Spdr Bloomberg Emerging Market

ETFs
25.6K
New
$19.74 - $21.39 $505K - $547K
25.6K $544K
TRV
Travelers Companies, Inc.

Financial Services
2.28K
New
$201.87 - $242.35 $461K - $553K
2.28K $534K
GRMN
Garmin LTD

Technology
1.54K
+ 8.28%
$161.1 - $183.29 $248K - $282K
20.1K $3.54M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10.6K
New
$44.9 - $47.55 $476K - $504K
10.6K $500K
FDIS
Fidelity Covington Tr Msci Con

ETFs
4.31K
+ 28.63%
$75.81 - $88.73 $327K - $383K
19.4K $1.71M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.61K
New
$49.93 - $51.15 $480K - $491K
9.61K $491K
VCIT
Vanguard Intermediate Term Cor

ETFs
5.81K
New
$79.29 - $84.02 $461K - $488K
5.81K $486K
PCAR
Paccar Inc

Industrials
6.44K
+ 18.28%
$91.64 - $109.98 $590K - $708K
41.7K $4.11M
EFV
Msci Eafe Value ETF

ETFs
7.62K
+ 87.66%
$51.72 - $57.96 $394K - $442K
16.3K $938K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
25K
New
$18.35 - $19.01 $459K - $476K
25K $474K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.73K
+ 123.29%
$41.02 - $46.01 $399K - $448K
17.6K $801K
MPWR
Monolithic Power Systems Inc

Technology
507
New
$757.04 - $947.16 $384K - $480K
507 $468K
GLD
Spdr Gold Trust

ETFs
1.89K
New
$215.56 - $246.98 $408K - $467K
1.89K $459K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
9.38K
New
$47.01 - $48.2 $441K - $452K
9.38K $451K
EBAY
Ebay Inc

Consumer Cyclical
726
+ 2.06%
$52.61 - $65.44 $38.2K - $47.5K
35.9K $2.34M
DOW
Dow Inc.

Basic Materials
7.07K
+ 21.0%
$50.15 - $55.41 $354K - $391K
40.7K $2.22M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.5K
New
$28.1 - $29.89 $409K - $435K
14.5K $434K
PFE
Pfizer Inc

Healthcare
8.54K
+ 4.57%
$27.7 - $31.39 $237K - $268K
195K $5.66M
SPTL
Spdr Portfolio Long Term Treas

ETFs
14.7K
New
$26.69 - $29.87 $392K - $438K
14.7K $426K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.64K
New
$57.8 - $60.8 $384K - $404K
6.64K $401K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.7K
New
$49.77 - $51.95 $383K - $400K
7.7K $398K
SPMD
Spdr Portfolio

ETFs
6.33K
+ 45.17%
$50.29 - $54.92 $318K - $348K
20.4K $1.11M
CE
Celanese Corp

Basic Materials
2.79K
+ 26.49%
$119.16 - $147.51 $332K - $411K
13.3K $1.81M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.91K
New
$76.94 - $79.54 $378K - $390K
4.91K $389K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
11.1K
New
$30.27 - $34.42 $336K - $382K
11.1K $378K
VV
Vanguard Large Cap ETF

ETFs
1.2K
+ 29.65%
$236.92 - $263.4 $283K - $315K
5.23K $1.38M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.14K
New
$65.06 - $71.72 $335K - $369K
5.14K $365K
HD
Home Depot, Inc.

Consumer Cyclical
333
+ 8.96%
$333.64 - $405.2 $111K - $135K
4.05K $1.64M
RTX
Raytheon Technologies Corp

Industrials
2.96K
New
$99.55 - $123.34 $294K - $365K
2.96K $358K
META
Meta Platforms, Inc.

Communication Services
495
+ 45.96%
$453.41 - $572.44 $224K - $283K
1.57K $899K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.95K
New
$150.01 - $182.29 $293K - $355K
1.95K $354K
OKE
Oneok Inc

Energy
3.87K
New
$78.62 - $95.27 $304K - $369K
3.87K $352K
AMZN
Amazon Com Inc

Consumer Cyclical
2.02K
+ 56.44%
$161.02 - $200.0 $324K - $403K
5.59K $1.04M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
12.2K
New
$28.26 - $29.46 $343K - $358K
12.2K $349K
TSLA
Tesla, Inc.

Consumer Cyclical
213
+ 4.68%
$191.76 - $263.26 $40.8K - $56.1K
4.77K $1.25M
UNP
Union Pacific Corp

Industrials
1.39K
New
$221.78 - $256.09 $308K - $356K
1.39K $342K
RWO
Spdr Dow Jones Global Real Est

ETFs
7.11K
New
$41.23 - $48.48 $293K - $344K
7.11K $337K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.06K
New
$41.9 - $48.26 $296K - $341K
7.06K $337K
JNPR
Juniper Networks Inc

Technology
4.49K
+ 7.05%
$36.35 - $39.03 $163K - $175K
68.1K $2.65M
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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