Lifeworks Advisors, LLC Purchases in Q2 2025

Lifeworks Advisors, LLC

  • $638 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
8.94K
New
N/A
8.94K $479K
NEM
Newmont Corp

Basic Materials
8.18K
New
$44.18 - $59.46 $361K - $486K
8.18K $476K
EVRG
Evergy, Inc.

Utilities
6.62K
+ 122.69%
$64.06 - $69.64 $424K - $461K
12K $828K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.7K
New
$38.81 - $44.28 $415K - $473K
10.7K $453K
K
Kellogg CO

Consumer Defensive
5.44K
New
$77.85 - $82.88 $423K - $451K
5.44K $432K
META
Meta Platforms, Inc.

Communication Services
141
+ 7.54%
$484.66 - $738.09 $68.3K - $104K
2.01K $1.48M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.06K
+ 110.39%
$82.32 - $112.47 $252K - $344K
5.83K $655K
TXN
Texas Instruments Inc

Technology
1.98K
+ 11.84%
N/A
18.7K $3.65M
EBAY
Ebay Inc

Consumer Cyclical
557
+ 1.1%
$59.52 - $79.36 $33.2K - $44.2K
51.3K $3.82M
LEU
Centrus Energy Corp

Energy
1.57K
New
$54.43 - $208.81 $85.2K - $327K
1.57K $286K
TFLO
Ishares Treasury Floating Rate

ETFs
5.49K
New
$50.47 - $50.66 $277K - $278K
5.49K $278K
FCOM
Fidelity Covington Tr Msci Com

ETFs
107
+ 0.34%
$50.44 - $64.81 $5.4K - $6.93K
31.6K $2.05M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.34K
New
$50.1 - $51.02 $267K - $272K
5.34K $272K
UBER
Uber Technologies, Inc

Technology
1.9K
+ 45.93%
$64.62 - $93.3 $123K - $177K
6.02K $562K
CMI
Cummins Inc

Industrials
257
+ 2.08%
$267.12 - $336.65 $68.6K - $86.5K
12.6K $4.13M
DOW
Dow Inc.

Basic Materials
32.3K
+ 45.43%
$25.81 - $34.89 $835K - $1.13M
104K $2.74M
BKNG
Booking Holdings Inc.

Consumer Cyclical
43
New
$4164.15 - $5789.24 $179K - $249K
43 $248K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.62K
New
$51.1 - $53.29 $236K - $246K
4.62K $246K
TSLA
Tesla, Inc.

Consumer Cyclical
275
+ 10.54%
$221.86 - $362.89 $61K - $99.8K
2.88K $915K
DAL
Delta Air Lines, Inc.

Industrials
4.86K
New
$35.88 - $52.99 $174K - $258K
4.86K $239K
MDT
Medtronic PLC

Healthcare
2.67K
New
$80.68 - $88.86 $215K - $237K
2.67K $232K
CVNA
Carvana Co.

Consumer Cyclical
689
New
$162.57 - $345.64 $112K - $238K
689 $232K
TROW
Price T Rowe Group Inc

Financial Services
2.38K
New
$80.27 - $98.06 $191K - $234K
2.38K $229K
CRWD
Crowd Strike Holdings, Inc.

Technology
113
+ 10.69%
$321.63 - $509.31 $36.3K - $57.6K
1.17K $595K
SCHW
Schwab Charles Corp

Financial Services
2.41K
New
$69.06 - $91.24 $166K - $220K
2.41K $219K
HPQ
Hp Inc

Technology
24.4K
+ 20.8%
$21.88 - $29.32 $535K - $717K
142K $3.47M
DASH
Door Dash, Inc.

Communication Services
884
New
$163.16 - $246.51 $144K - $218K
884 $217K
BBY
Best Buy CO Inc

Consumer Cyclical
3.18K
New
$56.17 - $75.73 $179K - $241K
3.18K $213K
LQD
Ishares Iboxx $ Investment Gra

ETFs
510
+ 0.3%
$105.23 - $109.61 $53.7K - $55.9K
168K $18.5M
DIS
Walt Disney CO

Communication Services
386
+ 6.26%
$81.72 - $124.01 $31.5K - $47.9K
6.55K $812K
MU
Micron Technology Inc

Technology
787
+ 26.79%
$64.72 - $127.91 $50.9K - $101K
3.73K $459K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
3.12K
+ 10.69%
$42.02 - $50.36 $131K - $157K
32.3K $1.61M
VBR
Vanguard Small Cap Value ETF

ETFs
1.03K
New
$162.76 - $195.77 $167K - $201K
1.03K $200K
AXON
Axon Enterprise, Inc.

Industrials
30
+ 5.38%
$497.13 - $827.94 $14.9K - $24.8K
588 $486K
CGGR
Capital Group Growth ETF Shs C

ETFs
401
+ 1.46%
$30.53 - $40.65 $12.2K - $16.3K
27.8K $1.13M
PM
Philip Morris International Inc.

Consumer Defensive
211
+ 3.28%
$149.23 - $184.95 $31.5K - $39K
6.64K $1.21M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.7K
+ 61.59%
$97.29 - $105.63 $165K - $180K
4.46K $453K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.12K
+ 41.44%
$50.09 - $51.09 $156K - $159K
10.6K $543K
AMD
Advanced Micro Devices Inc

Technology
499
+ 25.28%
$78.21 - $143.81 $39K - $71.8K
2.47K $350K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.93K
+ 25.95%
$44.37 - $50.04 $175K - $197K
19.1K $908K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
567
+ 2.94%
$43.53 - $54.46 $24.7K - $30.9K
19.9K $1.08M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.42K
+ 37.55%
$90.85 - $102.31 $129K - $146K
5.21K $524K
DFAE
Dimensional ETF Tr

ETFs
2.78K
+ 15.38%
$22.87 - $28.95 $63.6K - $80.5K
20.9K $604K
SO
Southern CO

Utilities
1.59K
+ 1.87%
$84.91 - $92.56 $135K - $148K
86.9K $7.98M
IVE
Ishares S&P 500 Value ETF

ETFs
587
+ 16.92%
$168.34 - $195.42 $98.8K - $115K
4.06K $792K
CDNS
Cadence Design Systems Inc

Technology
233
+ 23.3%
$231.64 - $323.08 $54K - $75.3K
1.23K $379K
EFG
Msci Eafe Growth ETF

ETFs
423
+ 6.69%
$89.8 - $112.0 $38K - $47.4K
6.75K $755K
CF
Cf Industries Holdings, Inc.

Basic Materials
512
+ 9.51%
$68.47 - $102.48 $35.1K - $52.5K
5.9K $542K
ISRG
Intuitive Surgical Inc

Healthcare
43
+ 2.11%
$451.58 - $565.94 $19.4K - $24.3K
2.08K $1.13M
Activity Summary
Buys All Purchases 162 New Holdings 27 Increased Positions 135 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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