Lifeworks Advisors, LLC Purchases in Q1 2025

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
4.16K
+ 29.89%
$24.64 - $26.86 $103K - $112K
18.1K $468K
DOW
Dow Inc.

Basic Materials
12.1K
+ 20.53%
$34.36 - $41.92 $417K - $508K
71.2K $2.49M
MCD
Mcdonalds Corp

Consumer Cyclical
241
+ 13.43%
$279.74 - $321.29 $67.4K - $77.4K
2.04K $635K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.5K
+ 20.66%
$61.92 - $76.95 $92.8K - $115K
8.76K $657K
AEP
American Electric Power CO Inc

Utilities
541
+ 17.0%
$90.32 - $109.27 $48.9K - $59.1K
3.72K $406K
VO
Vanguard Mid Cap ETF

ETFs
470
+ 28.55%
$251.87 - $277.95 $118K - $131K
2.12K $547K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
2.18K
+ 8.09%
$47.6 - $51.91 $104K - $113K
29.2K $1.41M
MO
Altria Group, Inc.

Consumer Defensive
695
+ 7.91%
$50.81 - $60.02 $35.3K - $41.7K
9.48K $568K
CVX
Chevron Corp

Energy
305
+ 12.2%
$146.71 - $167.97 $44.7K - $51.2K
2.81K $469K
INTU
Intuit Inc

Technology
180
+ 56.07%
$555.63 - $630.23 $100K - $113K
501 $307K
ELV
Elevance Health, Inc.

Healthcare
47
+ 3.93%
$365.9 - $436.25 $17.2K - $20.5K
1.24K $541K
CL
Colgate Palmolive CO

Consumer Defensive
784
+ 10.36%
$85.68 - $97.5 $67.2K - $76.4K
8.35K $782K
EVRG
Evergy, Inc.

Utilities
843
+ 18.5%
$59.9 - $69.52 $50.5K - $58.6K
5.4K $372K
KMB
Kimberly Clark Corp

Consumer Defensive
351
+ 9.16%
$124.46 - $147.4 $43.7K - $51.7K
4.18K $594K
IP
International Paper CO

Consumer Cyclical
1.76K
+ 28.87%
$49.38 - $60.09 $86.7K - $105K
7.84K $417K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.08K
+ 22.76%
$30.73 - $32.26 $94.5K - $99.2K
16.6K $509K
MSTR
Microstrategy Inc

Technology
278
+ 6.4%
$239.27 - $396.5 $66.5K - $110K
4.63K $1.33M
GIS
General Mills Inc

Consumer Defensive
1.88K
+ 18.35%
$57.56 - $65.3 $108K - $123K
12.1K $724K
HIG
Hartford Financial Services Group, Inc.

Financial Services
233
+ 8.01%
$106.31 - $123.73 $24.8K - $28.8K
3.14K $388K
DGX
Quest Diagnostics Inc

Healthcare
460
+ 10.45%
N/A
4.86K $666K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
674
+ 22.5%
$91.45 - $91.75 $61.6K - $61.8K
3.67K $336K
VV
Vanguard Large Cap ETF

ETFs
527
+ 9.16%
$253.32 - $282.66 $133K - $149K
6.28K $1.61M
RTX
Raytheon Technologies Corp

Industrials
71
+ 2.28%
$114.1 - $135.66 $8.1K - $9.63K
3.18K $421K
JPM
Jpmorgan Chase & CO

Financial Services
163
+ 4.02%
$225.19 - $279.95 $36.7K - $45.6K
4.22K $1.03M
AMAT
Applied Materials Inc

Technology
1.88K
+ 15.6%
$145.06 - $195.51 $273K - $368K
13.9K $2.02M
VLO
Valero Energy Corp

Energy
151
+ 4.76%
$121.76 - $142.99 $18.4K - $21.6K
3.32K $438K
FICO
Fair Isaac Corp

Technology
37
+ 23.27%
$1695.35 - $2030.47 $62.7K - $75.1K
196 $361K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 2.23%
$890.62 - $1076.86 $17.8K - $21.5K
915 $865K
CRWD
Crowd Strike Holdings, Inc.

Technology
96
+ 9.99%
$308.86 - $455.36 $29.7K - $43.7K
1.06K $372K
CMCSA
Comcast Corp

Communication Services
1.45K
+ 8.65%
$33.19 - $38.23 $48.1K - $55.4K
18.2K $672K
FENY
Fidelity Covington Tr Msci Ene

ETFs
737
+ 5.85%
$23.24 - $26.16 $17.1K - $19.3K
13.3K $340K
GPC
Genuine Parts CO

Consumer Cyclical
254
+ 8.09%
$115.91 - $129.02 $29.4K - $32.8K
3.4K $404K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106
+ 13.45%
$507.05 - $563.67 $53.7K - $59.7K
894 $459K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
334
+ 12.14%
$96.18 - $109.82 $32.1K - $36.7K
3.09K $316K
DNP
Dnp Select Income Fund Inc

Financial Services
1.52K
+ 10.09%
$8.93 - $9.92 $13.5K - $15K
16.5K $163K
XLK
Technology Sector Spdr

ETFs
258
+ 28.96%
$206.38 - $242.18 $53.2K - $62.5K
1.15K $237K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
938
+ 14.23%
$57.21 - $65.8 $53.7K - $61.7K
7.53K $439K
BIIB
Biogen Inc.

Healthcare
657
+ 17.31%
$133.43 - $153.27 $87.7K - $101K
4.45K $609K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
183
+ 0.79%
$44.72 - $46.25 $8.18K - $8.46K
23.4K $1.08M
WY
Weyerhaeuser CO

Real Estate
689
+ 8.53%
$27.29 - $31.39 $18.8K - $21.6K
8.77K $256K
CDNS
Cadence Design Systems Inc

Technology
247
+ 32.8%
$233.96 - $324.52 $57.8K - $80.2K
1K $254K
XLV
Select Sector Spdr Fund Health

ETFs
35
+ 1.46%
$137.61 - $149.68 $4.82K - $5.24K
2.43K $355K
XLI
Industrial Sector Spdr

ETFs
207
+ 12.31%
$128.78 - $141.67 $26.7K - $29.3K
1.89K $247K
BA
Boeing CO

Industrials
219
+ 10.21%
$148.15 - $186.25 $32.4K - $40.8K
2.36K $403K
ENB
Enbridge Inc

Energy
169
+ 3.01%
$41.54 - $45.45 $7.02K - $7.68K
5.78K $255K
CRM
Salesforce, Inc.

Technology
325
+ 30.81%
$268.36 - $359.95 $87.2K - $117K
1.38K $370K
UNP
Union Pacific Corp

Industrials
24
+ 1.65%
$225.21 - $254.42 $5.41K - $6.11K
1.48K $348K
SCHR
Schwab Intermediate Term Us Tr

ETFs
460
+ 5.51%
$24.05 - $24.86 $11.1K - $11.4K
8.82K $219K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
216
+ 3.55%
$51.52 - $52.37 $11.1K - $11.3K
6.3K $329K
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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