Lifeworks Advisors, LLC Purchases in Q2 2025

Lifeworks Advisors, LLC

  • $638 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMN
Eastman Chemical CO

Basic Materials
5.86K
+ 24.9%
$72.7 - $88.29 $426K - $517K
29.4K $2.19M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
51
+ 0.33%
$60.34 - $74.89 $3.08K - $3.82K
15.4K $1.16M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
60
+ 0.16%
$29.12 - $35.84 $1.75K - $2.15K
37.3K $1.34M
VGSH
Vanguard

ETFs
1.79K
+ 12.35%
$58.32 - $58.95 $104K - $105K
16.2K $954K
MSI
Motorola Solutions, Inc.

Technology
677
+ 6.28%
$394.72 - $440.39 $267K - $298K
11.5K $4.82M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
391
+ 1.51%
$36.36 - $41.4 $14.2K - $16.2K
26.3K $1.09M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.95K
+ 29.93%
$24.12 - $25.48 $71.2K - $75.2K
12.8K $326K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.29K
+ 4.52%
$29.82 - $30.19 $68.2K - $69.1K
52.9K $1.6M
OEF
Ishares S&P 100 ETF

ETFs
265
+ 18.33%
N/A
1.71K $455K
SYY
Sysco Corp

Consumer Defensive
896
+ 30.79%
$68.0 - $75.91 $60.9K - $68K
3.81K $288K
MPC
Marathon Petroleum Corp

Energy
135
+ 7.59%
$118.55 - $170.08 $16K - $23K
1.91K $317K
GOOG
Alphabet Inc.

Communication Services
95
+ 6.02%
$146.58 - $180.01 $13.9K - $17.1K
1.67K $296K
DRI
Darden Restaurants Inc

Consumer Cyclical
122
+ 5.58%
$186.58 - $225.78 $22.8K - $27.5K
2.31K $502K
GRMN
Garmin LTD

Technology
1.16K
+ 4.99%
$173.63 - $218.07 $202K - $254K
24.5K $5.1M
SCHO
Schwab Short Term Us Treasury

ETFs
1.75K
+ 1.52%
$24.19 - $24.45 $42.3K - $42.8K
117K $2.85M
FICO
Fair Isaac Corp

Technology
26
+ 13.27%
$1503.62 - $2206.01 $39.1K - $57.4K
222 $405K
CMCSA
Comcast Corp

Communication Services
1.88K
+ 10.3%
$32.84 - $36.72 $61.6K - $68.9K
20.1K $716K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9
+ 0.87%
$180.84 - $240.32 $1.63K - $2.16K
1.04K $250K
WFC
Wells Fargo & Company

Financial Services
145
+ 4.41%
$60.98 - $80.12 $8.84K - $11.6K
3.43K $274K
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.52K
+ 18.88%
$20.83 - $25.75 $52.4K - $64.8K
15.9K $371K
VB
Vanguard Small Cap ETF

ETFs
21
+ 1.41%
$193.73 - $237.37 $4.07K - $4.98K
1.51K $357K
LMT
Lockheed Martin Corp

Industrials
20
+ 1.79%
$430.82 - $486.45 $8.62K - $9.73K
1.14K $527K
PSX
Phillips 66

Energy
267
+ 14.74%
$92.87 - $125.73 $24.8K - $33.6K
2.08K $248K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
107
+ 2.81%
$61.08 - $74.04 $6.54K - $7.92K
3.91K $289K
HIG
Hartford Financial Services Group, Inc.

Financial Services
97
+ 3.09%
$109.83 - $131.67 $10.7K - $12.8K
3.24K $411K
CTSH
Cognizant Technology Solutions Corp

Technology
190
+ 4.41%
$66.47 - $81.81 $12.6K - $15.5K
4.5K $351K
VLO
Valero Energy Corp

Energy
86
+ 2.59%
$104.69 - $141.77 $9K - $12.2K
3.41K $458K
XLU
Utilities Sector Spdr

ETFs
153
+ 5.8%
$73.09 - $82.77 $11.2K - $12.7K
2.79K $227K
CRM
Salesforce, Inc.

Technology
40
+ 2.9%
$236.26 - $291.15 $9.45K - $11.6K
1.42K $387K
LYG
Lloyds Banking Group PLC

Financial Services
690
+ 3.29%
$3.32 - $4.29 $2.29K - $2.96K
21.7K $92K
XLP
Consumer Staples Sector Spdr

ETFs
138
+ 4.45%
N/A
3.24K $246K
BND
Vanguard Bd Index Fd Inc Total

ETFs
104
+ 1.15%
$72.02 - $73.82 $7.49K - $7.68K
9.16K $674K
STLD
Steel Dynamics Inc

Basic Materials
106
+ 6.57%
N/A
1.72K $168K
IP
International Paper CO

Consumer Cyclical
1.27K
+ 16.2%
$43.89 - $54.46 $55.7K - $69.1K
9.1K $426K
XLV
Select Sector Spdr Fund Health

ETFs
215
+ 8.84%
$128.77 - $144.3 $27.7K - $31K
2.65K $356K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11
+ 0.13%
$45.2 - $46.6 $497 - $513
8.24K $382K
Ea Series Trust
63.1K
+ 212.83%
N/A
92.8K $0
SFLR
Innovator Etfs Tr Equity Manag
477
+ 1.51%
N/A
32.1K $0
Tidal Tr Ii
10K
New
N/A
10K $0
Blackrock ETF Trust
11.2K
New
N/A
11.2K $0
Ishares Bitcoin Trust ETF
5K
+ 3.53%
N/A
147K $0
Pacer Fds Tr
671
+ 1.44%
N/A
47.4K $0
Bunge Global Sa
3.24K
New
N/A
3.24K $0
Super Micro Computer Inc
67.1K
+ 621.29%
N/A
77.9K $0
Strategic Trust
8.33K
New
N/A
8.33K $0
Tidal Tr Ii
21.2K
+ 126.66%
N/A
38K $0
LOW
Lowes Companies Inc

Consumer Cyclical
77
+ 4.8%
$210.83 - $235.28 $16.2K - $18.1K
1.68K $372K
HSY
Hershey CO

Consumer Defensive
100
+ 2.59%
$151.29 - $173.13 $15.1K - $17.3K
3.96K $657K
EXPD
Expeditors International Of Washington Inc

Industrials
12
+ 0.42%
$102.84 - $122.24 $1.23K - $1.47K
2.88K $329K
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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