Lifeworks Advisors, LLC Purchases in Q4 2024

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
18.4K
+ 45.11%
$39.1 - $55.34 $718K - $1.02M
59.1K $2.37M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
5.7K
+ 26.76%
$47.92 - $55.17 $273K - $314K
27K $1.3M
V
Visa Inc.

Financial Services
168
+ 7.86%
$273.87 - $320.91 $46K - $53.9K
2.31K $728K
VGSH
Vanguard

ETFs
2.7K
+ 13.45%
$58.02 - $58.88 $157K - $159K
22.8K $1.33M
OKE
Oneok Inc

Energy
1K
+ 25.89%
$92.28 - $117.05 $92.5K - $117K
4.87K $489K
CVX
Chevron Corp

Energy
920
+ 58.23%
$141.15 - $162.53 $130K - $150K
2.5K $362K
CRM
Salesforce, Inc.

Technology
223
+ 26.8%
$270.87 - $367.87 $60.4K - $82K
1.06K $352K
KLAC
Kla Corp

Technology
775
+ 30.57%
$614.46 - $829.55 $476K - $643K
3.31K $2.09M
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.26K
+ 21.07%
$61.21 - $76.19 $77.3K - $96.2K
7.26K $543K
K
Kellogg CO

Consumer Defensive
1.37K
+ 18.91%
$80.34 - $81.29 $110K - $112K
8.63K $698K
AXP
American Express CO

Financial Services
93
+ 2.97%
$267.35 - $305.57 $24.9K - $28.4K
3.23K $957K
CRWD
Crowd Strike Holdings, Inc.

Technology
121
+ 14.4%
$275.15 - $388.2 $33.3K - $47K
961 $328K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.07K
+ 4.61%
N/A
24.2K $2.08M
PM
Philip Morris International Inc.

Consumer Defensive
730
+ 16.94%
$118.38 - $133.06 $86.4K - $97.1K
5.04K $606K
VUG
Vanguard Growth ETF

ETFs
25
+ 0.96%
$378.79 - $428.11 $9.47K - $10.7K
2.63K $1.08M
MO
Altria Group, Inc.

Consumer Defensive
1.28K
+ 17.08%
$49.06 - $57.74 $62.8K - $74K
8.78K $459K
QUAL
Ishares Msci Usa Quality Facto

ETFs
451
+ 9.38%
$176.42 - $186.91 $79.6K - $84.3K
5.26K $936K
GPC
Genuine Parts CO

Consumer Cyclical
1.02K
+ 48.37%
$113.11 - $143.63 $116K - $147K
3.14K $366K
FICO
Fair Isaac Corp

Technology
28
+ 21.37%
$1911.01 - $2382.4 $53.5K - $66.7K
159 $316K
BA
Boeing CO

Industrials
49
+ 2.34%
$138.14 - $180.72 $6.77K - $8.86K
2.15K $379K
SAND
Sandstorm Gold LTD

Basic Materials
10.2K
New
$5.36 - $6.48 $54.7K - $66.2K
10.2K $56K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.29K
+ 13.43%
$49.79 - $51.14 $64.2K - $66K
10.9K $546K
GE
General Electric CO

Industrials
485
+ 35.45%
$159.95 - $194.23 $77.6K - $94.2K
1.85K $309K
XLP
Consumer Staples Sector Spdr

ETFs
666
+ 26.99%
N/A
3.13K $238K
CTSH
Cognizant Technology Solutions Corp

Technology
676
+ 18.92%
$74.37 - $82.32 $50.3K - $55.6K
4.25K $326K
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.03K
+ 19.25%
$23.14 - $26.91 $47.1K - $54.7K
12.6K $300K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.17K
+ 26.46%
$20.55 - $23.26 $65.2K - $73.8K
15.2K $319K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.04K
+ 7.18%
$29.73 - $30.81 $31K - $32.2K
15.6K $474K
GOOG
Alphabet Inc.

Communication Services
25
+ 1.76%
$163.08 - $198.16 $4.08K - $4.95K
1.45K $275K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 1.24%
$873.59 - $994.69 $9.61K - $10.9K
895 $820K
HIG
Hartford Financial Services Group, Inc.

Financial Services
493
+ 20.4%
$107.06 - $123.74 $52.8K - $61K
2.91K $318K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.06K
+ 14.24%
$36.54 - $37.53 $38.7K - $39.7K
8.49K $312K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
491
+ 11.49%
$65.67 - $69.79 $32.2K - $34.3K
4.76K $319K
EXPD
Expeditors International Of Washington Inc

Industrials
685
+ 31.24%
$110.5 - $128.26 $75.7K - $87.9K
2.88K $318K
VTWO
Vanguard Russell 2000 ETF

ETFs
305
+ 11.52%
$87.42 - $98.06 $26.7K - $29.9K
2.95K $263K
IYW
Ishares Dj Us Tech ETF

ETFs
31
+ 1.2%
$148.14 - $166.23 $4.59K - $5.15K
2.62K $417K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
243
+ 3.04%
$53.94 - $58.15 $13.1K - $14.1K
8.23K $463K
KMB
Kimberly Clark Corp

Consumer Defensive
456
+ 13.51%
$130.37 - $146.09 $59.4K - $66.6K
3.83K $502K
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 2.32%
$280.04 - $302.45 $9.8K - $10.6K
1.54K $446K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 1.16%
$521.84 - $558.82 $4.7K - $5.03K
788 $424K
UEC
Uranium Energy Corp

Energy
728
+ 5.32%
$6.55 - $8.6 $4.77K - $6.26K
14.4K $96K
SCHO
Schwab Short Term Us Treasury

ETFs
54.5K
+ 104.47%
$24.06 - $48.88 $1.31M - $2.66M
107K $2.56M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.21K
+ 17.11%
$33.93 - $38.37 $41.2K - $46.5K
8.3K $284K
AMAT
Applied Materials Inc

Technology
2.4K
+ 24.82%
$161.44 - $213.89 $387K - $513K
12.1K $1.96M
VO
Vanguard Mid Cap ETF

ETFs
26
+ 1.6%
$261.5 - $284.63 $6.8K - $7.4K
1.65K $434K
SYY
Sysco Corp

Consumer Defensive
128
+ 4.4%
$73.63 - $81.77 $9.42K - $10.5K
3.04K $232K
BND
Vanguard Bd Index Fd Inc Total

ETFs
543
+ 4.94%
$71.75 - $75.11 $39K - $40.8K
11.5K $829K
RTX
Raytheon Technologies Corp

Industrials
152
+ 5.14%
$114.45 - $127.21 $17.4K - $19.3K
3.11K $359K
First Tr Exchng Traded Fd Vi
1.81K
+ 25.16%
N/A
9.01K $0
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
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email