Lifeworks Advisors, LLC Purchases in Q4 2024

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Hive Digital Technologies Lt
5.15K
+ 46.19%
N/A
16.3K $0
BITF
Bitfarms LTD

Financial Services
7.34K
+ 42.36%
$1.49 - $2.69 $10.9K - $19.7K
24.7K $36K
Arista Networks Inc
3.08K
New
N/A
3.08K $0
Ishares Bitcoin Trust ETF
26.3K
+ 23.61%
N/A
138K $0
Lam Research Corp
24.4K
New
N/A
24.4K $0
J P Morgan Exchange Traded F
4.72K
New
N/A
4.72K $0
SPSB
Spdr Portfolio Short Term Corp

ETFs
754
+ 1.34%
$29.77 - $30.19 $22.4K - $22.8K
57.2K $1.71M
VEA
Vanguard Ftse Developed Market

ETFs
610
+ 10.24%
$47.57 - $52.44 $29K - $32K
6.57K $313K
FDVV
Fidelity High Dividend ETF

ETFs
13
+ 0.31%
$49.66 - $52.63 $646 - $684
4.25K $212K
IVE
Ishares S&P 500 Value ETF

ETFs
60
+ 2.58%
$189.5 - $206.17 $11.4K - $12.4K
2.39K $456K
SPTS
Spdr Portfolio Short Term Trea

ETFs
314
+ 0.97%
$28.88 - $29.33 $9.07K - $9.21K
32.7K $947K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
179
+ 2.33%
$49.87 - $52.46 $8.93K - $9.39K
7.88K $393K
UPS
United Parcel Service Inc

Industrials
145
+ 6.04%
$122.65 - $138.35 $17.8K - $20.1K
2.55K $321K
ADBE
Adobe Inc.

Technology
95
+ 14.31%
$437.39 - $552.96 $41.6K - $52.5K
759 $337K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6
+ 0.09%
$81.68 - $82.93 $490 - $498
6.46K $529K
LOW
Lowes Companies Inc

Consumer Cyclical
134
+ 7.64%
$244.52 - $284.07 $32.8K - $38.1K
1.89K $465K
EFG
Msci Eafe Growth ETF

ETFs
887
+ 10.1%
$96.83 - $106.88 $85.9K - $94.8K
9.67K $936K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
491
+ 2.59%
$11.03 - $12.17 $5.42K - $5.98K
19.5K $218K
UNP
Union Pacific Corp

Industrials
60
+ 4.31%
$223.15 - $249.32 $13.4K - $15K
1.45K $330K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
171
+ 1.61%
$45.17 - $47.23 $7.72K - $8.08K
10.8K $488K
XOM
Exxon Mobil Corp

Energy
668
+ 7.64%
$105.51 - $125.37 $70.5K - $83.7K
9.42K $1.01M
TSCO
Tractor Supply CO

Consumer Cyclical
3.3K
+ 414.47%
$52.59 - $303.74 $173K - $1M
4.09K $217K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
228
+ 3.23%
$44.04 - $49.49 $10K - $11.3K
7.29K $320K
DFAE
Dimensional ETF Tr

ETFs
383
+ 2.83%
$25.36 - $28.15 $9.71K - $10.8K
13.9K $353K
PG
Procter & Gamble CO

Consumer Defensive
41
+ 0.84%
$161.05 - $179.7 $6.6K - $7.37K
4.94K $827K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
457
+ 4.82%
$55.45 - $61.08 $25.3K - $27.9K
9.95K $551K
SPTL
Spdr Portfolio Long Term Treas

ETFs
331
+ 2.26%
$26.05 - $29.17 $8.62K - $9.66K
15K $392K
EFV
Msci Eafe Value ETF

ETFs
743
+ 4.56%
$51.78 - $57.15 $38.5K - $42.5K
17.1K $894K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.85K
+ 60.33%
$25.33 - $51.16 $97.4K - $197K
10.2K $264K
LLY
Eli Lilly & CO

Healthcare
975
+ 13.58%
$727.2 - $932.06 $709K - $909K
8.15K $6.29M
UNH
Unitedhealth Group Inc

Healthcare
39
+ 2.7%
$485.52 - $625.25 $18.9K - $24.4K
1.49K $751K
ELV
Elevance Health, Inc.

Healthcare
160
+ 15.43%
$365.96 - $514.62 $58.6K - $82.3K
1.2K $442K
MPWR
Monolithic Power Systems Inc

Technology
118
+ 23.27%
$560.06 - $942.58 $66.1K - $111K
625 $369K
STX
Seagate Technology Holdings PLC

Technology
586
+ 8.85%
$86.31 - $112.64 $50.6K - $66K
7.21K $622K
MCHP
Microchip Technology Inc

Technology
6.46K
+ 31.29%
$55.51 - $79.05 $358K - $511K
27.1K $1.55M
KO
Coca Cola CO

Consumer Defensive
310
+ 2.27%
$61.74 - $71.71 $19.1K - $22.2K
13.9K $867K
AMGN
Amgen Inc

Healthcare
3.97K
+ 21.22%
$258.78 - $328.31 $1.03M - $1.3M
22.7K $5.92M
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.1K
+ 22.69%
$72.97 - $96.75 $445K - $590K
33K $2.45M
SCHX
Schwab Strategic Tr Us Large C

ETFs
137K
+ 176.24%
$22.4 - $68.28 $3.08M - $9.38M
215K $4.99M
CE
Celanese Corp

Basic Materials
5.84K
+ 43.87%
$67.03 - $136.68 $391K - $798K
19.1K $1.32M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.62K
+ 31.55%
$701.85 - $1046.91 $1.13M - $1.69M
6.74K $4.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
36.3K
+ 55.97%
$18.41 - $40.87 $668K - $1.48M
101K $1.87M
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
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