Lifeworks Advisors, LLC Purchases in Q3 2024

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
596
+ 4.57%
$62.69 - $73.01 $37.4K - $43.5K
13.6K $979K
DNP
Dnp Select Income Fund Inc

Financial Services
15K
New
$8.21 - $10.03 $123K - $151K
15K $150K
BSX
Boston Scientific Corp

Healthcare
1.52K
+ 48.28%
$72.96 - $84.0 $111K - $127K
4.65K $389K
AXP
American Express CO

Financial Services
86
+ 2.82%
$225.92 - $271.17 $19.4K - $23.3K
3.13K $849K
HPE
Hewlett Packard Enterprise CO

Technology
10.4K
+ 10.17%
$16.1 - $21.44 $168K - $223K
113K $2.31M
PEP
Pepsico Inc

Consumer Defensive
367
+ 3.32%
$161.9 - $179.3 $59.4K - $65.8K
11.4K $1.94M
VZ
Verizon Communications Inc

Communication Services
927
+ 4.58%
$38.89 - $45.0 $36.1K - $41.7K
21.2K $951K
XOM
Exxon Mobil Corp

Energy
794
+ 9.98%
$109.72 - $119.0 $87.1K - $94.5K
8.75K $1.03M
HPQ
Hp Inc

Technology
1.42K
+ 2.04%
$32.02 - $38.11 $45.3K - $54K
70.8K $2.54M
VO
Vanguard Mid Cap ETF

ETFs
277
+ 20.63%
$237.84 - $263.83 $65.9K - $73.1K
1.62K $427K
EFG
Msci Eafe Growth ETF

ETFs
489
+ 5.9%
$96.84 - $108.77 $47.4K - $53.2K
8.78K $945K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
863
+ 13.21%
$43.67 - $51.82 $37.7K - $44.7K
7.4K $383K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.7K
+ 27.05%
$49.7 - $56.11 $84.5K - $95.4K
7.99K $438K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
845
+ 4.54%
$44.24 - $49.47 $37.4K - $41.8K
19.5K $962K
UEC
Uranium Energy Corp

Energy
13.7K
New
$4.26 - $6.85 $58.3K - $93.7K
13.7K $84K
CME
Cme Group Inc.

Financial Services
133
+ 5.85%
$193.43 - $220.62 $25.7K - $29.3K
2.41K $531K
PKG
Packaging Corp Of America

Consumer Cyclical
24
+ 1.01%
$176.32 - $215.7 $4.23K - $5.18K
2.4K $516K
MO
Altria Group, Inc.

Consumer Defensive
927
+ 14.1%
$45.95 - $54.71 $42.6K - $50.7K
7.5K $382K
QUAL
Ishares Msci Usa Quality Facto

ETFs
223
+ 4.87%
$162.64 - $179.3 $36.3K - $40K
4.81K $861K
GPC
Genuine Parts CO

Consumer Cyclical
546
+ 34.75%
$131.04 - $147.11 $71.5K - $80.3K
2.12K $295K
VTI
Vanguard Total Stock Market Et

ETFs
197
+ 15.04%
$255.18 - $283.2 $50.3K - $55.8K
1.51K $426K
UPS
United Parcel Service Inc

Industrials
509
+ 26.9%
$123.32 - $147.38 $62.8K - $75K
2.4K $327K
IP
International Paper CO

Consumer Cyclical
631
+ 10.87%
$42.55 - $49.98 $26.8K - $31.5K
6.44K $314K
HIG
Hartford Financial Services Group, Inc.

Financial Services
214
+ 9.71%
$98.71 - $117.61 $21.1K - $25.2K
2.42K $284K
WEC
Wec Energy Group, Inc.

Utilities
155
+ 5.92%
$77.68 - $96.19 $12K - $14.9K
2.78K $266K
IVE
Ishares S&P 500 Value ETF

ETFs
125
+ 5.67%
$181.06 - $197.17 $22.6K - $24.6K
2.33K $459K
EMR
Emerson Electric CO

Industrials
558
+ 15.25%
$98.19 - $118.87 $54.8K - $66.3K
4.22K $461K
JPM
Jpmorgan Chase & CO

Financial Services
117
+ 3.1%
$194.9 - $224.8 $22.8K - $26.3K
3.89K $820K
AMAT
Applied Materials Inc

Technology
1.62K
+ 20.15%
$174.88 - $254.97 $283K - $413K
9.66K $1.95M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.49K
+ 10.08%
$16.42 - $18.12 $40.8K - $45K
27.1K $489K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
752
+ 16.59%
$46.07 - $50.3 $34.6K - $37.8K
5.28K $265K
CTSH
Cognizant Technology Solutions Corp

Technology
233
+ 6.98%
$66.89 - $77.87 $15.6K - $18.1K
3.57K $275K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
62
+ 1.66%
$95.1 - $106.76 $5.9K - $6.62K
3.79K $404K
IVW
Ishares S&P 500 Growth ETF

ETFs
79
+ 0.69%
$84.77 - $97.13 $6.7K - $7.67K
11.6K $1.11M
EEM
Ishares Msci Emerging Markets

ETFs
360
+ 4.7%
$40.42 - $46.7 $14.6K - $16.8K
8.01K $367K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 5.41%
$475.2 - $527.7 $19K - $21.1K
779 $411K
BITF
Bitfarms LTD

Financial Services
17.3K
New
$1.79 - $2.97 $31K - $51.5K
17.3K $36K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
172
+ 0.57%
$27.8 - $29.26 $4.78K - $5.03K
30.3K $881K
DAL
Delta Air Lines, Inc.

Industrials
396
+ 8.92%
$37.32 - $51.8 $14.8K - $20.5K
4.84K $245K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
932
+ 20.95%
$42.59 - $60.56 $39.7K - $56.4K
5.38K $271K
VLO
Valero Energy Corp

Energy
452
+ 35.18%
$132.81 - $163.48 $60K - $73.9K
1.74K $234K
DIS
Walt Disney CO

Communication Services
471
+ 8.68%
$85.6 - $98.61 $40.3K - $46.4K
5.9K $567K
XLI
Industrial Sector Spdr

ETFs
35
+ 2.08%
$120.56 - $135.44 $4.22K - $4.74K
1.72K $232K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
531
+ 13.54%
$50.63 - $51.11 $26.9K - $27.1K
4.45K $227K
TFLO
Ishares Treasury Floating Rate

ETFs
481
+ 11.91%
$50.42 - $50.66 $24.3K - $24.4K
4.52K $228K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
20K
New
$0.85 - $1.23 $17K - $24.6K
20K $22K
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 0.21%
$135.05 - $148.35 $945 - $1.04K
3.38K $480K
LYG
Lloyds Banking Group PLC

Financial Services
520
+ 1.97%
$2.73 - $3.17 $1.42K - $1.65K
26.9K $83K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
114
+ 3.96%
$91.42 - $91.82 $10.4K - $10.5K
3K $274K
Activity Summary
Buys All Purchases 216 New Holdings 82 Increased Positions 134 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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