Lifeworks Advisors, LLC Purchases in Q1 2025

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CF
Cf Industries Holdings, Inc.

Basic Materials
611
+ 12.8%
$75.03 - $97.25 $45.8K - $59.4K
5.39K $420K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.05%
$97.38 - $104.52 $195 - $209
3.79K $387K
CTSH
Cognizant Technology Solutions Corp

Technology
60
+ 1.41%
$75.32 - $90.7 $4.52K - $5.44K
4.31K $329K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
164
+ 1.51%
$49.25 - $50.66 $8.08K - $8.31K
11.1K $548K
Ea Series Trust
1.7K
+ 6.07%
N/A
29.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
58.3K
New
N/A
58.3K $0
Gsk PLC
5.22K
New
N/A
5.22K $0
Super Micro Computer Inc
10.8K
New
N/A
10.8K $0
First Tr Exchng Traded Fd Vi
6.53K
New
N/A
6.53K $0
Ishares Bitcoin Trust ETF
4.13K
+ 3.0%
N/A
142K $0
Blackrock Inc
225
New
N/A
225 $0
SFLR
Innovator Etfs Tr Equity Manag
31.6K
New
N/A
31.6K $0
Arista Networks Inc
1.16K
+ 37.77%
N/A
4.25K $0
Tidal Tr Ii
16.8K
New
N/A
16.8K $0
PEP
Pepsico Inc

Consumer Defensive
7
+ 0.12%
$142.64 - $156.42 $998 - $1.09K
6.09K $913K
META
Meta Platforms, Inc.

Communication Services
10
+ 0.54%
$576.36 - $736.67 $5.76K - $7.37K
1.87K $1.08M
DIS
Walt Disney CO

Communication Services
522
+ 9.25%
$96.87 - $114.0 $50.6K - $59.5K
6.17K $608K
PFE
Pfizer Inc

Healthcare
10.8K
+ 4.36%
$25.01 - $27.13 $269K - $292K
257K $6.52M
AMD
Advanced Micro Devices Inc

Technology
104
+ 5.56%
$96.63 - $129.55 $10K - $13.5K
1.97K $202K
PNR
Pentair PLC

Industrials
3.69K
+ 13.97%
$84.0 - $105.35 $310K - $389K
30.1K $2.63M
IYW
Ishares Dj Us Tech ETF

ETFs
170
+ 6.49%
$140.44 - $166.79 $23.9K - $28.4K
2.79K $391K
GOOG
Alphabet Inc.

Communication Services
133
+ 9.2%
$156.06 - $207.71 $20.8K - $27.6K
1.58K $246K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
313
+ 1.65%
$48.06 - $53.73 $15K - $16.8K
19.3K $941K
MCHP
Microchip Technology Inc

Technology
4.27K
+ 15.75%
$48.41 - $64.3 $207K - $274K
31.4K $1.52M
FCOM
Fidelity Covington Tr Msci Com

ETFs
696
+ 2.26%
$55.97 - $64.13 $39K - $44.6K
31.5K $1.77M
ADBE
Adobe Inc.

Technology
27
+ 3.56%
$377.84 - $464.11 $10.2K - $12.5K
786 $301K
UPS
United Parcel Service Inc

Industrials
17
+ 0.67%
$109.66 - $136.26 $1.86K - $2.32K
2.56K $281K
WMT
Walmart Inc.

Consumer Defensive
65
+ 0.33%
$84.5 - $105.05 $5.49K - $6.83K
19.9K $1.75M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
128
+ 0.35%
$32.42 - $36.13 $4.15K - $4.62K
37.2K $1.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
415
+ 3.79%
$92.45 - $106.69 $38.4K - $44.3K
11.4K $1.05M
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.3K
+ 5.25%
$82.77 - $101.84 $107K - $132K
26K $2.19M
VTRS
Viatris Inc

Healthcare
89.6K
+ 33.69%
$8.68 - $12.42 $778K - $1.11M
356K $3.1M
HPQ
Hp Inc

Technology
11.1K
+ 10.44%
$27.69 - $34.72 $307K - $385K
117K $3.25M
ETN
Eaton Corp PLC

Industrials
1.07K
+ 10.81%
$271.83 - $371.23 $291K - $398K
11K $2.99M
ORCL
Oracle Corp

Technology
2.79K
+ 9.72%
$139.81 - $186.47 $390K - $520K
31.5K $4.4M
NTAP
Net App, Inc.

Technology
3.5K
+ 14.01%
$87.84 - $126.3 $307K - $442K
28.5K $2.5M
AAPL
Apple Inc.

Technology
1.51K
+ 5.5%
$209.68 - $247.1 $316K - $373K
28.9K $6.43M
NVDA
Nvidia Corp

Technology
494
+ 1.99%
$106.98 - $149.43 $52.8K - $73.8K
25.3K $2.75M
HPE
Hewlett Packard Enterprise CO

Technology
6.14K
+ 4.4%
$14.77 - $24.42 $90.6K - $150K
146K $2.25M
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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