Lifeworks Advisors, LLC Incresed Positions in Q2 2025

Lifeworks Advisors, LLC

  • $638 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
84.5K
+ 10.34%
$32.66 - $40.75 $2.76M - $3.44M
902K $36.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
19.2K
+ 39.59%
$139.8 - $197.22 $2.68M - $3.78M
67.6K $13.3M
CLX
Clorox CO

Consumer Defensive
40.5K
+ 1167.02%
$118.01 - $148.69 $4.78M - $6.02M
44K $5.28M
FFIV
F5, Inc.

Technology
12.7K
+ 411.43%
$239.25 - $295.9 $3.05M - $3.77M
15.8K $4.66M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
34.8K
+ 117.52%
$62.73 - $78.42 $2.18M - $2.73M
64.4K $4.99M
DELL
Dell Technologies Inc.

Technology
15.6K
+ 52.94%
$71.63 - $125.98 $1.12M - $1.96M
45.1K $5.52M
STX
Seagate Technology Holdings PLC

Technology
5.54K
+ 22.18%
$66.54 - $144.33 $368K - $799K
30.5K $4.4M
MCHP
Microchip Technology Inc

Technology
16.6K
+ 52.9%
$35.34 - $71.6 $586K - $1.19M
48K $3.37M
FSTA
Fidelity Covington Tr Msci Con

ETFs
34.6K
+ 91.9%
$47.94 - $52.5 $1.66M - $1.82M
72.2K $3.69M
JBL
Jabil Inc

Technology
1.4K
+ 8.28%
$116.88 - $218.1 $163K - $305K
18.3K $3.99M
GLD
Spdr Gold Trust

ETFs
4.1K
+ 22.46%
$273.71 - $316.29 $1.12M - $1.3M
22.3K $6.81M
BNDX
Vanguard Total International B

ETFs
25.6K
+ 8.9%
$48.77 - $49.55 $1.25M - $1.27M
313K $15.5M
ETN
Eaton Corp PLC

Industrials
1.43K
+ 13.03%
$246.52 - $356.99 $353K - $511K
12.4K $4.43M
GDDY
Go Daddy Inc.

Technology
7.95K
+ 30.85%
$162.11 - $192.36 $1.29M - $1.53M
33.7K $6.07M
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.6K
+ 87.3%
$51.14 - $57.0 $1.21M - $1.35M
50.7K $2.88M
PFE
Pfizer Inc

Healthcare
66.5K
+ 25.84%
$21.59 - $24.84 $1.44M - $1.65M
324K $7.85M
VTRS
Viatris Inc

Healthcare
140K
+ 39.24%
$7.26 - $9.12 $1.01M - $1.27M
495K $4.42M
MSTR
Microstrategy Inc

Technology
1.91K
+ 41.3%
$237.95 - $421.61 $454K - $805K
6.54K $2.64M
AMAT
Applied Materials Inc

Technology
4.24K
+ 30.43%
$126.95 - $183.52 $539K - $779K
18.2K $3.33M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
56.4K
+ 6.0%
$22.54 - $23.17 $1.27M - $1.31M
997K $22.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.12K
+ 237.14%
$456.74 - $568.03 $968K - $1.2M
3.01K $1.71M
HPE
Hewlett Packard Enterprise CO

Technology
22.2K
+ 15.24%
$12.51 - $20.45 $278K - $454K
168K $3.43M
JNPR
Juniper Networks Inc

Technology
15.2K
+ 10.02%
$33.93 - $39.93 $515K - $606K
167K $6.66M
CAT
Caterpillar Inc

Industrials
923
+ 8.69%
$273.94 - $388.21 $253K - $358K
11.5K $4.48M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.3K
+ 14.41%
$160.22 - $209.35 $368K - $481K
18.2K $3.82M
MBB
Ishares Tr

ETFs
9.18K
+ 5.65%
$91.41 - $94.22 $839K - $865K
172K $16.1M
KLAC
Kla Corp

Technology
128
+ 3.69%
$576.53 - $902.94 $73.8K - $116K
3.6K $3.22M
MRK
Merck & Co., Inc.

Healthcare
21.9K
+ 26.32%
$73.47 - $87.12 $1.61M - $1.91M
105K $8.33M
PCAR
Paccar Inc

Industrials
10.1K
+ 20.23%
$86.4 - $99.09 $875K - $1M
60.2K $5.72M
MUB
Ishares National Muni Bond ETF

ETFs
8.42K
+ 21.78%
$102.31 - $105.8 $861K - $890K
47.1K $4.92M
NTAP
Net App, Inc.

Technology
2.89K
+ 10.16%
$76.1 - $106.55 $220K - $308K
31.4K $3.34M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
14.5K
+ 5.17%
$49.57 - $50.27 $720K - $730K
296K $14.9M
CSCO
Cisco Systems, Inc.

Technology
913
+ 0.92%
$53.19 - $69.38 $48.6K - $63.3K
99.7K $6.92M
CARR
Carrier Global Corp

Industrials
4.94K
+ 12.5%
$55.55 - $75.83 $275K - $375K
44.5K $3.26M
RTX
Raytheon Technologies Corp

Industrials
4.26K
+ 134.01%
$113.75 - $148.48 $485K - $633K
7.44K $1.09M
GLW
Corning Inc

Technology
2.84K
+ 4.0%
$39.07 - $52.59 $111K - $150K
73.9K $3.89M
QCOM
Qualcomm Inc

Technology
3.33K
+ 19.48%
$124.66 - $159.48 $415K - $532K
20.4K $3.26M
NXPI
Nxp Semiconductors N.V.

Technology
1.17K
+ 9.55%
$153.5 - $218.72 $180K - $257K
13.5K $2.94M
EFV
Msci Eafe Value ETF

ETFs
7.59K
+ 51.16%
$52.4 - $64.65 $398K - $490K
22.4K $1.42M
EEM
Ishares Msci Emerging Markets

ETFs
9.65K
+ 132.78%
$38.52 - $48.28 $372K - $466K
16.9K $815K
VTV
Vanguard Value ETF

ETFs
2.6K
+ 31.43%
$153.67 - $176.74 $399K - $459K
10.9K $1.92M
XLK
Technology Sector Spdr

ETFs
1.7K
+ 147.69%
$179.73 - $253.23 $305K - $430K
2.85K $720K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.19K
+ 32.16%
$152.42 - $182.82 $334K - $400K
9K $1.65M
EVRG
Evergy, Inc.

Utilities
6.62K
+ 122.69%
$64.06 - $69.64 $424K - $461K
12K $828K
META
Meta Platforms, Inc.

Communication Services
141
+ 7.54%
$484.66 - $738.09 $68.3K - $104K
2.01K $1.48M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.06K
+ 110.39%
$82.32 - $112.47 $252K - $344K
5.83K $655K
TXN
Texas Instruments Inc

Technology
1.98K
+ 11.84%
N/A
18.7K $3.65M
EBAY
Ebay Inc

Consumer Cyclical
557
+ 1.1%
$59.52 - $79.36 $33.2K - $44.2K
51.3K $3.82M
VV
Vanguard Large Cap ETF

ETFs
375
+ 5.97%
$228.25 - $285.3 $85.6K - $107K
6.65K $1.9M
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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