Lifeworks Advisors, LLC Incresed Positions in Q1 2025

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
107K
+ 15.03%
$33.84 - $37.77 $3.61M - $4.03M
817K $29.8M
IEF
Ishares Barclays

ETFs
48.2K
+ 97.5%
$91.17 - $95.39 $4.39M - $4.6M
97.6K $9.31M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
30.5K
+ 169.83%
$161.27 - $192.3 $4.92M - $5.86M
48.4K $7.81M
LQD
Ishares Iboxx $ Investment Gra

ETFs
30K
+ 21.76%
$105.1 - $109.61 $3.15M - $3.29M
168K $18.3M
IAU
Ishares Gold Trust

ETFs
31.2K
+ 18.18%
$49.74 - $58.96 $1.55M - $1.84M
203K $12M
GLD
Spdr Gold Trust

ETFs
10.7K
+ 140.15%
$243.19 - $288.14 $2.59M - $3.07M
18.2K $5.26M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
48K
+ 20.6%
$48.43 - $49.9 $2.33M - $2.4M
281K $14M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
119K
+ 14.45%
$22.25 - $23.0 $2.64M - $2.73M
941K $21.6M
SO
Southern CO

Utilities
21K
+ 32.57%
$80.96 - $92.96 $1.7M - $1.95M
85.3K $7.84M
JNJ
Johnson & Johnson

Healthcare
8.13K
+ 15.1%
$142.06 - $167.7 $1.15M - $1.36M
61.9K $10.3M
IVV
Ishares Core S&P 500 ETF

ETFs
3.97K
+ 49.63%
$554.06 - $615.85 $2.2M - $2.45M
12K $6.73M
ABBV
Abb Vie Inc.

Healthcare
2.81K
+ 6.69%
$169.2 - $216.66 $476K - $610K
44.8K $9.4M
MBB
Ishares Tr

ETFs
16.7K
+ 11.49%
$90.37 - $94.08 $1.51M - $1.58M
163K $15.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
25.2K
+ 573.69%
$63.07 - $73.5 $1.59M - $1.85M
29.6K $2.08M
CARR
Carrier Global Corp

Industrials
27.8K
+ 236.91%
$62.07 - $70.55 $1.73M - $1.96M
39.5K $2.51M
IBM
International Business Machines Corp

Technology
2.56K
+ 7.68%
$217.4 - $264.74 $557K - $678K
35.9K $8.92M
JNPR
Juniper Networks Inc

Technology
47.5K
+ 45.65%
$34.38 - $39.03 $1.63M - $1.85M
152K $5.49M
LLY
Eli Lilly & CO

Healthcare
1.36K
+ 16.65%
$725.72 - $929.72 $986K - $1.26M
9.51K $7.86M
LYB
Lyondell Basell Industries N.V.

Basic Materials
23.6K
+ 71.66%
$69.82 - $78.67 $1.65M - $1.86M
56.6K $3.99M
STX
Seagate Technology Holdings PLC

Technology
17.8K
+ 246.34%
$84.92 - $108.42 $1.51M - $1.92M
25K $2.12M
BNDX
Vanguard Total International B

ETFs
29K
+ 11.23%
$48.33 - $49.5 $1.4M - $1.44M
287K $14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
22.7K
+ 522.39%
$56.17 - $59.71 $1.27M - $1.36M
27K $1.55M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
54.3K
+ 202.67%
$23.32 - $23.84 $1.27M - $1.29M
81.1K $1.9M
CPB
Campbell Soup CO

Consumer Defensive
39.4K
+ 22.87%
$37.29 - $42.04 $1.47M - $1.66M
212K $8.45M
AMCR
Amcor PLC

Consumer Cyclical
108K
+ 21.95%
$9.33 - $10.39 $1.01M - $1.12M
598K $5.81M
GRMN
Garmin LTD

Technology
3.12K
+ 15.46%
$204.55 - $241.93 $638K - $755K
23.3K $5.06M
OTIS
Otis Worldwide Corp

Industrials
3.11K
+ 5.86%
$90.77 - $104.01 $282K - $323K
56.1K $5.79M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2.17K
+ 32.12%
$634.14 - $744.83 $1.37M - $1.61M
8.91K $5.65M
ISRG
Intuitive Surgical Inc

Healthcare
1.61K
+ 378.17%
$476.63 - $610.45 $768K - $983K
2.04K $1.01M
EBAY
Ebay Inc

Consumer Cyclical
6.78K
+ 15.42%
$61.61 - $70.93 $418K - $481K
50.7K $3.44M
DE
Deere & CO

Industrials
842
+ 12.33%
$408.57 - $509.27 $344K - $429K
7.67K $3.6M
V
Visa Inc.

Financial Services
1.57K
+ 68.04%
$306.92 - $362.71 $482K - $569K
3.88K $1.36M
ITW
Illinois Tool Works Inc

Industrials
2.81K
+ 18.38%
$244.9 - $274.48 $688K - $771K
18.1K $4.48M
HYG
Ishares Tr

ETFs
7.03K
+ 96.57%
$78.51 - $80.11 $552K - $563K
14.3K $1.13M
CSCO
Cisco Systems, Inc.

Technology
4.52K
+ 4.79%
$58.74 - $64.87 $265K - $293K
98.8K $6.09M
CE
Celanese Corp

Basic Materials
12.2K
+ 63.57%
$47.02 - $74.12 $572K - $902K
31.3K $1.78M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.92K
+ 22.43%
$175.5 - $209.86 $512K - $613K
15.9K $2.89M
PM
Philip Morris International Inc.

Consumer Defensive
1.39K
+ 27.53%
$117.15 - $158.79 $162K - $220K
6.43K $1.02M
DELL
Dell Technologies Inc.

Technology
9.61K
+ 48.41%
$90.34 - $124.66 $868K - $1.2M
29.5K $2.69M
MUB
Ishares National Muni Bond ETF

ETFs
4.12K
+ 11.94%
$104.71 - $107.69 $432K - $444K
38.6K $4.07M
VUG
Vanguard Growth ETF

ETFs
1.05K
+ 40.11%
$369.1 - $427.61 $389K - $450K
3.68K $1.36M
TXN
Texas Instruments Inc

Technology
1.45K
+ 9.44%
N/A
16.8K $3.26M
KLAC
Kla Corp

Technology
160
+ 4.83%
$636.62 - $777.63 $102K - $124K
3.47K $2.36M
MSI
Motorola Solutions, Inc.

Technology
1.16K
+ 12.0%
$411.73 - $482.1 $476K - $557K
10.8K $4.72M
LMT
Lockheed Martin Corp

Industrials
642
+ 134.87%
$423.19 - $506.29 $272K - $325K
1.12K $499K
GDDY
Go Daddy Inc.

Technology
3.57K
+ 16.1%
$172.13 - $214.35 $615K - $765K
25.8K $4.64M
SCHO
Schwab Short Term Us Treasury

ETFs
8.51K
+ 7.99%
$24.1 - $24.34 $205K - $207K
115K $2.8M
QCOM
Qualcomm Inc

Technology
1.52K
+ 9.78%
$151.94 - $175.86 $232K - $268K
17.1K $2.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.55K
+ 29.54%
$168.16 - $186.21 $261K - $289K
6.81K $1.16M
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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