Lifeworks Advisors, LLC Incresed Positions in Q3 2024

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
194K
+ 56.68%
$33.74 - $37.96 $6.55M - $7.37M
536K $20.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
198K
+ 381.01%
$24.86 - $26.33 $4.91M - $5.21M
250K $6.52M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
185K
+ 33.56%
$22.38 - $23.66 $4.15M - $4.39M
738K $17.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
67.4K
+ 641.46%
$61.11 - $67.85 $4.12M - $4.57M
77.9K $5.29M
RE
Everest Re Group LTD

Financial Services
11.6K
+ 1843.74%
N/A
12.3K $4.55M
RSG
Republic Services, Inc.

Industrials
19.7K
+ 1112.25%
$189.34 - $208.21 $3.73M - $4.1M
21.5K $4.31M
LQD
Ishares Iboxx $ Investment Gra

ETFs
29.1K
+ 29.47%
$106.11 - $113.72 $3.09M - $3.31M
128K $14.5M
MBB
Ishares Tr

ETFs
34.2K
+ 36.45%
$90.85 - $96.66 $3.11M - $3.31M
128K $12.3M
BNDX
Vanguard Total International B

ETFs
67K
+ 39.08%
$48.42 - $50.35 $3.25M - $3.38M
239K $12M
IVV
Ishares Core S&P 500 ETF

ETFs
5.92K
+ 273.19%
$520.18 - $576.82 $3.08M - $3.41M
8.09K $4.66M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
40.5K
+ 93.5%
$60.84 - $67.51 $2.46M - $2.73M
83.7K $5.65M
VMOT
Ea Ser Tr Value Momentum Trend

ETFs
105K
+ 592.54%
$23.34 - $26.52 $2.46M - $2.79M
123K $3.27M
IBM
International Business Machines Corp

Technology
6.51K
+ 27.45%
$175.1 - $223.38 $1.14M - $1.45M
30.2K $6.69M
ROMO
Strategy Shs Newfound/Resolve

ETFs
79.8K
+ 562.3%
$28.35 - $31.46 $2.26M - $2.51M
94K $2.96M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
53.3K
+ 463.44%
$36.98 - $41.55 $1.97M - $2.21M
64.8K $2.66M
IAU
Ishares Gold Trust

ETFs
29.3K
+ 25.21%
$44.06 - $50.5 $1.29M - $1.48M
145K $7.23M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
35.5K
+ 18.79%
$48.06 - $49.39 $1.71M - $1.76M
225K $11.1M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
26.6K
+ 699.79%
$55.15 - $64.23 $1.46M - $1.71M
30.4K $1.95M
NVDA
Nvidia Corp

Technology
14.1K
+ 127.66%
$98.91 - $134.91 $1.4M - $1.91M
25.2K $3.06M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
35.7K
+ 733.72%
$41.88 - $46.21 $1.49M - $1.65M
40.6K $1.87M
BMY
Bristol Myers Squibb CO

Healthcare
11.7K
+ 11.93%
$39.66 - $51.75 $465K - $607K
110K $5.7M
AMCR
Amcor PLC

Consumer Cyclical
82.9K
+ 29.37%
$9.5 - $11.44 $787K - $948K
365K $4.14M
SPYG
Spdr Portfolio

ETFs
16.3K
+ 169.89%
$73.38 - $84.1 $1.19M - $1.37M
25.8K $2.14M
SPSB
Spdr Portfolio Short Term Corp

ETFs
39.3K
+ 229.04%
$29.58 - $30.31 $1.16M - $1.19M
56.5K $1.71M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
9.69K
+ 8.79%
$67.43 - $74.23 $653K - $719K
120K $8.73M
CSCO
Cisco Systems, Inc.

Technology
13.2K
+ 16.5%
$44.74 - $53.22 $589K - $701K
92.9K $4.95M
ABBV
Abb Vie Inc.

Healthcare
1.27K
+ 3.91%
$163.84 - $199.33 $208K - $253K
33.7K $6.65M
MUB
Ishares National Muni Bond ETF

ETFs
8.52K
+ 31.54%
$106.13 - $108.7 $904K - $926K
35.5K $3.86M
AVGO
Broadcom Inc.

Technology
19.2K
+ 1174.66%
$136.27 - $1745.86 $2.62M - $33.5M
20.8K $3.59M
MSI
Motorola Solutions, Inc.

Technology
987
+ 12.1%
$385.65 - $450.49 $381K - $445K
9.14K $4.11M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13.4K
+ 260.94%
$63.28 - $70.06 $848K - $938K
18.5K $1.3M
OTIS
Otis Worldwide Corp

Industrials
6.15K
+ 16.25%
$91.43 - $104.43 $562K - $642K
44K $4.57M
ITW
Illinois Tool Works Inc

Industrials
2.48K
+ 22.49%
$233.14 - $263.97 $578K - $654K
13.5K $3.54M
CPB
Campbell Soup CO

Consumer Defensive
8.81K
+ 6.74%
$45.01 - $51.89 $397K - $457K
140K $6.83M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.6K
+ 108.42%
$89.91 - $101.33 $683K - $770K
14.6K $1.43M
IWM
Ishares Russell 2000 ETF

ETFs
3.19K
+ 74.13%
$200.87 - $224.6 $640K - $716K
7.49K $1.65M
CMI
Cummins Inc

Industrials
1.11K
+ 13.02%
$266.63 - $326.4 $296K - $363K
9.65K $3.12M
ETN
Eaton Corp PLC

Industrials
1.65K
+ 22.45%
$272.52 - $333.02 $450K - $550K
9.02K $2.99M
JBL
Jabil Inc

Technology
4.5K
+ 40.58%
$97.55 - $126.65 $439K - $570K
15.6K $1.87M
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.44K
+ 31.47%
$92.56 - $99.46 $596K - $640K
26.9K $2.58M
GLW
Corning Inc

Technology
5.5K
+ 9.85%
$37.76 - $46.2 $208K - $254K
61.3K $2.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.2K
+ 45.04%
$96.25 - $101.98 $500K - $530K
16.7K $1.69M
CAT
Caterpillar Inc

Industrials
262
+ 3.28%
$316.8 - $391.12 $83K - $102K
8.26K $3.23M
GRMN
Garmin LTD

Technology
1.54K
+ 8.28%
$161.1 - $183.29 $248K - $282K
20.1K $3.54M
FDIS
Fidelity Covington Tr Msci Con

ETFs
4.31K
+ 28.63%
$75.81 - $88.73 $327K - $383K
19.4K $1.71M
PCAR
Paccar Inc

Industrials
6.44K
+ 18.28%
$91.64 - $109.98 $590K - $708K
41.7K $4.11M
EFV
Msci Eafe Value ETF

ETFs
7.62K
+ 87.66%
$51.72 - $57.96 $394K - $442K
16.3K $938K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.73K
+ 123.29%
$41.02 - $46.01 $399K - $448K
17.6K $801K
EBAY
Ebay Inc

Consumer Cyclical
726
+ 2.06%
$52.61 - $65.44 $38.2K - $47.5K
35.9K $2.34M
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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