Lifeworks Advisors, LLC Incresed Positions in Q1 2025

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FUTY
Fidelity Covington Tr Msci Uti

ETFs
3.09K
+ 10.13%
$48.13 - $51.78 $148K - $160K
33.6K $1.71M
BSX
Boston Scientific Corp

Healthcare
1.51K
+ 25.04%
$89.38 - $106.18 $135K - $160K
7.54K $760K
MSFT
Microsoft Corp

Technology
2.89K
+ 15.33%
$375.39 - $447.2 $1.08M - $1.29M
21.7K $8.15M
IVE
Ishares S&P 500 Value ETF

ETFs
1.08K
+ 45.19%
$185.78 - $198.58 $201K - $214K
3.47K $661K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.28K
+ 8.99%
$67.43 - $75.54 $288K - $323K
51.8K $3.55M
GE
General Electric CO

Industrials
681
+ 36.75%
$168.59 - $212.13 $115K - $144K
2.53K $507K
OEF
Ishares S&P 100 ETF

ETFs
730
+ 101.96%
N/A
1.45K $384K
NFLX
Netflix Inc

Communication Services
191
+ 76.1%
$828.4 - $1058.6 $158K - $202K
442 $412K
HWM
Howmet Aerospace Inc.

Industrials
1.11K
+ 56.98%
$110.79 - $139.39 $123K - $155K
3.07K $398K
HSY
Hershey CO

Consumer Defensive
1.05K
+ 37.38%
$144.74 - $186.36 $152K - $196K
3.86K $660K
MRK
Merck & Co., Inc.

Healthcare
9.87K
+ 13.43%
$83.01 - $101.02 $819K - $997K
83.3K $7.48M
FSTA
Fidelity Covington Tr Msci Con

ETFs
2K
+ 5.61%
$48.3 - $52.85 $96.6K - $106K
37.6K $1.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.4K
+ 18.24%
$74.85 - $84.89 $105K - $119K
9.06K $740K
CMI
Cummins Inc

Industrials
1.69K
+ 15.88%
$312.92 - $386.07 $529K - $653K
12.4K $3.87M
XOM
Exxon Mobil Corp

Energy
340
+ 3.61%
$105.44 - $118.93 $35.8K - $40.4K
9.76K $1.16M
CME
Cme Group Inc.

Financial Services
363
+ 27.03%
$225.82 - $266.54 $82K - $96.8K
1.71K $452K
VZ
Verizon Communications Inc

Communication Services
577
+ 2.82%
$37.81 - $46.49 $21.8K - $26.8K
21K $953K
ED
Consolidated Edison Inc

Utilities
283
+ 5.74%
$88.0 - $110.59 $24.9K - $31.3K
5.22K $576K
NXPI
Nxp Semiconductors N.V.

Technology
1.7K
+ 16.09%
$189.99 - $245.86 $324K - $419K
12.3K $2.34M
PCAR
Paccar Inc

Industrials
4.48K
+ 9.83%
$96.91 - $112.51 $434K - $504K
50.1K $4.87M
KR
Kroger CO

Consumer Defensive
982
+ 11.52%
$58.36 - $67.72 $57.3K - $66.5K
9.51K $643K
DOW
Dow Inc.

Basic Materials
12.1K
+ 20.53%
$34.36 - $41.92 $417K - $508K
71.2K $2.49M
MCD
Mcdonalds Corp

Consumer Cyclical
241
+ 13.43%
$279.74 - $321.29 $67.4K - $77.4K
2.04K $635K
DFAE
Dimensional ETF Tr

ETFs
4.16K
+ 29.89%
$24.64 - $26.86 $103K - $112K
18.1K $468K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.5K
+ 20.66%
$61.92 - $76.95 $92.8K - $115K
8.76K $657K
AEP
American Electric Power CO Inc

Utilities
541
+ 17.0%
$90.32 - $109.27 $48.9K - $59.1K
3.72K $406K
VO
Vanguard Mid Cap ETF

ETFs
470
+ 28.55%
$251.87 - $277.95 $118K - $131K
2.12K $547K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
2.18K
+ 8.09%
$47.6 - $51.91 $104K - $113K
29.2K $1.41M
MO
Altria Group, Inc.

Consumer Defensive
695
+ 7.91%
$50.81 - $60.02 $35.3K - $41.7K
9.48K $568K
CVX
Chevron Corp

Energy
305
+ 12.2%
$146.71 - $167.97 $44.7K - $51.2K
2.81K $469K
INTU
Intuit Inc

Technology
180
+ 56.07%
$555.63 - $630.23 $100K - $113K
501 $307K
CAT
Caterpillar Inc

Industrials
1.25K
+ 13.27%
$326.75 - $407.63 $407K - $507K
10.6K $3.5M
ELV
Elevance Health, Inc.

Healthcare
47
+ 3.93%
$365.9 - $436.25 $17.2K - $20.5K
1.24K $541K
CL
Colgate Palmolive CO

Consumer Defensive
784
+ 10.36%
$85.68 - $97.5 $67.2K - $76.4K
8.35K $782K
KMB
Kimberly Clark Corp

Consumer Defensive
351
+ 9.16%
$124.46 - $147.4 $43.7K - $51.7K
4.18K $594K
EVRG
Evergy, Inc.

Utilities
843
+ 18.5%
$59.9 - $69.52 $50.5K - $58.6K
5.4K $372K
IP
International Paper CO

Consumer Cyclical
1.76K
+ 28.87%
$49.38 - $60.09 $86.7K - $105K
7.84K $417K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.08K
+ 22.76%
$30.73 - $32.26 $94.5K - $99.2K
16.6K $509K
MSTR
Microstrategy Inc

Technology
278
+ 6.4%
$239.27 - $396.5 $66.5K - $110K
4.63K $1.33M
GIS
General Mills Inc

Consumer Defensive
1.88K
+ 18.35%
$57.56 - $65.3 $108K - $123K
12.1K $724K
HIG
Hartford Financial Services Group, Inc.

Financial Services
233
+ 8.01%
$106.31 - $123.73 $24.8K - $28.8K
3.14K $388K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
674
+ 22.5%
$91.45 - $91.75 $61.6K - $61.8K
3.67K $336K
DGX
Quest Diagnostics Inc

Healthcare
460
+ 10.45%
N/A
4.86K $666K
RTX
Raytheon Technologies Corp

Industrials
71
+ 2.28%
$114.1 - $135.66 $8.1K - $9.63K
3.18K $421K
JPM
Jpmorgan Chase & CO

Financial Services
163
+ 4.02%
$225.19 - $279.95 $36.7K - $45.6K
4.22K $1.03M
VV
Vanguard Large Cap ETF

ETFs
527
+ 9.16%
$253.32 - $282.66 $133K - $149K
6.28K $1.61M
AMAT
Applied Materials Inc

Technology
1.88K
+ 15.6%
$145.06 - $195.51 $273K - $368K
13.9K $2.02M
VLO
Valero Energy Corp

Energy
151
+ 4.76%
$121.76 - $142.99 $18.4K - $21.6K
3.32K $438K
FICO
Fair Isaac Corp

Technology
37
+ 23.27%
$1695.35 - $2030.47 $62.7K - $75.1K
196 $361K
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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