Lifeworks Advisors, LLC Incresed Positions in Q2 2025

Lifeworks Advisors, LLC

  • $638 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FCOM
Fidelity Covington Tr Msci Com

ETFs
107
+ 0.34%
$50.44 - $64.81 $5.4K - $6.93K
31.6K $2.05M
UBER
Uber Technologies, Inc

Technology
1.9K
+ 45.93%
$64.62 - $93.3 $123K - $177K
6.02K $562K
CMI
Cummins Inc

Industrials
257
+ 2.08%
$267.12 - $336.65 $68.6K - $86.5K
12.6K $4.13M
DOW
Dow Inc.

Basic Materials
32.3K
+ 45.43%
$25.81 - $34.89 $835K - $1.13M
104K $2.74M
TSLA
Tesla, Inc.

Consumer Cyclical
275
+ 10.54%
$221.86 - $362.89 $61K - $99.8K
2.88K $915K
CRWD
Crowd Strike Holdings, Inc.

Technology
113
+ 10.69%
$321.63 - $509.31 $36.3K - $57.6K
1.17K $595K
HPQ
Hp Inc

Technology
24.4K
+ 20.8%
$21.88 - $29.32 $535K - $717K
142K $3.47M
LQD
Ishares Iboxx $ Investment Gra

ETFs
510
+ 0.3%
$105.23 - $109.61 $53.7K - $55.9K
168K $18.5M
DIS
Walt Disney CO

Communication Services
386
+ 6.26%
$81.72 - $124.01 $31.5K - $47.9K
6.55K $812K
MU
Micron Technology Inc

Technology
787
+ 26.79%
$64.72 - $127.91 $50.9K - $101K
3.73K $459K
AXON
Axon Enterprise, Inc.

Industrials
30
+ 5.38%
$497.13 - $827.94 $14.9K - $24.8K
588 $486K
CGGR
Capital Group Growth ETF Shs C

ETFs
401
+ 1.46%
$30.53 - $40.65 $12.2K - $16.3K
27.8K $1.13M
PM
Philip Morris International Inc.

Consumer Defensive
211
+ 3.28%
$149.23 - $184.95 $31.5K - $39K
6.64K $1.21M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.12K
+ 41.44%
$50.09 - $51.09 $156K - $159K
10.6K $543K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.7K
+ 61.59%
$97.29 - $105.63 $165K - $180K
4.46K $453K
AMD
Advanced Micro Devices Inc

Technology
499
+ 25.28%
$78.21 - $143.81 $39K - $71.8K
2.47K $350K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.93K
+ 25.95%
$44.37 - $50.04 $175K - $197K
19.1K $908K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
567
+ 2.94%
$43.53 - $54.46 $24.7K - $30.9K
19.9K $1.08M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.42K
+ 37.55%
$90.85 - $102.31 $129K - $146K
5.21K $524K
SO
Southern CO

Utilities
1.59K
+ 1.87%
$84.91 - $92.56 $135K - $148K
86.9K $7.98M
DFAE
Dimensional ETF Tr

ETFs
2.78K
+ 15.38%
$22.87 - $28.95 $63.6K - $80.5K
20.9K $604K
IVE
Ishares S&P 500 Value ETF

ETFs
587
+ 16.92%
$168.34 - $195.42 $98.8K - $115K
4.06K $792K
CDNS
Cadence Design Systems Inc

Technology
233
+ 23.3%
$231.64 - $323.08 $54K - $75.3K
1.23K $379K
EFG
Msci Eafe Growth ETF

ETFs
423
+ 6.69%
$89.8 - $112.0 $38K - $47.4K
6.75K $755K
ISRG
Intuitive Surgical Inc

Healthcare
43
+ 2.11%
$451.58 - $565.94 $19.4K - $24.3K
2.08K $1.13M
CF
Cf Industries Holdings, Inc.

Basic Materials
512
+ 9.51%
$68.47 - $102.48 $35.1K - $52.5K
5.9K $542K
EMN
Eastman Chemical CO

Basic Materials
5.86K
+ 24.9%
$72.7 - $88.29 $426K - $517K
29.4K $2.19M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
51
+ 0.33%
$60.34 - $74.89 $3.08K - $3.82K
15.4K $1.16M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
60
+ 0.16%
$29.12 - $35.84 $1.75K - $2.15K
37.3K $1.34M
VGSH
Vanguard

ETFs
1.79K
+ 12.35%
$58.32 - $58.95 $104K - $105K
16.2K $954K
MSI
Motorola Solutions, Inc.

Technology
677
+ 6.28%
$394.72 - $440.39 $267K - $298K
11.5K $4.82M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
391
+ 1.51%
$36.36 - $41.4 $14.2K - $16.2K
26.3K $1.09M
SJNK
Spdr Bloomberg Short Term High

ETFs
2.95K
+ 29.93%
$24.12 - $25.48 $71.2K - $75.2K
12.8K $326K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.29K
+ 4.52%
$29.82 - $30.19 $68.2K - $69.1K
52.9K $1.6M
OEF
Ishares S&P 100 ETF

ETFs
265
+ 18.33%
N/A
1.71K $455K
SYY
Sysco Corp

Consumer Defensive
896
+ 30.79%
$68.0 - $75.91 $60.9K - $68K
3.81K $288K
UPS
United Parcel Service Inc

Industrials
877
+ 34.22%
$91.92 - $110.2 $80.6K - $96.6K
3.44K $347K
MPC
Marathon Petroleum Corp

Energy
135
+ 7.59%
$118.55 - $170.08 $16K - $23K
1.91K $317K
GOOG
Alphabet Inc.

Communication Services
95
+ 6.02%
$146.58 - $180.01 $13.9K - $17.1K
1.67K $296K
DRI
Darden Restaurants Inc

Consumer Cyclical
122
+ 5.58%
$186.58 - $225.78 $22.8K - $27.5K
2.31K $502K
GRMN
Garmin LTD

Technology
1.16K
+ 4.99%
$173.63 - $218.07 $202K - $254K
24.5K $5.1M
SCHO
Schwab Short Term Us Treasury

ETFs
1.75K
+ 1.52%
$24.19 - $24.45 $42.3K - $42.8K
117K $2.85M
CMCSA
Comcast Corp

Communication Services
1.88K
+ 10.3%
$32.84 - $36.72 $61.6K - $68.9K
20.1K $716K
FICO
Fair Isaac Corp

Technology
26
+ 13.27%
$1503.62 - $2206.01 $39.1K - $57.4K
222 $405K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9
+ 0.87%
$180.84 - $240.32 $1.63K - $2.16K
1.04K $250K
WFC
Wells Fargo & Company

Financial Services
145
+ 4.41%
$60.98 - $80.12 $8.84K - $11.6K
3.43K $274K
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.52K
+ 18.88%
$20.83 - $25.75 $52.4K - $64.8K
15.9K $371K
VB
Vanguard Small Cap ETF

ETFs
21
+ 1.41%
$193.73 - $237.37 $4.07K - $4.98K
1.51K $357K
LMT
Lockheed Martin Corp

Industrials
20
+ 1.79%
$430.82 - $486.45 $8.62K - $9.73K
1.14K $527K
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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