Lifeworks Advisors, LLC Incresed Positions in Q4 2024

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
4.36K
+ 75.02%
$80.13 - $83.77 $349K - $365K
10.2K $815K
FCOM
Fidelity Covington Tr Msci Com

ETFs
3.96K
+ 14.78%
$54.65 - $61.96 $216K - $245K
30.8K $1.81M
ETN
Eaton Corp PLC

Industrials
901
+ 9.99%
$326.96 - $377.52 $295K - $340K
9.92K $3.29M
FOX
Fox Corp Cl B (De)

Communication Services
5.01K
+ 54.95%
$38.0 - $47.15 $190K - $236K
14.1K $646K
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.95K
+ 7.78%
$106.56 - $113.11 $1.06M - $1.13M
138K $14.7M
NXPI
Nxp Semiconductors N.V.

Technology
2.54K
+ 31.5%
$207.27 - $255.58 $526K - $648K
10.6K $2.2M
NTAP
Net App, Inc.

Technology
3.52K
+ 16.42%
$115.31 - $131.11 $406K - $462K
25K $2.9M
GOOGL
Alphabet Inc.

Communication Services
380
+ 5.09%
$161.86 - $196.66 $61.5K - $74.7K
7.85K $1.49M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.51K
+ 30.9%
$87.1 - $98.49 $393K - $444K
19.1K $1.67M
KR
Kroger CO

Consumer Defensive
3.51K
+ 70.02%
$55.21 - $63.3 $194K - $222K
8.53K $521K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.42K
+ 3.75%
$48.33 - $49.08 $407K - $413K
233K $11.3M
META
Meta Platforms, Inc.

Communication Services
288
+ 18.32%
$554.08 - $632.68 $160K - $182K
1.86K $1.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.34K
+ 50.28%
$57.78 - $60.4 $193K - $202K
9.98K $579K
VV
Vanguard Large Cap ETF

ETFs
526
+ 10.07%
$260.27 - $280.65 $137K - $148K
5.75K $1.55M
HSY
Hershey CO

Consumer Defensive
1.22K
+ 76.86%
$168.67 - $193.65 $206K - $237K
2.81K $476K
CAT
Caterpillar Inc

Industrials
1.12K
+ 13.56%
$360.37 - $416.88 $404K - $467K
9.38K $3.4M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
400
+ 7.43%
$47.29 - $84.74 $18.9K - $33.9K
5.78K $430K
VLO
Valero Energy Corp

Energy
1.43K
+ 82.56%
$118.59 - $144.02 $170K - $207K
3.17K $388K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.06K
+ 41.89%
$77.86 - $79.27 $160K - $163K
6.96K $543K
QCOM
Qualcomm Inc

Technology
2.41K
+ 18.3%
$150.4 - $178.04 $363K - $429K
15.6K $2.39M
JPM
Jpmorgan Chase & CO

Financial Services
162
+ 4.16%
$205.18 - $250.29 $33.2K - $40.5K
4.06K $972K
BSX
Boston Scientific Corp

Healthcare
1.37K
+ 29.53%
$83.62 - $91.5 $115K - $126K
6.03K $538K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
5.7K
+ 26.76%
$47.92 - $55.17 $273K - $314K
27K $1.3M
DOW
Dow Inc.

Basic Materials
18.4K
+ 45.11%
$39.1 - $55.34 $718K - $1.02M
59.1K $2.37M
VGSH
Vanguard

ETFs
2.7K
+ 13.45%
$58.02 - $58.88 $157K - $159K
22.8K $1.33M
V
Visa Inc.

Financial Services
168
+ 7.86%
$273.87 - $320.91 $46K - $53.9K
2.31K $728K
OKE
Oneok Inc

Energy
1K
+ 25.89%
$92.28 - $117.05 $92.5K - $117K
4.87K $489K
CVX
Chevron Corp

Energy
920
+ 58.23%
$141.15 - $162.53 $130K - $150K
2.5K $362K
CRM
Salesforce, Inc.

Technology
223
+ 26.8%
$270.87 - $367.87 $60.4K - $82K
1.06K $352K
KLAC
Kla Corp

Technology
775
+ 30.57%
$614.46 - $829.55 $476K - $643K
3.31K $2.09M
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.26K
+ 21.07%
$61.21 - $76.19 $77.3K - $96.2K
7.26K $543K
K
Kellogg CO

Consumer Defensive
1.37K
+ 18.91%
$80.34 - $81.29 $110K - $112K
8.63K $698K
DGX
Quest Diagnostics Inc

Healthcare
796
+ 22.08%
N/A
4.4K $603K
AXP
American Express CO

Financial Services
93
+ 2.97%
$267.35 - $305.57 $24.9K - $28.4K
3.23K $957K
CRWD
Crowd Strike Holdings, Inc.

Technology
121
+ 14.4%
$275.15 - $388.2 $33.3K - $47K
961 $328K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.07K
+ 4.61%
N/A
24.2K $2.08M
PM
Philip Morris International Inc.

Consumer Defensive
730
+ 16.94%
$118.38 - $133.06 $86.4K - $97.1K
5.04K $606K
VUG
Vanguard Growth ETF

ETFs
25
+ 0.96%
$378.79 - $428.11 $9.47K - $10.7K
2.63K $1.08M
MO
Altria Group, Inc.

Consumer Defensive
1.28K
+ 17.08%
$49.06 - $57.74 $62.8K - $74K
8.78K $459K
QUAL
Ishares Msci Usa Quality Facto

ETFs
451
+ 9.38%
$176.42 - $186.91 $79.6K - $84.3K
5.26K $936K
GPC
Genuine Parts CO

Consumer Cyclical
1.02K
+ 48.37%
$113.11 - $143.63 $116K - $147K
3.14K $366K
FICO
Fair Isaac Corp

Technology
28
+ 21.37%
$1911.01 - $2382.4 $53.5K - $66.7K
159 $316K
BA
Boeing CO

Industrials
49
+ 2.34%
$138.14 - $180.72 $6.77K - $8.86K
2.15K $379K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.29K
+ 13.43%
$49.79 - $51.14 $64.2K - $66K
10.9K $546K
GE
General Electric CO

Industrials
485
+ 35.45%
$159.95 - $194.23 $77.6K - $94.2K
1.85K $309K
CTSH
Cognizant Technology Solutions Corp

Technology
676
+ 18.92%
$74.37 - $82.32 $50.3K - $55.6K
4.25K $326K
XLP
Consumer Staples Sector Spdr

ETFs
666
+ 26.99%
N/A
3.13K $238K
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.03K
+ 19.25%
$23.14 - $26.91 $47.1K - $54.7K
12.6K $300K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.17K
+ 26.46%
$20.55 - $23.26 $65.2K - $73.8K
15.2K $319K
Activity Summary
Buys All Purchases 193 New Holdings 31 Increased Positions 162 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email