Lifeworks Advisors, LLC Incresed Positions in Q4 2024

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.04K
+ 7.18%
$29.73 - $30.81 $31K - $32.2K
15.6K $474K
GOOG
Alphabet Inc.

Communication Services
25
+ 1.76%
$163.08 - $198.16 $4.08K - $4.95K
1.45K $275K
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 1.24%
$873.59 - $994.69 $9.61K - $10.9K
895 $820K
HIG
Hartford Financial Services Group, Inc.

Financial Services
493
+ 20.4%
$107.06 - $123.74 $52.8K - $61K
2.91K $318K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.06K
+ 14.24%
$36.54 - $37.53 $38.7K - $39.7K
8.49K $312K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
491
+ 11.49%
$65.67 - $69.79 $32.2K - $34.3K
4.76K $319K
EXPD
Expeditors International Of Washington Inc

Industrials
685
+ 31.24%
$110.5 - $128.26 $75.7K - $87.9K
2.88K $318K
VTWO
Vanguard Russell 2000 ETF

ETFs
305
+ 11.52%
$87.42 - $98.06 $26.7K - $29.9K
2.95K $263K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
243
+ 3.04%
$53.94 - $58.15 $13.1K - $14.1K
8.23K $463K
IYW
Ishares Dj Us Tech ETF

ETFs
31
+ 1.2%
$148.14 - $166.23 $4.59K - $5.15K
2.62K $417K
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 2.32%
$280.04 - $302.45 $9.8K - $10.6K
1.54K $446K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 1.16%
$521.84 - $558.82 $4.7K - $5.03K
788 $424K
UEC
Uranium Energy Corp

Energy
728
+ 5.32%
$6.55 - $8.6 $4.77K - $6.26K
14.4K $96K
SCHO
Schwab Short Term Us Treasury

ETFs
54.5K
+ 104.47%
$24.06 - $48.88 $1.31M - $2.66M
107K $2.56M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.21K
+ 17.11%
$33.93 - $38.37 $41.2K - $46.5K
8.3K $284K
AMAT
Applied Materials Inc

Technology
2.4K
+ 24.82%
$161.44 - $213.89 $387K - $513K
12.1K $1.96M
VO
Vanguard Mid Cap ETF

ETFs
26
+ 1.6%
$261.5 - $284.63 $6.8K - $7.4K
1.65K $434K
SYY
Sysco Corp

Consumer Defensive
128
+ 4.4%
$73.63 - $81.77 $9.42K - $10.5K
3.04K $232K
BND
Vanguard Bd Index Fd Inc Total

ETFs
543
+ 4.94%
$71.75 - $75.11 $39K - $40.8K
11.5K $829K
RTX
Raytheon Technologies Corp

Industrials
152
+ 5.14%
$114.45 - $127.21 $17.4K - $19.3K
3.11K $359K
BITF
Bitfarms LTD

Financial Services
7.34K
+ 42.36%
$1.49 - $2.69 $10.9K - $19.7K
24.7K $36K
Ishares Bitcoin Trust ETF
26.3K
+ 23.61%
N/A
138K $0
First Tr Exchng Traded Fd Vi
1.81K
+ 25.16%
N/A
9.01K $0
Hive Digital Technologies Lt
5.15K
+ 46.19%
N/A
16.3K $0
VEA
Vanguard Ftse Developed Market

ETFs
610
+ 10.24%
$47.57 - $52.44 $29K - $32K
6.57K $313K
SPSB
Spdr Portfolio Short Term Corp

ETFs
754
+ 1.34%
$29.77 - $30.19 $22.4K - $22.8K
57.2K $1.71M
FDVV
Fidelity High Dividend ETF

ETFs
13
+ 0.31%
$49.66 - $52.63 $646 - $684
4.25K $212K
IVE
Ishares S&P 500 Value ETF

ETFs
60
+ 2.58%
$189.5 - $206.17 $11.4K - $12.4K
2.39K $456K
SPTS
Spdr Portfolio Short Term Trea

ETFs
314
+ 0.97%
$28.88 - $29.33 $9.07K - $9.21K
32.7K $947K
SJNK
Spdr Bloomberg Short Term High

ETFs
47
+ 0.48%
$25.09 - $25.69 $1.18K - $1.21K
9.86K $248K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
179
+ 2.33%
$49.87 - $52.46 $8.93K - $9.39K
7.88K $393K
ADBE
Adobe Inc.

Technology
95
+ 14.31%
$437.39 - $552.96 $41.6K - $52.5K
759 $337K
UPS
United Parcel Service Inc

Industrials
145
+ 6.04%
$122.65 - $138.35 $17.8K - $20.1K
2.55K $321K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6
+ 0.09%
$81.68 - $82.93 $490 - $498
6.46K $529K
EFG
Msci Eafe Growth ETF

ETFs
887
+ 10.1%
$96.83 - $106.88 $85.9K - $94.8K
9.67K $936K
LOW
Lowes Companies Inc

Consumer Cyclical
134
+ 7.64%
$244.52 - $284.07 $32.8K - $38.1K
1.89K $465K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
491
+ 2.59%
$11.03 - $12.17 $5.42K - $5.98K
19.5K $218K
UNP
Union Pacific Corp

Industrials
60
+ 4.31%
$223.15 - $249.32 $13.4K - $15K
1.45K $330K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
171
+ 1.61%
$45.17 - $47.23 $7.72K - $8.08K
10.8K $488K
XOM
Exxon Mobil Corp

Energy
668
+ 7.64%
$105.51 - $125.37 $70.5K - $83.7K
9.42K $1.01M
TSCO
Tractor Supply CO

Consumer Cyclical
3.3K
+ 414.47%
$52.59 - $303.74 $173K - $1M
4.09K $217K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
228
+ 3.23%
$44.04 - $49.49 $10K - $11.3K
7.29K $320K
DFAE
Dimensional ETF Tr

ETFs
383
+ 2.83%
$25.36 - $28.15 $9.71K - $10.8K
13.9K $353K
PG
Procter & Gamble CO

Consumer Defensive
41
+ 0.84%
$161.05 - $179.7 $6.6K - $7.37K
4.94K $827K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
457
+ 4.82%
$55.45 - $61.08 $25.3K - $27.9K
9.95K $551K
SPTL
Spdr Portfolio Long Term Treas

ETFs
331
+ 2.26%
$26.05 - $29.17 $8.62K - $9.66K
15K $392K
EFV
Msci Eafe Value ETF

ETFs
743
+ 4.56%
$51.78 - $57.15 $38.5K - $42.5K
17.1K $894K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.85K
+ 60.33%
$25.33 - $51.16 $97.4K - $197K
10.2K $264K
LLY
Eli Lilly & CO

Healthcare
975
+ 13.58%
$727.2 - $932.06 $709K - $909K
8.15K $6.29M
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
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