Lifeworks Advisors, LLC Incresed Positions in Q1 2025

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 2.23%
$890.62 - $1076.86 $17.8K - $21.5K
915 $865K
CRWD
Crowd Strike Holdings, Inc.

Technology
96
+ 9.99%
$308.86 - $455.36 $29.7K - $43.7K
1.06K $372K
CMCSA
Comcast Corp

Communication Services
1.45K
+ 8.65%
$33.19 - $38.23 $48.1K - $55.4K
18.2K $672K
FENY
Fidelity Covington Tr Msci Ene

ETFs
737
+ 5.85%
$23.24 - $26.16 $17.1K - $19.3K
13.3K $340K
GPC
Genuine Parts CO

Consumer Cyclical
254
+ 8.09%
$115.91 - $129.02 $29.4K - $32.8K
3.4K $404K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106
+ 13.45%
$507.05 - $563.67 $53.7K - $59.7K
894 $459K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
334
+ 12.14%
$96.18 - $109.82 $32.1K - $36.7K
3.09K $316K
DNP
Dnp Select Income Fund Inc

Financial Services
1.52K
+ 10.09%
$8.93 - $9.92 $13.5K - $15K
16.5K $163K
XLK
Technology Sector Spdr

ETFs
258
+ 28.96%
$206.38 - $242.18 $53.2K - $62.5K
1.15K $237K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
938
+ 14.23%
$57.21 - $65.8 $53.7K - $61.7K
7.53K $439K
WY
Weyerhaeuser CO

Real Estate
689
+ 8.53%
$27.29 - $31.39 $18.8K - $21.6K
8.77K $256K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
183
+ 0.79%
$44.72 - $46.25 $8.18K - $8.46K
23.4K $1.08M
CDNS
Cadence Design Systems Inc

Technology
247
+ 32.8%
$233.96 - $324.52 $57.8K - $80.2K
1K $254K
XLV
Select Sector Spdr Fund Health

ETFs
35
+ 1.46%
$137.61 - $149.68 $4.82K - $5.24K
2.43K $355K
XLI
Industrial Sector Spdr

ETFs
207
+ 12.31%
$128.78 - $141.67 $26.7K - $29.3K
1.89K $247K
BA
Boeing CO

Industrials
219
+ 10.21%
$148.15 - $186.25 $32.4K - $40.8K
2.36K $403K
ENB
Enbridge Inc

Energy
169
+ 3.01%
$41.54 - $45.45 $7.02K - $7.68K
5.78K $255K
CRM
Salesforce, Inc.

Technology
325
+ 30.81%
$268.36 - $359.95 $87.2K - $117K
1.38K $370K
UNP
Union Pacific Corp

Industrials
24
+ 1.65%
$225.21 - $254.42 $5.41K - $6.11K
1.48K $348K
SCHR
Schwab Intermediate Term Us Tr

ETFs
460
+ 5.51%
$24.05 - $24.86 $11.1K - $11.4K
8.82K $219K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
216
+ 3.55%
$51.52 - $52.37 $11.1K - $11.3K
6.3K $329K
CF
Cf Industries Holdings, Inc.

Basic Materials
611
+ 12.8%
$75.03 - $97.25 $45.8K - $59.4K
5.39K $420K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2
+ 0.05%
$97.38 - $104.52 $195 - $209
3.79K $387K
CTSH
Cognizant Technology Solutions Corp

Technology
60
+ 1.41%
$75.32 - $90.7 $4.52K - $5.44K
4.31K $329K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
164
+ 1.51%
$49.25 - $50.66 $8.08K - $8.31K
11.1K $548K
Ea Series Trust
1.7K
+ 6.07%
N/A
29.7K $0
Arista Networks Inc
1.16K
+ 37.77%
N/A
4.25K $0
Ishares Bitcoin Trust ETF
4.13K
+ 3.0%
N/A
142K $0
PEP
Pepsico Inc

Consumer Defensive
7
+ 0.12%
$142.64 - $156.42 $998 - $1.09K
6.09K $913K
META
Meta Platforms, Inc.

Communication Services
10
+ 0.54%
$576.36 - $736.67 $5.76K - $7.37K
1.87K $1.08M
DIS
Walt Disney CO

Communication Services
522
+ 9.25%
$96.87 - $114.0 $50.6K - $59.5K
6.17K $608K
PFE
Pfizer Inc

Healthcare
10.8K
+ 4.36%
$25.01 - $27.13 $269K - $292K
257K $6.52M
AMD
Advanced Micro Devices Inc

Technology
104
+ 5.56%
$96.63 - $129.55 $10K - $13.5K
1.97K $202K
PNR
Pentair PLC

Industrials
3.69K
+ 13.97%
$84.0 - $105.35 $310K - $389K
30.1K $2.63M
IYW
Ishares Dj Us Tech ETF

ETFs
170
+ 6.49%
$140.44 - $166.79 $23.9K - $28.4K
2.79K $391K
GOOG
Alphabet Inc.

Communication Services
133
+ 9.2%
$156.06 - $207.71 $20.8K - $27.6K
1.58K $246K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
313
+ 1.65%
$48.06 - $53.73 $15K - $16.8K
19.3K $941K
MCHP
Microchip Technology Inc

Technology
4.27K
+ 15.75%
$48.41 - $64.3 $207K - $274K
31.4K $1.52M
FCOM
Fidelity Covington Tr Msci Com

ETFs
696
+ 2.26%
$55.97 - $64.13 $39K - $44.6K
31.5K $1.77M
ADBE
Adobe Inc.

Technology
27
+ 3.56%
$377.84 - $464.11 $10.2K - $12.5K
786 $301K
UPS
United Parcel Service Inc

Industrials
17
+ 0.67%
$109.66 - $136.26 $1.86K - $2.32K
2.56K $281K
WMT
Walmart Inc.

Consumer Defensive
65
+ 0.33%
$84.5 - $105.05 $5.49K - $6.83K
19.9K $1.75M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
128
+ 0.35%
$32.42 - $36.13 $4.15K - $4.62K
37.2K $1.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
415
+ 3.79%
$92.45 - $106.69 $38.4K - $44.3K
11.4K $1.05M
FDIS
Fidelity Covington Tr Msci Con

ETFs
1.3K
+ 5.25%
$82.77 - $101.84 $107K - $132K
26K $2.19M
VTRS
Viatris Inc

Healthcare
89.6K
+ 33.69%
$8.68 - $12.42 $778K - $1.11M
356K $3.1M
HPQ
Hp Inc

Technology
11.1K
+ 10.44%
$27.69 - $34.72 $307K - $385K
117K $3.25M
ETN
Eaton Corp PLC

Industrials
1.07K
+ 10.81%
$271.83 - $371.23 $291K - $398K
11K $2.99M
ORCL
Oracle Corp

Technology
2.79K
+ 9.72%
$139.81 - $186.47 $390K - $520K
31.5K $4.4M
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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