Lifeworks Advisors, LLC Incresed Positions in Q2 2025

Lifeworks Advisors, LLC

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

ETFs
107
+ 2.81%
$61.08 - $74.04 $6.54K - $7.92K
3.91K $289K
PSX
Phillips 66

Energy
267
+ 14.74%
$92.87 - $125.73 $24.8K - $33.6K
2.08K $248K
HIG
Hartford Financial Services Group, Inc.

Financial Services
97
+ 3.09%
$109.83 - $131.67 $10.7K - $12.8K
3.24K $411K
CTSH
Cognizant Technology Solutions Corp

Technology
190
+ 4.41%
$66.47 - $81.81 $12.6K - $15.5K
4.5K $351K
XLU
Utilities Sector Spdr

ETFs
153
+ 5.8%
$73.09 - $82.77 $11.2K - $12.7K
2.79K $227K
VLO
Valero Energy Corp

Energy
86
+ 2.59%
$104.69 - $141.77 $9K - $12.2K
3.41K $458K
CRM
Salesforce, Inc.

Technology
40
+ 2.9%
$236.26 - $291.15 $9.45K - $11.6K
1.42K $387K
LYG
Lloyds Banking Group PLC

Financial Services
690
+ 3.29%
$3.32 - $4.29 $2.29K - $2.96K
21.7K $92K
XLP
Consumer Staples Sector Spdr

ETFs
138
+ 4.45%
N/A
3.24K $246K
BND
Vanguard Bd Index Fd Inc Total

ETFs
104
+ 1.15%
$72.02 - $73.82 $7.49K - $7.68K
9.16K $674K
IP
International Paper CO

Consumer Cyclical
1.27K
+ 16.2%
$43.89 - $54.46 $55.7K - $69.1K
9.1K $426K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11
+ 0.13%
$45.2 - $46.6 $497 - $513
8.24K $382K
XLV
Select Sector Spdr Fund Health

ETFs
215
+ 8.84%
$128.77 - $144.3 $27.7K - $31K
2.65K $356K
Pacer Fds Tr
671
+ 1.44%
N/A
47.4K $0
Ishares Bitcoin Trust ETF
5K
+ 3.53%
N/A
147K $0
SFLR
Innovator Etfs Tr Equity Manag
477
+ 1.51%
N/A
32.1K $0
Tidal Tr Ii
21.2K
+ 126.66%
N/A
38K $0
Ea Series Trust
63.1K
+ 212.83%
N/A
92.8K $0
Super Micro Computer Inc
67.1K
+ 621.29%
N/A
77.9K $0
LOW
Lowes Companies Inc

Consumer Cyclical
77
+ 4.8%
$210.83 - $235.28 $16.2K - $18.1K
1.68K $372K
HSY
Hershey CO

Consumer Defensive
100
+ 2.59%
$151.29 - $173.13 $15.1K - $17.3K
3.96K $657K
EXPD
Expeditors International Of Washington Inc

Industrials
12
+ 0.42%
$102.84 - $122.24 $1.23K - $1.47K
2.88K $329K
BIIB
Biogen Inc.

Healthcare
244
+ 5.48%
$113.38 - $135.49 $27.7K - $33.1K
4.7K $589K
ELV
Elevance Health, Inc.

Healthcare
51
+ 4.1%
$372.27 - $452.69 $19K - $23.1K
1.3K $503K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
3.04K
+ 1.99%
$12.21 - $13.9 $37.1K - $42.2K
155K $2.03M
XOM
Exxon Mobil Corp

Energy
530
+ 5.43%
$99.93 - $119.04 $53K - $63.1K
10.3K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
57
+ 3.19%
$483.48 - $539.8 $27.6K - $30.8K
1.85K $896K
GILD
Gilead Sciences, Inc.

Healthcare
53
+ 0.07%
$96.91 - $113.0 $5.14K - $5.99K
80.5K $8.93M
AAPL
Apple Inc.

Technology
1.95K
+ 6.75%
$172.42 - $223.89 $337K - $437K
30.9K $6.34M
GIS
General Mills Inc

Consumer Defensive
7
+ 0.06%
$50.37 - $60.97 $353 - $427
12.1K $627K
UNH
Unitedhealth Group Inc

Healthcare
67
+ 4.54%
$274.35 - $599.47 $18.4K - $40.2K
1.54K $481K
LYB
Lyondell Basell Industries N.V.

Basic Materials
561
+ 0.99%
$53.23 - $70.65 $29.9K - $39.6K
57.2K $3.31M
ABBV
Abb Vie Inc.

Healthcare
1.58K
+ 3.51%
$170.16 - $206.27 $268K - $325K
46.4K $8.62M
CPB
Campbell Soup CO

Consumer Defensive
14.1K
+ 6.64%
$30.65 - $39.9 $431K - $561K
226K $6.92M
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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