Lifeworks Advisors, LLC New Holdings in Q1 2025

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNA
Paragon 28, Inc.

Healthcare
200K
New
$10.25 - $13.09 $2.05M - $2.62M
200K $2.62M
EMN
Eastman Chemical CO

Basic Materials
23.5K
New
$87.05 - $103.47 $2.05M - $2.43M
23.5K $2.07M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
37.6K
New
$50.39 - $50.66 $1.9M - $1.91M
37.6K $1.91M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
39.3K
New
$38.99 - $40.37 $1.53M - $1.59M
39.3K $1.58M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
76.4K
New
$18.55 - $18.81 $1.42M - $1.44M
76.4K $1.43M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
25.9K
New
$38.36 - $41.43 $994K - $1.07M
25.9K $1M
CGGR
Capital Group Growth ETF Shs C

ETFs
27.4K
New
$33.98 - $39.84 $931K - $1.09M
27.4K $938K
FFIV
F5, Inc.

Technology
3.1K
New
$251.75 - $310.6 $780K - $962K
3.1K $824K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
24.5K
New
$28.55 - $29.09 $701K - $714K
24.5K $708K
CLX
Clorox CO

Consumer Defensive
3.47K
New
$141.76 - $162.89 $492K - $566K
3.47K $511K
DRI
Darden Restaurants Inc

Consumer Cyclical
2.19K
New
$180.02 - $208.56 $393K - $456K
2.19K $453K
EEM
Ishares Msci Emerging Markets

ETFs
7.27K
New
$40.81 - $45.34 $297K - $329K
7.27K $317K
UBER
Uber Technologies, Inc

Technology
4.13K
New
$63.17 - $81.49 $261K - $336K
4.13K $300K
AXON
Axon Enterprise, Inc.

Industrials
558
New
$496.65 - $710.01 $277K - $396K
558 $293K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.76K
New
$97.25 - $104.79 $269K - $289K
2.76K $286K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.77K
New
$91.76 - $103.26 $254K - $286K
2.77K $256K
MU
Micron Technology Inc

Technology
2.94K
New
$86.89 - $109.38 $255K - $321K
2.94K $255K
MA
Mastercard Inc

Financial Services
437
New
$504.67 - $576.31 $221K - $252K
437 $239K
TMO
Thermo Fisher Scientific Inc.

Healthcare
452
New
$497.6 - $606.74 $225K - $274K
452 $224K
PSX
Phillips 66

Energy
1.81K
New
$113.93 - $131.55 $206K - $238K
1.81K $223K
DUK
Duke Energy Corp

Utilities
1.79K
New
$105.87 - $121.97 $190K - $219K
1.79K $218K
SNPS
Synopsys Inc

Technology
506
New
$428.58 - $551.54 $217K - $279K
506 $216K
CTRA
Coterra Energy Inc.

Energy
7.34K
New
$25.51 - $29.83 $187K - $219K
7.34K $212K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.84K
New
$110.9 - $132.93 $204K - $245K
1.84K $209K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.03K
New
$196.12 - $229.48 $202K - $237K
1.03K $208K
HEFA
Ishares Currency Hedged Msci E

ETFs
5.67K
New
$34.83 - $37.52 $197K - $213K
5.67K $205K
STLD
Steel Dynamics Inc

Basic Materials
1.61K
New
N/A
1.61K $158K
Pacer Fds Tr
46.7K
New
N/A
46.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
58.3K
New
N/A
58.3K $0
SFLR
Innovator Etfs Tr Equity Manag
31.6K
New
N/A
31.6K $0
Tidal Tr Ii
16.8K
New
N/A
16.8K $0
Super Micro Computer Inc
10.8K
New
N/A
10.8K $0
First Tr Exchng Traded Fd Vi
6.53K
New
N/A
6.53K $0
Gsk PLC
5.22K
New
N/A
5.22K $0
Blackrock Inc
225
New
N/A
225 $0
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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