Lifeworks Advisors, LLC New Holdings in Q2 2025

Lifeworks Advisors, LLC

  • $638 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NLOK
Norton Life Lock Inc.

Technology
213K
New
N/A
213K $4.58M
IHF
Ishares Tr

ETFs
19.2K
New
$46.2 - $54.6 $886K - $1.05M
19.2K $932K
IDU
Ishares Tr U S Utils ETF

ETFs
8.88K
New
$93.98 - $106.11 $835K - $942K
8.88K $928K
EWJ
Ishares Msci Japan ETF

ETFs
8.04K
New
$61.32 - $75.28 $493K - $605K
8.04K $602K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.37K
New
$85.42 - $94.39 $544K - $601K
6.37K $598K
SOXX
Ishares Semiconductor ETF

ETFs
2.3K
New
$154.86 - $239.07 $356K - $550K
2.3K $549K
IEMG
Ishares Inc

ETFs
8.94K
New
N/A
8.94K $479K
NEM
Newmont Corp

Basic Materials
8.18K
New
$44.18 - $59.46 $361K - $486K
8.18K $476K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.7K
New
$38.81 - $44.28 $415K - $473K
10.7K $453K
K
Kellogg CO

Consumer Defensive
5.44K
New
$77.85 - $82.88 $423K - $451K
5.44K $432K
TFLO
Ishares Treasury Floating Rate

ETFs
5.49K
New
$50.47 - $50.66 $277K - $278K
5.49K $278K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.34K
New
$50.1 - $51.02 $267K - $272K
5.34K $272K
BKNG
Booking Holdings Inc.

Consumer Cyclical
43
New
$4164.15 - $5789.24 $179K - $249K
43 $248K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.62K
New
$51.1 - $53.29 $236K - $246K
4.62K $246K
DAL
Delta Air Lines, Inc.

Industrials
4.86K
New
$35.88 - $52.99 $174K - $258K
4.86K $239K
MDT
Medtronic PLC

Healthcare
2.67K
New
$80.68 - $88.86 $215K - $237K
2.67K $232K
CVNA
Carvana Co.

Consumer Cyclical
689
New
$162.57 - $345.64 $112K - $238K
689 $232K
TROW
Price T Rowe Group Inc

Financial Services
2.38K
New
$80.27 - $98.06 $191K - $234K
2.38K $229K
SCHW
Schwab Charles Corp

Financial Services
2.41K
New
$69.06 - $91.24 $166K - $220K
2.41K $219K
DASH
Door Dash, Inc.

Communication Services
884
New
$163.16 - $246.51 $144K - $218K
884 $217K
BBY
Best Buy CO Inc

Consumer Cyclical
3.18K
New
$56.17 - $75.73 $179K - $241K
3.18K $213K
VBR
Vanguard Small Cap Value ETF

ETFs
1.03K
New
$162.76 - $195.77 $167K - $201K
1.03K $200K
Bunge Global Sa
3.24K
New
N/A
3.24K $0
Blackrock ETF Trust
11.2K
New
N/A
11.2K $0
Strategic Trust
8.33K
New
N/A
8.33K $0
Tidal Tr Ii
10K
New
N/A
10K $0
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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