Lifeworks Advisors, LLC New Holdings in Q3 2025

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
INCY
Incyte Corp

Healthcare
7.84K
New
$67.27 - $86.96 $527K - $682K
7.84K $664K
TJX
Tjx Companies Inc

Consumer Cyclical
3.95K
New
$121.35 - $144.54 $480K - $571K
3.95K $571K
INTU
Intuit Inc

Technology
602
New
$646.03 - $807.39 $389K - $486K
602 $411K
AEP
American Electric Power CO Inc

Utilities
3.54K
New
$103.26 - $115.0 $365K - $407K
3.54K $398K
TRMB
Trimble Inc.

Technology
4.81K
New
$76.46 - $85.24 $368K - $410K
4.81K $392K
ADSK
Autodesk, Inc.

Technology
1.59K
New
N/A
1.59K $390K
NOW
Service Now, Inc.

Technology
423
New
$850.86 - $1044.69 $360K - $442K
423 $389K
ADP
Automatic Data Processing Inc

Industrials
1.17K
New
$288.69 - $310.94 $337K - $363K
1.17K $343K
CAG
Conagra Brands Inc.

Consumer Defensive
18.7K
New
$18.04 - $21.14 $337K - $394K
18.7K $341K
XEL
Xcel Energy Inc

Utilities
4.16K
New
$67.56 - $80.65 $281K - $336K
4.16K $335K
PLTR
Palantir Technologies Inc.

Technology
1.61K
New
$130.68 - $186.97 $210K - $301K
1.61K $293K
HON
Honeywell International Inc

Industrials
1.35K
New
$207.7 - $240.4 $280K - $325K
1.35K $284K
PNW
Pinnacle West Capital Corp

Utilities
3.14K
New
$85.87 - $94.45 $270K - $297K
3.14K $281K
TER
Teradyne, Inc

Technology
1.92K
New
$90.15 - $137.64 $173K - $264K
1.92K $264K
GWRE
Guidewire Software, Inc.

Technology
1.12K
New
$207.82 - $261.88 $233K - $294K
1.12K $257K
TGT
Target Corp

Consumer Defensive
2.59K
New
$86.56 - $107.43 $224K - $278K
2.59K $232K
IEFA
Ishares Tr

ETFs
2.66K
New
$81.7 - $87.53 $217K - $233K
2.66K $232K
DVN
Devon Energy Corp

Energy
6.55K
New
$31.75 - $36.99 $208K - $242K
6.55K $229K
NRG
Nrg Energy, Inc.

Utilities
1.42K
New
$144.77 - $173.91 $205K - $246K
1.42K $229K
MA
Mastercard Inc

Financial Services
397
New
$550.18 - $598.96 $218K - $238K
397 $225K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.86K
New
$50.79 - $76.4 $145K - $218K
2.86K $218K
BDX
Becton Dickinson & CO

Healthcare
1.07K
New
$172.41 - $199.66 $184K - $213K
1.07K $200K
Tidal Trust Ii
12.4K
New
N/A
12.4K $0
Tidal Trust Ii
24.6K
New
N/A
24.6K $0
Blackrock ETF Trust Ii
6.86K
New
N/A
6.86K $0
Blackrock ETF Trust
16.1K
New
N/A
16.1K $0
Activity Summary
Buys All Purchases 166 New Holdings 27 Increased Positions 139 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 1 Puts 1
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