Lifeworks Advisors, LLC New Holdings in Q3 2024

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GDDY
Go Daddy Inc.

Technology
22.1K
New
$141.41 - $167.41 $3.13M - $3.71M
22.1K $3.47M
SGOL
Abrdn Gold ETF Trust

ETFs
135K
New
$22.26 - $25.51 $3M - $3.44M
135K $3.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.71K
New
$434.77 - $502.96 $2.92M - $3.38M
6.71K $3.28M
IYR
Ishares Tr

ETFs
29.3K
New
$86.93 - $103.61 $2.54M - $3.03M
29.3K $2.98M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
48.2K
New
$36.02 - $41.68 $1.73M - $2.01M
48.2K $1.99M
VTV
Vanguard Value ETF

ETFs
10.2K
New
$159.75 - $174.57 $1.62M - $1.77M
10.2K $1.77M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
119K
New
$12.67 - $14.36 $1.51M - $1.71M
119K $1.6M
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
46.4K
New
$24.9 - $28.99 $1.16M - $1.35M
46.4K $1.34M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
18.1K
New
$57.69 - $64.56 $1.05M - $1.17M
18.1K $1.16M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
21.3K
New
$48.71 - $54.57 $1.04M - $1.16M
21.3K $1.15M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
30.2K
New
$31.25 - $35.38 $944K - $1.07M
30.2K $1.05M
VUG
Vanguard Growth ETF

ETFs
2.6K
New
$341.08 - $391.94 $887K - $1.02M
2.6K $998K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.6K
New
$57.32 - $62.65 $837K - $915K
14.6K $910K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
33.4K
New
$23.04 - $24.06 $768K - $802K
33.4K $802K
VB
Vanguard Small Cap ETF

ETFs
2.74K
New
$214.77 - $237.72 $588K - $650K
2.74K $649K
GMOM
Cambria ETF Tr Cambria Global

ETFs
19K
New
$26.73 - $29.85 $507K - $567K
19K $561K
EBND
Spdr Bloomberg Emerging Market

ETFs
25.6K
New
$19.74 - $21.39 $505K - $547K
25.6K $544K
TRV
Travelers Companies, Inc.

Financial Services
2.28K
New
$201.87 - $242.35 $461K - $553K
2.28K $534K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10.6K
New
$44.9 - $47.55 $476K - $504K
10.6K $500K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.61K
New
$49.93 - $51.15 $480K - $491K
9.61K $491K
VCIT
Vanguard Intermediate Term Cor

ETFs
5.81K
New
$79.29 - $84.02 $461K - $488K
5.81K $486K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
25K
New
$18.35 - $19.01 $459K - $476K
25K $474K
MPWR
Monolithic Power Systems Inc

Technology
507
New
$757.04 - $947.16 $384K - $480K
507 $468K
GLD
Spdr Gold Trust

ETFs
1.89K
New
$215.56 - $246.98 $408K - $467K
1.89K $459K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
9.38K
New
$47.01 - $48.2 $441K - $452K
9.38K $451K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.5K
New
$28.1 - $29.89 $409K - $435K
14.5K $434K
SPTL
Spdr Portfolio Long Term Treas

ETFs
14.7K
New
$26.69 - $29.87 $392K - $438K
14.7K $426K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.64K
New
$57.8 - $60.8 $384K - $404K
6.64K $401K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.7K
New
$49.77 - $51.95 $383K - $400K
7.7K $398K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.91K
New
$76.94 - $79.54 $378K - $390K
4.91K $389K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
11.1K
New
$30.27 - $34.42 $336K - $382K
11.1K $378K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.14K
New
$65.06 - $71.72 $335K - $369K
5.14K $365K
RTX
Raytheon Technologies Corp

Industrials
2.96K
New
$99.55 - $123.34 $294K - $365K
2.96K $358K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.95K
New
$150.01 - $182.29 $293K - $355K
1.95K $354K
OKE
Oneok Inc

Energy
3.87K
New
$78.62 - $95.27 $304K - $369K
3.87K $352K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
12.2K
New
$28.26 - $29.46 $343K - $358K
12.2K $349K
UNP
Union Pacific Corp

Industrials
1.39K
New
$221.78 - $256.09 $308K - $356K
1.39K $342K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.06K
New
$41.9 - $48.26 $296K - $341K
7.06K $337K
RWO
Spdr Dow Jones Global Real Est

ETFs
7.11K
New
$41.23 - $48.48 $293K - $344K
7.11K $337K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.37K
New
$46.9 - $51.96 $299K - $331K
6.37K $328K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.18K
New
$51.02 - $52.74 $315K - $326K
6.18K $325K
EWJ
Ishares Msci Japan ETF

ETFs
4.53K
New
$63.12 - $72.99 $286K - $331K
4.53K $324K
VEA
Vanguard Ftse Developed Market

ETFs
5.96K
New
$47.6 - $53.31 $283K - $317K
5.96K $314K
SRLN
Ssga Active Trust

ETFs
7.15K
New
$40.93 - $41.85 $293K - $299K
7.15K $298K
KR
Kroger CO

Consumer Defensive
5.01K
New
$50.43 - $57.3 $253K - $287K
5.01K $287K
EVRG
Evergy, Inc.

Utilities
4.63K
New
$52.46 - $62.01 $243K - $287K
4.63K $287K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.43K
New
$36.06 - $37.66 $268K - $280K
7.43K $279K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12K
New
$19.78 - $23.53 $237K - $282K
12K $277K
SCHC
Schwab Strategic Tr Intl Small

ETFs
7.09K
New
$34.48 - $38.87 $244K - $276K
7.09K $273K
Activity Summary
Buys All Purchases 216 New Holdings 82 Increased Positions 134 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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