Lifeworks Advisors, LLC New Holdings in Q3 2024

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
1.17K
New
$197.34 - $237.68 $231K - $279K
1.17K $264K
EMHC
Spdr Bloomberg Emerging Market
10.5K
New
$23.61 - $25.14 $248K - $264K
10.5K $263K
TER
Teradyne, Inc

Technology
1.94K
New
$114.25 - $163.0 $222K - $316K
1.94K $259K
GE
General Electric CO

Industrials
1.37K
New
$156.66 - $189.66 $214K - $259K
1.37K $257K
FENY
Fidelity Covington Tr Msci Ene

ETFs
10.6K
New
$23.09 - $25.75 $244K - $272K
10.6K $254K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.65K
New
$81.17 - $90.77 $215K - $240K
2.65K $236K
DUK
Duke Energy Corp

Utilities
2.04K
New
$99.35 - $117.71 $203K - $240K
2.04K $235K
CRWD
Crowd Strike Holdings, Inc.

Technology
840
New
$217.89 - $392.15 $183K - $329K
840 $235K
CVX
Chevron Corp

Energy
1.58K
New
$137.88 - $161.97 $218K - $256K
1.58K $232K
TSCO
Tractor Supply CO

Consumer Cyclical
795
New
$251.95 - $290.93 $200K - $231K
795 $231K
ENB
Enbridge Inc

Energy
5.63K
New
$35.27 - $41.18 $199K - $232K
5.63K $228K
CRM
Salesforce, Inc.

Technology
832
New
$238.42 - $276.53 $198K - $230K
832 $227K
SYY
Sysco Corp

Consumer Defensive
2.91K
New
$69.16 - $78.98 $201K - $230K
2.91K $227K
MSTR
Microstrategy Inc

Technology
1.34K
New
$114.3 - $1800.09 $153K - $2.4M
1.34K $225K
TMO
Thermo Fisher Scientific Inc.

Healthcare
364
New
$531.86 - $624.21 $194K - $227K
364 $225K
DIAL
Columbia ETF Tr I Diversified

ETFs
12K
New
$17.48 - $18.51 $210K - $222K
12K $222K
BBY
Best Buy CO Inc

Consumer Cyclical
2.11K
New
$80.23 - $103.29 $169K - $218K
2.11K $218K
UBER
Uber Technologies, Inc

Technology
2.87K
New
$58.48 - $77.47 $168K - $222K
2.87K $215K
FDVV
Fidelity High Dividend ETF

ETFs
4.24K
New
$46.26 - $50.65 $196K - $215K
4.24K $214K
NYF
Ishares New York Muni Bond ETF

ETFs
3.91K
New
$53.13 - $54.36 $208K - $212K
3.91K $212K
NUE
Nucor Corp

Basic Materials
1.36K
New
$137.77 - $166.14 $187K - $226K
1.36K $204K
NRG
Nrg Energy, Inc.

Utilities
2.22K
New
$68.89 - $91.22 $153K - $203K
2.22K $202K
IEFA
Ishares Tr

ETFs
2.59K
New
$70.09 - $78.74 $181K - $204K
2.59K $202K
XLP
Consumer Staples Sector Spdr

ETFs
2.47K
New
$76.04 - $76.04 $188K - $188K
2.47K $187K
DNP
Dnp Select Income Fund Inc

Financial Services
15K
New
$8.21 - $10.03 $123K - $151K
15K $150K
UEC
Uranium Energy Corp

Energy
13.7K
New
$4.26 - $6.85 $58.3K - $93.7K
13.7K $84K
BITF
Bitfarms LTD

Financial Services
17.3K
New
$1.79 - $2.97 $31K - $51.5K
17.3K $36K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
20K
New
$0.85 - $1.23 $17K - $24.6K
20K $22K
Hive Digital Technologies Lt
11.2K
New
N/A
11.2K $0
Grayscale Bitcoin Mini Tr Bt
18.1K
New
N/A
18.1K $0
Te Connectivity PLC
16K
New
N/A
16K $0
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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