Lifeworks Advisors, LLC Reduced Holdings in Q1 2025

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RE
Everest Re Group LTD

Financial Services
-12.8K
- 75.7%
N/A
4.12K $1.53M
AMGN
Amgen Inc

Healthcare
-16.2K
- 71.23%
$258.59 - $327.36 $4.18M - $5.29M
6.53K $2.04M
IWM
Ishares Russell 2000 ETF

ETFs
-13K
- 70.9%
$198.1 - $229.79 $2.58M - $2.99M
5.35K $1.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.68K
- 44.17%
$468.34 - $539.52 $2.19M - $2.52M
5.91K $2.77M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-44.9K
- 20.91%
$65.44 - $70.64 $2.94M - $3.17M
170K $11.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-98.3K
- 45.69%
$21.75 - $24.28 $2.14M - $2.39M
117K $2.58M
AVGO
Broadcom Inc.

Technology
-2.23K
- 10.45%
$167.43 - $244.7 $373K - $545K
19.1K $3.2M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-17.6K
- 72.6%
N/A
6.64K $569K
SGOL
Abrdn Gold ETF Trust

ETFs
-77.4K
- 40.62%
$25.14 - $29.82 $1.95M - $2.31M
113K $3.37M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.1K
- 18.84%
$64.88 - $72.1 $977K - $1.09M
64.9K $4.27M
IYR
Ishares Tr

ETFs
-14K
- 28.67%
$89.49 - $98.98 $1.25M - $1.39M
34.9K $3.34M
VMOT
Ea Ser Tr Value Momentum Trend

ETFs
-36.8K
- 33.56%
$24.98 - $26.31 $920K - $969K
73K $1.83M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-12.2K
- 43.66%
$55.52 - $69.21 $680K - $847K
15.8K $938K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-18.3K
- 52.54%
$41.45 - $46.58 $759K - $853K
16.5K $705K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-48.7K
- 48.22%
$18.36 - $20.51 $895K - $999K
52.3K $1.03M
ROMO
Strategy Shs Newfound/Resolve

ETFs
-22.9K
- 27.38%
$30.1 - $32.88 $690K - $754K
60.8K $1.85M
TSLA
Tesla, Inc.

Consumer Cyclical
-702
- 21.21%
$222.15 - $428.22 $156K - $301K
2.61K $675K
SPYG
Spdr Portfolio

ETFs
-5.38K
- 22.86%
$80.05 - $92.39 $431K - $497K
18.1K $1.46M
VCIT
Vanguard Intermediate Term Cor

ETFs
-7.37K
- 72.51%
$79.17 - $82.04 $584K - $605K
2.79K $228K
BMY
Bristol Myers Squibb CO

Healthcare
-9.85K
- 42.13%
$53.9 - $63.11 $531K - $621K
13.5K $824K
VGSH
Vanguard

ETFs
-8.33K
- 36.56%
$58.07 - $58.69 $484K - $489K
14.4K $848K
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
-19.4K
- 44.84%
$26.36 - $29.81 $511K - $578K
23.8K $672K
GOOGL
Alphabet Inc.

Communication Services
-1.24K
- 15.79%
$154.33 - $206.19 $191K - $256K
6.61K $1.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
-487
- 8.59%
$551.42 - $612.93 $269K - $298K
5.18K $2.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.4K
- 28.26%
$85.29 - $92.57 $461K - $500K
13.7K $1.25M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-13.2K
- 50.39%
$30.59 - $33.02 $404K - $436K
13K $413K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-20.6K
- 8.94%
$24.73 - $25.62 $508K - $527K
209K $5.35M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
-14.6K
- 42.68%
$23.44 - $26.38 $343K - $386K
19.6K $501K
XLE
Energy Sector Spdr

ETFs
-4.29K
- 40.0%
$85.7 - $93.96 $368K - $403K
6.44K $601K
EFG
Msci Eafe Growth ETF

ETFs
-3.34K
- 34.57%
$96.1 - $106.37 $321K - $355K
6.33K $632K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.89K
- 55.86%
$77.7 - $78.94 $302K - $307K
3.07K $242K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.19K
- 22.55%
$95.85 - $99.25 $306K - $316K
11K $1.08M
JBL
Jabil Inc

Technology
-959
- 5.38%
$130.51 - $173.33 $125K - $166K
16.9K $2.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.97K
- 17.68%
$37.07 - $40.63 $258K - $283K
32.5K $1.28M
GLW
Corning Inc

Technology
-2.27K
- 3.1%
$44.91 - $54.25 $102K - $123K
71.1K $3.25M
AMZN
Amazon Com Inc

Consumer Cyclical
-24
- 0.37%
$190.26 - $242.06 $4.57K - $5.81K
6.46K $1.23M
OKE
Oneok Inc

Energy
-1.86K
- 38.16%
$89.57 - $109.85 $167K - $204K
3.01K $298K
AXP
American Express CO

Financial Services
-361
- 11.19%
$255.39 - $325.87 $92.2K - $118K
2.87K $771K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-6.63K
- 11.59%
$29.82 - $30.1 $198K - $200K
50.6K $1.52M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-6.98K
- 46.51%
$25.54 - $27.64 $178K - $193K
8.03K $218K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-6.02K
- 18.44%
$28.92 - $29.24 $174K - $176K
26.6K $779K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.49K
- 21.55%
$71.17 - $73.66 $177K - $183K
9.05K $664K
VTV
Vanguard Value ETF

ETFs
-1.03K
- 11.11%
$167.73 - $179.21 $173K - $185K
8.26K $1.43M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.28K
- 7.7%
$67.03 - $74.61 $86K - $95.7K
15.4K $1.05M
VB
Vanguard Small Cap ETF

ETFs
-380
- 20.34%
$217.89 - $252.64 $82.8K - $96K
1.49K $329K
HD
Home Depot, Inc.

Consumer Cyclical
-87
- 2.4%
$347.25 - $424.87 $30.2K - $37K
3.54K $1.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.53K
- 23.53%
$44.68 - $46.49 $113K - $118K
8.23K $381K
SPMD
Spdr Portfolio

ETFs
-711
- 3.62%
$50.21 - $57.73 $35.7K - $41K
18.9K $969K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-869
- 5.22%
$40.03 - $46.81 $34.8K - $40.7K
15.8K $643K
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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