Lifeworks Advisors, LLC Reduced Holdings in Q1 2025

Lifeworks Advisors, LLC

  • $584 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-264
- 17.12%
$271.18 - $303.12 $71.6K - $80K
1.28K $351K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.64K
- 16.49%
$54.25 - $57.64 $89K - $94.5K
8.31K $457K
LOW
Lowes Companies Inc

Consumer Cyclical
-285
- 15.1%
$222.66 - $268.42 $63.5K - $76.5K
1.6K $373K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-561
- 9.7%
$62.43 - $84.12 $35K - $47.2K
5.22K $340K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.19K
- 24.9%
$65.27 - $71.18 $77.4K - $84.4K
3.58K $237K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-1.87K
- 26.03%
$40.29 - $42.24 $75.3K - $78.9K
5.31K $217K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-880
- 13.63%
$81.83 - $82.73 $72K - $72.8K
5.58K $461K
GMOM
Cambria ETF Tr Cambria Global

ETFs
-2.19K
- 11.82%
$28.24 - $30.2 $61.9K - $66.2K
16.4K $467K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-2.44K
- 20.63%
$28.37 - $29.61 $69.3K - $72.4K
9.4K $275K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-2.83K
- 12.37%
$20.82 - $22.08 $58.9K - $62.5K
20K $430K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.42K
- 9.14%
$29.34 - $31.31 $41.8K - $44.6K
14.2K $420K
PG
Procter & Gamble CO

Consumer Defensive
-388
- 7.86%
$158.56 - $176.26 $61.5K - $68.4K
4.55K $774K
CTVA
Corteva, Inc.

Basic Materials
-1.56K
- 19.17%
$55.94 - $66.15 $87.2K - $103K
6.57K $413K
ADI
Analog Devices Inc

Technology
-143
- 11.73%
$201.56 - $243.82 $28.8K - $34.9K
1.08K $216K
PKG
Packaging Corp Of America

Consumer Cyclical
-24
- 1.76%
$192.03 - $242.13 $4.61K - $5.81K
1.34K $265K
UEC
Uranium Energy Corp

Energy
-2.7K
- 18.73%
$4.77 - $8.2 $12.9K - $22.1K
11.7K $55K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-20
- 0.24%
$51.45 - $58.51 $1.03K - $1.17K
8.21K $425K
EBND
Spdr Bloomberg Emerging Market

ETFs
-2.42K
- 10.2%
$19.47 - $20.36 $47.1K - $49.2K
21.3K $427K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-2.46K
- 10.85%
$18.46 - $19.19 $45.3K - $47.1K
20.2K $387K
MPWR
Monolithic Power Systems Inc

Technology
-39
- 6.24%
$565.7 - $720.25 $22.1K - $28.1K
586 $339K
RWO
Spdr Dow Jones Global Real Est

ETFs
-806
- 12.5%
$41.41 - $45.24 $33.4K - $36.5K
5.64K $246K
SRLN
Ssga Active Trust

ETFs
-580
- 8.83%
$41.02 - $41.99 $23.8K - $24.4K
5.99K $246K
WFC
Wells Fargo & Company

Financial Services
-441
- 11.84%
$66.78 - $81.42 $29.4K - $35.9K
3.29K $235K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-443
- 1.36%
$49.78 - $53.19 $22.1K - $23.6K
32.2K $1.64M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-425
- 4.21%
$26.06 - $28.54 $11.1K - $12.1K
9.68K $253K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.04K
- 10.24%
$30.35 - $33.16 $31.7K - $34.6K
9.15K $292K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-4
- 0.07%
$45.72 - $51.73 $183 - $207
5.84K $268K
EMHC
Spdr Bloomberg Emerging Market
-1.07K
- 10.91%
$23.72 - $24.56 $25.4K - $26.3K
8.76K $211K
EFV
Msci Eafe Value ETF

ETFs
-2.23K
- 13.05%
$51.88 - $60.73 $115K - $135K
14.8K $873K
BITF
Bitfarms LTD

Financial Services
-1.24K
- 5.03%
$0.79 - $1.76 $980 - $2.18K
23.4K $18K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-352
- 4.47%
$49.42 - $50.43 $17.4K - $17.8K
7.52K $376K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-283
- 5.72%
$48.25 - $52.09 $13.7K - $14.7K
4.67K $230K
SYY
Sysco Corp

Consumer Defensive
-130
- 4.28%
$70.0 - $77.13 $9.1K - $10K
2.91K $218K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
-1.27K
- 6.5%
$10.9 - $12.02 $13.8K - $15.2K
18.2K $214K
XLP
Consumer Staples Sector Spdr

ETFs
-31
- 0.99%
N/A
3.1K $235K
DVA
Davita Inc.

Healthcare
-48
- 2.57%
$140.0 - $177.35 $6.72K - $8.51K
1.82K $278K
Lam Research Corp
-18K
- 73.89%
N/A
6.37K $0
First Tr Exchng Traded Fd Vi
-281
- 3.12%
N/A
8.73K $0
Hive Digital Technologies Lt
-713
- 4.37%
N/A
15.6K $0
Te Connectivity PLC
-976
- 24.18%
N/A
3.06K $0
XLU
Utilities Sector Spdr

ETFs
-8
- 0.3%
$74.7 - $80.27 $598 - $642
2.64K $207K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-6.66K
- 4.19%
$13.05 - $13.97 $87K - $93.1K
152K $2.08M
LYG
Lloyds Banking Group PLC

Financial Services
-4.28K
- 16.95%
$2.58 - $3.9 $11K - $16.7K
21K $80K
UNH
Unitedhealth Group Inc

Healthcare
-9
- 0.61%
$461.52 - $548.18 $4.15K - $4.93K
1.48K $773K
EXPD
Expeditors International Of Washington Inc

Industrials
-8
- 0.28%
$109.09 - $126.48 $873 - $1.01K
2.87K $345K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-529
- 14.36%
$402.49 - $513.76 $213K - $272K
3.16K $1.53M
TRV
Travelers Companies, Inc.

Financial Services
-2
- 0.09%
$232.43 - $265.13 $465 - $530
2.1K $556K
FOX
Fox Corp Cl B (De)

Communication Services
-652
- 4.62%
$45.64 - $54.23 $29.8K - $35.4K
13.5K $710K
KO
Coca Cola CO

Consumer Defensive
-527
- 3.78%
$60.81 - $72.32 $32K - $38.1K
13.4K $960K
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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