Lifeworks Advisors, LLC Reduced Holdings in Q2 2025

Lifeworks Advisors, LLC

  • $638 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ED
Consolidated Edison Inc

Utilities
-136
- 2.61%
$98.05 - $113.3 $13.3K - $15.4K
5.08K $509K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.76K
- 1.32%
$24.98 - $25.66 $68.9K - $70.8K
207K $5.29M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.8K
- 30.88%
$40.94 - $52.1 $73.8K - $93.9K
4.04K $210K
KO
Coca Cola CO

Consumer Defensive
-602
- 4.49%
$68.37 - $73.9 $41.2K - $44.5K
12.8K $906K
COST
Costco Wholesale Corp

Consumer Defensive
-91
- 9.95%
$908.13 - $1056.85 $82.6K - $96.2K
824 $815K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-3.05K
- 3.99%
$18.21 - $18.97 $55.5K - $57.8K
73.4K $1.39M
UNP
Union Pacific Corp

Industrials
-119
- 8.07%
$208.27 - $238.46 $24.8K - $28.4K
1.36K $311K
ADBE
Adobe Inc.

Technology
-100
- 12.72%
$340.0 - $420.68 $34K - $42.1K
686 $265K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-747
- 7.94%
$27.55 - $29.44 $20.6K - $22K
8.66K $239K
JPM
Jpmorgan Chase & CO

Financial Services
-759
- 17.99%
$210.28 - $289.91 $160K - $220K
3.46K $1M
DGX
Quest Diagnostics Inc

Healthcare
-226
- 4.65%
N/A
4.64K $635K
GMOM
Cambria ETF Tr Cambria Global

ETFs
-1.55K
- 9.47%
$25.79 - $29.78 $39.9K - $46.1K
14.8K $439K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.4K
- 2.97%
$22.4 - $23.8 $53.8K - $57.2K
78.7K $1.87M
MO
Altria Group, Inc.

Consumer Defensive
-224
- 2.36%
$55.56 - $60.91 $12.4K - $13.6K
9.25K $542K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-642
- 13.76%
$43.78 - $51.5 $28.1K - $33.1K
4.02K $207K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-252
- 6.87%
$91.43 - $91.74 $23K - $23.1K
3.42K $313K
DVA
Davita Inc.

Healthcare
-8
- 0.44%
$133.5 - $155.51 $1.07K - $1.24K
1.81K $257K
GOOGL
Alphabet Inc.

Communication Services
-920
- 13.92%
$144.7 - $178.6 $133K - $164K
5.69K $1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-961
- 3.92%
$27.29 - $29.28 $26.2K - $28.1K
23.6K $690K
CME
Cme Group Inc.

Financial Services
-131
- 7.68%
$252.37 - $290.71 $33.1K - $38.1K
1.58K $434K
DNP
Dnp Select Income Fund Inc

Financial Services
-1.52K
- 9.16%
$8.89 - $9.88 $13.5K - $15K
15K $147K
PKG
Packaging Corp Of America

Consumer Cyclical
-16
- 1.19%
$175.97 - $201.36 $2.82K - $3.22K
1.33K $249K
CTVA
Corteva, Inc.

Basic Materials
-1.24K
- 18.93%
$55.52 - $74.53 $69.1K - $92.7K
5.33K $397K
HD
Home Depot, Inc.

Consumer Cyclical
-40
- 1.13%
$335.24 - $380.78 $13.4K - $15.2K
3.5K $1.28M
BSX
Boston Scientific Corp

Healthcare
-579
- 7.68%
$89.7 - $107.41 $51.9K - $62.2K
6.96K $747K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-662
- 2.2%
$28.21 - $28.85 $18.7K - $19.1K
29.4K $846K
ENB
Enbridge Inc

Energy
-369
- 6.39%
$41.09 - $47.16 $15.2K - $17.4K
5.41K $244K
KR
Kroger CO

Consumer Defensive
-682
- 7.17%
$64.62 - $74.0 $44.1K - $50.5K
8.83K $633K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-151
- 1.88%
$25.48 - $27.78 $3.85K - $4.19K
7.88K $209K
DUK
Duke Energy Corp

Utilities
-2
- 0.11%
$112.46 - $124.05 $225 - $248
1.79K $211K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-173
- 0.65%
$29.07 - $29.38 $5.03K - $5.08K
26.5K $775K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-60
- 1.08%
$82.21 - $83.12 $4.93K - $4.99K
5.52K $457K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-69
- 0.34%
$18.83 - $19.22 $1.3K - $1.33K
20.1K $385K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-133
- 1.51%
$24.54 - $25.07 $3.26K - $3.33K
8.68K $217K
BITF
Bitfarms LTD

Financial Services
-2.88K
- 12.3%
$0.68 - $1.16 $1.96K - $3.34K
20.5K $17K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-254
- 7.1%
$59.24 - $71.39 $15K - $18.1K
3.32K $236K
First Tr Exchng Traded Fd Vi
-829
- 9.5%
N/A
7.9K $0
Arista Networks Inc
-1.89K
- 44.49%
N/A
2.36K $0
Hive Digital Technologies Lt
-2.23K
- 14.31%
N/A
13.4K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-2.45K
- 4.2%
N/A
55.9K $0
Te Connectivity PLC
-1.66K
- 54.12%
N/A
1.4K $0
RWO
Spdr Dow Jones Global Real Est

ETFs
-40
- 0.71%
$38.85 - $45.0 $1.55K - $1.8K
5.6K $247K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-33
- 0.14%
$45.12 - $46.23 $1.49K - $1.53K
23.4K $1.08M
SRLN
Ssga Active Trust

ETFs
-40
- 0.67%
$39.47 - $41.59 $1.58K - $1.66K
5.95K $247K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7
- 0.23%
$77.94 - $79.5 $546 - $557
3.07K $243K
VCIT
Vanguard Intermediate Term Cor

ETFs
-23
- 0.82%
$79.56 - $82.92 $1.83K - $1.91K
2.77K $229K
GPC
Genuine Parts CO

Consumer Cyclical
-41
- 1.21%
$105.54 - $129.09 $4.33K - $5.29K
3.35K $406K
TRV
Travelers Companies, Inc.

Financial Services
-15
- 0.71%
$233.83 - $276.34 $3.51K - $4.15K
2.09K $558K
EMHC
Spdr Bloomberg Emerging Market
-52
- 0.59%
$23.06 - $24.61 $1.2K - $1.28K
8.7K $214K
Activity Summary
Buys All Purchases 162 New Holdings 27 Increased Positions 135 Sells All Sells 139 Reductions 139 Sold out 0 Options Calls 0 Puts 0
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