Lifeworks Advisors, LLC Reduced Holdings in Q2 2025

Lifeworks Advisors, LLC

  • $638 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
-40
- 0.22%
$11.69 - $13.91 $468 - $556
18.2K $217K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-593
- 3.76%
$35.35 - $42.68 $21K - $25.3K
15.2K $646K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.13K
- 9.44%
$498.8 - $620.9 $564K - $702K
10.8K $6.73M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-496
- 1.54%
$45.11 - $52.34 $22.4K - $26K
31.7K $1.66M
VO
Vanguard Mid Cap ETF

ETFs
-95
- 4.49%
$228.54 - $279.83 $21.7K - $26.6K
2.02K $565K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-340
- 3.51%
$23.95 - $29.34 $8.14K - $9.98K
9.34K $273K
XLI
Industrial Sector Spdr

ETFs
-68
- 3.6%
$116.42 - $147.52 $7.92K - $10K
1.82K $268K
UEC
Uranium Energy Corp

Energy
-127
- 1.08%
$4.0 - $7.05 $508 - $895
11.6K $78K
EBND
Spdr Bloomberg Emerging Market

ETFs
-186
- 0.87%
$19.57 - $21.4 $3.64K - $3.98K
21.1K $451K
VTI
Vanguard Total Stock Market Et

ETFs
-36
- 2.82%
$243.75 - $303.93 $8.78K - $10.9K
1.24K $377K
IWM
Ishares Russell 2000 ETF

ETFs
-260
- 4.86%
$174.82 - $215.79 $45.5K - $56.1K
5.09K $1.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-66
- 0.62%
$23.4 - $29.68 $1.54K - $1.96K
10.6K $315K
NFLX
Netflix Inc

Communication Services
-107
- 24.21%
$855.86 - $1339.13 $91.6K - $143K
335 $448K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-367
- 1.09%
$47.29 - $53.34 $17.4K - $19.6K
33.2K $1.75M
ADI
Analog Devices Inc

Technology
-14
- 1.3%
$164.6 - $238.02 $2.3K - $3.33K
1.06K $252K
SPMD
Spdr Portfolio

ETFs
-427
- 2.25%
$44.89 - $54.38 $19.2K - $23.2K
18.5K $1.01M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.66K
- 5.12%
$34.72 - $42.74 $57.6K - $70.9K
30.8K $1.32M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-5.41K
- 10.44%
$60.99 - $77.53 $330K - $420K
46.4K $3.6M
BA
Boeing CO

Industrials
-160
- 6.77%
$136.59 - $217.51 $21.9K - $34.8K
2.2K $461K
WMT
Walmart Inc.

Consumer Defensive
-1.33K
- 6.68%
$81.79 - $99.98 $109K - $133K
18.6K $1.81M
IYW
Ishares Dj Us Tech ETF

ETFs
-131
- 4.7%
$122.57 - $173.27 $16.1K - $22.7K
2.66K $460K
AMZN
Amazon Com Inc

Consumer Cyclical
-491
- 7.6%
$167.32 - $223.3 $82.2K - $110K
5.97K $1.31M
MPWR
Monolithic Power Systems Inc

Technology
-2
- 0.34%
$455.19 - $737.73 $910 - $1.48K
584 $427K
HWM
Howmet Aerospace Inc.

Industrials
-433
- 14.11%
$112.33 - $186.13 $48.6K - $80.6K
2.64K $490K
IVW
Ishares S&P 500 Growth ETF

ETFs
-890
- 7.84%
$82.96 - $110.1 $73.8K - $98K
10.5K $1.15M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-19
- 0.36%
$60.61 - $87.72 $1.15K - $1.67K
5.2K $441K
AXP
American Express CO

Financial Services
-124
- 4.33%
$231.39 - $318.98 $28.7K - $39.6K
2.74K $874K
NVDA
Nvidia Corp

Technology
-7.17K
- 28.28%
$94.31 - $157.99 $676K - $1.13M
18.2K $2.87M
GE
General Electric CO

Industrials
-9
- 0.36%
$166.81 - $257.39 $1.5K - $2.32K
2.53K $649K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-1.12K
- 4.32%
$75.33 - $94.56 $84.4K - $106K
24.8K $2.34M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-593
- 6.77%
$67.22 - $100.51 $39.9K - $59.6K
8.16K $808K
IAU
Ishares Gold Trust

ETFs
-8.48K
- 4.18%
$56.1 - $64.74 $476K - $549K
194K $12.1M
VUG
Vanguard Growth ETF

ETFs
-95
- 2.58%
$329.49 - $438.4 $31.3K - $41.6K
3.58K $1.57M
SPYG
Spdr Portfolio

ETFs
-295
- 1.63%
$71.83 - $95.32 $21.2K - $28.1K
17.9K $1.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-493
- 0.76%
$58.41 - $72.69 $28.8K - $35.8K
64.4K $4.68M
IBM
International Business Machines Corp

Technology
-3.91K
- 10.9%
$221.03 - $294.78 $865K - $1.15M
32K $9.43M
ORCL
Oracle Corp

Technology
-1.93K
- 6.12%
$122.82 - $218.63 $237K - $421K
29.5K $6.46M
MSFT
Microsoft Corp

Technology
-412
- 1.9%
$354.56 - $497.45 $146K - $205K
21.3K $10.6M
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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