Lifeworks Advisors, LLC Sells in Q2 2025

Lifeworks Advisors, LLC

  • $638 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-7.01K
- 78.71%
$483.07 - $625.6 $3.39M - $4.39M
1.9K $995K
IEF
Ishares Barclays

ETFs
-48.3K
- 49.45%
$93.15 - $96.56 $4.49M - $4.66M
49.3K $4.72M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-25.9K
- 15.24%
$61.03 - $67.59 $1.58M - $1.75M
144K $9.21M
PNR
Pentair PLC

Industrials
-24.4K
- 81.02%
$76.17 - $103.58 $1.86M - $2.52M
5.71K $586K
AVGO
Broadcom Inc.

Technology
-14K
- 73.2%
$146.29 - $275.65 $2.04M - $3.85M
5.12K $1.41M
OUNZ
Van Eck Merk Gold Trust

ETFs
-54.9K
- 21.17%
$28.68 - $33.09 $1.58M - $1.82M
205K $6.52M
IYR
Ishares Tr

ETFs
-13K
- 37.34%
$84.48 - $96.25 $1.1M - $1.25M
21.9K $2.07M
AMGN
Amgen Inc

Healthcare
-3.56K
- 54.53%
$262.28 - $309.85 $934K - $1.1M
2.97K $829K
JNJ
Johnson & Johnson

Healthcare
-1.42K
- 2.3%
$146.36 - $159.82 $208K - $227K
60.5K $9.24M
OTIS
Otis Worldwide Corp

Industrials
-7.67K
- 13.66%
$90.88 - $104.3 $697K - $800K
48.4K $4.8M
RE
Everest Re Group LTD

Financial Services
-1.74K
- 42.32%
N/A
2.38K $881K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.91K
- 32.28%
$416.06 - $551.64 $794K - $1.05M
4K $2.21M
BMY
Bristol Myers Squibb CO

Healthcare
-7.13K
- 52.72%
$44.12 - $59.6 $315K - $425K
6.39K $295K
AMCR
Amcor PLC

Consumer Cyclical
-23.2K
- 3.88%
$8.57 - $9.81 $199K - $228K
575K $5.29M
DE
Deere & CO

Industrials
-1.44K
- 18.78%
$412.99 - $531.48 $595K - $766K
6.23K $3.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.11K
- 21.46%
$496.48 - $617.85 $552K - $687K
4.07K $2.51M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.35K
- 65.61%
N/A
2.28K $195K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-501
- 15.88%
$421.16 - $509.5 $211K - $255K
2.65K $1.18M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.48K
- 25.4%
$83.97 - $92.85 $292K - $323K
10.2K $902K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-23.1K
- 19.79%
$19.6 - $24.44 $453K - $565K
93.7K $2.29M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-5.13K
- 32.51%
$52.11 - $64.98 $268K - $334K
10.7K $692K
RSG
Republic Services, Inc.

Industrials
-1.55K
- 4.4%
$227.2 - $258.07 $351K - $399K
33.6K $8.28M
ROMO
Strategy Shs Newfound/Resolve

ETFs
-9.14K
- 15.03%
$28.25 - $32.02 $258K - $293K
51.7K $1.65M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-13.7K
- 46.13%
$13.86 - $18.24 $189K - $249K
16K $291K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-7.87K
- 39.24%
$18.68 - $21.54 $147K - $169K
12.2K $248K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-4.54K
- 27.47%
$37.28 - $45.23 $169K - $206K
12K $527K
SGOL
Abrdn Gold ETF Trust

ETFs
-11.8K
- 10.43%
$28.39 - $32.75 $335K - $386K
101K $3.2M
VMOT
Ea Ser Tr Value Momentum Trend

ETFs
-6.69K
- 9.17%
N/A
66.3K $1.66M
FOX
Fox Corp Cl B (De)

Communication Services
-2.95K
- 21.87%
$43.81 - $53.0 $129K - $156K
10.5K $543K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.49K
- 27.07%
$29.0 - $30.68 $130K - $138K
12.1K $371K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.65K
- 35.2%
$51.16 - $62.02 $136K - $164K
4.88K $302K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-7.93K
- 33.13%
$14.97 - $16.79 $119K - $133K
16K $267K
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
-7.69K
- 32.27%
$24.59 - $33.96 $189K - $261K
16.1K $548K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.9K
- 20.87%
$17.76 - $22.1 $194K - $241K
41.4K $914K
XLE
Energy Sector Spdr

ETFs
-739
- 11.48%
$76.44 - $94.13 $56.5K - $69.6K
5.7K $483K
PEP
Pepsico Inc

Consumer Defensive
-47
- 0.77%
$128.02 - $151.37 $6.02K - $7.11K
6.05K $798K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
-5.47K
- 27.86%
$22.92 - $28.04 $125K - $153K
14.2K $395K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-2.56K
- 26.66%
$35.62 - $39.64 $91.3K - $102K
7.05K $274K
KMB
Kimberly Clark Corp

Consumer Defensive
-389
- 9.3%
$126.84 - $145.22 $49.3K - $56.5K
3.79K $489K
CL
Colgate Palmolive CO

Consumer Defensive
-891
- 10.67%
$87.57 - $96.0 $78K - $85.5K
7.46K $678K
MCD
Mcdonalds Corp

Consumer Cyclical
-215
- 10.56%
$285.55 - $321.23 $61.4K - $69.1K
1.82K $532K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-2.26K
- 5.76%
$39.34 - $40.41 $89K - $91.4K
37K $1.48M
PG
Procter & Gamble CO

Consumer Defensive
-253
- 5.56%
$157.66 - $172.39 $39.9K - $43.6K
4.29K $684K
CVX
Chevron Corp

Energy
-93
- 3.32%
$133.73 - $168.51 $12.4K - $15.7K
2.71K $388K
VZ
Verizon Communications Inc

Communication Services
-827
- 3.93%
$41.67 - $45.62 $34.5K - $37.7K
20.2K $874K
V
Visa Inc.

Financial Services
-263
- 6.79%
$308.27 - $373.31 $81.1K - $98.2K
3.61K $1.28M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.5K
- 3.99%
$50.36 - $50.68 $75.7K - $76.2K
36.1K $1.83M
ITW
Illinois Tool Works Inc

Industrials
-246
- 1.36%
$218.41 - $252.43 $53.7K - $62.1K
17.8K $4.41M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-3.57K
- 27.48%
$27.65 - $36.12 $98.8K - $129K
9.43K $340K
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
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email