Lifeworks Advisors, LLC Sells in Q4 2024

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-29K
- 61.73%
$170.03 - $192.78 $4.92M - $5.58M
18K $3.32M
BMY
Bristol Myers Squibb CO

Healthcare
-86.7K
- 78.77%
$51.92 - $59.94 $4.5M - $5.2M
23.4K $1.32M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-8.17K
- 68.92%
$396.64 - $516.74 $3.24M - $4.22M
3.68K $1.48M
ORCL
Oracle Corp

Technology
-9.2K
- 24.28%
$165.41 - $192.43 $1.52M - $1.77M
28.7K $4.78M
CARR
Carrier Global Corp

Industrials
-15.1K
- 56.29%
$66.69 - $82.65 $1.01M - $1.25M
11.7K $801K
PEP
Pepsico Inc

Consumer Defensive
-5.35K
- 46.78%
$151.29 - $176.1 $809K - $942K
6.09K $925K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-19.7K
- 7.89%
$24.94 - $26.14 $491K - $515K
230K $5.74M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.01K
- 54.85%
$61.68 - $67.87 $494K - $544K
6.59K $410K
VMOT
Ea Ser Tr Value Momentum Trend

ETFs
-13.4K
- 10.85%
$25.41 - $27.74 $340K - $371K
110K $2.79M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.73K
- 18.14%
$38.37 - $42.82 $335K - $374K
39.4K $1.51M
OUNZ
Van Eck Merk Gold Trust

ETFs
-13.1K
- 4.79%
$24.72 - $26.9 $323K - $351K
260K $6.58M
BIIB
Biogen Inc.

Healthcare
-979
- 20.5%
$146.47 - $191.55 $143K - $188K
3.8K $580K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.6K
- 15.51%
$96.64 - $101.23 $251K - $263K
14.1K $1.37M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
-5.7K
- 14.06%
$44.25 - $47.77 $252K - $272K
34.9K $1.56M
ROMO
Strategy Shs Newfound/Resolve

ETFs
-10.3K
- 10.97%
$31.04 - $32.88 $320K - $339K
83.7K $2.65M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.84K
- 52.69%
$57.53 - $60.83 $278K - $294K
4.35K $249K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
-7.03K
- 17.01%
$23.64 - $25.78 $166K - $181K
34.3K $823K
HD
Home Depot, Inc.

Consumer Cyclical
-427
- 10.55%
$385.02 - $431.37 $164K - $184K
3.62K $1.41M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-4K
- 13.24%
$31.31 - $35.01 $125K - $140K
26.2K $820K
CME
Cme Group Inc.

Financial Services
-1.06K
- 44.2%
$221.17 - $246.02 $235K - $262K
1.34K $311K
CTVA
Corteva, Inc.

Basic Materials
-3.38K
- 29.34%
$55.21 - $64.13 $186K - $217K
8.13K $463K
PKG
Packaging Corp Of America

Consumer Cyclical
-1.03K
- 43.06%
$211.98 - $248.85 $219K - $257K
1.37K $307K
VTV
Vanguard Value ETF

ETFs
-874
- 8.6%
$168.32 - $181.87 $147K - $159K
9.29K $1.57M
VB
Vanguard Small Cap ETF

ETFs
-868
- 31.73%
$233.76 - $261.58 $203K - $227K
1.87K $448K
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.13K
- 27.52%
$31.23 - $33.51 $160K - $172K
13.5K $424K
ED
Consolidated Edison Inc

Utilities
-1.16K
- 19.03%
$88.87 - $107.38 $103K - $124K
4.93K $440K
ADI
Analog Devices Inc

Technology
-730
- 37.46%
$206.35 - $236.48 $151K - $173K
1.22K $258K
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
-3.21K
- 6.92%
$26.55 - $28.98 $85.3K - $93.1K
43.2K $1.15M
CL
Colgate Palmolive CO

Consumer Defensive
-817
- 9.75%
$90.22 - $102.31 $73.7K - $83.6K
7.57K $687K
MUB
Ishares National Muni Bond ETF

ETFs
-1.01K
- 2.84%
$105.78 - $108.7 $107K - $110K
34.5K $3.68M
ON
On Semiconductor Corp

Technology
-1.93K
- 31.69%
$63.05 - $74.7 $122K - $144K
4.16K $262K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-6.56K
- 19.68%
$23.29 - $23.93 $153K - $157K
26.8K $628K
SWKS
Skyworks Solutions, Inc.

Technology
-1.33K
- 29.23%
$83.18 - $99.15 $111K - $132K
3.22K $285K
DVA
Davita Inc.

Healthcare
-832
- 30.84%
$139.81 - $167.96 $116K - $140K
1.87K $279K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-2.32K
- 7.64%
$63.64 - $71.85 $148K - $167K
28K $1.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1K
- 11.54%
$75.1 - $82.99 $75.1K - $83K
7.67K $579K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.8K
- 4.53%
$66.77 - $71.52 $253K - $271K
80K $5.51M
VZ
Verizon Communications Inc

Communication Services
-724
- 3.42%
$39.6 - $45.21 $28.7K - $32.7K
20.5K $817K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.48K
- 4.33%
$51.09 - $55.27 $75.4K - $81.6K
32.6K $1.67M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.87K
- 9.45%
$33.92 - $36.6 $131K - $142K
37.1K $1.28M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.85K
- 10.01%
$69.3 - $74.3 $128K - $138K
16.7K $1.19M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-912
- 3.78%
$45.07 - $47.1 $41.1K - $43K
23.2K $1.05M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-750
- 14.58%
$63.27 - $70.31 $47.5K - $52.7K
4.39K $278K
EBND
Spdr Bloomberg Emerging Market

ETFs
-1.89K
- 7.38%
$19.53 - $21.1 $36.9K - $39.8K
23.7K $463K
EWJ
Ishares Msci Japan ETF

ETFs
-860
- 18.97%
$66.18 - $71.84 $56.9K - $61.8K
3.67K $246K
SPYG
Spdr Portfolio

ETFs
-2.29K
- 8.87%
$81.74 - $91.38 $187K - $209K
23.5K $2.07M
CMCSA
Comcast Corp

Communication Services
-17
- 0.1%
$37.39 - $45.14 $636 - $767
16.8K $629K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-899
- 8.1%
$30.93 - $33.94 $27.8K - $30.5K
10.2K $316K
RWO
Spdr Dow Jones Global Real Est

ETFs
-656
- 9.23%
$42.41 - $47.31 $27.8K - $31K
6.45K $276K
Activity Summary
Buys All Purchases 193 New Holdings 31 Increased Positions 162 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 1
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