Lifeworks Advisors, LLC Sells in Q4 2024

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-112
- 4.46%
$136.28 - $154.74 $15.3K - $17.3K
2.4K $329K
XLK
Technology Sector Spdr

ETFs
-282
- 24.04%
$220.26 - $241.44 $62.1K - $68.1K
891 $207K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-2.38K
- 9.49%
$18.41 - $18.97 $43.7K - $45.1K
22.6K $418K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-975
- 5.53%
$44.33 - $49.55 $43.2K - $48.3K
16.6K $747K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-3.21K
- 11.84%
$17.93 - $18.8 $57.6K - $60.4K
23.9K $435K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-663
- 12.82%
$47.66 - $51.84 $31.6K - $34.4K
4.51K $215K
TXN
Texas Instruments Inc

Technology
-243
- 1.56%
N/A
15.3K $2.98M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-454
- 17.32%
$103.6 - $112.52 $47K - $51.1K
2.17K $227K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-279
- 0.92%
$27.8 - $29.05 $7.76K - $8.1K
30.1K $838K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-66
- 3.74%
$442.29 - $483.08 $29.2K - $31.9K
1.7K $770K
SPMD
Spdr Portfolio

ETFs
-693
- 3.41%
$54.13 - $59.56 $37.5K - $41.3K
19.7K $1.08M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-99
- 3.47%
$101.82 - $114.06 $10.1K - $11.3K
2.75K $284K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-332
- 3.01%
$26.16 - $28.82 $8.69K - $9.57K
10.7K $280K
EMHC
Spdr Bloomberg Emerging Market
-656
- 6.26%
$23.7 - $25.01 $15.5K - $16.4K
9.83K $233K
GMOM
Cambria ETF Tr Cambria Global

ETFs
-435
- 2.29%
$28.62 - $30.45 $12.4K - $13.2K
18.5K $532K
TRV
Travelers Companies, Inc.

Financial Services
-177
- 7.75%
$225.97 - $266.66 $40K - $47.2K
2.11K $507K
TFLO
Ishares Treasury Floating Rate

ETFs
-488
- 10.8%
$50.37 - $50.63 $24.6K - $24.7K
4.03K $203K
SRLN
Ssga Active Trust

ETFs
-582
- 8.14%
$41.48 - $42.08 $24.1K - $24.5K
6.57K $274K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-421
- 9.45%
$50.73 - $51.08 $21.4K - $21.5K
4.03K $205K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-336
- 6.36%
$49.39 - $52.31 $16.6K - $17.6K
4.95K $245K
DIAL
Columbia ETF Tr I Diversified

ETFs
-295
- 2.45%
$17.52 - $18.45 $5.17K - $5.44K
11.7K $205K
LYG
Lloyds Banking Group PLC

Financial Services
-1.64K
- 6.11%
$2.67 - $3.23 $4.39K - $5.31K
25.2K $68K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-302
- 2.49%
$28.24 - $29.18 $8.53K - $8.81K
11.8K $335K
XLI
Industrial Sector Spdr

ETFs
-35
- 2.04%
$131.76 - $143.99 $4.61K - $5.04K
1.68K $221K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-102
- 1.65%
$51.54 - $52.55 $5.26K - $5.36K
6.08K $314K
EMR
Emerson Electric CO

Industrials
-558
- 13.23%
$108.13 - $134.33 $60.3K - $75K
3.66K $453K
EVRG
Evergy, Inc.

Utilities
-73
- 1.58%
$59.06 - $65.0 $4.31K - $4.75K
4.56K $280K
IVW
Ishares S&P 500 Growth ETF

ETFs
-672
- 5.79%
$94.43 - $105.47 $63.5K - $70.9K
10.9K $1.11M
Linde PLC
-101
- 9.82%
N/A
928 $0
Te Connectivity PLC
-12K
- 74.83%
N/A
4.04K $0
First Tr Exchng Traded Fd Vi
-656
- 6.62%
N/A
9.26K $0
Ea Series Trust
-1.51K
- 5.13%
N/A
28K $0
DAL
Delta Air Lines, Inc.

Industrials
-746
- 15.43%
$47.46 - $65.77 $35.4K - $49.1K
4.09K $247K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-193
- 3.2%
$46.94 - $51.62 $9.06K - $9.96K
5.84K $291K
ENB
Enbridge Inc

Energy
-23
- 0.41%
$40.4 - $43.92 $929 - $1.01K
5.61K $237K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-459
- 2.36%
$49.03 - $53.35 $22.5K - $24.5K
19K $973K
IP
International Paper CO

Consumer Cyclical
-357
- 5.55%
$46.64 - $59.57 $16.7K - $21.3K
6.08K $327K
WMT
Walmart Inc.

Consumer Defensive
-2.06K
- 9.41%
$79.1 - $95.7 $163K - $197K
19.8K $1.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
-79
- 1.37%
$567.81 - $607.81 $44.9K - $48K
5.67K $3.32M
IVV
Ishares Core S&P 500 ETF

ETFs
-86
- 1.06%
$570.51 - $610.59 $49.1K - $52.5K
8K $4.71M
DIS
Walt Disney CO

Communication Services
-254
- 4.31%
$92.39 - $117.6 $23.5K - $29.9K
5.64K $628K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.46K
- 30.58%
$213.65 - $479.86 $312K - $700K
3.31K $1.34M
NVDA
Nvidia Corp

Technology
-362
- 1.44%
$117.0 - $148.88 $42.4K - $53.9K
24.8K $3.34M
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
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