Lifeworks Advisors, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $539 Million distributed in 306 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $24.3M, Ishares U.S. Treasury Bond ETF with a value of $18.9M, Ishares Iboxx $ Investment Gra with a value of $14.7M, Fidelity Covington Tr Msci Hea with a value of $14.1M, and Ishares Tr with a value of $13.4M.
Examining the 13F form we can see an increase of $43.1M in the current position value, from $496M to 539M.
Lifeworks Advisors, LLC is based out at Grand Rapids, MI
Below you can find more details about Lifeworks Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$539 Million
ETFs: $272 Million
Technology: $94.1 Million
Healthcare: $63.3 Million
Industrials: $42.7 Million
Consumer Defensive: $17.8 Million
Consumer Cyclical: $13.9 Million
Financial Services: $12.1 Million
Basic Materials: $7.09 Million
Other: $15.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions