Lifeworks Advisors, LLC Portfolio Holdings
Lifeworks Advisors, LLC
- $351 Million
- Q2 2024
Lifeworks Advisors, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $351 Million distributed in 222 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares U.S. Treasury Bond ETF with a value of $12.5M, Spdr Ser Tr Fds Spdr Portfolio with a value of $12M, Ishares Iboxx $ Investment Gra with a value of $10.6M, Vanguard Sht Trm Inflt Prot Fd with a value of $9.18M, and Ishares Tr with a value of $8.62M.
Examining the 13F form we can see an increase of $988K in the current position value, from $350M to 351M.
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 222
- Current Value $351 Million
- Prior Value $350 Million
- Filing
- Period Q2 2024
- Filing Date August 13, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 24 stocks
- Additional Purchases 79 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks