Lifeworks Advisors, LLC Portfolio Holdings
Lifeworks Advisors, LLC
- $584 Million
- Q1 2025
Lifeworks Advisors, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $584 Million distributed in 307 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 $29.8M, Ishares U.S. Treasury Bond ETF with a value of $21.6M, Ishares Iboxx $ Investment Gra with a value of $18.3M, Ishares Tr with a value of $15.2M, and Vanguard Total International B with a value of $14M.
Examining the 13F form we can see an increase of $45.3M in the current position value, from $539M to 584M.
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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 307
- Current Value $584 Million
- Prior Value $539 Million
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 36 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks