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.

Portfolio value $584 Million
ETFs: $291 Million
Technology: $98.3 Million
Healthcare: $71.1 Million
Industrials: $49.7 Million
Consumer Defensive: $20.1 Million
Consumer Cyclical: $15 Million
Basic Materials: $11.3 Million
Utilities: $9.91 Million
Other: $17.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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.