Lifeworks Advisors, LLC Portfolio Holdings
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
Lifeworks Advisors, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $496 Million distributed in 295 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 $20.1M, Ishares U.S. Treasury Bond ETF with a value of $17.3M, Ishares Iboxx $ Investment Gra with a value of $14.5M, Ishares Tr with a value of $12.3M, and Vanguard Total International B with a value of $12M.
Examining the 13F form we can see an increase of $145M in the current position value, from $351M to 496M.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 295
- Current Value $496 Million
- Prior Value $351 Million
- Filing
- Period Q3 2024
- Filing Date November 06, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 82 stocks
- Additional Purchases 134 stocks
- Sold out of 0 stocks
- Reduced holdings in 68 stocks