Lifeworks Advisors, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $350 Million distributed in 226 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 $11.9M, Ishares Iboxx $ Investment Gra with a value of $10.4M, Vanguard Sht Trm Inflt Prot Fd with a value of $10.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.63M, and Fidelity Covington Tr Msci Hea with a value of $8.56M.
Examining the 13F form we can see an increase of $61.6M in the current position value, from $289M to 350M.
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.