Lifeworks Advisors
Latest statistics and disclosures from Lifeworks Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOVT, LQD, VTIP, SPDW, FHLC, and represent 14.16% of Lifeworks Advisors's stock portfolio.
- Added to shares of these 10 stocks: Ishares Bitcoin Tr, SPDW, GOVT, MOAT, MBB, LQD, BNDX, IVV, JBL, MUB.
- Started 40 new stock positions in IVV, FLOT, BAMG, IYW, DFAE, JBL, GMAR, VXUS, DAL, NOBL.
- Reduced shares in these 10 stocks: GOOGL, BITO, SPLG, , WST, VGSH, AGG, TSLA, SWKS, SPYG.
- Sold out of its positions in BBY, IMCV, MRNA, BITO, RHI, VOE, VOT, WBD, WST, WisdomTree Total Earnings Fund.
- Lifeworks Advisors was a net buyer of stock by $50M.
- Lifeworks Advisors has $357M in assets under management (AUM), dropping by 23.28%.
- Central Index Key (CIK): 0001882132
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Portfolio Holdings for Lifeworks Advisors
Lifeworks Advisors holds 226 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Us Treas Bd Etf (GOVT) | 3.3 | $12M | +31% | 522k | 22.77 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.9 | $10M | +27% | 95k | 108.92 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 2.8 | $10M | +4% | 212k | 47.89 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.7 | $9.6M | +68% | 269k | 35.84 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 2.4 | $8.6M | +2% | 123k | 69.77 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.3 | $8.3M | +27% | 169k | 49.19 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 2.3 | $8.2M | +5% | 52k | 155.84 |
|
| Ishares Tr Mbs Etf (MBB) | 2.3 | $8.2M | +39% | 88k | 92.42 |
|
| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 1.9 | $6.9M | -3% | 323k | 21.48 |
|
| Johnson & Johnson (JNJ) | 1.8 | $6.5M | +12% | 41k | 158.19 |
|
| Merck & Co (MRK) | 1.8 | $6.3M | +10% | 48k | 131.95 |
|
| Microsoft Corporation (MSFT) | 1.6 | $5.8M | +15% | 14k | 420.71 |
|
| Otis Worldwide Corp (OTIS) | 1.6 | $5.7M | +11% | 58k | 99.27 |
|
| Eli Lilly & Co. (LLY) | 1.6 | $5.7M | +5% | 7.3k | 777.94 |
|
| Campbell Soup Company (CPB) | 1.6 | $5.6M | +9% | 126k | 44.45 |
|
| Gilead Sciences (GILD) | 1.4 | $5.2M | +16% | 70k | 73.25 |
|
| Abbvie (ABBV) | 1.4 | $5.1M | +8% | 28k | 182.10 |
|
| Oracle Corporation (ORCL) | 1.4 | $5.0M | +14% | 39k | 125.61 |
|
| Amgen (AMGN) | 1.4 | $4.9M | +14% | 17k | 284.32 |
|
| Pfizer (PFE) | 1.3 | $4.8M | +31% | 172k | 27.75 |
|
| Regeneron Pharmaceuticals (REGN) | 1.3 | $4.7M | +13% | 4.9k | 962.39 |
|
| Paccar (PCAR) | 1.3 | $4.7M | +6% | 38k | 123.89 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $4.6M | +32% | 109k | 42.01 |
|
| Corteva (CTVA) | 1.3 | $4.5M | +35% | 78k | 57.67 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $4.4M | +16% | 11k | 418.01 |
|
| Apple (AAPL) | 1.2 | $4.2M | +5% | 25k | 171.48 |
|
| Ishares Bitcoin Tr SHS | 1.1 | $4.0M | NEW | 98k | 40.47 |
|
| Cisco Systems (CSCO) | 1.1 | $3.8M | +12% | 76k | 49.91 |
|
| International Business Machines (IBM) | 1.0 | $3.6M | +2% | 19k | 190.96 |
|
| Biogen Idec (BIIB) | 1.0 | $3.6M | +19% | 17k | 215.63 |
|
| Bristol Myers Squibb (BMY) | 1.0 | $3.5M | +16% | 64k | 54.23 |
|
| Texas Instruments Incorporated (TXN) | 0.9 | $3.4M | +41% | 19k | 174.21 |
|
| Cummins (CMI) | 0.9 | $3.3M | +29% | 11k | 294.66 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.9 | $3.3M | -20% | 53k | 61.53 |
|
| Motorola Solutions Com New (MSI) | 0.8 | $2.9M | +11% | 8.1k | 354.97 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $2.9M | +73% | 27k | 107.60 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $2.8M | -3% | 5.4k | 523.07 |
|
| Illinois Tool Works (ITW) | 0.8 | $2.8M | +13% | 10k | 268.32 |
|
| Garmin SHS (GRMN) | 0.8 | $2.7M | +12% | 18k | 148.87 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.7 | $2.6M | +7% | 39k | 67.81 |
|
| Eaton Corp SHS (ETN) | 0.7 | $2.5M | +4% | 8.0k | 312.69 |
|
| Caterpillar (CAT) | 0.7 | $2.5M | +12% | 6.8k | 366.45 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.7 | $2.5M | 27k | 93.05 |
|
|
| Juniper Networks (JNPR) | 0.7 | $2.4M | -9% | 66k | 37.06 |
|
| Broadcom (AVGO) | 0.7 | $2.4M | -8% | 1.8k | 1325.39 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.7 | $2.4M | NEW | 26k | 89.90 |
|
| Dow (DOW) | 0.7 | $2.4M | +15% | 41k | 57.93 |
|
| Qualcomm (QCOM) | 0.7 | $2.3M | +8% | 14k | 169.30 |
|
| Amcor Ord (AMCR) | 0.6 | $2.3M | +17% | 242k | 9.51 |
|
| NetApp (NTAP) | 0.6 | $2.3M | +13% | 22k | 104.97 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.6 | $2.1M | 44k | 48.21 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $2.1M | -8% | 42k | 50.10 |
|
| Analog Devices (ADI) | 0.6 | $2.1M | +7% | 11k | 197.79 |
|
| Celanese Corporation (CE) | 0.6 | $2.0M | +5% | 12k | 171.86 |
|
| Hewlett Packard Enterprise (HPE) | 0.6 | $2.0M | +18% | 114k | 17.73 |
|
| Hp (HPQ) | 0.5 | $2.0M | +10% | 65k | 30.22 |
|
| eBay (EBAY) | 0.5 | $1.9M | +12% | 37k | 52.78 |
|
| Kla Corp Com New (KLAC) | 0.5 | $1.9M | 2.7k | 698.45 |
|
|
| Te Connectivity SHS (TEL) | 0.5 | $1.9M | +10% | 13k | 145.24 |
|
| Applied Materials (AMAT) | 0.5 | $1.9M | +9% | 9.1k | 206.24 |
|
| Skyworks Solutions (SWKS) | 0.5 | $1.8M | -14% | 17k | 108.32 |
|
| Pepsi (PEP) | 0.5 | $1.8M | +66% | 11k | 175.01 |
|
| Corning Incorporated (GLW) | 0.5 | $1.8M | +11% | 55k | 32.96 |
|
| ON Semiconductor (ON) | 0.5 | $1.8M | +110% | 25k | 73.55 |
|
| Nxp Semiconductors N V (NXPI) | 0.5 | $1.8M | +11% | 7.2k | 247.78 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.5 | $1.7M | +8% | 17k | 102.28 |
|
| Deere & Company (DE) | 0.5 | $1.7M | +19% | 4.1k | 410.73 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.7M | +177% | 28k | 60.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.6M | NEW | 3.1k | 525.81 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $1.6M | +40% | 22k | 72.63 |
|
| Lam Research Corporation (LRCX) | 0.4 | $1.5M | +13% | 1.5k | 971.57 |
|
| Home Depot (HD) | 0.4 | $1.4M | -5% | 3.7k | 383.59 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.4 | $1.4M | -9% | 44k | 31.95 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.4 | $1.4M | 54k | 25.28 |
|
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.4 | $1.4M | +20% | 17k | 82.48 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.4M | +4% | 3.0k | 444.01 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.4 | $1.3M | +2% | 28k | 47.58 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.3M | -63% | 8.5k | 150.93 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.4 | $1.3M | 26k | 49.56 |
|
|
| Jabil Circuit (JBL) | 0.4 | $1.3M | NEW | 9.6k | 133.95 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.4 | $1.3M | -18% | 44k | 28.92 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $1.2M | -22% | 21k | 58.07 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.2M | -22% | 12k | 97.94 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.1M | 12k | 94.41 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $1.1M | +5% | 1.2k | 903.67 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $978k | +101% | 4.9k | 200.30 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $964k | -23% | 13k | 73.15 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $955k | +9% | 4.5k | 210.30 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $938k | +15% | 8.1k | 116.24 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.3 | $925k | -3% | 33k | 28.18 |
|
| Verizon Communications (VZ) | 0.3 | $909k | -6% | 22k | 41.96 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $909k | +3% | 16k | 57.86 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $902k | +70% | 9.5k | 94.62 |
|
| Coca-Cola Company (KO) | 0.2 | $885k | +26% | 15k | 61.18 |
|
| Meta Platforms Cl A (META) | 0.2 | $884k | -8% | 1.8k | 485.69 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $870k | -13% | 9.7k | 90.05 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $828k | +180% | 3.2k | 259.90 |
|
| Procter & Gamble Company (PG) | 0.2 | $820k | -6% | 5.1k | 162.24 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $813k | NEW | 15k | 54.40 |
|
| Amazon (AMZN) | 0.2 | $808k | -3% | 4.5k | 180.38 |
|
| Tesla Motors (TSLA) | 0.2 | $806k | -27% | 4.6k | 175.79 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $801k | NEW | 18k | 45.59 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $799k | +16% | 18k | 43.35 |
|
| American Express Company (AXP) | 0.2 | $762k | -3% | 3.3k | 227.69 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $741k | -2% | 14k | 53.34 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $735k | 17k | 44.40 |
|
|
| Walt Disney Company (DIS) | 0.2 | $730k | +9% | 6.0k | 122.36 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $698k | -7% | 952.00 | 732.63 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $695k | -9% | 22k | 32.23 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $692k | +17% | 8.7k | 79.86 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $676k | NEW | 6.5k | 103.79 |
|
| Dollar Tree (DLTR) | 0.2 | $674k | 5.1k | 133.15 |
|
|
| DaVita (DVA) | 0.2 | $663k | -15% | 4.8k | 138.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $653k | +49% | 1.6k | 420.52 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $647k | NEW | 3.9k | 164.35 |
|
| Travelers Companies (TRV) | 0.2 | $620k | +6% | 2.7k | 230.15 |
|
| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.2 | $610k | 37k | 16.37 |
|
|
| Packaging Corporation of America (PKG) | 0.2 | $607k | -15% | 3.2k | 189.76 |
|
| UnitedHealth (UNH) | 0.2 | $577k | +8% | 1.2k | 494.70 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $577k | -19% | 7.1k | 81.78 |
|
| Anthem (ELV) | 0.2 | $560k | +15% | 1.1k | 518.54 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.2 | $554k | -2% | 27k | 20.65 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $548k | NEW | 6.5k | 84.44 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $540k | 18k | 29.77 |
|
|
| Consolidated Edison (ED) | 0.1 | $536k | -4% | 5.9k | 90.81 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $519k | 29k | 17.91 |
|
|
| Cme (CME) | 0.1 | $505k | +73% | 2.3k | 215.29 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $488k | -2% | 10k | 48.22 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $488k | NEW | 9.6k | 50.69 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $486k | +42% | 2.0k | 239.78 |
|
| Emerson Electric (EMR) | 0.1 | $474k | -9% | 4.2k | 113.41 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $469k | -22% | 12k | 40.79 |
|
| Strategy Ns 7handl Idx (HNDL) | 0.1 | $467k | NEW | 22k | 21.21 |
|
| Philip Morris International (PM) | 0.1 | $457k | +10% | 5.0k | 91.62 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $453k | +7% | 814.00 | 556.40 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $451k | -12% | 3.4k | 133.09 |
|
| Kellogg Company (K) | 0.1 | $428k | -16% | 7.5k | 57.29 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $426k | NEW | 8.3k | 51.06 |
|
| Global X Fds Nasdq 100 Cvrdgw (QYLG) | 0.1 | $423k | 14k | 30.64 |
|
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $416k | NEW | 9.4k | 44.40 |
|
| American Centy Etf Tr Diversified Mu (TAXF) | 0.1 | $407k | -10% | 8.1k | 50.55 |
|
| Arista Networks (ANET) | 0.1 | $405k | +6% | 1.4k | 290.07 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $404k | -17% | 3.1k | 129.37 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) | 0.1 | $393k | NEW | 11k | 34.42 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $390k | -18% | 6.6k | 58.73 |
|
| CSX Corporation (CSX) | 0.1 | $389k | +13% | 11k | 37.07 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $388k | 854.00 | 454.66 |
|
|
| Intel Corporation (INTC) | 0.1 | $387k | -14% | 8.8k | 44.17 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $386k | 7.5k | 51.36 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $376k | NEW | 2.8k | 135.06 |
|
| United Parcel Service CL B (UPS) | 0.1 | $374k | +13% | 2.5k | 148.66 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $372k | NEW | 2.0k | 186.81 |
|
| Boeing Company (BA) | 0.1 | $370k | -2% | 1.9k | 193.03 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $357k | NEW | 2.2k | 164.97 |
|
| Linde SHS (LIN) | 0.1 | $354k | NEW | 763.00 | 464.23 |
|
| Visa Com Cl A (V) | 0.1 | $349k | +34% | 1.3k | 279.08 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $345k | 6.4k | 54.24 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $343k | -19% | 3.2k | 106.49 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $337k | NEW | 3.3k | 101.41 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.1 | $336k | -16% | 6.8k | 49.65 |
|
| Darden Restaurants (DRI) | 0.1 | $334k | NEW | 2.0k | 167.15 |
|
| Nrg Energy Com New (NRG) | 0.1 | $333k | -33% | 4.9k | 67.69 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $331k | NEW | 2.2k | 147.72 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $328k | -28% | 1.7k | 191.88 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) | 0.1 | $327k | NEW | 9.0k | 36.44 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $325k | NEW | 5.6k | 57.57 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $324k | +18% | 642.00 | 504.60 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $321k | -9% | 5.0k | 64.15 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $319k | -17% | 5.3k | 60.42 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $317k | -20% | 7.4k | 43.04 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $316k | 7.7k | 41.08 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $312k | -18% | 7.4k | 42.13 |
|
| Abbott Laboratories (ABT) | 0.1 | $311k | -22% | 2.7k | 113.66 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) | 0.1 | $311k | +13% | 9.9k | 31.56 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $310k | -7% | 900.00 | 344.20 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $306k | NEW | 5.1k | 60.30 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) | 0.1 | $305k | NEW | 6.5k | 47.02 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC) | 0.1 | $304k | +7% | 12k | 24.85 |
|
| Lowe's Companies (LOW) | 0.1 | $301k | -11% | 1.2k | 254.71 |
|
| Organon & Co Common Stock (OGN) | 0.1 | $301k | -48% | 16k | 18.80 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $296k | -23% | 3.2k | 91.80 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $292k | -34% | 3.0k | 97.52 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $290k | -15% | 2.4k | 121.55 |
|
| Strategic Trust Running Gwth Etf (RUNN) | 0.1 | $290k | NEW | 9.3k | 31.17 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $289k | -9% | 11k | 25.49 |
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $287k | +17% | 11k | 25.87 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $287k | +4% | 7.3k | 39.02 |
|
| Northern Lts Fd Tr Iv Brookstone Value (BAMV) | 0.1 | $284k | NEW | 9.4k | 30.28 |
|
| Northern Lts Fd Tr Iv Brookstone Grwth (BAMG) | 0.1 | $281k | NEW | 9.3k | 30.10 |
|
| Northern Lts Fd Tr Iv Brookstone Divid (BAMD) | 0.1 | $274k | NEW | 9.5k | 28.82 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $272k | NEW | 4.3k | 63.17 |
|
| Altria (MO) | 0.1 | $272k | -5% | 6.2k | 43.62 |
|
| Nucor Corporation (NUE) | 0.1 | $268k | -12% | 1.4k | 197.96 |
|
| Hershey Company (HSY) | 0.1 | $267k | -16% | 1.4k | 194.56 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $267k | -7% | 23k | 11.88 |
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.1 | $265k | 5.8k | 45.83 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $265k | -6% | 7.4k | 35.91 |
|
| Spdr S&p 500 Etf Tr Put Put Option (Principal) | 0.1 | $265k | NEW | 359.00 | 738.00 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $263k | NEW | 11k | 24.72 |
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.1 | $262k | 5.4k | 48.18 |
|
|
| Global X Fds Globx Supdv Us (DIV) | 0.1 | $257k | 15k | 17.39 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $252k | NEW | 2.8k | 91.40 |
|
| Steel Dynamics (STLD) | 0.1 | $250k | -5% | 1.7k | 148.24 |
|
| Hartford Financial Services (HIG) | 0.1 | $250k | NEW | 2.4k | 103.07 |
|
| Southern Company (SO) | 0.1 | $249k | -5% | 3.5k | 71.73 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $247k | 9.8k | 25.22 |
|
|
| International Paper Company (IP) | 0.1 | $247k | -13% | 6.3k | 39.02 |
|
| Invesco Actively Managed Etf Total Return (GTO) | 0.1 | $243k | -36% | 5.2k | 46.81 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $241k | -24% | 6.7k | 36.19 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $239k | 3.3k | 73.28 |
|
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $235k | -2% | 5.5k | 42.42 |
|
| Fidelity Covington Trust Enhanced Large (FELV) | 0.1 | $233k | -11% | 8.0k | 29.20 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $232k | -48% | 2.2k | 105.03 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $230k | NEW | 15k | 15.73 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) | 0.1 | $222k | 6.6k | 33.87 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $220k | 2.7k | 81.17 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $219k | -31% | 5.5k | 40.05 |
|
| Target Corporation (TGT) | 0.1 | $218k | NEW | 1.2k | 177.16 |
|
| Micron Technology (MU) | 0.1 | $217k | NEW | 1.8k | 117.92 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $210k | +16% | 2.8k | 76.14 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $209k | -23% | 359.00 | 581.21 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.1 | $203k | NEW | 4.3k | 47.46 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $201k | NEW | 4.2k | 47.87 |
|
| Global X Fds Russell 2000 (RYLD) | 0.0 | $173k | -40% | 10k | 16.91 |
|
| DNP Select Income Fund (DNP) | 0.0 | $136k | 15k | 9.07 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $69k | NEW | 27k | 2.59 |
|
Past Filings by Lifeworks Advisors
SEC 13F filings are viewable for Lifeworks Advisors going back to 2021
- Lifeworks Advisors 2024 Q1 filed May 10, 2024
- Lifeworks Advisors 2023 Q4 filed Feb. 12, 2024
- Lifeworks Advisors 2023 Q3 filed Nov. 1, 2023
- Lifeworks Advisors 2023 Q2 filed Aug. 2, 2023
- Lifeworks Advisors 2023 Q1 filed May 15, 2023
- Lifeworks Advisors 2022 Q4 filed Feb. 14, 2023
- Lifeworks Advisors 2022 Q3 filed Nov. 14, 2022
- Lifeworks Advisors 2022 Q2 filed Aug. 12, 2022
- Lifeworks Advisors 2022 Q1 filed May 16, 2022
- Lifeworks Advisors 2021 Q4 filed Feb. 15, 2022