Lifelong Wealth Advisors, Inc. Purchases in Q4 2025

Lifelong Wealth Advisors, Inc.

  • $377 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
748K
New
N/A
748K $27.2B
XLG
Invesco Exchange Traded Fd Tr

ETFs
65.1K
+ 110.34%
$56.5 - $60.52 $3.68M - $3.94M
124K $7.36B
IVE
Ishares S&P 500 Value ETF

ETFs
14.5K
+ 56.87%
$202.52 - $212.07 $2.94M - $3.08M
40K $8.48B
AVEM
American Centy ETF Tr Avantis

ETFs
36.4K
New
$73.09 - $78.36 $2.66M - $2.85M
36.4K $2.8B
Blackrock ETF Trust
60.8K
+ 140.08%
N/A
104K $3.47B
Global X Fds
25.4K
New
N/A
25.4K $1.65B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
333
+ 0.04%
$76.84 - $80.86 $25.6K - $26.9K
796K $63.8B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
21.7K
+ 17.89%
$57.9 - $61.26 $1.26M - $1.33M
143K $8.71B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.6K
+ 66.62%
$117.68 - $124.18 $1.37M - $1.44M
29K $3.46B
GLDM
World Gold Trust

ETFs
6.95K
+ 54.94%
$76.32 - $86.69 $530K - $602K
19.6K $1.67B
J P Morgan Exchange Traded F
12.6K
+ 1.98%
N/A
651K $35.2B
XTEN
Bondbloxx ETF Tr Bloomberg 10
13.7K
+ 26.11%
N/A
66.2K $3.06B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.72K
+ 45.36%
$51.27 - $51.8 $498K - $503K
31.1K $1.56B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19K
+ 11.86%
$23.37 - $23.7 $444K - $451K
179K $4.19B
Blackrock ETF Trust
9.54K
+ 11.68%
N/A
91.3K $3.52B
LLY
Eli Lilly & CO

Healthcare
5
+ 0.43%
$799.57 - $1025.28 $4K - $5.13K
1.17K $1.26B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14.9K
+ 65.54%
$23.38 - $23.82 $347K - $354K
37.5K $878M
Blackrock ETF Trust Ii
6.52K
+ 25.06%
N/A
32.5K $1.72B
Ishares Tr
10.1K
New
N/A
10.1K $324M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
3.57K
New
N/A
3.57K $320M
MBB
Ishares Tr

ETFs
3.09K
+ 15.68%
$94.9 - $96.23 $293K - $297K
22.8K $2.17B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.05K
+ 26.21%
$71.13 - $74.96 $217K - $229K
14.7K $1.09B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.13K
+ 43.23%
$47.89 - $48.53 $245K - $249K
17K $813M
Grail Inc
2.8K
New
N/A
2.8K $239M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.34K
New
$98.1 - $103.73 $229K - $243K
2.34K $230M
SPY
Spdr S&P 500 ETF Trust

ETFs
320
+ 96.39%
$653.02 - $687.39 $209K - $220K
652 $445M
IWF
Ishares Russell 1000 Gr ETF

ETFs
463
New
$459.47 - $491.71 $213K - $228K
463 $219M
QQQ
Invesco Qqq Trust, Series 1

ETFs
329
New
$589.5 - $635.77 $194K - $209K
329 $202M
VTI
Vanguard Total Stock Market Et

ETFs
601
New
$321.8 - $337.95 $193K - $203K
601 $202M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.17K
+ 23.57%
$123.63 - $130.75 $145K - $153K
6.14K $791M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
622
+ 3.04%
$142.82 - $150.36 $88.8K - $93.5K
21.1K $3.14B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.29K
+ 35.79%
$42.19 - $45.31 $139K - $149K
12.5K $551M
EMB
Ishares Tr

ETFs
1.51K
+ 41.06%
$94.63 - $97.03 $143K - $147K
5.19K $500M
AAPL
Apple Inc.

Technology
80
+ 1.16%
$245.27 - $275.25 $19.6K - $22K
6.97K $1.89B
GOOGL
Alphabet Inc.

Communication Services
33
+ 1.95%
$236.57 - $291.31 $7.81K - $9.61K
1.73K $541M
IVV
Ishares Core S&P 500 ETF

ETFs
53
+ 0.92%
$656.2 - $690.71 $34.8K - $36.6K
5.8K $3.97B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.05K
+ 40.21%
$23.04 - $23.36 $116K - $118K
17.6K $406M
CAT
Caterpillar Inc

Industrials
30
+ 4.97%
$480.82 - $585.49 $14.4K - $17.6K
634 $363M
MSFT
Microsoft Corp

Technology
308
+ 10.18%
$496.82 - $542.07 $153K - $167K
3.34K $1.61B
WFC
Wells Fargo & Company

Financial Services
15
+ 0.41%
$77.62 - $87.3 $1.16K - $1.31K
3.65K $340M
XOM
Exxon Mobil Corp

Energy
25
+ 0.71%
$110.64 - $119.78 $2.77K - $2.99K
3.52K $424M
AMZN
Amazon Com Inc

Consumer Cyclical
41
+ 2.41%
$213.04 - $254.0 $8.73K - $10.4K
1.74K $402M
JNJ
Johnson & Johnson

Healthcare
6
+ 0.48%
$185.98 - $199.58 $1.12K - $1.2K
1.26K $260M
NVDA
Nvidia Corp

Technology
84
+ 1.59%
$179.83 - $207.04 $15.1K - $17.4K
5.37K $1B
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 1.13%
$401.99 - $468.37 $6.83K - $7.96K
1.53K $687M
AVGO
Broadcom Inc.

Technology
8
+ 1.05%
$324.63 - $385.98 $2.6K - $3.09K
770 $266M
JPM
Jpmorgan Chase & CO

Financial Services
9
+ 1.07%
$294.11 - $320.41 $2.65K - $2.88K
847 $273M
MUB
Ishares National Muni Bond ETF

ETFs
39
+ 0.9%
$106.36 - $107.61 $4.15K - $4.2K
4.39K $470M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 1.0%
$475.68 - $513.11 $4.28K - $4.62K
906 $455M
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 1
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