Lifelong Wealth Advisors, Inc. Purchases in Q4 2024

Lifelong Wealth Advisors, Inc.

  • $222 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
536K
New
$111.85 - $120.71 $60M - $64.7M
536K $61.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
881K
New
$66.77 - $71.52 $58.8M - $63M
881K $60.5B
IYW
Ishares Dj Us Tech ETF

ETFs
95.4K
New
$148.14 - $166.23 $14.1M - $15.9M
95.4K $15.2B
ORCL
Oracle Corp

Technology
40K
New
$165.41 - $192.43 $6.61M - $7.69M
40K $6.66B
QUAL
Ishares Msci Usa Quality Facto

ETFs
34.9K
New
$176.42 - $186.91 $6.16M - $6.52M
34.9K $6.21B
IVW
Ishares S&P 500 Growth ETF

ETFs
60.7K
New
$94.43 - $105.47 $5.73M - $6.4M
60.7K $6.16B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
101K
New
$49.03 - $53.35 $4.96M - $5.39M
101K $5.18B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
93.4K
New
$45.07 - $47.1 $4.21M - $4.4M
93.4K $4.22B
EFG
Msci Eafe Growth ETF

ETFs
43.4K
New
$96.83 - $106.88 $4.2M - $4.63M
43.4K $4.2B
IFRA
Ishares Tr

ETFs
90.5K
New
$45.94 - $51.71 $4.16M - $4.68M
90.5K $4.19B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
147K
New
$22.63 - $47.53 $3.33M - $7M
147K $3.34B
IVV
Ishares Core S&P 500 ETF

ETFs
5.52K
New
$570.51 - $610.59 $3.15M - $3.37M
5.52K $3.25B
IVE
Ishares S&P 500 Value ETF

ETFs
14.6K
New
$189.5 - $206.17 $2.77M - $3.02M
14.6K $2.79B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
19.3K
New
$124.61 - $133.96 $2.4M - $2.58M
19.3K $2.48B
TSLA
Tesla, Inc.

Consumer Cyclical
5.09K
New
$213.65 - $479.86 $1.09M - $2.44M
5.09K $2.05B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
36.3K
New
$55.45 - $61.08 $2.02M - $2.22M
36.3K $2.02B
MBB
Ishares Tr

ETFs
20.8K
New
$91.26 - $95.82 $1.89M - $1.99M
20.8K $1.9B
IWP
Ishares Russell Mid Cap Growth

ETFs
13.6K
New
$116.4 - $138.52 $1.58M - $1.88M
13.6K $1.72B
AAPL
Apple Inc.

Technology
6.44K
New
$221.69 - $259.02 $1.43M - $1.67M
6.44K $1.61B
ACWI
Ishares Msci Acwi ETF

ETFs
12.4K
New
$117.05 - $123.03 $1.45M - $1.53M
12.4K $1.46B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
14.7K
New
$89.97 - $98.59 $1.33M - $1.45M
14.7K $1.4B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
23.5K
New
$50.67 - $50.9 $1.19M - $1.19M
23.5K $1.19B
Blackrock ETF Trust Ii
22.6K
New
N/A
22.6K $1.17B
MSFT
Microsoft Corp

Technology
2.54K
New
$406.35 - $454.46 $1.03M - $1.16M
2.54K $1.07B
GBIL
Goldman Sachs Access Treasury

ETFs
10.1K
New
$99.85 - $100.22 $1.01M - $1.02M
10.1K $1.01B
IEMG
Ishares Inc

ETFs
19.1K
New
N/A
19.1K $995M
LLY
Eli Lilly & CO

Healthcare
1.1K
New
$727.2 - $932.06 $800K - $1.03M
1.1K $849M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.71K
New
$87.1 - $98.49 $845K - $956K
9.71K $848M
MMM
3 M CO

Industrials
4.88K
New
$124.74 - $137.12 $608K - $669K
4.88K $630M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
9.53K
New
$62.07 - $66.61 $591K - $634K
9.53K $610M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
3.28K
New
$170.03 - $192.78 $558K - $633K
3.28K $607M
TGT
Target Corp

Consumer Defensive
3.97K
New
$121.59 - $160.69 $482K - $637K
3.97K $536M
XEL
Xcel Energy Inc

Utilities
7.42K
New
$62.16 - $72.92 $461K - $541K
7.42K $501M
DSI
Ishares Msci Kld 400 Social Et

ETFs
4.33K
New
$107.41 - $115.71 $465K - $500K
4.33K $477M
USXF
Ishares Esg Advanced Msci Usa

Technology
9.34K
New
$48.45 - $52.57 $452K - $491K
9.34K $464M
NVDA
Nvidia Corp

Technology
3.4K
New
$117.0 - $148.88 $398K - $507K
3.4K $457M
GLDM
World Gold Trust

ETFs
8.32K
New
$50.76 - $55.23 $422K - $460K
8.32K $433M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
18.4K
New
$22.65 - $23.8 $417K - $438K
18.4K $418M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
18.8K
New
$21.66 - $22.69 $407K - $427K
18.8K $410M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
10.8K
New
$29.11 - $41.59 $316K - $451K
10.8K $402M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.44K
New
$113.92 - $127.38 $391K - $438K
3.44K $396M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
847
New
$442.29 - $483.08 $375K - $409K
847 $384M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
8.04K
New
$46.33 - $48.6 $373K - $391K
8.04K $373M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4.33K
New
$81.6 - $90.89 $354K - $394K
4.33K $372M
PG
Procter & Gamble CO

Consumer Defensive
1.91K
New
$161.05 - $179.7 $308K - $344K
1.91K $321M
IEFA
Ishares Tr

ETFs
4.57K
New
$70.06 - $77.43 $320K - $353K
4.57K $321M
UNH
Unitedhealth Group Inc

Healthcare
627
New
$485.52 - $625.25 $304K - $392K
627 $317M
AMZN
Amazon Com Inc

Consumer Cyclical
1.3K
New
$180.88 - $232.93 $236K - $303K
1.3K $288M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.1K
New
$22.39 - $23.45 $271K - $284K
12.1K $278M
Activity Summary
Buys All Purchases 66 New Holdings 66 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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