Lifeworks Advisors, LLC Purchases in Q4 2024

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FHLC
Fidelity Covington Tr Msci Hea

ETFs
94.9K
+ 79.14%
$64.85 - $73.04 $6.15M - $6.93M
215K $14.1M
SO
Southern CO

Utilities
58.8K
+ 1057.57%
$81.5 - $94.15 $4.79M - $5.53M
64.3K $5.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
174K
+ 32.47%
$34.13 - $37.35 $5.94M - $6.51M
711K $24.3M
VTRS
Viatris Inc

Healthcare
266K
New
$11.32 - $13.37 $3.01M - $3.56M
266K $3.31M
IWM
Ishares Russell 2000 ETF

ETFs
10.9K
+ 145.34%
$216.13 - $242.4 $2.35M - $2.64M
18.4K $4.06M
DELL
Dell Technologies Inc.

Technology
19.9K
New
$111.96 - $144.21 $2.22M - $2.86M
19.9K $2.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.87K
+ 57.71%
$481.22 - $538.17 $1.86M - $2.08M
10.6K $5.41M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
11.1K
+ 567.38%
$180.39 - $205.43 $2M - $2.27M
13K $2.47M
RSG
Republic Services, Inc.

Industrials
9.54K
+ 44.44%
$198.0 - $218.75 $1.89M - $2.09M
31K $6.24M
RE
Everest Re Group LTD

Financial Services
4.69K
+ 38.27%
N/A
17K $6.29M
IYR
Ishares Tr

ETFs
19.6K
+ 67.07%
$90.74 - $102.87 $1.78M - $2.02M
48.9K $4.55M
SGOL
Abrdn Gold ETF Trust

ETFs
55.7K
+ 41.34%
$24.46 - $26.62 $1.36M - $1.48M
190K $4.77M
GLD
Spdr Gold Trust

ETFs
5.71K
+ 301.85%
$236.59 - $257.5 $1.35M - $1.47M
7.6K $1.84M
AVGO
Broadcom Inc.

Technology
499
+ 2.4%
$159.67 - $250.0 $79.7K - $125K
21.3K $4.94M
IEF
Ishares Barclays

ETFs
16.6K
+ 50.72%
$92.08 - $98.18 $1.53M - $1.63M
49.4K $4.57M
IAU
Ishares Gold Trust

ETFs
26.3K
+ 18.07%
$48.37 - $52.65 $1.27M - $1.38M
172K $8.5M
JNPR
Juniper Networks Inc

Technology
36K
+ 52.87%
$35.08 - $39.26 $1.26M - $1.41M
104K $3.9M
GILD
Gilead Sciences, Inc.

Healthcare
5.32K
+ 6.89%
$83.95 - $97.9 $446K - $520K
82.4K $7.61M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
23.1K
+ 312.02%
$48.17 - $53.38 $1.11M - $1.23M
30.5K $1.49M
MRK
Merck & Co., Inc.

Healthcare
18.8K
+ 34.33%
$96.31 - $114.76 $1.81M - $2.15M
73.5K $7.31M
MBB
Ishares Tr

ETFs
17.7K
+ 13.84%
$91.26 - $95.82 $1.62M - $1.7M
146K $13.4M
MSTR
Microstrategy Inc

Technology
3.01K
+ 225.37%
$162.69 - $473.83 $490K - $1.43M
4.35K $1.26M
HPQ
Hp Inc

Technology
35.6K
+ 50.27%
$32.46 - $39.3 $1.16M - $1.4M
106K $3.47M
GDDY
Go Daddy Inc.

Technology
45
+ 0.2%
$153.16 - $209.03 $6.89K - $9.41K
22.2K $4.38M
PFE
Pfizer Inc

Healthcare
51.2K
+ 26.19%
$24.8 - $30.19 $1.27M - $1.55M
247K $6.54M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
12.9K
+ 37.34%
$70.31 - $77.39 $909K - $1M
47.5K $3.34M
JNJ
Johnson & Johnson

Healthcare
10.9K
+ 25.4%
$143.34 - $165.86 $1.56M - $1.81M
53.8K $7.78M
ABBV
Abb Vie Inc.

Healthcare
8.34K
+ 24.74%
$164.99 - $203.87 $1.38M - $1.7M
42K $7.47M
AAPL
Apple Inc.

Technology
1.42K
+ 5.45%
$221.69 - $259.02 $315K - $368K
27.4K $6.87M
PNR
Pentair PLC

Industrials
6.92K
+ 35.55%
$95.0 - $109.21 $658K - $756K
26.4K $2.66M
GLW
Corning Inc

Technology
12.1K
+ 19.68%
$44.11 - $49.76 $532K - $600K
73.4K $3.49M
JBL
Jabil Inc

Technology
2.24K
+ 14.35%
$118.97 - $147.77 $266K - $331K
17.8K $2.57M
FDIS
Fidelity Covington Tr Msci Con

ETFs
5.28K
+ 27.24%
$85.33 - $104.24 $450K - $550K
24.7K $2.4M
BNDX
Vanguard Total International B

ETFs
19.8K
+ 8.28%
$48.91 - $50.61 $966K - $1M
258K $12.7M
HPE
Hewlett Packard Enterprise CO

Technology
26.8K
+ 23.75%
$19.31 - $23.95 $517K - $642K
140K $2.98M
GIS
General Mills Inc

Consumer Defensive
10.2K
New
$62.78 - $74.62 $642K - $764K
10.2K $652K
IBM
International Business Machines Corp

Technology
3.08K
+ 10.19%
$204.9 - $238.04 $632K - $734K
33.3K $7.33M
CSCO
Cisco Systems, Inc.

Technology
1.3K
+ 1.4%
$52.45 - $60.02 $68.2K - $78K
94.2K $5.58M
PCAR
Paccar Inc

Industrials
3.92K
+ 9.42%
$97.92 - $118.41 $384K - $465K
45.6K $4.74M
GRMN
Garmin LTD

Technology
58
+ 0.29%
$161.91 - $220.77 $9.39K - $12.8K
20.2K $4.16M
CMI
Cummins Inc

Industrials
1K
+ 10.4%
$324.93 - $383.42 $326K - $385K
10.7K $3.72M
HYG
Ishares Tr

ETFs
7.28K
New
$78.09 - $80.04 $569K - $583K
7.28K $572K
DE
Deere & CO

Industrials
1.21K
+ 21.53%
$389.45 - $466.0 $471K - $564K
6.83K $2.89M
MSFT
Microsoft Corp

Technology
1.63K
+ 9.46%
$406.35 - $454.46 $661K - $739K
18.8K $7.93M
MCD
Mcdonalds Corp

Consumer Cyclical
1.8K
New
$288.47 - $316.54 $518K - $568K
1.8K $520K
AMCR
Amcor PLC

Consumer Cyclical
126K
+ 34.45%
$9.34 - $11.37 $1.17M - $1.43M
491K $4.62M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
40.2K
+ 33.84%
$12.74 - $14.23 $512K - $572K
159K $2.07M
CF
Cf Industries Holdings, Inc.

Basic Materials
4.78K
New
$81.39 - $94.14 $389K - $450K
4.78K $407K
CPB
Campbell Soup CO

Consumer Defensive
32.7K
+ 23.42%
$41.42 - $48.71 $1.35M - $1.59M
172K $7.21M
Activity Summary
Buys All Purchases 193 New Holdings 31 Increased Positions 162 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 1
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