Lifeworks Advisors, LLC Purchases in Q3 2025

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HPQ
Hp Inc

Technology
2.54K
+ 1.79%
$24.45 - $29.35 $62.1K - $74.5K
144K $3.93M
CRWD
Crowd Strike Holdings, Inc.

Technology
953
+ 81.45%
$412.46 - $514.1 $393K - $490K
2.12K $1.04M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.66K
+ 2.25%
$49.78 - $50.75 $332K - $338K
302K $15.3M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
6.56K
+ 20.32%
$49.48 - $53.78 $325K - $353K
38.8K $2.04M
RTX
Raytheon Technologies Corp

Industrials
1.53K
+ 20.5%
$144.19 - $167.33 $220K - $255K
8.97K $1.5M
INTU
Intuit Inc

Technology
602
New
$646.03 - $807.39 $389K - $486K
602 $411K
CLX
Clorox CO

Consumer Defensive
2.08K
+ 4.72%
$117.67 - $131.43 $244K - $273K
46.1K $5.68M
AEP
American Electric Power CO Inc

Utilities
3.54K
New
$103.26 - $115.0 $365K - $407K
3.54K $398K
TRMB
Trimble Inc.

Technology
4.81K
New
$76.46 - $85.24 $368K - $410K
4.81K $392K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.78K
+ 12.81%
$53.81 - $57.52 $257K - $275K
42.1K $2.42M
NOW
Service Now, Inc.

Technology
423
New
$850.86 - $1044.69 $360K - $442K
423 $389K
AXON
Axon Enterprise, Inc.

Industrials
592
+ 100.68%
$698.02 - $870.97 $413K - $516K
1.18K $846K
FSTA
Fidelity Covington Tr Msci Con

ETFs
8.95K
+ 12.39%
$49.57 - $52.57 $444K - $470K
81.2K $4.05M
ADP
Automatic Data Processing Inc

Industrials
1.17K
New
$288.69 - $310.94 $337K - $363K
1.17K $343K
CAG
Conagra Brands Inc.

Consumer Defensive
18.7K
New
$18.04 - $21.14 $337K - $394K
18.7K $341K
XEL
Xcel Energy Inc

Utilities
4.16K
New
$67.56 - $80.65 $281K - $336K
4.16K $335K
META
Meta Platforms, Inc.

Communication Services
435
+ 21.63%
$695.21 - $791.73 $302K - $344K
2.45K $1.8M
ITA
Ishares Tr

ETFs
1.49K
New
$184.73 - $209.26 $275K - $311K
1.49K $311K
FICO
Fair Isaac Corp

Technology
253
+ 113.96%
$1311.26 - $1869.83 $332K - $473K
475 $710K
VTI
Vanguard Total Stock Market Et

ETFs
810
+ 65.22%
$303.93 - $329.86 $246K - $267K
2.05K $673K
PLTR
Palantir Technologies Inc.

Technology
1.61K
New
$130.68 - $186.97 $210K - $301K
1.61K $293K
HON
Honeywell International Inc

Industrials
1.35K
New
$207.7 - $240.4 $280K - $325K
1.35K $284K
PNW
Pinnacle West Capital Corp

Utilities
3.14K
New
$85.87 - $94.45 $270K - $297K
3.14K $281K
WMT
Walmart Inc.

Consumer Defensive
1.7K
+ 9.16%
$94.4 - $104.27 $160K - $177K
20.3K $2.09M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.97K
+ 14.94%
$54.35 - $59.32 $161K - $176K
22.8K $1.35M
EMN
Eastman Chemical CO

Basic Materials
9.6K
+ 32.67%
$58.79 - $81.56 $564K - $783K
39K $2.46M
TER
Teradyne, Inc

Technology
1.92K
New
$90.15 - $137.64 $173K - $264K
1.92K $264K
PNR
Pentair PLC

Industrials
1.95K
+ 34.1%
$100.62 - $112.59 $196K - $219K
7.66K $848K
GWRE
Guidewire Software, Inc.

Technology
1.12K
New
$207.82 - $261.88 $233K - $294K
1.12K $257K
OEF
Ishares S&P 100 ETF

ETFs
897
+ 52.43%
N/A
2.61K $693K
UBER
Uber Technologies, Inc

Technology
2.14K
+ 35.57%
$86.91 - $99.57 $186K - $213K
8.17K $800K
IEFA
Ishares Tr

ETFs
2.66K
New
$81.7 - $87.53 $217K - $233K
2.66K $232K
TGT
Target Corp

Consumer Defensive
2.59K
New
$86.56 - $107.43 $224K - $278K
2.59K $232K
PKG
Packaging Corp Of America

Consumer Cyclical
885
+ 66.74%
$191.41 - $220.25 $169K - $195K
2.21K $481K
DVN
Devon Energy Corp

Energy
6.55K
New
$31.75 - $36.99 $208K - $242K
6.55K $229K
NRG
Nrg Energy, Inc.

Utilities
1.42K
New
$144.77 - $173.91 $205K - $246K
1.42K $229K
MA
Mastercard Inc

Financial Services
397
New
$550.18 - $598.96 $218K - $238K
397 $225K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.86K
New
$50.79 - $76.4 $145K - $218K
2.86K $218K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.86K
+ 10.21%
$185.65 - $214.38 $345K - $399K
20.1K $4.03M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.92K
+ 43.04%
$98.52 - $103.93 $189K - $200K
6.38K $657K
IEMG
Ishares Inc

ETFs
3.8K
+ 42.51%
N/A
12.7K $682K
BDX
Becton Dickinson & CO

Healthcare
1.07K
New
$172.41 - $199.66 $184K - $213K
1.07K $200K
VUG
Vanguard Growth ETF

ETFs
107
+ 2.99%
$433.97 - $484.08 $46.4K - $51.8K
3.69K $1.77M
GE
General Electric CO

Industrials
286
+ 11.33%
$244.75 - $305.63 $70K - $87.4K
2.81K $845K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
821
+ 2.47%
$52.31 - $56.47 $42.9K - $46.4K
34K $1.92M
K
Kellogg CO

Consumer Defensive
1.86K
+ 34.2%
$76.96 - $82.02 $143K - $152K
7.3K $598K
HWM
Howmet Aerospace Inc.

Industrials
698
+ 26.48%
$171.0 - $196.23 $119K - $137K
3.33K $654K
CDNS
Cadence Design Systems Inc

Technology
244
+ 19.79%
$309.46 - $373.37 $75.5K - $91.1K
1.48K $518K
LMT
Lockheed Martin Corp

Industrials
177
+ 15.55%
$410.74 - $499.21 $72.7K - $88.4K
1.32K $656K
Activity Summary
Buys All Purchases 166 New Holdings 27 Increased Positions 139 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 1 Puts 1
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