Lifeworks Advisors, LLC Purchases in Q3 2024

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.37K
New
$46.9 - $51.96 $299K - $331K
6.37K $328K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.18K
New
$51.02 - $52.74 $315K - $326K
6.18K $325K
GOOGL
Alphabet Inc.

Communication Services
2.45K
+ 48.74%
$148.65 - $191.18 $364K - $468K
7.47K $1.24M
EWJ
Ishares Msci Japan ETF

ETFs
4.53K
New
$63.12 - $72.99 $286K - $331K
4.53K $324K
MRK
Merck & Co., Inc.

Healthcare
7.12K
+ 14.96%
$111.15 - $128.97 $791K - $918K
54.7K $6.21M
VEA
Vanguard Ftse Developed Market

ETFs
5.96K
New
$47.6 - $53.31 $283K - $317K
5.96K $314K
SRLN
Ssga Active Trust

ETFs
7.15K
New
$40.93 - $41.85 $293K - $299K
7.15K $298K
SCHO
Schwab Short Term Us Treasury

ETFs
5.18K
+ 11.03%
$47.93 - $49.06 $248K - $254K
52.1K $2.55M
KR
Kroger CO

Consumer Defensive
5.01K
New
$50.43 - $57.3 $253K - $287K
5.01K $287K
EVRG
Evergy, Inc.

Utilities
4.63K
New
$52.46 - $62.01 $243K - $287K
4.63K $287K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.43K
New
$36.06 - $37.66 $268K - $280K
7.43K $279K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12K
New
$19.78 - $23.53 $237K - $282K
12K $277K
SCHC
Schwab Strategic Tr Intl Small

ETFs
7.09K
New
$34.48 - $38.87 $244K - $276K
7.09K $273K
SPY
Spdr S&P 500 ETF Trust

ETFs
179
+ 3.21%
$517.38 - $573.86 $92.6K - $103K
5.75K $3.3M
XLK
Technology Sector Spdr

ETFs
1.17K
New
$197.34 - $237.68 $231K - $279K
1.17K $264K
EMHC
Spdr Bloomberg Emerging Market
10.5K
New
$23.61 - $25.14 $248K - $264K
10.5K $263K
TER
Teradyne, Inc

Technology
1.94K
New
$114.25 - $163.0 $222K - $316K
1.94K $259K
MCHP
Microchip Technology Inc

Technology
5.35K
+ 34.99%
$72.0 - $95.98 $385K - $513K
20.6K $1.66M
GE
General Electric CO

Industrials
1.37K
New
$156.66 - $189.66 $214K - $259K
1.37K $257K
FENY
Fidelity Covington Tr Msci Ene

ETFs
10.6K
New
$23.09 - $25.75 $244K - $272K
10.6K $254K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.59K
+ 23.47%
$44.83 - $47.42 $206K - $218K
24.1K $1.14M
FCOM
Fidelity Covington Tr Msci Com

ETFs
3.32K
+ 14.15%
$49.09 - $55.08 $163K - $183K
26.8K $1.48M
UNH
Unitedhealth Group Inc

Healthcare
255
+ 21.41%
$488.01 - $604.18 $124K - $154K
1.45K $845K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.65K
New
$81.17 - $90.77 $215K - $240K
2.65K $236K
DUK
Duke Energy Corp

Utilities
2.04K
New
$99.35 - $117.71 $203K - $240K
2.04K $235K
CRWD
Crowd Strike Holdings, Inc.

Technology
840
New
$217.89 - $392.15 $183K - $329K
840 $235K
CVX
Chevron Corp

Energy
1.58K
New
$137.88 - $161.97 $218K - $256K
1.58K $232K
TSCO
Tractor Supply CO

Consumer Cyclical
795
New
$251.95 - $290.93 $200K - $231K
795 $231K
ENB
Enbridge Inc

Energy
5.63K
New
$35.27 - $41.18 $199K - $232K
5.63K $228K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
19K
New
$11.45 - $13.06 $217K - $248K
19K $228K
SYY
Sysco Corp

Consumer Defensive
2.91K
New
$69.16 - $78.98 $201K - $230K
2.91K $227K
CRM
Salesforce, Inc.

Technology
832
New
$238.42 - $276.53 $198K - $230K
832 $227K
FSTA
Fidelity Covington Tr Msci Con

ETFs
2.44K
+ 8.75%
$47.12 - $51.72 $115K - $126K
30.3K $1.55M
MSTR
Microstrategy Inc

Technology
1.34K
New
$114.3 - $1800.09 $153K - $2.4M
1.34K $225K
TMO
Thermo Fisher Scientific Inc.

Healthcare
364
New
$531.86 - $624.21 $194K - $227K
364 $225K
DIAL
Columbia ETF Tr I Diversified

ETFs
12K
New
$17.48 - $18.51 $210K - $222K
12K $222K
BBY
Best Buy CO Inc

Consumer Cyclical
2.11K
New
$80.23 - $103.29 $169K - $218K
2.11K $218K
UBER
Uber Technologies, Inc

Technology
2.87K
New
$58.48 - $77.47 $168K - $222K
2.87K $215K
FDVV
Fidelity High Dividend ETF

ETFs
4.24K
New
$46.26 - $50.65 $196K - $215K
4.24K $214K
NYF
Ishares New York Muni Bond ETF

ETFs
3.91K
New
$53.13 - $54.36 $208K - $212K
3.91K $212K
LOW
Lowes Companies Inc

Consumer Cyclical
553
+ 46.04%
$213.3 - $270.78 $118K - $150K
1.75K $474K
NUE
Nucor Corp

Basic Materials
1.36K
New
$137.77 - $166.14 $187K - $226K
1.36K $204K
NRG
Nrg Energy, Inc.

Utilities
2.22K
New
$68.89 - $91.22 $153K - $203K
2.22K $202K
IEFA
Ishares Tr

ETFs
2.59K
New
$70.09 - $78.74 $181K - $204K
2.59K $202K
VGSH
Vanguard

ETFs
3K
+ 17.57%
$57.74 - $59.13 $173K - $177K
20.1K $1.18M
SO
Southern CO

Utilities
1.51K
+ 37.31%
$77.0 - $90.52 $116K - $137K
5.56K $501K
XLP
Consumer Staples Sector Spdr

ETFs
2.47K
New
$76.04 - $76.04 $188K - $188K
2.47K $187K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
178
+ 11.22%
$405.19 - $478.57 $72.1K - $85.2K
1.77K $812K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.44K
+ 34.67%
$56.04 - $62.99 $137K - $154K
9.49K $579K
Activity Summary
Buys All Purchases 216 New Holdings 82 Increased Positions 134 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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