Lifeworks Advisors, LLC Purchases in Q3 2025

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
342
+ 16.92%
$279.83 - $293.74 $95.7K - $100K
2.36K $694K
VLO
Valero Energy Corp

Energy
20
+ 0.59%
$131.77 - $175.63 $2.64K - $3.51K
3.43K $583K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.93K
+ 3.8%
$55.61 - $57.37 $107K - $110K
52.6K $3M
VTV
Vanguard Value ETF

ETFs
57
+ 0.53%
$175.51 - $186.57 $10K - $10.6K
10.9K $2.03M
XOM
Exxon Mobil Corp

Energy
557
+ 5.41%
$105.83 - $117.22 $58.9K - $65.3K
10.8K $1.22M
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.06%
$108.97 - $121.65 $654 - $730
10.5K $1.26M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
88
+ 0.24%
$36.04 - $38.78 $3.17K - $3.41K
37.4K $1.44M
TXN
Texas Instruments Inc

Technology
523
+ 2.79%
N/A
19.3K $3.75M
SOXX
Ishares Semiconductor ETF

ETFs
76
+ 3.3%
$236.93 - $271.12 $18K - $20.6K
2.38K $644K
XLK
Technology Sector Spdr

ETFs
49
+ 1.72%
$250.97 - $282.66 $12.3K - $13.9K
2.9K $815K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.15K
+ 32.19%
$16.46 - $17.1 $84.8K - $88.1K
21.1K $359K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
264
+ 4.53%
$110.74 - $122.12 $29.2K - $32.2K
6.09K $737K
UEC
Uranium Energy Corp

Energy
372
+ 3.21%
$5.92 - $13.89 $2.2K - $5.17K
12K $159K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
494
+ 9.5%
$82.96 - $95.7 $41K - $47.3K
5.7K $511K
UNH
Unitedhealth Group Inc

Healthcare
52
+ 3.37%
$237.77 - $353.61 $12.4K - $18.4K
1.6K $550K
IVE
Ishares S&P 500 Value ETF

ETFs
110
+ 2.71%
$194.44 - $206.51 $21.4K - $22.7K
4.17K $860K
CTVA
Corteva, Inc.

Basic Materials
1.55K
+ 29.15%
$67.08 - $77.12 $104K - $120K
6.88K $465K
DFAE
Dimensional ETF Tr

ETFs
285
+ 1.37%
$28.84 - $31.84 $8.22K - $9.07K
21.1K $666K
LOW
Lowes Companies Inc

Consumer Cyclical
50
+ 2.98%
$215.01 - $273.02 $10.8K - $13.7K
1.73K $434K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
438
+ 2.29%
$47.56 - $49.7 $20.8K - $21.8K
19.5K $965K
MPC
Marathon Petroleum Corp

Energy
31
+ 1.62%
$158.59 - $198.69 $4.92K - $6.16K
1.95K $374K
WFC
Wells Fargo & Company

Financial Services
517
+ 15.07%
$77.05 - $85.16 $39.8K - $44K
3.95K $330K
VB
Vanguard Small Cap ETF

ETFs
112
+ 7.42%
$237.58 - $259.17 $26.6K - $29K
1.62K $412K
BBY
Best Buy CO Inc

Consumer Cyclical
306
+ 9.62%
$64.12 - $78.46 $19.6K - $24K
3.49K $263K
DAL
Delta Air Lines, Inc.

Industrials
127
+ 2.61%
$49.0 - $61.97 $6.22K - $7.87K
4.99K $283K
EFA
Ishares Tr Msci Eafe ETF

ETFs
64
+ 0.71%
$87.29 - $93.61 $5.59K - $5.99K
9.13K $852K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
492
+ 4.6%
$42.43 - $45.05 $20.9K - $22.2K
11.2K $492K
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 23.26%
$5364.25 - $5815.92 $53.6K - $58.2K
53 $286K
ENB
Enbridge Inc

Energy
191
+ 3.53%
$43.79 - $50.46 $8.36K - $9.64K
5.6K $282K
TROW
Price T Rowe Group Inc

Financial Services
214
+ 8.98%
$98.67 - $111.52 $21.1K - $23.9K
2.6K $266K
SCHW
Schwab Charles Corp

Financial Services
268
+ 11.12%
$91.03 - $98.69 $24.4K - $26.4K
2.68K $255K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
58
+ 5.57%
$236.25 - $257.69 $13.7K - $14.9K
1.1K $281K
SYY
Sysco Corp

Consumer Defensive
39
+ 1.02%
$76.33 - $82.51 $2.98K - $3.22K
3.85K $316K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
445
+ 4.18%
$50.85 - $51.35 $22.6K - $22.9K
11.1K $567K
XLU
Utilities Sector Spdr

ETFs
77
+ 2.76%
$81.14 - $87.32 $6.25K - $6.72K
2.87K $249K
BSX
Boston Scientific Corp

Healthcare
895
+ 12.86%
$97.03 - $108.14 $86.8K - $96.8K
7.85K $766K
BA
Boeing CO

Industrials
21
+ 0.95%
$209.79 - $237.38 $4.41K - $4.98K
2.23K $480K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
28
+ 0.7%
$51.16 - $55.21 $1.43K - $1.55K
4.05K $223K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
175
+ 5.12%
$91.44 - $91.77 $16K - $16.1K
3.59K $329K
DOW
Dow Inc.

Basic Materials
16.6K
+ 16.05%
$20.87 - $30.37 $347K - $505K
120K $2.75M
LYG
Lloyds Banking Group PLC

Financial Services
1.63K
+ 7.52%
$4.03 - $4.63 $6.56K - $7.54K
23.3K $105K
DRI
Darden Restaurants Inc

Consumer Cyclical
352
+ 15.26%
$184.73 - $220.27 $65K - $77.5K
2.66K $506K
ISRG
Intuitive Surgical Inc

Healthcare
449
+ 21.59%
$433.66 - $544.47 $195K - $244K
2.53K $1.13M
Tidal Trust Ii
1.38K
+ 3.64%
N/A
39.4K $0
Ishares Bitcoin Trust ETF
14.5K
+ 9.85%
N/A
161K $0
Blackrock ETF Trust Ii
6.86K
New
N/A
6.86K $0
Blackrock ETF Trust
16.1K
New
N/A
16.1K $0
Tidal Trust Ii
24.6K
New
N/A
24.6K $0
Blackrock ETF Trust
1.23K
+ 10.93%
N/A
12.4K $0
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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