Lifeworks Advisors, LLC Incresed Positions in Q3 2025

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
CLX
Clorox CO

Consumer Defensive
2.08K
+ 4.72%
$117.67 - $131.43 $244K - $273K
46.1K $5.68M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.78K
+ 12.81%
$53.81 - $57.52 $257K - $275K
42.1K $2.42M
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
META
Meta Platforms, Inc.

Communication Services
435
+ 21.63%
$695.21 - $791.73 $302K - $344K
2.45K $1.8M
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
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
PNR
Pentair PLC

Industrials
1.95K
+ 34.1%
$100.62 - $112.59 $196K - $219K
7.66K $848K
UBER
Uber Technologies, Inc

Technology
2.14K
+ 35.57%
$86.91 - $99.57 $186K - $213K
8.17K $800K
OEF
Ishares S&P 100 ETF

ETFs
897
+ 52.43%
N/A
2.61K $693K
PKG
Packaging Corp Of America

Consumer Cyclical
885
+ 66.74%
$191.41 - $220.25 $169K - $195K
2.21K $481K
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
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
VO
Vanguard Mid Cap ETF

ETFs
342
+ 16.92%
$279.83 - $293.74 $95.7K - $100K
2.36K $694K
LMT
Lockheed Martin Corp

Industrials
177
+ 15.55%
$410.74 - $499.21 $72.7K - $88.4K
1.32K $656K
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
HSY
Hershey CO

Consumer Defensive
43
+ 1.09%
$161.95 - $193.45 $6.96K - $8.32K
4.01K $749K
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
CTVA
Corteva, Inc.

Basic Materials
1.55K
+ 29.15%
$67.08 - $77.12 $104K - $120K
6.88K $465K
IVE
Ishares S&P 500 Value ETF

ETFs
110
+ 2.71%
$194.44 - $206.51 $21.4K - $22.7K
4.17K $860K
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
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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