Lifeworks Advisors, LLC Incresed Positions in Q3 2025

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
ENB
Enbridge Inc

Energy
191
+ 3.53%
$43.79 - $50.46 $8.36K - $9.64K
5.6K $282K
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 23.26%
$5364.25 - $5815.92 $53.6K - $58.2K
53 $286K
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
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
BA
Boeing CO

Industrials
21
+ 0.95%
$209.79 - $237.38 $4.41K - $4.98K
2.23K $480K
BSX
Boston Scientific Corp

Healthcare
895
+ 12.86%
$97.03 - $108.14 $86.8K - $96.8K
7.85K $766K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
175
+ 5.12%
$91.44 - $91.77 $16K - $16.1K
3.59K $329K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
28
+ 0.7%
$51.16 - $55.21 $1.43K - $1.55K
4.05K $223K
LYG
Lloyds Banking Group PLC

Financial Services
1.63K
+ 7.52%
$4.03 - $4.63 $6.56K - $7.54K
23.3K $105K
DOW
Dow Inc.

Basic Materials
16.6K
+ 16.05%
$20.87 - $30.37 $347K - $505K
120K $2.75M
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
Blackrock ETF Trust
1.23K
+ 10.93%
N/A
12.4K $0
Ishares Bitcoin Trust ETF
14.5K
+ 9.85%
N/A
161K $0
CF
Cf Industries Holdings, Inc.

Basic Materials
80
+ 1.36%
$80.91 - $98.75 $6.47K - $7.9K
5.98K $536K
ADBE
Adobe Inc.

Technology
47
+ 6.85%
$333.65 - $392.1 $15.7K - $18.4K
733 $258K
GIS
General Mills Inc

Consumer Defensive
79
+ 0.65%
$48.44 - $53.83 $3.83K - $4.25K
12.2K $615K
KMB
Kimberly Clark Corp

Consumer Defensive
39
+ 1.03%
$121.72 - $136.77 $4.75K - $5.33K
3.83K $476K
UPS
United Parcel Service Inc

Industrials
370
+ 10.76%
$82.58 - $105.54 $30.6K - $39K
3.81K $318K
ELV
Elevance Health, Inc.

Healthcare
175
+ 13.51%
$274.66 - $395.76 $48.1K - $69.3K
1.47K $474K
KR
Kroger CO

Consumer Defensive
103
+ 1.17%
$64.52 - $74.35 $6.65K - $7.66K
8.93K $601K
CMCSA
Comcast Corp

Communication Services
1.48K
+ 7.39%
$31.41 - $36.33 $46.6K - $53.9K
21.6K $677K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
260
+ 9.8%
$366.54 - $479.53 $95.3K - $125K
2.91K $1.14M
DIS
Walt Disney CO

Communication Services
129
+ 1.97%
$112.25 - $124.0 $14.5K - $16K
6.68K $764K
KO
Coca Cola CO

Consumer Defensive
131
+ 1.02%
$65.67 - $71.67 $8.6K - $9.39K
12.9K $858K
CARR
Carrier Global Corp

Industrials
8.11K
+ 18.23%
$58.75 - $80.73 $476K - $655K
52.6K $3.14M
MCHP
Microchip Technology Inc

Technology
2.76K
+ 5.76%
$60.95 - $75.26 $168K - $208K
50.7K $3.26M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.84K
+ 8.46%
$48.34 - $67.22 $234K - $325K
62K $3.04M
GDDY
Go Daddy Inc.

Technology
4.14K
+ 12.28%
$133.35 - $178.59 $552K - $739K
37.8K $5.18M
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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