Lifeworks Advisors, LLC Sells in Q3 2025

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-595
- 35.56%
$175.16 - $255.24 $104K - $152K
1.08K $262K
VZ
Verizon Communications Inc

Communication Services
-1.01K
- 5.0%
$40.84 - $45.06 $41.2K - $45.5K
19.2K $843K
PG
Procter & Gamble CO

Consumer Defensive
-25
- 0.58%
$150.47 - $161.22 $3.76K - $4.03K
4.27K $655K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-540
- 10.12%
$50.82 - $51.09 $27.4K - $27.6K
4.8K $244K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.61K
- 2.04%
$23.54 - $23.97 $37.8K - $38.5K
77.1K $1.84M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.07K
- 2.88%
$39.58 - $40.74 $42.2K - $43.4K
35.9K $1.46M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-496
- 7.88%
$52.39 - $53.11 $26K - $26.3K
5.8K $307K
DGX
Quest Diagnostics Inc

Healthcare
-152
- 3.28%
N/A
4.48K $614K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-1.19K
- 12.76%
$29.18 - $31.13 $34.8K - $37.1K
8.15K $253K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-304
- 2.78%
$97.75 - $100.75 $29.7K - $30.6K
10.6K $1.07M
XLV
Select Sector Spdr Fund Health

ETFs
-203
- 7.67%
$129.01 - $139.72 $26.2K - $28.4K
2.44K $340K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-673
- 1.27%
$30.02 - $30.29 $20.2K - $20.4K
52.2K $1.58M
CME
Cme Group Inc.

Financial Services
-16
- 1.02%
$258.83 - $287.1 $4.14K - $4.59K
1.56K $421K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-575
- 6.39%
$182.33 - $194.5 $105K - $112K
8.43K $1.64M
MUB
Ishares National Muni Bond ETF

ETFs
-958
- 2.04%
$103.24 - $106.68 $98.9K - $102K
46.1K $4.91M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-537
- 2.28%
$28.95 - $29.73 $15.5K - $16K
23K $685K
SCHO
Schwab Short Term Us Treasury

ETFs
-265
- 0.23%
$24.23 - $24.42 $6.42K - $6.47K
117K $2.84M
PFF
Ishares Trust Ishares Pfd And

ETFs
-486
- 4.02%
$30.67 - $32.13 $14.9K - $15.6K
11.6K $367K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-210
- 0.71%
$28.38 - $29.05 $5.96K - $6.1K
29.2K $843K
XLP
Consumer Staples Sector Spdr

ETFs
-44
- 1.36%
N/A
3.2K $243K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-113
- 1.77%
$92.18 - $95.14 $10.4K - $10.8K
6.26K $595K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-26
- 1.14%
N/A
2.26K $193K
EBND
Spdr Bloomberg Emerging Market

ETFs
-51
- 0.24%
$20.95 - $21.57 $1.07K - $1.1K
21.1K $449K
STLD
Steel Dynamics Inc

Basic Materials
-18
- 1.05%
N/A
1.7K $166K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-259
- 5.31%
$62.09 - $66.51 $16.1K - $17.2K
4.62K $301K
SRLN
Ssga Active Trust

ETFs
-14
- 0.24%
$41.28 - $41.65 $578 - $583
5.93K $246K
Arista Networks Inc
-537
- 22.78%
N/A
1.82K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
-48
- 1.73%
$81.75 - $84.54 $3.92K - $4.06K
2.72K $229K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-134
- 0.67%
$19.01 - $19.39 $2.55K - $2.6K
20K $385K
Pacer Fds Tr
-156
- 0.33%
N/A
47.2K $0
Super Micro Computer Inc
-73.3K
- 94.15%
N/A
4.56K $0
Ea Series Trust
-49.5K
- 53.4%
N/A
43.2K $0
SPTS
Spdr Portfolio Short Term Trea

ETFs
-35
- 0.13%
$29.12 - $29.34 $1.02K - $1.03K
26.4K $775K
SFLR
Innovator Etfs Tr Equity Manag
-123
- 0.38%
N/A
31.9K $0
Te Connectivity PLC
-202
- 14.39%
N/A
1.2K $0
First Tr Exchng Traded Fd Vi
-66
- 0.84%
N/A
7.83K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-1.17K
- 2.1%
N/A
54.7K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-193
- 1.83%
$48.5 - $50.19 $9.36K - $9.69K
10.3K $517K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-6
- 0.07%
$24.69 - $25.26 $148 - $152
8.68K $218K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-128
- 2.41%
$42.16 - $43.5 $5.4K - $5.57K
5.18K $225K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-6
- 0.08%
$25.67 - $27.21 $154 - $163
7.87K $212K
EMHC
Spdr Bloomberg Emerging Market
-22
- 0.25%
$24.31 - $25.33 $535 - $557
8.68K $218K
XLI
Industrial Sector Spdr

ETFs
-39
- 2.14%
$147.94 - $154.99 $5.77K - $6.04K
1.78K $274K
ADI
Analog Devices Inc

Technology
-10
- 0.94%
$220.68 - $255.63 $2.21K - $2.56K
1.05K $258K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-115
- 1.33%
$27.47 - $28.76 $3.16K - $3.31K
8.54K $245K
EXPD
Expeditors International Of Washington Inc

Industrials
-140
- 4.86%
$111.37 - $124.95 $15.6K - $17.5K
2.74K $336K
RWO
Spdr Dow Jones Global Real Est

ETFs
-16
- 0.29%
$43.53 - $46.27 $696 - $740
5.59K $255K
GMOM
Cambria ETF Tr Cambria Global

ETFs
-844
- 5.7%
$29.58 - $32.21 $25K - $27.2K
14K $448K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
-4K
- 20.0%
$3.18 - $5.32 $12.7K - $21.3K
16K $82K
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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