Lifeworks Advisors, LLC Portfolio Holdings
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
Lifeworks Advisors, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $539 Million distributed in 306 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $24.3M, Ishares U.S. Treasury Bond ETF with a value of $18.9M, Ishares Iboxx $ Investment Gra with a value of $14.7M, Fidelity Covington Tr Msci Hea with a value of $14.1M, and Ishares Tr with a value of $13.4M.
Examining the 13F form we can see an increase of $43.1M in the current position value, from $496M to 539M.
Lifeworks Advisors, LLC is based out at Grand Rapids, MI
Below you can find more details about Lifeworks Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 306
- Current Value $539 Million
- Prior Value $496 Million
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 31 stocks
- Additional Purchases 162 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks