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CIK: 0001882132
Total reported value
$955.0M
$955.0M
222 檔
5.5%
According to the latest 13F quarterly dataset, Lifeworks Advisors, LLC managed an equity portfolio of $955.0M at the end of Q2 2024, spanning 222 distinct U.S. exchange-listed positions.
During Q2 2024, Lifeworks Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 222 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.47% | -0.52% | +5.80% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.34% | -0.23% | +27.48% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.95% | -0.38% | +3.86% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.56% | -0.03% | -10.70% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 2.40% | -0.36% | +6.33% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.32% | -0.23% | +1.69% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 2.30% | +0.17% | -8.27% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | +0.22% | +29.10% | |
| 9 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.11% | -0.07% | -10.21% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.89% | +0.02% | +2.45% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.79% | -0.05% | +7.56% | |
| 12 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.75% | -0.29% | -13.46% | |
| 13 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.64% | -0.09% | +3.97% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.64% | -0.04% | +10.19% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.64% | -0.05% | -0.42% | |
| 16 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.62% | — | +17.14% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.61% | -0.03% | +12.14% | |
| 18 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.56% | — | +8.67% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.55% | +0.04% | +15.90% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.51% | -0.33% | -2.43% | |
| 21 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.48% | -0.10% | +9.93% | |
| 22 | PFE | Pfizer Inc | Stock-Healthcare | 1.46% | -0.15% | +8.73% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 1.42% | -0.52% | +6.20% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.14% | — | +25.81% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.14% | -0.01% | +53.94% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | +0.20% | +4.67% | |
| 27 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.01% | -0.11% | -34.62% | |
| 28 | PCAR | Paccar Inc | Stock-Industrials | 1.01% | -0.10% | -6.29% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 0.89% | +0.02% | -14.70% | |
| 30 | MSI | Motorola Solutions Inc | Stock-Tech | 0.88% | -0.15% | +0.16% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.86% | -0.17% | -7.71% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.39% | +2.88% | |
| 33 | GRMN | Garmin Ltd. | Stock-Tech | 0.84% | -0.05% | +1.29% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.80% | -0.13% | +1.52% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.06% | -18.78% | |
| 36 | AMCR | Amcor plc | Stock-Consumer Disc | 0.77% | — | +16.49% | |
| 37 | NTAP | Netapp Inc | Stock-Tech | 0.76% | +0.11% | -2.76% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.74% | +0.29% | +18.44% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.09% | -9.92% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.73% | -0.06% | +7.45% | |
| 41 | CARR | Carrier Global CORP | Stock-Industrials | 0.71% | -0.16% | — | |
| 42 | HPQ | Hp Inc | Stock-Tech | 0.68% | -0.07% | +6.76% | |
| 43 | CMI | Cummins Inc | Stock-Industrials | 0.66% | +0.10% | -23.55% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.66% | +0.02% | +53.92% | |
| 45 | JNP | Juniper Networks Inc | Stock-Other | 0.65% | — | -3.03% | |
| 46 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.64% | +1.30% | -15.29% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.64% | -0.13% | -8.07% | |
| 48 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.63% | -0.06% | -10.07% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.63% | -0.04% | -17.47% | |
| 50 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.63% | -0.08% | +5.88% |
According to official SEC Form 13F filings, Lifeworks Advisors, LLC reported a total U.S. public equity portfolio value of $955.0M across 222 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GOVT, SPDW, LQD) accounted for 5.5% of total reported equity market value during Q2 2024.
During Q2 2024, Lifeworks Advisors, LLC's top holdings by market value included GOVT (3.5%)、SPDW (3.3%)、LQD (3.0%). The largest single position, GOVT, represented 3.5% of total portfolio value.
In Q2 2024, Lifeworks Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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