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CIK: 0001882132
Total reported value
$955.0M
$955.0M
295 檔
8.0%
In Q3 2024, Lifeworks Advisors, LLC's U.S. equity holdings reached a combined market value of $955.0M, distributed across 295 disclosed stock positions.
During Q3 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 295 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.96% | -0.23% | +56.68% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.40% | -0.52% | +33.56% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.84% | -0.38% | +29.47% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 2.41% | -0.36% | +36.45% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.36% | -0.23% | +39.08% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.18% | -0.03% | +18.79% | |
| 7 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.72% | -0.07% | +8.79% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.61% | +0.17% | -2.37% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | +0.22% | -3.73% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 1.42% | -0.52% | +25.21% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.05% | -2.19% | |
| 12 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.36% | -0.29% | -2.46% | |
| 13 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.34% | -0.09% | +6.74% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.31% | — | +27.45% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.31% | +0.04% | +3.91% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.28% | -0.16% | +381.01% | |
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.27% | -0.10% | -0.36% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.27% | -0.33% | -1.57% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.25% | +0.02% | -4.02% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.22% | -0.05% | +14.96% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.03% | -5.25% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.19% | -0.04% | -0.89% | |
| 23 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.12% | -0.01% | +11.93% | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 1.11% | -0.15% | +4.57% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | -0.06% | +93.50% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.08% | — | -4.51% | |
| 27 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.06% | — | -3.81% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.04% | +0.01% | +641.46% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.97% | +0.20% | +16.50% | |
| 30 | EG | Everest Group, Ltd. | Stock-Financials | 0.94% | -0.05% | +1843.74% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.13% | +273.19% | |
| 32 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.90% | -0.11% | +16.25% | |
| 33 | RSG | Republic Services Inc | Stock-Industrials | 0.85% | -0.12% | +1112.25% | |
| 34 | AMCR | Amcor plc | Stock-Consumer Disc | 0.81% | — | +29.37% | |
| 35 | MSI | Motorola Solutions Inc | Stock-Tech | 0.81% | -0.15% | +12.10% | |
| 36 | PCAR | Paccar Inc | Stock-Industrials | 0.81% | -0.10% | +18.28% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.79% | -0.17% | +22.89% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.76% | -0.13% | +31.54% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.09% | +1174.66% | |
| 40 | GRMN | Garmin Ltd. | Stock-Tech | 0.70% | -0.05% | +8.28% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.70% | -0.06% | +22.49% | |
| 42 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.68% | -0.21% | — | |
| 43 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.67% | -0.05% | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.39% | +3.21% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +1.07% | — | |
| 46 | AAVM | Alpha Architect Global Facto | ETF-Other | 0.64% | -0.03% | +592.54% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.29% | +3.28% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.63% | -0.03% | +1076.67% | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.63% | +0.02% | -5.66% | |
| 50 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.63% | +0.74% | +74.59% |
According to official SEC Form 13F filings, Lifeworks Advisors, LLC reported a total U.S. public equity portfolio value of $955.0M across 295 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPDW, GOVT, LQD) accounted for 8.0% of total reported equity market value during Q3 2024.
During Q3 2024, Lifeworks Advisors, LLC's top holdings by market value included SPDW (4.0%)、GOVT (3.4%)、LQD (2.8%). The largest single position, SPDW, represented 4.0% of total portfolio value.
In Q3 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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