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CIK: 0001882132
Total reported value
$955.0M
$955.0M
306 檔
8.9%
At the close of Q4 2024, Lifeworks Advisors, LLC disclosed equity holdings valued at approximately $955.0M, spread across 306 reported holdings.
During Q4 2024, Lifeworks Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPDW, GOVT, LQD) accounted for 8.9% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 306 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.38% | -0.23% | +32.47% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.41% | -0.52% | +11.43% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.66% | -0.38% | +7.78% | |
| 4 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.53% | -0.07% | +79.14% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 2.41% | -0.36% | +13.84% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.29% | -0.23% | +8.28% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.04% | -0.03% | +3.75% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 1.53% | -0.52% | +18.07% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | +0.22% | +9.46% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.05% | +25.40% | |
| 11 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.37% | -0.10% | +6.89% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.35% | +0.04% | +24.74% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.32% | — | +10.19% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.32% | -0.05% | +34.33% | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.32% | -0.17% | +23.61% | |
| 16 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.30% | -0.09% | +23.42% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.24% | -0.03% | +5.45% | |
| 18 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.19% | -0.29% | -4.79% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.18% | -0.15% | +26.19% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | +0.02% | +13.58% | |
| 21 | RSG | Republic Services Inc | Stock-Industrials | 1.13% | -0.12% | +44.44% | |
| 22 | EG | Everest Group, Ltd. | Stock-Financials | 1.11% | -0.05% | +38.27% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.07% | -0.04% | +21.22% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.04% | -0.16% | -7.89% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.20% | +1.40% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | -0.06% | -4.53% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | +1.07% | +57.71% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.96% | -0.09% | +1057.57% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.90% | +0.01% | +176.24% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.09% | +2.40% | |
| 31 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.89% | -0.11% | +20.46% | |
| 32 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.87% | — | +31.55% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.33% | -24.28% | |
| 34 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.86% | -0.05% | +41.34% | |
| 35 | PCAR | Paccar Inc | Stock-Industrials | 0.86% | -0.10% | +9.42% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.13% | -1.06% | |
| 37 | AMCR | Amcor plc | Stock-Consumer Disc | 0.83% | — | +34.45% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.82% | -0.03% | +50.72% | |
| 39 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.82% | -0.02% | +67.07% | |
| 40 | MSI | Motorola Solutions Inc | Stock-Tech | 0.80% | -0.15% | +5.25% | |
| 41 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.79% | -0.21% | +0.20% | |
| 42 | GRMN | Garmin Ltd. | Stock-Tech | 0.75% | -0.05% | +0.29% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.73% | -0.07% | +145.34% | |
| 44 | JNP | Juniper Networks Inc | Stock-Other | 0.70% | — | +52.87% | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.70% | -0.06% | +13.20% | |
| 46 | CMI | Cummins Inc | Stock-Industrials | 0.67% | +0.10% | +10.40% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.66% | -0.13% | -2.84% | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.63% | +0.72% | +19.68% | |
| 49 | HPQ | Hp Inc | Stock-Tech | 0.63% | -0.07% | +50.27% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.29% | +13.56% |
According to official SEC Form 13F filings, Lifeworks Advisors, LLC reported a total U.S. public equity portfolio value of $955.0M across 306 disclosed positions in Q4 2024.
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During Q4 2024, Lifeworks Advisors, LLC's top holdings by market value included SPDW (4.4%)、GOVT (3.4%)、LQD (2.7%). The largest single position, SPDW, represented 4.4% of total portfolio value.
In Q4 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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