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CIK: 0001882132
Total reported value
$955.0M
$955.0M
307 檔
10.4%
During the Q1 2025 filing period, Lifeworks Advisors, LLC (CIK: 0001882132) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $955.0M across 307 reported positions.
During Q1 2025, 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 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.95% | -0.23% | +15.03% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.59% | -0.52% | +14.45% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.03% | -0.38% | +21.76% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 2.53% | -0.36% | +11.49% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.33% | -0.03% | +20.60% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.33% | -0.23% | +11.23% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 1.99% | -0.52% | +18.18% | |
| 8 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.93% | -0.07% | -20.91% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.71% | -0.05% | +15.10% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.56% | +0.04% | +6.69% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.55% | -0.03% | +97.50% | |
| 12 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.50% | -0.10% | -2.39% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.48% | — | +7.68% | |
| 14 | RSG | Republic Services Inc | Stock-Industrials | 1.41% | -0.12% | +13.32% | |
| 15 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.40% | -0.09% | +22.87% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | +0.22% | +15.33% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.31% | +0.02% | +16.65% | |
| 18 | SO | Southern Co/the | Stock-Utilities | 1.30% | -0.09% | +32.57% | |
| 19 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.30% | -0.29% | -0.18% | |
| 20 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.30% | +0.17% | +169.83% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.24% | -0.05% | +13.43% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.13% | +49.63% | |
| 23 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.10% | -0.17% | +3.00% | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 1.08% | -0.15% | +4.36% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.07% | -0.03% | +5.50% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.20% | +4.79% | |
| 27 | AMCR | Amcor plc | Stock-Consumer Disc | 0.96% | — | +21.95% | |
| 28 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.96% | -0.11% | +5.86% | |
| 29 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.94% | — | +32.12% | |
| 30 | JNP | Juniper Networks Inc | Stock-Other | 0.91% | — | +45.65% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.89% | -0.16% | -8.94% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.87% | -1.37% | +140.15% | |
| 33 | GRMN | Garmin Ltd. | Stock-Tech | 0.84% | -0.05% | +15.46% | |
| 34 | PCAR | Paccar Inc | Stock-Industrials | 0.81% | -0.10% | +9.83% | |
| 35 | MSI | Motorola Solutions Inc | Stock-Tech | 0.78% | -0.15% | +12.00% | |
| 36 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.77% | -0.21% | +16.10% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.75% | -0.06% | +18.38% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.33% | +9.72% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | -0.06% | -18.84% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.68% | -0.13% | +11.94% | |
| 41 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.66% | -0.29% | +71.66% | |
| 42 | CMI | Cummins Inc | Stock-Industrials | 0.64% | +0.10% | +15.88% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.60% | +0.02% | +12.33% | |
| 44 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.59% | -0.06% | +8.99% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.29% | +13.27% | |
| 46 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.57% | +0.09% | +15.42% | |
| 47 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.56% | -0.05% | -40.62% | |
| 48 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.55% | -0.02% | -28.67% | |
| 49 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.55% | +0.74% | +6.07% | |
| 50 | GLW | Corning Inc | Stock-Tech | 0.54% | +0.72% | -3.10% |
According to official SEC Form 13F filings, Lifeworks Advisors, LLC reported a total U.S. public equity portfolio value of $955.0M across 307 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPDW, GOVT, LQD) accounted for 10.4% of total reported equity market value during Q1 2025.
During Q1 2025, Lifeworks Advisors, LLC's top holdings by market value included SPDW (5.0%)、GOVT (3.6%)、LQD (3.0%). The largest single position, SPDW, represented 5.0% of total portfolio value.
In Q1 2025, 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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