253 is the total number of securities Lifeworks Advisors, LLC has owned. The longest Lifeworks Advisors, LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
OUNZ | VANECK MERK GOLD TR | 8 | 8 | 2.37% | 3.48% | 4.24% | Q4 2021 | Q3 2023 | 8 |
FTEC | FIDELITY COVINGTON TRUST | 8 | 8 | 2.34% | 3.41% | 4.80% | Q4 2021 | Q3 2023 | 8 |
FHLC | FIDELITY COVINGTON TRUST | 8 | 8 | 2.51% | 3.12% | 3.81% | Q4 2021 | Q3 2023 | 8 |
JNJ | JOHNSON & JOHNSON | 8 | 8 | 2.01% | 2.61% | 2.99% | Q4 2021 | Q3 2023 | 8 |
AAPL | APPLE INC | 8 | 8 | 1.79% | 2.51% | 3.32% | Q4 2021 | Q3 2023 | 8 |
MSFT | MICROSOFT CORP | 8 | 8 | 1.38% | 2.47% | 4.16% | Q4 2021 | Q3 2023 | 8 |
MRK | MERCK & CO INC | 8 | 8 | 1.11% | 1.89% | 2.45% | Q4 2021 | Q3 2023 | 8 |
SPY | SPDR S&P 500 ETF TR | 8 | 8 | 0.86% | 1.88% | 5.66% | Q4 2021 | Q3 2023 | 8 |
CSCO | CISCO SYS INC | 8 | 8 | 1.49% | 1.87% | 2.62% | Q4 2021 | Q3 2023 | 8 |
SCHO | SCHWAB STRATEGIC TR | 8 | 8 | 0.88% | 1.82% | 3.91% | Q4 2021 | Q3 2023 | 8 |
LLY | LILLY ELI & CO | 8 | 8 | 1.20% | 1.81% | 2.03% | Q4 2021 | Q3 2023 | 8 |
ABBV | ABBVIE INC | 8 | 8 | 1.39% | 1.79% | 2.34% | Q4 2021 | Q3 2023 | 8 |
ORCL | ORACLE CORP | 8 | 8 | 1.08% | 1.75% | 2.19% | Q4 2021 | Q3 2023 | 8 |
PFE | PFIZER INC | 8 | 8 | 1.47% | 1.73% | 2.02% | Q4 2021 | Q3 2023 | 8 |
AMGN | AMGEN INC | 8 | 8 | 0.99% | 1.54% | 1.80% | Q4 2021 | Q3 2023 | 8 |
MSI | MOTOROLA SOLUTIONS INC | 8 | 8 | 0.81% | 1.17% | 1.53% | Q4 2021 | Q3 2023 | 8 |
BIIB | BIOGEN INC | 8 | 8 | 0.32% | 1.13% | 1.80% | Q4 2021 | Q3 2023 | 8 |
TXN | TEXAS INSTRS INC | 8 | 8 | 0.73% | 1.05% | 1.29% | Q4 2021 | Q3 2023 | 8 |
QCOM | QUALCOMM INC | 8 | 8 | 0.55% | 0.99% | 1.27% | Q4 2021 | Q3 2023 | 8 |
IBM | INTERNATIONAL BUSINESS... | 8 | 8 | 0.49% | 0.99% | 1.24% | Q4 2021 | Q3 2023 | 8 |
GOOGL | ALPHABET INC | 8 | 8 | 0.57% | 0.94% | 1.31% | Q4 2021 | Q3 2023 | 8 |
PCAR | PACCAR INC | 8 | 8 | 0.53% | 0.91% | 1.20% | Q4 2021 | Q3 2023 | 8 |
INTC | INTEL CORP | 8 | 8 | 0.17% | 0.88% | 1.38% | Q4 2021 | Q3 2023 | 8 |
ABT | ABBOTT LABS | 8 | 8 | 0.14% | 0.87% | 1.58% | Q4 2021 | Q3 2023 | 8 |
FIDU | FIDELITY COVINGTON TRUST | 8 | 8 | 0.75% | 0.85% | 1.00% | Q4 2021 | Q3 2023 | 8 |
ITW | ILLINOIS TOOL WKS INC | 8 | 8 | 0.51% | 0.82% | 1.04% | Q4 2021 | Q3 2023 | 8 |
SPAB | SPDR SER TR | 8 | 8 | 0.32% | 0.81% | 1.58% | Q4 2021 | Q3 2023 | 8 |
JNPR | JUNIPER NETWORKS INC | 8 | 8 | 0.62% | 0.79% | 0.98% | Q4 2021 | Q3 2023 | 8 |
GRMN | GARMIN LTD | 8 | 8 | 0.56% | 0.78% | 0.93% | Q4 2021 | Q3 2023 | 8 |
WMT | WALMART INC | 8 | 8 | 0.59% | 0.76% | 1.21% | Q4 2021 | Q3 2023 | 8 |
CMI | CUMMINS INC | 8 | 8 | 0.46% | 0.76% | 0.93% | Q4 2021 | Q3 2023 | 8 |
EFA | ISHARES TR | 8 | 8 | 0.32% | 0.75% | 2.55% | Q4 2021 | Q3 2023 | 8 |
AVGO | BROADCOM INC | 8 | 8 | 0.56% | 0.71% | 0.87% | Q4 2021 | Q3 2023 | 8 |
SPTI | SPDR SER TR | 8 | 8 | 0.29% | 0.71% | 1.32% | Q4 2021 | Q3 2023 | 8 |
EBAY | EBAY INC. | 8 | 8 | 0.51% | 0.71% | 1.27% | Q4 2021 | Q3 2023 | 8 |
CAT | CATERPILLAR INC | 8 | 8 | 0.45% | 0.70% | 0.97% | Q4 2021 | Q3 2023 | 8 |
ETN | EATON CORP PLC | 8 | 8 | 0.49% | 0.66% | 0.78% | Q4 2021 | Q3 2023 | 8 |
TSLA | TESLA INC | 8 | 8 | 0.25% | 0.66% | 1.10% | Q4 2021 | Q3 2023 | 8 |
PEP | PEPSICO INC | 8 | 8 | 0.43% | 0.62% | 1.39% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC | 8 | 8 | 0.49% | 0.62% | 0.97% | Q4 2021 | Q3 2023 | 8 |
DLTR | DOLLAR TREE INC | 8 | 8 | 0.23% | 0.62% | 1.51% | Q4 2021 | Q3 2023 | 8 |
IWM | ISHARES TR | 8 | 8 | 0.34% | 0.62% | 2.04% | Q4 2021 | Q3 2023 | 8 |
KLAC | KLA CORP | 8 | 8 | 0.42% | 0.61% | 0.91% | Q4 2021 | Q3 2023 | 8 |
HPQ | HP INC | 8 | 8 | 0.44% | 0.60% | 0.70% | Q4 2021 | Q3 2023 | 8 |
PG | PROCTER AND GAMBLE CO | 8 | 8 | 0.31% | 0.60% | 1.32% | Q4 2021 | Q3 2023 | 8 |
SWKS | SKYWORKS SOLUTIONS INC | 8 | 8 | 0.45% | 0.59% | 0.74% | Q4 2021 | Q3 2023 | 8 |
LYB | LYONDELLBASELL INDUSTR... | 8 | 8 | 0.37% | 0.58% | 0.78% | Q4 2021 | Q3 2023 | 8 |
NTAP | NETAPP INC | 8 | 8 | 0.42% | 0.58% | 0.72% | Q4 2021 | Q3 2023 | 8 |
DE | DEERE & CO | 8 | 8 | 0.38% | 0.57% | 0.73% | Q4 2021 | Q3 2023 | 8 |
KO | COCA COLA CO | 8 | 8 | 0.27% | 0.56% | 1.35% | Q4 2021 | Q3 2023 | 8 |
TEL | TE CONNECTIVITY LTD | 8 | 8 | 0.40% | 0.56% | 0.66% | Q4 2021 | Q3 2023 | 8 |
AXP | AMERICAN EXPRESS CO | 8 | 8 | 0.22% | 0.56% | 1.55% | Q4 2021 | Q3 2023 | 8 |
WST | WEST PHARMACEUTICAL SV... | 8 | 8 | 0.16% | 0.54% | 1.31% | Q4 2021 | Q3 2023 | 8 |
TRV | TRAVELERS COMPANIES INC | 8 | 8 | 0.16% | 0.53% | 1.32% | Q4 2021 | Q3 2023 | 8 |
CE | CELANESE CORP DEL | 8 | 8 | 0.20% | 0.53% | 0.67% | Q4 2021 | Q3 2023 | 8 |
FDIS | FIDELITY COVINGTON TRUST | 8 | 8 | 0.45% | 0.52% | 0.60% | Q4 2021 | Q3 2023 | 8 |
FCOM | FIDELITY COVINGTON TRUST | 8 | 8 | 0.41% | 0.51% | 0.57% | Q4 2021 | Q3 2023 | 8 |
XOM | EXXON MOBIL CORP | 8 | 8 | 0.32% | 0.48% | 0.73% | Q4 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC | 8 | 8 | 0.16% | 0.46% | 1.12% | Q4 2021 | Q3 2023 | 8 |
DIS | DISNEY WALT CO | 8 | 8 | 0.19% | 0.43% | 1.08% | Q4 2021 | Q3 2023 | 8 |
AGG | ISHARES TR | 8 | 8 | 0.24% | 0.43% | 0.48% | Q4 2021 | Q3 2023 | 8 |
UNH | UNITEDHEALTH GROUP INC | 8 | 8 | 0.20% | 0.40% | 0.77% | Q4 2021 | Q3 2023 | 8 |
COST | COSTCO WHSL CORP NEW | 8 | 8 | 0.22% | 0.38% | 0.85% | Q4 2021 | Q3 2023 | 8 |
SPTS | SPDR SER TR | 8 | 8 | 0.10% | 0.37% | 0.52% | Q4 2021 | Q3 2023 | 8 |
BA | BOEING CO | 8 | 8 | 0.16% | 0.35% | 0.83% | Q4 2021 | Q3 2023 | 8 |
CME | CME GROUP INC | 8 | 8 | 0.20% | 0.35% | 0.72% | Q4 2021 | Q3 2023 | 8 |
ANTM | ELEVANCE HEALTH INC | 8 | 8 | 0.16% | 0.34% | 0.69% | Q4 2021 | Q3 2023 | 8 |
EEM | ISHARES TR | 8 | 8 | 0.15% | 0.32% | 1.04% | Q4 2021 | Q3 2023 | 8 |
JPM | JPMORGAN CHASE & CO | 8 | 8 | 0.12% | 0.25% | 0.57% | Q4 2021 | Q3 2023 | 8 |
TMO | THERMO FISHER SCIENTIF... | 8 | 8 | 0.09% | 0.23% | 0.40% | Q4 2021 | Q3 2023 | 8 |
GILD | GILEAD SCIENCES INC | 7 | 7 | 0.20% | 1.70% | 2.42% | Q1 2022 | Q3 2023 | 7 |
FSTA | FIDELITY COVINGTON TRUST | 6 | 1 | 0.32% | 0.63% | 0.96% | Q4 2021 | Q3 2023 | 7 |
MU | MICRON TECHNOLOGY INC | 7 | 7 | 0.46% | 0.57% | 0.77% | Q4 2021 | Q2 2023 | 7 |
NXPI | NXP SEMICONDUCTORS N V | 5 | 2 | 0.38% | 0.51% | 0.59% | Q4 2021 | Q3 2023 | 7 |
AMAT | APPLIED MATLS INC | 5 | 2 | 0.41% | 0.50% | 0.58% | Q4 2021 | Q3 2023 | 7 |
SPTL | SPDR SER TR | 7 | 7 | 0.13% | 0.49% | 0.92% | Q4 2021 | Q2 2023 | 7 |
BRKB | BERKSHIRE HATHAWAY INC... | 4 | 3 | 0.12% | 0.18% | 0.29% | Q4 2021 | Q3 2023 | 7 |
V | VISA INC | 4 | 3 | 0.08% | 0.16% | 0.31% | Q4 2021 | Q3 2023 | 7 |
RTX | RTX CORPORATION | 7 | 7 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
CPB | CAMPBELL SOUP CO | 6 | 6 | 0.30% | 1.78% | 2.49% | Q2 2022 | Q3 2023 | 6 |
OTIS | OTIS WORLDWIDE CORP | 6 | 6 | 0.15% | 1.60% | 2.20% | Q2 2022 | Q3 2023 | 6 |
REGN | REGENERON PHARMACEUTICALS | 6 | 6 | 1.31% | 1.42% | 1.50% | Q2 2022 | Q3 2023 | 6 |
LQD | ISHARES TR | 5 | 1 | 0.12% | 1.15% | 2.53% | Q4 2021 | Q3 2023 | 6 |
PM | PHILIP MORRIS INTL INC | 6 | 6 | 0.19% | 0.85% | 1.70% | Q2 2022 | Q3 2023 | 6 |
ICE | INTERCONTINENTAL EXCHA... | 3 | 3 | 0.09% | 0.81% | 1.73% | Q4 2021 | Q3 2023 | 6 |
STX | SEAGATE TECHNOLOGY HLD... | 6 | 6 | 0.58% | 0.64% | 0.81% | Q2 2022 | Q3 2023 | 6 |
SPSB | SPDR SER TR | 6 | 6 | 0.18% | 0.35% | 0.61% | Q2 2022 | Q3 2023 | 6 |
VZ | VERIZON COMMUNICATIONS... | 6 | 6 | 0.17% | 0.25% | 0.34% | Q2 2022 | Q3 2023 | 6 |
NVDA | NVIDIA CORPORATION | 3 | 3 | 0.12% | 0.23% | 0.33% | Q4 2021 | Q3 2023 | 6 |
KMB | KIMBERLY-CLARK CORP | 6 | 6 | 0.16% | 0.22% | 0.27% | Q2 2022 | Q3 2023 | 6 |
OGN | ORGANON & CO | 6 | 6 | 0.13% | 0.21% | 0.28% | Q2 2022 | Q3 2023 | 6 |
K | KELLOGG CO | 6 | 6 | 0.13% | 0.20% | 0.30% | Q2 2022 | Q3 2023 | 6 |
DHR | DANAHER CORPORATION | 6 | 6 | 0.14% | 0.20% | 0.28% | Q4 2021 | Q1 2023 | 6 |
XEL | XCEL ENERGY INC | 6 | 6 | 0.14% | 0.19% | 0.26% | Q4 2021 | Q1 2023 | 6 |
DAL | DELTA AIR LINES INC DEL | 4 | 2 | 0.10% | 0.17% | 0.27% | Q4 2021 | Q2 2023 | 6 |
VTI | VANGUARD INDEX FDS | 3 | 3 | 0.10% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 6 |
WARNER BROS DISCOVERY INC | 6 | 6 | 0.05% | 0.13% | 0.21% | Q2 2022 | Q3 2023 | 6 | |
VTIP | VANGUARD MALVERN FDS | 5 | 5 | 3.15% | 3.70% | 4.96% | Q3 2022 | Q3 2023 | 5 |
GOVT | ISHARES TR | 5 | 5 | 0.12% | 1.59% | 3.06% | Q3 2022 | Q3 2023 | 5 |
FB | META PLATFORMS INC | 5 | 5 | 0.29% | 1.02% | 1.74% | Q3 2022 | Q3 2023 | 5 |
AMCR | AMCOR PLC | 5 | 5 | 0.67% | 1.00% | 1.44% | Q3 2022 | Q3 2023 | 5 |
DOW | DOW INC | 5 | 5 | 0.59% | 0.75% | 0.89% | Q3 2022 | Q3 2023 | 5 |
BMY | BRISTOL-MYERS SQUIBB CO | 3 | 2 | 0.14% | 0.75% | 1.20% | Q2 2022 | Q3 2023 | 5 |
NRG | NRG ENERGY INC | 5 | 5 | 0.59% | 0.66% | 0.83% | Q3 2022 | Q3 2023 | 5 |
ANET | ARISTA NETWORKS INC | 5 | 5 | 0.12% | 0.62% | 1.29% | Q3 2022 | Q3 2023 | 5 |
HPE | HEWLETT PACKARD ENTERP... | 5 | 5 | 0.51% | 0.60% | 0.75% | Q3 2022 | Q3 2023 | 5 |
ADI | ANALOG DEVICES INC | 3 | 2 | 0.46% | 0.58% | 0.78% | Q4 2021 | Q3 2023 | 5 |
GLW | CORNING INC | 3 | 2 | 0.36% | 0.51% | 0.73% | Q4 2021 | Q3 2023 | 5 |
FUTY | FIDELITY COVINGTON TRUST | 5 | 5 | 0.35% | 0.43% | 0.53% | Q3 2022 | Q3 2023 | 5 |
INTU | INTUIT | 5 | 5 | 0.13% | 0.41% | 0.67% | Q4 2021 | Q4 2022 | 5 |
WY | WEYERHAEUSER CO MTN BE | 5 | 5 | 0.11% | 0.37% | 0.56% | Q3 2022 | Q3 2023 | 5 |
TGT | TARGET CORP | 5 | 5 | 0.18% | 0.35% | 0.50% | Q1 2022 | Q1 2023 | 5 |
CLX | CLOROX CO DEL | 2 | 1 | 0.10% | 0.34% | 1.16% | Q4 2021 | Q2 2023 | 5 |
CL | COLGATE PALMOLIVE CO | 3 | 2 | 0.14% | 0.22% | 0.34% | Q2 2022 | Q3 2023 | 5 |
LMT | LOCKHEED MARTIN CORP | 5 | 5 | 0.16% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
TSN | TYSON FOODS INC | 3 | 2 | 0.12% | 0.16% | 0.24% | Q2 2022 | Q3 2023 | 5 |
DGX | QUEST DIAGNOSTICS INC | 5 | 5 | 0.11% | 0.16% | 0.22% | Q3 2022 | Q3 2023 | 5 |
SPTM | SPDR SER TR | 5 | 5 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
CTVA | CORTEVA INC | 4 | 4 | 0.11% | 0.80% | 1.07% | Q4 2022 | Q3 2023 | 4 |
CWB | SPDR SER TR | 4 | 4 | 0.15% | 0.27% | 0.34% | Q4 2021 | Q3 2022 | 4 |
SYY | SYSCO CORP | 4 | 4 | 0.16% | 0.22% | 0.29% | Q4 2021 | Q3 2022 | 4 |
SPYG | SPDR SER TR | 3 | 1 | 0.14% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 4 |
SJM | SMUCKER J M CO | 4 | 4 | 0.15% | 0.18% | 0.20% | Q2 2022 | Q1 2023 | 4 |
PKG | PACKAGING CORP AMER | 3 | 1 | 0.12% | 0.17% | 0.26% | Q3 2022 | Q3 2023 | 4 |
ADM | ARCHER DANIELS MIDLAND CO | 4 | 4 | 0.11% | 0.14% | 0.16% | Q2 2022 | Q1 2023 | 4 |
BNDX | VANGUARD CHARLOTTE FDS | 3 | 3 | 1.20% | 1.83% | 2.17% | Q1 2023 | Q3 2023 | 3 |
MBB | ISHARES TR | 3 | 3 | 1.14% | 1.70% | 2.01% | Q1 2023 | Q3 2023 | 3 |
BIO | BIO RAD LABS INC | 3 | 3 | 1.02% | 1.33% | 1.66% | Q4 2021 | Q2 2022 | 3 |
A | AGILENT TECHNOLOGIES INC | 3 | 3 | 0.62% | 0.90% | 1.07% | Q4 2021 | Q2 2022 | 3 |
SPDW | SPDR INDEX SHS FDS | 3 | 3 | 0.41% | 0.83% | 1.44% | Q1 2023 | Q3 2023 | 3 |
CDNS | CADENCE DESIGN SYSTEM INC | 3 | 3 | 0.56% | 0.83% | 1.09% | Q4 2021 | Q2 2022 | 3 |
IAU | ISHARES GOLD TR | 3 | 3 | 0.36% | 0.66% | 0.91% | Q1 2023 | Q3 2023 | 3 |
SPYV | SPDR SER TR | 3 | 3 | 0.53% | 0.58% | 0.64% | Q1 2023 | Q3 2023 | 3 |
SPLG | SPDR SER TR | 3 | 3 | 0.35% | 0.54% | 0.92% | Q1 2023 | Q3 2023 | 3 |
DFAC | DIMENSIONAL ETF TRUST | 3 | 3 | 0.48% | 0.53% | 0.56% | Q1 2023 | Q3 2023 | 3 |
FNCL | FIDELITY COVINGTON TRUST | 3 | 3 | 0.41% | 0.51% | 0.57% | Q4 2021 | Q2 2022 | 3 |
FMAT | FIDELITY COVINGTON TRUST | 3 | 3 | 0.40% | 0.49% | 0.55% | Q3 2022 | Q1 2023 | 3 |
LRCX | LAM RESEARCH CORP | 3 | 3 | 0.42% | 0.46% | 0.49% | Q4 2021 | Q2 2022 | 3 |
MUB | ISHARES TR | 3 | 3 | 0.28% | 0.42% | 0.53% | Q1 2023 | Q3 2023 | 3 |
QQQ | INVESCO QQQ TR | 3 | 3 | 0.35% | 0.38% | 0.43% | Q1 2023 | Q3 2023 | 3 |
SPMD | SPDR SER TR | 3 | 3 | 0.24% | 0.29% | 0.32% | Q1 2023 | Q3 2023 | 3 |
TLH | ISHARES TR | 3 | 3 | 0.22% | 0.28% | 0.34% | Q1 2023 | Q3 2023 | 3 |
XLE | SELECT SECTOR SPDR TR | 3 | 3 | 0.12% | 0.22% | 0.42% | Q1 2023 | Q3 2023 | 3 |
SPDR S&P 500 ETF TR | 3 | 3 | 0.03% | 0.22% | 0.34% | Q1 2023 | Q3 2023 | 3 | |
MDT | MEDTRONIC PLC | 3 | 3 | 0.21% | 0.21% | 0.22% | Q4 2021 | Q2 2022 | 3 |
CMCSA | COMCAST CORP NEW | 3 | 3 | 0.10% | 0.21% | 0.29% | Q1 2023 | Q3 2023 | 3 |
VCSH | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.18% | 0.20% | 0.24% | Q4 2021 | Q2 2022 | 3 |
TECH | BIO-TECHNE CORP | 3 | 3 | 0.17% | 0.20% | 0.25% | Q4 2021 | Q2 2022 | 3 |
TAXF | AMERICAN CENTY ETF TR | 3 | 3 | 0.17% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
HON | HONEYWELL INTL INC | 3 | 3 | 0.16% | 0.18% | 0.22% | Q4 2021 | Q2 2022 | 3 |
FISV | FISERV INC | 3 | 3 | 0.15% | 0.18% | 0.22% | Q4 2021 | Q2 2022 | 3 |
MDY | SPDR S&P MIDCAP 400 ET... | 3 | 3 | 0.15% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
CGNX | COGNEX CORP | 3 | 3 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q2 2022 | 3 |
HSY | HERSHEY CO | 3 | 3 | 0.13% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
PGR | PROGRESSIVE CORP | 2 | 1 | 0.14% | 0.15% | 0.18% | Q3 2022 | Q2 2023 | 3 |
SPSM | SPDR SER TR | 3 | 3 | 0.12% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
KR | KROGER CO | 2 | 1 | 0.12% | 0.14% | 0.18% | Q2 2022 | Q2 2023 | 3 |
GIS | GENERAL MLS INC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q1 2023 | 3 |
AVY | AVERY DENNISON CORP | 3 | 3 | 0.13% | 0.13% | 0.14% | Q2 2022 | Q4 2022 | 3 |
MO | ALTRIA GROUP INC | 3 | 3 | 0.10% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
DFAT | DIMENSIONAL ETF TRUST | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 | |
ZBRA | ZEBRA TECHNOLOGIES COR... | 2 | 2 | 0.66% | 0.77% | 0.87% | Q4 2021 | Q1 2022 | 2 |
FRC | FIRST REP BK SAN FRANC... | 2 | 2 | 0.67% | 0.71% | 0.75% | Q1 2022 | Q2 2022 | 2 |
NLOK | GEN DIGITAL INC | 2 | 2 | 0.11% | 0.61% | 1.12% | Q1 2023 | Q2 2023 | 2 |
EMN | EASTMAN CHEM CO | 2 | 2 | 0.42% | 0.44% | 0.47% | Q4 2021 | Q1 2022 | 2 |
TRMB | TRIMBLE INC | 2 | 2 | 0.35% | 0.42% | 0.49% | Q4 2021 | Q1 2022 | 2 |
PROSHARES TR | 2 | 2 | 0.27% | 0.30% | 0.32% | Q2 2023 | Q3 2023 | 2 | |
EXG | EATON VANCE TAX-MANAGE... | 2 | 2 | 0.22% | 0.26% | 0.30% | Q1 2022 | Q2 2022 | 2 |
PDI | PIMCO DYNAMIC INCOME FD | 2 | 2 | 0.20% | 0.22% | 0.25% | Q1 2022 | Q2 2022 | 2 |
DVA | DAVITA INC | 2 | 2 | 0.19% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
UPS | UNITED PARCEL SERVICE INC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
PXH | INVESCO EXCH TRADED FD... | 2 | 2 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q2 2022 | 2 |
BOND | PIMCO ETF TR | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
XT | ISHARES TR | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2022 | Q2 2022 | 2 |
GSLC | GOLDMAN SACHS ETF TR | 2 | 2 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q2 2022 | 2 |
IJR | ISHARES TR | 2 | 2 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q2 2022 | 2 |
FNDF | SCHWAB STRATEGIC TR | 2 | 2 | 0.13% | 0.15% | 0.18% | Q1 2022 | Q2 2022 | 2 |
IGR | CBRE GBL REAL ESTATE I... | 2 | 2 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q2 2022 | 2 |
VNLA | JANUS DETROIT STR TR | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q2 2022 | 2 |
FTF | FRANKLIN LTD DURATION ... | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q2 2022 | 2 |
EMR | EMERSON ELEC CO | 2 | 2 | 0.09% | 0.14% | 0.19% | Q2 2023 | Q3 2023 | 2 |
VBR | VANGUARD INDEX FDS | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
BDX | BECTON DICKINSON & CO | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2022 | Q2 2022 | 2 |
MINT | PIMCO ETF TR | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2022 | Q2 2022 | 2 |
EXPD | EXPEDITORS INTL WASH INC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
EW | EDWARDS LIFESCIENCES CORP | 1 | 1 | 0.10% | 0.13% | 0.17% | Q2 2022 | Q2 2023 | 2 |
JPC | NUVEEN PFD & INCOME OP... | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q2 2022 | 2 |
CSX | CSX CORP | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
IMCV | ISHARES TR | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
ADBE | ADOBE SYSTEMS INCORPOR... | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
LOW | LOWES COS INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
NUE | NUCOR CORP | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
EMD | WESTERN ASSET EMERGING... | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
PANW | PALO ALTO NETWORKS INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
VRTX | VERTEX PHARMACEUTICALS... | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2023 | Q3 2023 | 1 |
MRNA | MODERNA INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
SPDR S&P 500 ETF TR | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2022 | Q3 2022 | 1 | |
VGSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
JEPI | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
BND | VANGUARD BD INDEX FDS | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
PFF | ISHARES TR | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
SPHD | INVESCO EXCH TRADED FD... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
XYLD | GLOBAL X FDS | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
ED | CONSOLIDATED EDISON INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
SHY | ISHARES TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
PEY | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
CSQ | CALAMOS STRATEGIC TOTA... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
QYLD | GLOBAL X FDS | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
LNT | ALLIANT ENERGY CORP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
IGIB | ISHARES TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
MLPA | GLOBAL X FDS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
BIV | VANGUARD BD INDEX FDS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
SCHM | SCHWAB STRATEGIC TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
MINN | TRUST FOR PROFESSIONAL... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
CHRW | C H ROBINSON WORLDWIDE... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
APD | AIR PRODS & CHEMS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
MNA | INDEXIQ ETF TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
QARP | DBX ETF TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
QYLG | GLOBAL X FDS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
NMS | NUVEEN MINN QUALITY MU... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
TOTL | SSGA ACTIVE ETF TR | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
FEP | FIRST TR EXCH TRD ALPH... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
IP | INTERNATIONAL PAPER CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
FIRST TR EXCHNG TRADED... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 | |
J P MORGAN EXCHANGE TR... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 | |
RYLD | GLOBAL X FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
GWW | GRAINGER W W INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
EVRG | EVERGY INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
BIL | SPDR SER TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
PGX | INVESCO EXCH TRADED FD... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
DIMENSIONAL ETF TRUST | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 | |
XLSR | SSGA ACTIVE TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
SO | SOUTHERN CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
VV | VANGUARD INDEX FDS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
TROW | PRICE T ROWE GROUP INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
SJNK | SPDR SER TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
HCA | HCA HEALTHCARE INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
DIV | GLOBAL X FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
AEP | AMERICAN ELEC PWR CO INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
CTSH | COGNIZANT TECHNOLOGY S... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SPGI | S&P GLOBAL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
RDIV | INVESCO EXCH TRADED FD... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
BBY | BEST BUY INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
STLD | STEEL DYNAMICS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
IPG | INTERPUBLIC GROUP COS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SPEM | SPDR INDEX SHS FDS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
T | AT&T INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
EFA | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EFA | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CSCO | CISCO SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KO | COCA COLA CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EEM | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including VANECK MERK GOLD TR, FIDELITY COVINGTON TRUST, and FIDELITY COVINGTON TRUST, are the highest-conviction holdings of Lifeworks Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Lifeworks Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Lifeworks Advisors, LLC owns currently or has owned in the past.