Filer Name: LIFEWORKS ADVISORS, LLC
CIK: 1882132
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 306
Portfolio Value: $0.55B

Lifeworks Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPDW US SPDR PORTFOLIO DEVELOPED WOR 710,638 $24M 4.38% 32.5% -
GOVT US ISHARES US TREASURY BOND ETF 821,816 $19M 3.41% 11.4% -
LQD US ISHARES IBOXX INVESTMENT GRA 137,908 $15M 2.66% 7.8% -
FHLC US FIDELITY HEALTH CARE ETF 214,778 $14M 2.53% 79.1% -
MBB US ISHARES MBS ETF 145,793 $13M 2.41% 13.8% -
BNDX US VANGUARD TOTAL INTL BOND ETF 258,311 $13M 2.29% 8.3% -
VTIP US VANGUARD SHORT-TERM TIPS 233,105 $11M 2.04% 3.7% -
IAU US ISHARES GOLD TRUST 171,742 $9M 1.53% 18.1% -
MSFT US MICROSOFT CORP 18,820 $8M 1.43% 9.5% -
JNJ US JOHNSON & JOHNSON 53,792 $8M 1.40% 25.4% -
GILD US GILEAD SCIENCES INC 82,434 $8M 1.37% 6.9% -
ABBV US ABBVIE INC 42,035 $7M 1.35% 24.7% -
IBM US INTL BUSINESS MACHINES CORP 33,326 $7M 1.32% 10.2% -
IBIT US ISHARES BITCOIN TRUST ETF 137,678 $7M 1.32% 23.6% -
MRK US MERCK & CO. INC. 73,468 $7M 1.32% 34.3% -
CPB US THE CAMPBELL'S COMPANY 172,211 $7M 1.30% 23.4% -
AAPL US APPLE INC 27,433 $7M 1.24% 5.5% -
OUNZ US VANECK MERK GOLD ETF 259,956 $7M 1.19% -4.8% -
PFE US PFIZER INC 246,624 $7M 1.18% 26.2% -
LLY US ELI LILLY & CO 8,154 $6M 1.14% 13.6% -
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