Lifelong Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Lifelong Wealth Advisors, Inc.Investment ActivityLifelong Wealth Advisors, Inc. has $213.44 million in total holdings as of March 31, 2025.Lifelong Wealth Advisors, Inc. owns shares of 68 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.86% of the portfolio was purchased this quarter.About 3.35% of the portfolio was sold this quarter.This quarter, Lifelong Wealth Advisors, Inc. has purchased 66 new stocks and bought additional shares in 37 stocks.Lifelong Wealth Advisors, Inc. sold shares of 23 stocks and completely divested from 3 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $58,595,561SPDR Portfolio S&P 500 ETF $57,504,157iShares U.S. Technology ETF $13,401,160iShares MSCI USA Quality Factor ETF $6,512,820iShares S&P 500 Growth ETF $5,725,290 Largest New Holdings this Quarter 46137V233 - Invesco S&P 500 Top 50 ETF $1,415,161 Holding09789C812 - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF $979,600 Holding46434V803 - iShares Currency Hedged MSCI EAFE ETF $874,843 Holding949746101 - Wells Fargo & Company $253,109 HoldingG7997R953 - SEAGATE TECHNOLOGY HLDNGS PL $203,880 Holding Largest Purchases this Quarter Invesco S&P 500 Top 50 ETF 30,751 shares (about $1.42M)iShares S&P 500 Value ETF 6,050 shares (about $1.15M)BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF 21,035 shares (about $979.60K)iShares Currency Hedged MSCI EAFE ETF 24,107 shares (about $874.84K)iShares Core MSCI Emerging Markets ETF 13,580 shares (about $732.91K) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 18,665 shares (about $1.87M)Tesla 3,641 shares (about $943.60K)iShares MSCI EAFE Value ETF 11,650 shares (about $686.65K)iShares U.S. Infrastructure ETF 11,126 shares (about $501.45K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 3,795 shares (about $417.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLifelong Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$58,595,561$417,753 ▼-0.7%532,30027.5%ETFSPLGSPDR Portfolio S&P 500 ETF$57,504,157$405,016 ▼-0.7%874,45526.9%ETFIYWiShares U.S. Technology ETF$13,401,160$2,387 ▼0.0%95,4236.3%ManufacturingQUALiShares MSCI USA Quality Factor ETF$6,512,820$548,901 ▲9.2%38,1113.1%ETFIVWiShares S&P 500 Growth ETF$5,725,290$90,416 ▲1.6%61,6752.7%ETFORCLOracle$5,587,087$1,118 ▲0.0%39,9622.6%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$5,170,657$242,288 ▲4.9%106,0432.4%ETFIUSBiShares Core Total USD Bond Market ETF$4,287,832$14,423 ▼-0.3%93,0522.0%ManufacturingIVEiShares S&P 500 Value ETF$3,941,576$1,153,009 ▲41.3%20,6821.8%ETFEFViShares MSCI EAFE Value ETF$3,930,635$686,648 ▼-14.9%66,6891.8%ETFIFRAiShares U.S. Infrastructure ETF$3,579,234$501,449 ▼-12.3%79,4151.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$3,526,424$115,336 ▲3.4%152,2641.7%ETFIVViShares Core S&P 500 ETF$3,087,641$15,733 ▼-0.5%5,4951.4%ETFESGUiShares ESG Aware MSCI USA ETF$2,468,936$117,888 ▲5.0%20,2521.2%ManufacturingEFGiShares MSCI EAFE Growth ETF$2,468,582$1,866,486 ▼-43.1%24,6861.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,002,191$275 ▼0.0%36,3440.9%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$1,761,421$732,913 ▲71.3%32,6370.8%ETFMBBiShares MBS ETF$1,733,915$212,601 ▼-10.9%18,4890.8%ETFIWPiShares Russell Mid-Cap Growth ETF$1,516,913$77,778 ▼-4.9%12,9110.7%ETFSPMOInvesco S&P 500 Momentum ETF$1,469,654$106,410 ▲7.8%15,8830.7%ETFACWIiShares MSCI ACWI ETF$1,446,6110.0%12,4290.7%ManufacturingAAPLApple$1,438,136$7,331 ▲0.5%6,4740.7%Computer and TechnologyXLGInvesco S&P 500 Top 50 ETF$1,415,161$1,415,161 ▲New Holding30,7510.7%ETFBINCiShares Flexible Income Active ETF$1,237,373$55,366 ▲4.7%23,6230.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,058,239$134,956 ▼-11.3%20,8110.5%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$979,600$979,600 ▲New Holding21,0350.5%ETFMSFTMicrosoft$959,581$4,880 ▲0.5%2,5560.4%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$925,751$410,702 ▲79.7%14,9580.4%FinanceLLYEli Lilly and Company$916,760$8,259 ▲0.9%1,1100.4%MedicalHEFAiShares Currency Hedged MSCI EAFE ETF$874,843$874,843 ▲New Holding24,1070.4%ETFMMM3M$716,923$881 ▲0.1%4,8820.3%Multi-Sector ConglomeratesLCTUBlackRock U.S. Carbon Transition Readiness ETF$697,139$119,877 ▲20.8%11,5030.3%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$651,390$364,967 ▼-35.9%6,5020.3%ETFXELXcel Energy$644,826$119,493 ▲22.7%9,1090.3%UtilitiesUSXFiShares ESG Advanced MSCI USA ETF$568,347$132,496 ▲30.4%12,1780.3%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$550,056$168,269 ▲44.1%11,5850.3%ETFFTECFidelity MSCI Information Technology Index ETF$524,997$4,516 ▼-0.9%3,2550.2%ETFDSIiShares ESG MSCI KLD 400 ETF$521,472$78,549 ▲17.7%5,0920.2%ETFTGTTarget$498,632$84,636 ▲20.4%4,7780.2%Retail/WholesaleBRK.BBerkshire Hathaway$455,888$4,793 ▲1.1%8560.2%FinanceSUSCiShares ESG Aware USD Corporate Bond ETF$442,106$17,756 ▲4.2%19,1720.2%ManufacturingNUBDNuveen ESG U.S. Aggregate Bond ETF$410,977$6,256 ▼-1.5%18,5250.2%ETFNVDANVIDIA$382,473$13,656 ▲3.7%3,5290.2%Computer and TechnologyTSLATesla$374,227$943,601 ▼-71.6%1,4440.2%Auto/Tires/TrucksARKFARK Fintech Innovation ETF$360,5050.0%10,8390.2%ETFIEFAiShares Core MSCI EAFE ETF$350,108$4,766 ▲1.4%4,6280.2%ETFESGEiShares ESG Aware MSCI EM ETF$331,046$43,128 ▲15.0%9,4720.2%ManufacturingPGProcter & Gamble$328,740$2,556 ▲0.8%1,9290.2%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$306,513$52,811 ▼-14.7%2,9310.1%ETFNULGNuveen ESG Large-Cap Growth ETF$301,456$37,809 ▼-11.1%3,8510.1%ETFUNHUnitedHealth Group$298,014$30,378 ▼-9.3%5690.1%MedicalABBVAbbVie$297,728$7,333 ▲2.5%1,4210.1%MedicalGOVTiShares U.S. Treasury Bond ETF$296,782$18,457 ▲6.6%12,9120.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$294,870$59,155 ▲25.1%3,2550.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$271,397$1,369 ▼-0.5%5,3530.1%ETFMAMastercard$270,223$1,644 ▲0.6%4930.1%Business ServicesNULVNuveen ESG Large-Cap Value ETF$258,245$22,836 ▼-8.1%6,3780.1%ETFAMZNAmazon.com$256,090$8,371 ▲3.4%1,3460.1%Retail/WholesaleOTTROtter Tail$255,094$804 ▲0.3%3,1740.1%UtilitiesXOMExxon Mobil$254,164$19,743 ▲8.4%2,1370.1%EnergyWFCWells Fargo & Company$253,109$253,109 ▲New Holding3,5260.1%FinanceDMXFiShares ESG Advanced MSCI EAFE ETF$241,818$36,094 ▼-13.0%3,5910.1%ManufacturingGOOGLAlphabet$220,517$7,887 ▲3.7%1,4260.1%Computer and TechnologyNUDMNuShares ESG International Developed Markets Equity ETF$213,936$20,543 ▼-8.8%6,7170.1%ETFSTXSeagate Technology$211,6100.0%2,4910.1%Computer and TechnologySEAGATE TECHNOLOGY HLDNGS PL$203,880$203,880 ▲New Holding2,4000.1%PUTGOOGAlphabet$201,537$1,562 ▲0.8%1,2900.1%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$200,544$3,294 ▲1.7%1,6440.1%ETFTLTiShares 20+ Year Treasury Bond ETF$0$847,737 ▼-100.0%00.0%ETFTSMTaiwan Semiconductor Manufacturing$0$232,841 ▼-100.0%00.0%Computer and TechnologyCATCaterpillar$0$209,992 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
