LIFELONG WEALTH ADVISORS, INC. Portfolio Holdings
Q3 2025•83 long positions•$334.3M portfolio value
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Holding83 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $71.0M 21.23% | +$399.2K Bought | — 544.8K shares | 541.7K → 544.8K +$399.2K | +0.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $62.3M 18.64% | +$605.9K Bought | — 795.6K shares | 787.8K → 795.6K +$605.9K | +0.98% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $34.5M 10.34% | +$3.9M Bought | — 637.9K shares | 566.1K → 637.9K +$3.9M | +12.69% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $22.8M 6.81% | +$702.7K Bought | — 228.6K shares | 221.5K → 228.6K +$702.7K | +3.19% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $12.5M 3.73% | -$194.7K Sold | — 63.7K shares | 64.7K → 63.7K −$194.7K | -1.54% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.8M 2.92% | +$938.2K Bought | — 150.4K shares | 135.9K → 150.4K +$938.2K | +10.62% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $9.7M 2.89% | -$1.2M Sold | 0.001% 34.4K shares | 38.8K → 34.4K −$1.2M | -11.4% | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $9.1M 2.73% | +$817.3K Bought | — 46.9K shares | 42.7K → 46.9K +$817.3K | +9.84% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $8.2M 2.45% | +$213.2K Bought | — 112.5K shares | 109.5K → 112.5K +$213.2K | +2.67% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $7.9M 2.36% | +$534.2K Bought | — 116.1K shares | 108.2K → 116.1K +$534.2K | +7.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.2M 2.15% | +$475.6K Bought | — 121.4K shares | 113.4K → 121.4K +$475.6K | +7.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.0M 2.08% | -$46.2K Sold | — 57.7K shares | 58.1K → 57.7K −$46.2K | -0.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.3M 1.58% | +$561.5K Bought | — 25.5K shares | 22.8K → 25.5K +$561.5K | +11.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.0M 1.51% | +$278.2K Bought | — 76.5K shares | 72.3K → 76.5K +$278.2K | +5.84% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 1.17% | +$117.8K Bought | — 83.9K shares | 81.4K → 83.9K +$117.8K | +3.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 1.15% | +$50.2K Bought | — 5.7K shares | 5.7K → 5.7K +$50.2K | +1.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 1.13% | +$214.1K Bought | — 160.4K shares | 151.3K → 160.4K +$214.1K | +6.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 1.02% | +$406.9K Bought | — 59.0K shares | 51.9K → 59.0K +$406.9K | +13.62% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $3.1M 0.925% | +$164.4K Bought | — 81.7K shares | 77.4K → 81.7K +$164.4K | +5.61% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.1M 0.916% | +$78.2K Bought | — 26.9K shares | 26.2K → 26.9K +$78.2K | +2.62% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 0.89% | +$20.2K Bought | — 20.4K shares | 20.3K → 20.4K +$20.2K | +0.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 0.732% | +$150.9K Bought | — 52.5K shares | 49.3K → 52.5K +$150.9K | +6.57% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.1M 0.631% | +$71.1K Bought | — 17.4K shares | 16.8K → 17.4K +$71.1K | +3.49% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 0.56% | +$97.1K Bought | — 19.7K shares | 18.7K → 19.7K +$97.1K | +5.47% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $1.8M 0.525% | -$7.9K Sold | 0.0% 6.9K shares | 6.9K → 6.9K −$7.9K | -0.45% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.51% | -$4.7K Sold | — 12.3K shares | 12.4K → 12.3K −$4.7K | -0.27% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.5% | -$16.2K Sold | — 11.7K shares | 11.9K → 11.7K −$16.2K | -0.96% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.6M 0.469% | +$113.4K Bought | 0.0% 3.0K shares | 2.8K → 3.0K +$113.4K | +7.8% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.414% | +$103.0K Bought | — 26.0K shares | 24.1K → 26.0K +$103.0K | +8.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.328% | +$75.7K Bought | — 21.4K shares | 19.9K → 21.4K +$75.7K | +7.41% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $986.1K 0.295% | +$12.1K Bought | 0.0% 5.3K shares | 5.2K → 5.3K +$12.1K | +1.25% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $966.9K 0.289% | +$53.3K Bought | — 12.6K shares | 12.0K → 12.6K +$53.3K | +5.83% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $888.1K 0.266% | -$3.8K Sold | 0.0% 1.2K shares | 1.2K → 1.2K −$3.8K | -0.43% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $844.4K 0.253% | +$4.3K Bought | — 11.6K shares | 11.6K → 11.6K +$4.3K | +0.51% | — — | Q4 2024 Held for 11 months | |
Conglomerates Industrials | $735.9K 0.22% | -$7.4K Sold | 0.001% 4.7K shares | 4.8K → 4.7K −$7.4K | -1.0% | $82.7B Large Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $735.5K 0.22% | +$322.6 Bought | 0.002% 9.1K shares | 9.1K → 9.1K +$322.6 | +0.04% | $47.7B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $723.4K 0.216% | — | — 3.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $695.3K 0.208% | -$32.8K Sold | — 13.6K shares | 14.3K → 13.6K −$32.8K | -4.5% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $672.0K 0.201% | +$1.3K Bought | 0.0% 1.5K shares | 1.5K → 1.5K +$1.3K | +0.2% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $625.8K 0.187% | -$16.8K Sold | — 5.0K shares | 5.1K → 5.0K −$16.8K | -2.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $615.7K 0.184% | — | — 10.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
Computer Hardware Technology | $590.2K 0.177% | — | 0.001% 2.5K shares | — | — | $50.3B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $569.5K 0.17% | +$10.3K Bought | — 11.9K shares | 11.6K → 11.9K +$10.3K | +1.84% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $534.2K 0.16% | +$1.6K Bought | — 22.7K shares | 22.6K → 22.7K +$1.6K | +0.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $502.0K 0.15% | -$2.6K Sold | — 8.8K shares | 8.8K → 8.8K −$2.6K | -0.52% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $463.2K 0.139% | +$95.4K Bought | — 4.4K shares | 3.5K → 4.4K +$95.4K | +25.94% | — — | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $451.0K 0.135% | -$2.0K Sold | 0.0% 897.0 shares | 901.0 → 897.0 −$2.0K | -0.44% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $428.8K 0.128% | — | — 19.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $426.9K 0.128% | -$15.3K Sold | 0.001% 4.8K shares | 4.9K → 4.8K −$15.3K | -3.47% | $40.8B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $412.1K 0.123% | +$2.4K Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$2.4K | +0.59% | $2.95T Mega Cap | Q4 2024 Held for 11 months |
