Lifelong Wealth Advisors, Inc.
13F Holdings
Filed: 2025-02-13
Portfolio Value
222.47M
Number of Holdings
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info
Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0002051717
Filing Date
2025-02-13 00:00:00
Address
1150 County Road E West
Arden Hills
MN
Prior Value
-
Top 10 Holdings %
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Portfolio Value
Lifelong Wealth Advisors, Inc.
(13F - 2024-12-31)
Goldman Sachs Etf Tr
-
2025-02-13
Value
61.76M
Shares
Portfolio %
27.76%
Spdr Ser Tr
-
2025-02-13
Value
60.55M
Shares
Portfolio %
27.22%
Ishares Tr
-
2025-02-13
Value
15.20M
Shares
Portfolio %
6.83%
Oracle Corp
-
2025-02-13
Value
6.66M
Shares
Portfolio %
2.99%
Ishares Tr
-
2025-02-13
Value
6.21M
Shares
Portfolio %
2.79%
Ishares Tr
-
2025-02-13
Value
6.16M
Shares
Portfolio %
2.77%
Blackrock Etf Trust
-
2025-02-13
Value
5.18M
Shares
Portfolio %
2.33%
Ishares Tr
-
2025-02-13
Value
4.22M
Shares
Portfolio %
1.90%
Ishares Tr
-
2025-02-13
Value
4.20M
Shares
Portfolio %
1.89%
Ishares Tr
-
2025-02-13
Value
4.19M
Shares
Portfolio %
1.88%
Lifelong Wealth Advisors, Inc.
(13F - 2024-12-31)
Company | Ticker | Type | Shares | Value | Current % | Previous % | % Change | $ Change | $ Change % | Shares Change | Status | Qtr End Price | Filing Date |
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