Lifelong Wealth Advisors, Inc.

13F Holdings
Filed: 2025-02-13
Portfolio Value
222.47M
Number of Holdings
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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
536.10K
Portfolio %
27.76%
Spdr Ser Tr
-
2025-02-13
Value
60.55M
Shares
880.61K
Portfolio %
27.22%
Ishares Tr
-
2025-02-13
Value
15.20M
Shares
95.44K
Portfolio %
6.83%
Oracle Corp
-
2025-02-13
Value
6.66M
Shares
39.95K
Portfolio %
2.99%
Ishares Tr
-
2025-02-13
Value
6.21M
Shares
34.90K
Portfolio %
2.79%
Ishares Tr
-
2025-02-13
Value
6.16M
Shares
60.70K
Portfolio %
2.77%
Blackrock Etf Trust
-
2025-02-13
Value
5.18M
Shares
101.07K
Portfolio %
2.33%
Ishares Tr
-
2025-02-13
Value
4.22M
Shares
93.36K
Portfolio %
1.90%
Ishares Tr
-
2025-02-13
Value
4.20M
Shares
43.35K
Portfolio %
1.89%
Ishares Tr
-
2025-02-13
Value
4.19M
Shares
90.54K
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