The Analysis of LIFELONG WEALTH ADVISORS, INC.'s Holdings
Currently, LIFELONG WEALTH ADVISORS, INC. holds 88 types of securities in its portfolio with a total value $375.9M. In the most recent quarter, they have increased their positions in FMDE (+747.9K shares, valued at $27.2M), XLG (+65.1K shares, valued at $3.9M), IVE (+14.5K shares, valued at $3.1M); decreased their positions in QUAL (-21.1K shares, valued at $4.2M), EFG (-23.6K shares, valued at $2.7M), IYW (-11.8K shares, valued at $2.4M); initiated new positions in FMDE (+747.9K shares, valued at $27.2M), AVEM (+36.4K shares, valued at $2.8M), SHLD (+25.4K shares, valued at $1.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GSLC GOLDMAN SACHS ETF TR540.6K shares-0.78%2025-12-312026-01-12
SPYM SPDR SERIES TRUST795.9K shares0.04%2025-12-312026-01-12 JBND J P MORGAN EXCHANGE TRADED F650.5K shares1.98%2025-12-312026-01-12 FMDE FIDELITY COVINGTON TRUST747.9K sharesnew addition2025-12-312026-01-12 AVUV AMERICAN CENTY ETF TR226.4K shares-0.95%2025-12-312026-01-12 IYW ISHARES TR51.9K shares-18.54%2025-12-312026-01-12 HELO J P MORGAN EXCHANGE TRADED F142.7K shares-5.09%2025-12-312026-01-12 DYNF BLACKROCK ETF TRUST143.2K shares17.89%2025-12-312026-01-12 IVE ISHARES TR40.0K shares56.87%2025-12-312026-01-12 IVW ISHARES TR62.2K shares7.78%2025-12-312026-01-12 XLG INVESCO EXCHANGE TRADED FD T124.1K shares110.34%2025-12-312026-01-12 ORCL ORACLE CORP34.4K shares-0.04%2025-12-312026-01-12 EFV ISHARES TR89.0K shares-23.37%2025-12-312026-01-12 IEMG ISHARES INC76.4K shares-0.12%2025-12-312026-01-12 QUAL ISHARES TR25.8K shares-44.95%2025-12-312026-01-12 SCHZ SCHWAB STRATEGIC TR179.4K shares11.86%2025-12-312026-01-12 IVV ISHARES TR5.8K shares0.92%2025-12-312026-01-12 THRO BLACKROCK ETF TRUST91.3K shares11.68%2025-12-312026-01-12 BAI BLACKROCK ETF TRUST104.2K shares140.08%2025-12-312026-01-12 SPMO INVESCO EXCH TRADED FD TR II29.0K shares66.62%2025-12-312026-01-12 IUSB ISHARES TR72.5K shares-13.67%2025-12-312026-01-12 ESGU ISHARES TR21.1K shares3.04%2025-12-312026-01-12 XTEN BONDBLOXX ETF TRUST66.2K shares26.11%2025-12-312026-01-12 AVEM AMERICAN CENTY ETF TR36.4K sharesnew addition2025-12-312026-01-12 MBB ISHARES TR22.8K shares15.68%2025-12-312026-01-12 AAPL APPLE INC7.0K shares1.16%2025-12-312026-01-12 ACWI ISHARES TR12.3K shares0.00%2025-12-312026-01-12 BINC BLACKROCK ETF TRUST II32.5K shares25.06%2025-12-312026-01-12 GLDM WORLD GOLD TR19.6K shares54.94%2025-12-312026-01-12 SHLD GLOBAL X FDS25.4K sharesnew addition2025-12-312026-01-12 MSFT MICROSOFT CORP3.3K shares10.18%2025-12-312026-01-12 IWP ISHARES TR11.5K shares-1.75%2025-12-312026-01-12 IAGG ISHARES TR31.1K shares45.36%2025-12-312026-01-12 LLY ELI LILLY & CO1.2K shares0.43%2025-12-312026-01-12 LCTU BLACKROCK ETF TRUST14.7K shares26.21%2025-12-312026-01-12 NVDA NVIDIA CORPORATION5.4K shares1.59%2025-12-312026-01-12 SUSC ISHARES TR37.5K shares65.54%2025-12-312026-01-12 EAGG ISHARES TR17.0K shares43.23%2025-12-312026-01-12 DSI ISHARES TR6.1K shares23.57%2025-12-312026-01-12 FTEC FIDELITY COVINGTON TRUST3.1K shares-4.08%2025-12-312026-01-12 TSLA TESLA INC1.5K shares1.13%2025-12-312026-01-12 JMST J P MORGAN EXCHANGE TRADED F13.2K shares-2.94%2025-12-312026-01-12 MMM 3M CO4.0K shares-16.17%2025-12-312026-01-12 XEL XCEL ENERGY INC7.6K shares-16.39%2025-12-312026-01-12 ESGE ISHARES INC12.5K shares35.79%2025-12-312026-01-12 ALPHABET INC ALPHABET INC1.7K shares1.95%2025-12-312026-01-12 ARKF ARK ETF TR10.8K shares0.00%2025-12-312026-01-12 EMB ISHARES TR5.2K shares41.06%2025-12-312026-01-12 USXF ISHARES TR8.3K shares-4.68%2025-12-312026-01-12 MUB ISHARES TR4.4K shares0.90%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR652 shares96.39%2025-12-312026-01-12 NUBD NUSHARES ETF TR19.1K shares0.00%2025-12-312026-01-12 XOM EXXON MOBIL CORP3.5K shares0.71%2025-12-312026-01-12 IEFA ISHARES TR4.6K shares0.00%2025-12-312026-01-12 GOVT ISHARES TR17.6K shares40.21%2025-12-312026-01-12 ALPHABET INC ALPHABET INC1.3K shares0.00%2025-12-312026-01-12 AMZN AMAZON COM INC1.7K shares2.41%2025-12-312026-01-12 TGT TARGET CORP4.0K shares-15.30%2025-12-312026-01-12 ABBV ABBVIE INC1.7K shares0.53%2025-12-312026-01-12 EFG ISHARES TR3.3K shares-87.74%2025-12-312026-01-12 CAT CATERPILLAR INC634 shares4.97%2025-12-312026-01-12 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares0.00%2025-12-312026-01-12 NULG NUSHARES ETF TR3.5K shares-2.96%2025-12-312026-01-12 WFC WELLS FARGO CO NEW3.6K shares0.41%2025-12-312026-01-12 EVUS ISHARES TR10.1K sharesnew addition2025-12-312026-01-12 SYSB ISHARES TR3.6K sharesnew addition2025-12-312026-01-12 IJR ISHARES TR2.6K shares-11.30%2025-12-312026-01-12 MA MASTERCARD INCORPORATED517 shares-0.19%2025-12-312026-01-12 NULV NUSHARES ETF TR6.4K shares0.00%2025-12-312026-01-12 PG PROCTER AND GAMBLE CO2.0K shares-3.80%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.847 shares1.07%2025-12-312026-01-12 ICSH ISHARES TR5.4K shares0.00%2025-12-312026-01-12 BROADCOM INC BROADCOM INC770 shares1.05%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON1.3K shares0.48%2025-12-312026-01-12 OTTR OTTER TAIL CORP3.2K shares0.00%2025-12-312026-01-12 META META PLATFORMS INC364 shares0.83%2025-12-312026-01-12 GRAL GRAIL INC2.8K sharesnew addition2025-12-312026-01-12 NUDM NUSHARES ETF TR6.6K shares0.00%2025-12-312026-01-12 ICVT ISHARES TR2.3K sharesnew addition2025-12-312026-01-12 UNH UNITEDHEALTH GROUP INC679 shares1.49%2025-12-312026-01-12 IWF ISHARES TR463 sharesnew addition2025-12-312026-01-12 LMT LOCKHEED MARTIN CORP445 shares-0.89%2025-12-312026-01-12 HON HONEYWELL INTL INC1.1K shares-12.11%2025-12-312026-01-12 INVESCO QQQ TR INVESCO QQQ TR329 sharesnew addition2025-12-312026-01-12 VTI VANGUARD INDEX FDS601 sharesnew addition2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings