LIFELONG WEALTH ADVISORS, INC. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$222.5B
Holdings
66
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSLCGOLDMAN SACHS ETF TR | 536,095 | $61.8B | 27.76% | |
| 2 | SPYMSPDR SER TR | 880,614 | $60.5B | 27.22% | |
| 3 | IYWISHARES TR | 95,440 | $15.2B | 6.83% | |
| 4 | ORCLORACLE CORP | 39,954 | $6.7B | 2.99% | |
| 5 | QUALISHARES TR | 34,899 | $6.2B | 2.79% | |
| 6 | IVWISHARES TR | 60,701 | $6.2B | 2.77% | |
| 7 | DYNFBLACKROCK ETF TRUST | 101,074 | $5.2B | 2.33% | |
| 8 | IUSBISHARES TR | 93,365 | $4.2B | 1.90% | |
| 9 | EFGISHARES TR | 43,351 | $4.2B | 1.89% | |
| 10 | IFRAISHARES TR | 90,541 | $4.2B | 1.88% | |
| 11 | EFVISHARES TR | 78,339 | $4.1B | 1.85% | |
| 12 | SCHZSCHWAB STRATEGIC TR | 147,284 | $3.3B | 1.50% | |
| 13 | IVVISHARES TR | 5,523 | $3.3B | 1.46% | |
| 14 | IVEISHARES TR | 14,632 | $2.8B | 1.26% | |
| 15 | ESGUISHARES TR | 19,285 | $2.5B | 1.12% | |
| 16 | TSLATESLA INC | 5,085 | $2.1B | 0.92% | |
| 17 | EMXCISHARES INC | 36,349 | $2.0B | 0.91% | |
| 18 | MBBISHARES TR | 20,756 | $1.9B | 0.86% | |
| 19 | IWPISHARES TR | 13,573 | $1.7B | 0.77% | |
| 20 | AAPLAPPLE INC | 6,441 | $1.6B | 0.73% | |
| 21 | ACWIISHARES TR | 12,429 | $1.5B | 0.66% | |
| 22 | KLMNINVESCO EXCH TRADED FD TR II | 14,733 | $1.4B | 0.63% | |
| 23 | JMSTJ P MORGAN EXCHANGE TRADED F | 23,465 | $1.2B | 0.53% | |
| 24 | BINCBLACKROCK ETF TRUST II | 22,566 | $1.2B | 0.53% | |
| 25 | MSFTMICROSOFT CORP | 2,543 | $1.1B | 0.48% | |
| 26 | GBILGOLDMAN SACHS ETF TR | 10,145 | $1.0B | 0.46% | |
| 27 | IEMGISHARES INC | 19,057 | $995.2M | 0.45% | |
| 28 | LLYELI LILLY & CO | 1,100 | $849.2M | 0.38% | |
| 29 | TLTISHARES TR | 9,707 | $847.7M | 0.38% | |
| 30 | MMM3M CO | 4,876 | $629.5M | 0.28% | |
| 31 | LCTUBLACKROCK ETF TRUST | 9,525 | $610.1M | 0.27% | |
| 32 | FTECFIDELITY COVINGTON TRUST | 3,283 | $606.9M | 0.27% | |
| 33 | DYHTARGET CORP | 3,967 | $536.3M | 0.24% | |
| 34 | XELXCEL ENERGY INC | 7,421 | $501.1M | 0.23% | |
| 35 | DSIISHARES TR | 4,325 | $476.8M | 0.21% | |
| 36 | USXFISHARES TR | 9,339 | $464.3M | 0.21% | |
| 37 | NVDANVIDIA CORPORATION | 3,403 | $457.0M | 0.21% | |
| 38 | GLDMWORLD GOLD TR | 8,322 | $432.7M | 0.19% | |
| 39 | SUSCISHARES TR | 18,402 | $418.1M | 0.19% | |
| 40 | NUBDNUSHARES ETF TR | 18,807 | $409.6M | 0.18% | |
| 41 | ARKFARK ETF TR | 10,839 | $401.6M | 0.18% | |
| 42 | IJRISHARES TR | 3,436 | $395.9M | 0.18% | |
| 43 | BRK/BBERKSHIRE HATHAWAY INC DEL | 847 | $383.9M | 0.17% | |
| 44 | EAGGISHARES TR | 8,041 | $373.4M | 0.17% | |
| 45 | NULGNUSHARES ETF TR | 4,334 | $372.0M | 0.17% | |
| 46 | PGPROCTER AND GAMBLE CO | 1,914 | $320.9M | 0.14% | |
| 47 | AQLTISHARES TR | 4,565 | $320.8M | 0.14% | |
| 48 | UNHUNITEDHEALTH GROUP INC | 627 | $317.2M | 0.14% | |
| 49 | AMZNAMAZON COM INC | 1,302 | $287.8M | 0.13% | |
| 50 | AQLTISHARES TR | 12,109 | $278.3M | 0.13% | |
| 51 | ESGEISHARES INC | 8,238 | $275.1M | 0.12% | |
| 52 | NULVNUSHARES ETF TR | 6,942 | $273.3M | 0.12% | |
| 53 | ICSHISHARES TR | 5,380 | $271.3M | 0.12% | |
| 54 | DMXFISHARES TR | 4,127 | $266.7M | 0.12% | |
| 55 | GOOGLALPHABET INC | 1,375 | $260.3M | 0.12% | |
| 56 | MAMASTERCARD INCORPORATED | 490 | $258.0M | 0.12% | |
| 57 | ABBVABBVIE INC | 1,386 | $246.3M | 0.11% | |
| 58 | GOOGALPHABET INC | 1,280 | $243.8M | 0.11% | |
| 59 | OTTROTTER TAIL CORP | 3,164 | $233.6M | 0.11% | |
| 60 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,179 | $232.8M | 0.10% | |
| 61 | EMBISHARES TR | 2,602 | $231.7M | 0.10% | |
| 62 | NUDMNUSHARES ETF TR | 7,362 | $221.3M | 0.10% | |
| 63 | STXSEAGATE TECHNOLOGY HLDNGS PL | 2,491 | $215.0M | 0.10% | |
| 64 | XOMEXXON MOBIL CORP | 1,971 | $212.0M | 0.10% | |
| 65 | CATCATERPILLAR INC | 579 | $210.0M | 0.09% | |
| 66 | ITOTISHARES TR | 1,617 | $208.0M | 0.09% |