LIFELONG WEALTH ADVISORS, INC. 13F Portfolio
LIFELONG WEALTH ADVISORS, INC. runs LIFELONG WEALTH ADVISORS, INC. and currently holds 99 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $425.62M. Their top holdings are GSLC, JBND, FMDE, AVUV, DYNF. The top five represent 42.9% of reported portfolio weight. LIFELONG WEALTH ADVISORS, INC. ranks #848 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LIFELONG WEALTH ADVISORS, INC. initiated 12 new positions. They added to 39 existing positions. They trimmed 35 positions. Their current best-performing preview position is STX with returns of +146.32%.
Portfolio Value
$425.62M
Alpha Score
24.0
#848 of 1000
Holdings
99
LIFELONG WEALTH ADVISORS, INC. Current 13F Holdings
Reported holdings from LIFELONG WEALTH ADVISORS, INC.'s latest SEC 13F filing, ranked by portfolio weight.
99 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GSLC GOLDMAN SACHS ETF TR | 18.14% | $115.51 | $148.23 | +28.32% | Trimmed -0.77% |
 JBND J P MORGAN EXCHANGE TRADED F | 8.79% | $53.66 | $51.09 | -4.79% | Added +4.45% |
 FMDE FIDELITY COVINGTON TRUST | 7.02% | $36.37 | $41.52 | +14.16% | Trimmed -3.27% |
 AVUV AMERICAN CENTY ETF TR | 6.41% | $91.36 | $119.63 | +30.94% | Trimmed -2.65% |
 DYNF BLACKROCK ETF TRUST | 2.59% | $54.00 | $70.40 | +30.37% | Trimmed -4.60% |
 IYW ISHARES TR | 2.58% | $159.52 | $268.95 | +68.60% | Trimmed -14.63% |
 HELO J P MORGAN EXCHANGE TRADED F | 2.38% | $62.91 | $69.96 | +11.21% | Added +1.37% |
 IVW ISHARES TR | 2.31% | $105.50 | $145.24 | +37.67% | Added +5.12% |
 IVE ISHARES TR | 2.24% | $200.91 | $233.04 | +15.99% | Trimmed -5.26% |
CO CORO BLACKROCK ETF TRUST | 1.57% | $36.60 | $36.17 | -1.17% | New Buy |
Showing 1-10 of 99