LIFELONG WEALTH ADVISORS, INC. Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$213.4B
Holdings
68
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSLCGOLDMAN SACHS ETF TR | 532,300 | $58.6B | 27.45% | |
| 2 | SPYMSPDR SER TR | 874,455 | $57.5B | 26.94% | |
| 3 | IYWISHARES TR | 95,423 | $13.4B | 6.28% | |
| 4 | QUALISHARES TR | 38,111 | $6.5B | 3.05% | |
| 5 | IVWISHARES TR | 61,675 | $5.7B | 2.68% | |
| 6 | ORCLORACLE CORP | 39,962 | $5.6B | 2.62% | |
| 7 | DYNFBLACKROCK ETF TRUST | 106,043 | $5.2B | 2.42% | |
| 8 | IUSBISHARES TR | 93,052 | $4.3B | 2.01% | |
| 9 | IVEISHARES TR | 20,682 | $3.9B | 1.85% | |
| 10 | EFVISHARES TR | 66,689 | $3.9B | 1.84% | |
| 11 | IFRAISHARES TR | 79,415 | $3.6B | 1.68% | |
| 12 | SCHZSCHWAB STRATEGIC TR | 152,264 | $3.5B | 1.65% | |
| 13 | IVVISHARES TR | 5,495 | $3.1B | 1.45% | |
| 14 | ESGUISHARES TR | 20,252 | $2.5B | 1.16% | |
| 15 | EFGISHARES TR | 24,686 | $2.5B | 1.16% | |
| 16 | EMXCISHARES INC | 36,344 | $2.0B | 0.94% | |
| 17 | IEMGISHARES INC | 32,637 | $1.8B | 0.83% | |
| 18 | MBBISHARES TR | 18,489 | $1.7B | 0.81% | |
| 19 | IWPISHARES TR | 12,911 | $1.5B | 0.71% | |
| 20 | KLMNINVESCO EXCH TRADED FD TR II | 15,883 | $1.5B | 0.69% | |
| 21 | ACWIISHARES TR | 12,429 | $1.4B | 0.68% | |
| 22 | AAPLAPPLE INC | 6,474 | $1.4B | 0.67% | |
| 23 | XLGINVESCO EXCHANGE TRADED FD T | 30,751 | $1.4B | 0.66% | |
| 24 | BINCBLACKROCK ETF TRUST II | 23,623 | $1.2B | 0.58% | |
| 25 | JMSTJ P MORGAN EXCHANGE TRADED F | 20,811 | $1.1B | 0.50% | |
| 26 | XTENBONDBLOXX ETF TRUST | 21,035 | $979.6M | 0.46% | |
| 27 | MSFTMICROSOFT CORP | 2,556 | $959.6M | 0.45% | |
| 28 | GLDMWORLD GOLD TR | 14,958 | $925.8M | 0.43% | |
| 29 | LLYELI LILLY & CO | 1,110 | $916.8M | 0.43% | |
| 30 | HEFAISHARES TR | 24,107 | $874.8M | 0.41% | |
| 31 | MMM3M CO | 4,882 | $716.9M | 0.34% | |
| 32 | LCTUBLACKROCK ETF TRUST | 11,503 | $697.1M | 0.33% | |
| 33 | GBILGOLDMAN SACHS ETF TR | 6,502 | $651.4M | 0.31% | |
| 34 | XELXCEL ENERGY INC | 9,109 | $644.8M | 0.30% | |
| 35 | USXFISHARES TR | 12,178 | $568.3M | 0.27% | |
| 36 | EAGGISHARES TR | 11,585 | $550.1M | 0.26% | |
| 37 | FTECFIDELITY COVINGTON TRUST | 3,255 | $525.0M | 0.25% | |
| 38 | DSIISHARES TR | 5,092 | $521.5M | 0.24% | |
| 39 | DYHTARGET CORP | 4,778 | $498.6M | 0.23% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 856 | $455.9M | 0.21% | |
| 41 | SUSCISHARES TR | 19,172 | $442.1M | 0.21% | |
| 42 | NUBDNUSHARES ETF TR | 18,525 | $411.0M | 0.19% | |
| 43 | NVDANVIDIA CORPORATION | 3,529 | $382.5M | 0.18% | |
| 44 | TSLATESLA INC | 1,444 | $374.2M | 0.18% | |
| 45 | ARKFARK ETF TR | 10,839 | $360.5M | 0.17% | |
| 46 | AQLTISHARES TR | 4,628 | $350.1M | 0.16% | |
| 47 | ESGEISHARES INC | 9,472 | $331.0M | 0.16% | |
| 48 | PGPROCTER AND GAMBLE CO | 1,929 | $328.7M | 0.15% | |
| 49 | IJRISHARES TR | 2,931 | $306.5M | 0.14% | |
| 50 | NULGNUSHARES ETF TR | 3,851 | $301.5M | 0.14% | |
| 51 | UNHUNITEDHEALTH GROUP INC | 569 | $298.0M | 0.14% | |
| 52 | ABBVABBVIE INC | 1,421 | $297.7M | 0.14% | |
| 53 | AQLTISHARES TR | 12,912 | $296.8M | 0.14% | |
| 54 | EMBISHARES TR | 3,255 | $294.9M | 0.14% | |
| 55 | ICSHISHARES TR | 5,353 | $271.4M | 0.13% | |
| 56 | MAMASTERCARD INCORPORATED | 493 | $270.2M | 0.13% | |
| 57 | NULVNUSHARES ETF TR | 6,378 | $258.2M | 0.12% | |
| 58 | AMZNAMAZON COM INC | 1,346 | $256.1M | 0.12% | |
| 59 | OTTROTTER TAIL CORP | 3,174 | $255.1M | 0.12% | |
| 60 | XOMEXXON MOBIL CORP | 2,137 | $254.2M | 0.12% | |
| 61 | WFCWELLS FARGO CO NEW | 3,526 | $253.1M | 0.12% | |
| 62 | DMXFISHARES TR | 3,591 | $241.8M | 0.11% | |
| 63 | GOOGLALPHABET INC | 1,426 | $220.5M | 0.10% | |
| 64 | NUDMNUSHARES ETF TR | 6,717 | $213.9M | 0.10% | |
| 65 | STXSEAGATE TECHNOLOGY HLDNGS PL | 2,491 | $211.6M | 0.10% | |
| 66 | —SEAGATE TECHNOLOGY HLDNGS PL | 2,400 | $203.9M | 0.10% | Put |
| 67 | GOOGALPHABET INC | 1,290 | $201.5M | 0.09% | |
| 68 | ITOTISHARES TR | 1,644 | $200.5M | 0.09% |