Portfolio (Quarterly)
Guide ↗
Lifelong Wealth Advisors, Inc.
· CIK 0002051717| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ARKF | ARK ETF TR | — | 10,839.0 | $412K | 0.11% | — | — | $38.01 | +8.3% |
| 62 | NUBD | NUSHARES ETF TR | — | 18,280.0 | $406K | 0.11% | -818.0 | -4.3% | $22.21 | -0.5% |
| 63 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,194.0 | $404K | 0.11% | — | — | $337.95 | +23.3% |
| 64 | EFG | ISHARES TR | — | 3,575.0 | $398K | 0.11% | +277.0 | +8.4% | $111.38 | +9.7% |
| 65 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,449.0 | $392K | 0.10% | +770.0 | +113.4% | $270.59 | +42.9% |
| 66 | GOOG | ALPHABET INC | Communication Services | 1,332.0 | $382K | 0.10% | +42.0 | +3.3% | $286.86 | +33.6% |
| 67 | ABBV | ABBVIE INC | Healthcare | 1,692.0 | $368K | 0.10% | — | — | $217.49 | -0.4% |
| 68 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,691.0 | $352K | 0.09% | -49.0 | -2.8% | $208.27 | +29.1% |
| 69 | SYSB | ISHARES TR | — | 3,817.0 | $340K | 0.09% | +248.0 | +7.0% | $89.00 | -0.6% |
| 70 | EVUS | ISHARES TR | — | 10,202.0 | $325K | 0.09% | +79.0 | +0.8% | $31.83 | +10.5% |
| 71 | AOA | ISHARES TR | — | 3,651.0 | $323K | 0.09% | NEW | — | $88.49 | +9.9% |
| 72 | NULG | NUSHARES ETF TR | — | 3,509.0 | $319K | 0.09% | — | — | $90.94 | +21.7% |
| 73 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,272.0 | $311K | 0.08% | +14.0 | +1.1% | $244.44 | -5.8% |
| 74 | IJR | ISHARES TR | — | 2,422.0 | $301K | 0.08% | -145.0 | -5.7% | $124.31 | +11.4% |
| 75 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,042.0 | $295K | 0.08% | +91.0 | +4.7% | $144.44 | +0.7% |
| 76 | WFC | WELLS FARGO & CO | Financial Services | 3,647.0 | $290K | 0.08% | — | — | $79.60 | -3.0% |
| 77 | NULV | NUSHARES ETF TR | — | 6,378.0 | $290K | 0.08% | — | — | $45.50 | +11.2% |
| 78 | OTTR | OTTER TAIL CORP | Utilities | 3,164.0 | $278K | 0.07% | — | — | $87.77 | +0.0% |
| 79 | ICVT | ISHARES TR | — | 2,692.0 | $274K | 0.07% | +353.0 | +15.1% | $101.79 | +17.9% |
| 80 | ICSH | ISHARES TR | — | 5,333.0 | $270K | 0.07% | — | — | $50.62 | -0.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.8%
Financial Services
35.8%
Healthcare
8.0%
Communication Services
4.4%
Industrials
4.3%
Consumer Cyclical
3.1%
Utilities
2.9%
Consumer Defensive
2.6%
Energy
2.0%