Stock Taper

LIFEWORKS ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Strategy IncMSTR5.74K$499.33K
Devon Energy CorporationDVN5.85K$241.6K
Microchip Technology IncorporatedMCHP5.87K$535.71K
Consolidated Edison, Inc.ED5.91K$654.27K
Realty Income CorporationO6.02K$372.75K
CF Industries Holdings, Inc.CF6.22K$673.49K
Broadcom Inc.AVGO6.24K$2.36M
The Walt Disney CompanyDIS6.31K$607.47K
EA ELECTRONIC ARTS INCEA6.42K$1.32M
Dollar Tree, Inc.DLTR6.88K$831.89K
Fox CorporationFOX6.92K$323.94K
KLA CorporationKLAC6.96K$2.1M
Boston Scientific CorporationBSX7.5K$319.97K
Enbridge Inc.ENB7.53K$408.16K
Sysco CorporationSYY7.82K$653.18K
PepsiCo, Inc.PEP7.93K$1.07M
The Procter & Gamble CompanyPG8.04K$1.18M
Robinhood Markets, Inc.HOOD8.66K$868.72K
Franklin Resources, Inc.BEN8.8K$292.78K
Xcel Energy Inc.XEL8.92K$716.33K