• 13F History

LIFELONG WEALTH ADVISORS, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$222M
Signature - Title
Robert M. Bonine - Director & CCO
Location
Arden Hills, MN
Summary
This page shows a list of all the recent 13F filings made by LIFELONG WEALTH ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LIFELONG WEALTH ADVISORS, INC. reported 66 stock holdings with total value $222M as of Q4 2024. Top holdings included GSLC, SPLG, IYW, ORCL, and QUAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 66 $222M $0 $0 GSLC, SPLG, IYW, ORCL, QUAL 13F-HR 2/13/2025, 05:18 PM