Life Wealth Investments, LLC Purchases in Q1 2025

Life Wealth Investments, LLC

  • $244 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
178K
New
$43.63 - $46.01 $7.79M - $8.21M
178K $7.87B
IWY
Ishares Tr Russell 200 Growth

ETFs
31.6K
+ 75.55%
$210.19 - $243.33 $6.64M - $7.69M
73.4K $15.5B
IWX
Ishares Tr Russell 200 Value E

ETFs
55.9K
+ 75.33%
$78.54 - $84.86 $4.39M - $4.75M
130K $10.7B
USFR
Wisdomtree Floating Rate Treas

ETFs
91.2K
+ 72.34%
$50.29 - $50.5 $4.59M - $4.61M
217K $10.9B
EFV
Msci Eafe Value ETF

ETFs
55.6K
+ 96.65%
$51.88 - $60.73 $2.89M - $3.38M
113K $6.67B
EFG
Msci Eafe Growth ETF

ETFs
25.8K
+ 83.99%
$96.1 - $106.37 $2.48M - $2.75M
56.5K $5.65B
IAU
Ishares Gold Trust

ETFs
33.8K
+ 56.3%
$49.74 - $58.96 $1.68M - $1.99M
93.9K $5.53B
AAPL
Apple Inc.

Technology
13.9K
+ 56.39%
$209.68 - $247.1 $2.91M - $3.43M
38.5K $8.56B
PDI
Pimco Dynamic Income Fund

Financial Services
104K
+ 62.35%
$18.51 - $20.05 $1.92M - $2.08M
270K $5.34B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.47K
+ 223.3%
$507.05 - $563.67 $2.26M - $2.52M
6.47K $3.32B
IWS
Ishares Russell Midcap Value E

ETFs
16K
+ 78.51%
$122.59 - $135.24 $1.96M - $2.17M
36.4K $4.59B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
28.4K
+ 84.8%
$64.88 - $72.1 $1.84M - $2.05M
61.8K $4.07B
IEMG
Ishares Inc

ETFs
30.9K
+ 74.3%
N/A
72.6K $3.92B
VNLA
Janus Henderson Short Duration

ETFs
34.7K
+ 48.87%
$48.89 - $49.21 $1.7M - $1.71M
106K $5.2B
JEPI
J P Morgan Exchange Traded Fd

ETFs
25.7K
+ 62.55%
$56.17 - $59.71 $1.44M - $1.54M
66.8K $3.82B
MUB
Ishares National Muni Bond ETF

ETFs
13.9K
+ 61.6%
$104.71 - $107.69 $1.46M - $1.5M
36.6K $3.86B
NVDA
Nvidia Corp

Technology
27.3K
+ 115.13%
$106.98 - $149.43 $2.92M - $4.08M
51K $4.52B
SLV
I Shares Silver Trust

ETFs
29.9K
+ 63.32%
$26.93 - $31.32 $806K - $937K
77.2K $2.39B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
22.9K
+ 60.94%
$44.68 - $46.49 $1.02M - $1.07M
60.6K $2.8B
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.2K
+ 24.55%
$85.29 - $92.57 $872K - $946K
51.9K $4.72B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
19.6K
+ 59.95%
$49.67 - $51.43 $972K - $1.01M
52.2K $2.67B
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
33.2K
+ 91.11%
$31.51 - $33.34 $1.05M - $1.11M
69.7K $2.2B
VOT
Vanguard Mid Cap Growth Index

ETFs
4.15K
New
$237.72 - $276.98 $987K - $1.15M
4.15K $1.02B
Aim ETF Products Trust
32.3K
+ 81.68%
N/A
71.9K $2.15B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
28.9K
+ 81.07%
N/A
64.6K $2.14B
IWP
Ishares Russell Mid Cap Growth

ETFs
9.04K
+ 67.1%
$114.9 - $139.6 $1.04M - $1.26M
22.5K $2.65B
VGSH
Vanguard

ETFs
15.6K
+ 54.69%
$58.07 - $58.69 $906K - $916K
44.1K $2.59B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
27K
New
$32.49 - $37.99 $877K - $1.03M
27K $905M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
22K
+ 34.49%
$40.44 - $43.17 $890K - $950K
85.8K $3.51B
First Tr Exchng Traded Fd Vi
24.8K
+ 87.52%
N/A
53.2K $1.76B
DAUG
First Tr ETF Viii Cboe Vest Us
21K
+ 66.82%
N/A
52.4K $2.03B
VGIT
Vanguard Intermediate Term Tre

ETFs
12.5K
+ 64.93%
$57.44 - $59.4 $717K - $742K
31.7K $1.88B
MGV
Vanguard Mega Cap Value

ETFs
5.59K
+ 51.7%
$123.61 - $133.01 $691K - $744K
16.4K $2.11B
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
20K
+ 84.58%
N/A
43.6K $1.53B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
14.8K
New
$46.12 - $52.9 $681K - $781K
14.8K $687M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
16.7K
+ 43.56%
$39.33 - $41.52 $656K - $693K
55K $2.18B
AMZN
Amazon Com Inc

Consumer Cyclical
5.27K
+ 38.62%
$190.26 - $242.06 $1M - $1.28M
18.9K $3.6B
MSFT
Microsoft Corp

Technology
2.4K
+ 36.0%
$375.39 - $447.2 $902K - $1.08M
9.08K $3.41B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
15.5K
New
$37.69 - $39.76 $582K - $614K
15.5K $587M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
14.2K
+ 26.36%
$41.74 - $43.57 $595K - $621K
68.3K $2.88B
TUA
Simpl Exch Traded Fds Sht Term
22.7K
+ 24.64%
N/A
115K $2.52B
META
Meta Platforms, Inc.

Communication Services
955
+ 60.71%
$576.36 - $736.67 $550K - $704K
2.53K $1.46B
First Tr Exchng Traded Fd Vi
16.1K
New
N/A
16.1K $520M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.2K
+ 53.31%
$77.7 - $78.94 $482K - $490K
17.8K $1.41B
AUGZ
Listed Fds Tr Trueshares Struc

Technology
13.2K
New
$36.95 - $40.02 $489K - $530K
13.2K $494M
MAR
Marriott International Inc

Consumer Cyclical
2.8K
+ 64.93%
$237.01 - $304.45 $664K - $853K
7.12K $1.69B
VTWO
Vanguard Russell 2000 ETF

ETFs
7.41K
+ 56.93%
$80.08 - $92.93 $594K - $689K
20.4K $1.65B
NFLX
Netflix Inc

Communication Services
495
+ 103.77%
$828.4 - $1058.6 $410K - $524K
972 $906M
VGLT
Vanguard Long Term Treasury Et

ETFs
7.73K
+ 65.66%
$53.99 - $58.43 $417K - $451K
19.5K $1.12B
Activity Summary
Buys All Purchases 176 New Holdings 54 Increased Positions 122 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Life Wealth Investments, LLC Portfolio

Follow Life Wealth Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Wealth Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Wealth Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email