Life Wealth Investments, LLC Incresed Positions in Q1 2025

Life Wealth Investments, LLC

  • $244 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.2K
+ 53.31%
$77.7 - $78.94 $482K - $490K
17.8K $1.41B
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
MO
Altria Group, Inc.

Consumer Defensive
6.44K
+ 61.39%
$50.81 - $60.02 $327K - $387K
16.9K $1.02B
PM
Philip Morris International Inc.

Consumer Defensive
1.9K
+ 64.44%
$117.15 - $158.79 $223K - $302K
4.85K $770M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.73K
+ 57.44%
$86.24 - $97.98 $408K - $463K
13K $1.13B
DIS
Walt Disney CO

Communication Services
4.22K
+ 163.18%
$96.87 - $114.0 $409K - $481K
6.81K $672M
T
At&T Inc.

Communication Services
9.8K
+ 54.89%
$21.56 - $28.28 $211K - $277K
27.6K $782M
Elevation Series Trust
14.6K
+ 73.12%
N/A
34.6K $858M
IVV
Ishares Core S&P 500 ETF

ETFs
677
+ 57.86%
$554.06 - $615.85 $375K - $417K
1.85K $1.04B
V
Visa Inc.

Financial Services
840
+ 66.72%
$306.92 - $362.71 $258K - $305K
2.1K $736M
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
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