Life Wealth Investments, LLC Incresed Positions in Q2 2025

Life Wealth Investments, LLC

  • $308 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
557
+ 74.17%
$483.48 - $539.8 $269K - $301K
1.31K $635M
V
Visa Inc.

Financial Services
634
+ 30.2%
$308.27 - $373.31 $195K - $237K
2.73K $970M
GE
General Electric CO

Industrials
410
+ 23.66%
$166.81 - $257.39 $68.4K - $106K
2.14K $552M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.33K
+ 37.83%
$114.78 - $133.31 $153K - $177K
4.84K $646M
GS
Goldman Sachs Group Inc

Financial Services
123
+ 19.34%
$462.22 - $707.75 $56.9K - $87.1K
759 $537M
XOM
Exxon Mobil Corp

Energy
2.2K
+ 47.17%
$99.93 - $119.04 $220K - $262K
6.86K $739M
F
Ford Motor CO

Consumer Cyclical
14.5K
+ 47.42%
$8.69 - $10.85 $126K - $157K
45.1K $490M
SPOT
Spotify Technology S.A.

Communication Services
83
+ 17.58%
$503.3 - $775.9 $41.8K - $64.4K
555 $426M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
2.8K
+ 11.25%
$21.8 - $27.71 $61.1K - $77.6K
27.7K $763M
NEE
Nextera Energy Inc

Utilities
2.41K
+ 46.31%
$64.11 - $75.0 $154K - $181K
7.61K $528M
WDIV
Spdr S&P Global Dividend ETF

ETFs
1.4K
+ 15.52%
$59.84 - $71.44 $83.9K - $100K
10.4K $736M
GOOG
Alphabet Inc.

Communication Services
231
+ 4.87%
$146.58 - $180.01 $33.9K - $41.6K
4.98K $883M
QCOM
Qualcomm Inc

Technology
770
+ 47.62%
$124.66 - $159.48 $96K - $123K
2.39K $380M
JPM
Jpmorgan Chase & CO

Financial Services
155
+ 8.03%
$210.28 - $289.91 $32.6K - $44.9K
2.09K $605M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
3.86K
+ 54.71%
$28.35 - $31.3 $109K - $121K
10.9K $341M
MA
Mastercard Inc

Financial Services
212
+ 25.33%
$479.92 - $590.74 $102K - $125K
1.05K $590M
TPLE
Timothy Plan Us Large/Mid Core

ETFs
4.17K
+ 47.43%
$22.59 - $26.76 $94.1K - $112K
13K $347M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
2.53K
+ 17.13%
$40.64 - $47.27 $103K - $120K
17.3K $805M
Neuberger Berman ETF Trust
4.27K
+ 41.37%
N/A
14.6K $380M
PG
Procter & Gamble CO

Consumer Defensive
1.2K
+ 17.63%
$157.66 - $172.39 $188K - $206K
7.97K $1.27B
First Tr Exchng Traded Fd Vi
566
+ 1.44%
N/A
39.9K $1.6B
Arista Networks Inc
280
+ 8.59%
N/A
3.54K $362M
INTU
Intuit Inc

Technology
7
+ 1.2%
$544.07 - $787.63 $3.81K - $5.51K
589 $464M
CASY
Caseys General Stores Inc

Consumer Cyclical
95
+ 12.75%
$415.82 - $510.91 $39.5K - $48.5K
840 $429M
Invesco Actively Managed Exc
3.87K
+ 23.17%
N/A
20.6K $525M
PFG
Principal Financial Group Inc

Financial Services
1.42K
+ 48.02%
$69.56 - $86.19 $98.7K - $122K
4.37K $347M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
2.35K
+ 18.89%
$33.92 - $37.71 $79.7K - $88.7K
14.8K $558M
Aim ETF Products Trust
2.23K
+ 15.35%
N/A
16.8K $462M
PRU
Prudential Financial Inc

Financial Services
951
+ 26.83%
$95.12 - $112.71 $90.5K - $107K
4.5K $483M
BAC
Bank Of America Corp

Financial Services
736
+ 7.87%
$34.39 - $47.46 $25.3K - $34.9K
10.1K $477M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.69K
+ 19.27%
$49.79 - $50.75 $84K - $85.6K
10.4K $530M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
802
+ 2.24%
$23.45 - $26.56 $18.8K - $21.3K
36.6K $972M
KEY
Keycorp

Financial Services
2.27K
+ 8.41%
$13.23 - $17.42 $30K - $39.6K
29.3K $510M
DIV
Global X Superdividend Us ETF

ETFs
6.07K
+ 25.7%
N/A
29.7K $522M
HPQ
Hp Inc

Technology
4.11K
+ 48.45%
$21.88 - $29.32 $89.8K - $120K
12.6K $308M
SIXJ
Aim ETF Prods Tr Allianzim U S
1.47K
+ 12.38%
$27.79 - $32.01 $40.9K - $47.1K
13.3K $427M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.29K
+ 27.83%
$27.29 - $29.28 $62.5K - $67.1K
10.5K $308M
TYA
Simplify Exchange Traded Fds S

ETFs
4.44K
+ 10.96%
N/A
45K $607M
BBY
Best Buy CO Inc

Consumer Cyclical
1.38K
+ 40.63%
$56.17 - $75.73 $77.2K - $104K
4.76K $320M
FTNT
Fortinet, Inc.

Technology
438
+ 18.11%
$84.71 - $108.69 $37.1K - $47.6K
2.86K $302M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
646
+ 21.89%
$100.04 - $100.54 $64.6K - $64.9K
3.6K $362M
CRM
Salesforce, Inc.

Technology
214
+ 21.13%
$236.26 - $291.15 $50.6K - $62.3K
1.23K $335M
Elevation Series Trust
1.91K
+ 9.02%
N/A
23.1K $589M
HBAN
Huntington Bancshares Inc

Financial Services
632
+ 2.27%
$12.49 - $16.76 $7.89K - $10.6K
28.5K $478M
RF
Regions Financial Corp

Financial Services
927
+ 4.51%
$18.34 - $23.52 $17K - $21.8K
21.5K $506M
ISRG
Intuitive Surgical Inc

Healthcare
67
+ 16.14%
$451.58 - $565.94 $30.3K - $37.9K
482 $262M
D
Dominion Energy, Inc

Utilities
933
+ 11.79%
$49.66 - $58.0 $46.3K - $54.1K
8.84K $500M
JNJ
Johnson & Johnson

Healthcare
512
+ 29.41%
$146.36 - $159.82 $74.9K - $81.8K
2.25K $344M
KMB
Kimberly Clark Corp

Consumer Defensive
550
+ 34.61%
$126.84 - $145.22 $69.8K - $79.9K
2.14K $276M
Activity Summary
Buys All Purchases 168 New Holdings 49 Increased Positions 119 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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