Life Wealth Investments, LLC New Holdings 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
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
40.3K
New
$53.6 - $58.97 $2.16M - $2.38M
40.3K $2.21B
VOT
Vanguard Mid Cap Growth Index

ETFs
4.15K
New
$237.72 - $276.98 $987K - $1.15M
4.15K $1.02B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
27K
New
$32.49 - $37.99 $877K - $1.03M
27K $905M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
14.8K
New
$46.12 - $52.9 $681K - $781K
14.8K $687M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
15.5K
New
$37.69 - $39.76 $582K - $614K
15.5K $587M
First Tr Exchng Traded Fd Vi
16.1K
New
N/A
16.1K $520M
AUGZ
Listed Fds Tr Trueshares Struc

Technology
13.2K
New
$36.95 - $40.02 $489K - $530K
13.2K $494M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
12.8K
New
$36.38 - $38.05 $465K - $487K
12.8K $471M
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.5K
New
$21.75 - $24.28 $382K - $426K
17.5K $387M
Aim ETF Products Trust
14.5K
New
N/A
14.5K $371M
INTU
Intuit Inc

Technology
582
New
$555.63 - $630.23 $323K - $367K
582 $357M
SIXJ
Aim ETF Prods Tr Allianzim U S
11.9K
New
$29.68 - $31.19 $353K - $370K
11.9K $356M
NEM
Newmont Corp

Basic Materials
7.37K
New
$37.79 - $48.39 $278K - $356K
7.37K $356M
GS
Goldman Sachs Group Inc

Financial Services
636
New
$524.81 - $672.19 $334K - $428K
636 $347M
GE
General Electric CO

Industrials
1.73K
New
$168.59 - $212.13 $292K - $368K
1.73K $347M
DTE
Dte Energy CO

Utilities
2.44K
New
$117.6 - $138.27 $287K - $338K
2.44K $338M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.3K
New
$29.34 - $31.31 $332K - $354K
11.3K $336M
PNOV
Innovator U.S. Equity Power Bu
8.97K
New
N/A
8.97K $334M
FE
Firstenergy Corp

Utilities
8.14K
New
$37.95 - $43.5 $309K - $354K
8.14K $329M
OMC
Omnicom Group Inc.

Communication Services
3.91K
New
$79.43 - $88.34 $310K - $345K
3.91K $324M
CASY
Caseys General Stores Inc

Consumer Cyclical
745
New
$378.71 - $442.54 $282K - $330K
745 $323M
CLOI
Vaneck ETF Tr

ETFs
5.98K
New
$52.68 - $53.16 $315K - $318K
5.98K $316M
UNM
Unum Group

Financial Services
3.86K
New
$71.8 - $83.34 $277K - $322K
3.86K $315M
FNF
Fidelity National Financial, Inc.

Financial Services
4.45K
New
$54.25 - $65.27 $241K - $291K
4.45K $290M
MSI
Motorola Solutions, Inc.

Technology
658
New
$411.73 - $482.1 $271K - $317K
658 $288M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
10.3K
New
$25.93 - $29.28 $267K - $302K
10.3K $280M
Neuberger Berman ETF Trust
10.3K
New
N/A
10.3K $264M
SPOT
Spotify Technology S.A.

Communication Services
472
New
$457.79 - $648.32 $216K - $306K
472 $260M
STX
Seagate Technology Holdings PLC

Technology
3.06K
New
$84.92 - $108.42 $260K - $331K
3.06K $260M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
6.63K
New
N/A
6.63K $256M
Pimco ETF Tr
9.72K
New
N/A
9.72K $256M
FHN
First Horizon Corp

Financial Services
13.2K
New
$17.7 - $22.43 $233K - $296K
13.2K $256M
BEN
Franklin Resources Inc

Financial Services
13.2K
New
$18.92 - $22.24 $250K - $294K
13.2K $254M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
7.52K
New
$32.81 - $35.43 $247K - $266K
7.52K $250M
PFG
Principal Financial Group Inc

Financial Services
2.96K
New
$76.34 - $89.04 $226K - $263K
2.96K $249M
QCOM
Qualcomm Inc

Technology
1.62K
New
$151.94 - $175.86 $246K - $284K
1.62K $248M
Listed Fd Tr
6.48K
New
N/A
6.48K $246M
PLTR
Palantir Technologies Inc.

Technology
2.9K
New
$64.98 - $124.62 $188K - $361K
2.9K $244M
SON
Sonoco Products CO

Consumer Cyclical
5.15K
New
$44.71 - $49.22 $230K - $254K
5.15K $243M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.23K
New
$28.55 - $29.09 $235K - $239K
8.23K $238M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.34K
New
$69.82 - $78.67 $233K - $263K
3.34K $235M
HPQ
Hp Inc

Technology
8.47K
New
$27.69 - $34.72 $235K - $294K
8.47K $235M
FTNT
Fortinet, Inc.

Technology
2.42K
New
$92.49 - $114.57 $224K - $277K
2.42K $233M
JULZ
Listed Fds Tr Trueshares Struc

Technology
5.72K
New
N/A
5.72K $229M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
4.57K
New
N/A
4.57K $227M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.31K
New
$168.16 - $186.21 $220K - $244K
1.31K $224M
Listed Fd Tr
6.79K
New
N/A
6.79K $223M
TPLE
Timothy Plan Us Large/Mid Core

ETFs
8.79K
New
$24.58 - $27.01 $216K - $237K
8.79K $223M
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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