Life Wealth Investments, LLC New Holdings in Q4 2024

Life Wealth Investments, LLC

  • $151 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
2.09K
New
$213.65 - $479.86 $447K - $1M
2.09K $845M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
23.6K
New
N/A
23.6K $839M
AVGO
Broadcom Inc.

Technology
3.37K
New
$159.67 - $250.0 $538K - $842K
3.37K $781M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
19.2K
New
$39.4 - $40.57 $755K - $777K
19.2K $769M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
30.1K
New
$24.94 - $25.74 $751K - $776K
30.1K $769M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
8.23K
New
$89.01 - $96.24 $733K - $792K
8.23K $739M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
16.2K
New
$42.25 - $43.54 $686K - $707K
16.2K $696M
IVV
Ishares Core S&P 500 ETF

ETFs
1.17K
New
$570.51 - $610.59 $667K - $714K
1.17K $689M
VTI
Vanguard Total Stock Market Et

ETFs
2.26K
New
$280.04 - $302.45 $632K - $683K
2.26K $654M
VGLT
Vanguard Long Term Treasury Et

ETFs
11.8K
New
$55.1 - $61.74 $648K - $727K
11.8K $651M
Pimco ETF Tr
5.92K
New
N/A
5.92K $596M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
9.13K
New
$63.27 - $70.31 $577K - $642K
9.13K $579M
MO
Altria Group, Inc.

Consumer Defensive
10.5K
New
$49.06 - $57.74 $515K - $606K
10.5K $549M
LMT
Lockheed Martin Corp

Industrials
1.13K
New
$479.66 - $614.62 $541K - $693K
1.13K $547M
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
14.8K
New
N/A
14.8K $534M
AZAO
Aim ETF Prods Trallianzim U S

ETFs
13.6K
New
N/A
13.6K $518M
DMAR
First Tr Ex Tr Viii Cboe Vest
13.3K
New
$37.14 - $38.49 $495K - $513K
13.3K $509M
Elevation Series Trust
20K
New
N/A
20K $494M
Aim ETF Products Trust
18.4K
New
N/A
18.4K $488M
IBM
International Business Machines Corp

Technology
2.05K
New
$204.9 - $238.04 $420K - $488K
2.05K $450M
DE
Deere & CO

Industrials
1.06K
New
$389.45 - $466.0 $411K - $492K
1.06K $447M
IP
International Paper CO

Consumer Cyclical
8.04K
New
$46.64 - $59.57 $375K - $479K
8.04K $432M
NFLX
Netflix Inc

Communication Services
477
New
$687.65 - $936.56 $328K - $447K
477 $425M
COST
Costco Wholesale Corp

Consumer Defensive
455
New
$873.59 - $994.69 $397K - $453K
455 $417M
JPM
Jpmorgan Chase & CO

Financial Services
1.72K
New
$205.18 - $250.29 $353K - $431K
1.72K $413M
T
At&T Inc.

Communication Services
17.8K
New
$21.22 - $23.88 $379K - $426K
17.8K $406M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
8.66K
New
$45.35 - $47.21 $393K - $409K
8.66K $403M
VZ
Verizon Communications Inc

Communication Services
10K
New
$39.6 - $45.21 $398K - $454K
10K $402M
V
Visa Inc.

Financial Services
1.26K
New
$273.87 - $320.91 $345K - $404K
1.26K $398M
HD
Home Depot, Inc.

Consumer Cyclical
1.02K
New
$385.02 - $431.37 $393K - $440K
1.02K $397M
Aim ETF Products Trust
12.4K
New
N/A
12.4K $394M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
8.72K
New
$42.26 - $43.93 $369K - $383K
8.72K $377M
CFG
Citizens Financial Group Inc

Financial Services
8.62K
New
$39.92 - $48.46 $344K - $418K
8.62K $377M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.33K
New
$50.62 - $50.97 $371K - $374K
7.33K $372M
PFE
Pfizer Inc

Healthcare
14K
New
$24.8 - $30.19 $347K - $423K
14K $371M
ETR
Entergy Corp

Utilities
4.84K
New
$73.19 - $156.4 $354K - $757K
4.84K $367M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
5.13K
New
$70.63 - $78.23 $363K - $402K
5.13K $365M
KEY
Keycorp

Financial Services
21.1K
New
$16.21 - $19.97 $343K - $422K
21.1K $362M
WDIV
Spdr S&P Global Dividend ETF

ETFs
5.83K
New
$61.96 - $66.71 $361K - $389K
5.83K $362M
NI
Nisource Inc.

Utilities
9.73K
New
$33.74 - $38.25 $328K - $372K
9.73K $358M
NEE
Nextera Energy Inc

Utilities
4.98K
New
$69.77 - $85.43 $348K - $426K
4.98K $357M
PM
Philip Morris International Inc.

Consumer Defensive
2.95K
New
$118.38 - $133.06 $349K - $393K
2.95K $355M
LLY
Eli Lilly & CO

Healthcare
459
New
$727.2 - $932.06 $334K - $428K
459 $354M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
15.7K
New
$21.96 - $24.21 $344K - $379K
15.7K $348M
OKE
Oneok Inc

Energy
3.47K
New
$92.28 - $117.05 $320K - $406K
3.47K $348M
PEG
Public Service Enterprise Group Inc

Utilities
4.05K
New
$81.87 - $94.51 $332K - $383K
4.05K $342M
HBAN
Huntington Bancshares Inc

Financial Services
20.6K
New
$14.18 - $18.2 $292K - $374K
20.6K $335M
Listed Fd Tr
9.03K
New
N/A
9.03K $334M
XOM
Exxon Mobil Corp

Energy
3.1K
New
$105.51 - $125.37 $327K - $388K
3.1K $333M
Activity Summary
Buys All Purchases 148 New Holdings 148 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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