Life Wealth Investments, LLC Portfolio Holdings

Life Wealth Investments, LLC

  • $151 Billion
  • Q4 2024

Life Wealth Investments, LLC has filed its 13F form on February 26, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $9.84B, Wisdomtree Floating Rate Treas with a value of $6.35B, Apple Inc. with a value of $6.17B, Ishares Tr Russell 200 Value E with a value of $5.87B, and Innovator U.S. Equity Ultra Bu with a value of $4.34B.

Examining the 13F form we can see an increase of $151B in the current position value.

Life Wealth Investments, LLC is based out at Winter Garden, FL

Below you can find more details about Life Wealth Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
ETFs: $92.6 Billion
Technology: $14 Billion
Financial Services: $7.82 Billion
Consumer Cyclical: $6.54 Billion
Communication Services: $4.6 Billion
Utilities: $3.8 Billion
Consumer Defensive: $2.85 Billion
Industrials: $1.73 Billion
Other: $2.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86T
$6.17 Billion 4.09% of portfolio
24,627
Q4 2024 New
$327B
$3.18 Billion 2.11% of portfolio
23,694
Q4 2024 New
$0
$3.05 Billion 2.02% of portfolio
166,208
Q4 2024 New
$2.18T
$2.99 Billion 1.98% of portfolio
13,646
Q4 2024 New
$2.98T
$2.81 Billion 1.87% of portfolio
6,678
Q4 2024 New
-
$1.96 Billion 1.3% of portfolio
-
Q4 2024 New
$1.05T
$1.26 Billion 0.84% of portfolio
6,661
Q4 2024 New
-
$1.25 Billion 0.83% of portfolio
-
Q4 2024 New
$91.6B
$1.2 Billion 0.8% of portfolio
4,314
Q4 2024 New
$406B
$1.01 Billion 0.67% of portfolio
6,004
Q4 2024 New
$1.48T
$921 Million 0.61% of portfolio
1,573
Q4 2024 New
$1.06T
$895 Million 0.59% of portfolio
4,699
Q4 2024 New
$918B
$845 Million 0.56% of portfolio
2,092
Q4 2024 New
$86.2B
$781 Million 0.52% of portfolio
3,369
Q4 2024 New
$116B
$547 Million 0.36% of portfolio
1,127
Q4 2024 New
$98.3B
$549 Million 0.36% of portfolio
10,490
Q4 2024 New
$229B
$450 Million 0.3% of portfolio
2,048
Q4 2024 New
$19.8B
$432 Million 0.29% of portfolio
8,036
Q4 2024 New
$457B
$417 Million 0.28% of portfolio
455
Q4 2024 New
$441B
$425 Million 0.28% of portfolio
477
Q4 2024 New
$189B
$406 Million 0.27% of portfolio
17,849
Q4 2024 New
$181B
$402 Million 0.27% of portfolio
10,042
Q4 2024 New
$759B
$413 Million 0.27% of portfolio
1,722
Q4 2024 New
$573B
$398 Million 0.26% of portfolio
1,259
Q4 2024 New
$400B
$397 Million 0.26% of portfolio
1,021
Q4 2024 New
$22.3B
$377 Million 0.25% of portfolio
8,618
Q4 2024 New
$148B
$371 Million 0.25% of portfolio
14,001
Q4 2024 New
$15.7B
$362 Million 0.24% of portfolio
21,136
Q4 2024 New
$16.2B
$358 Million 0.24% of portfolio
9,733
Q4 2024 New
$240B
$355 Million 0.24% of portfolio
2,950
Q4 2024 New
$140B
$357 Million 0.24% of portfolio
4,981
Q4 2024 New
$17.5B
$367 Million 0.24% of portfolio
4,841
Q4 2024 New
$42.8B
$348 Million 0.23% of portfolio
3,467
Q4 2024 New
$41.4B
$342 Million 0.23% of portfolio
4,052
Q4 2024 New
$869B
$354 Million 0.23% of portfolio
459
Q4 2024 New
$23.2B
$335 Million 0.22% of portfolio
20,567
Q4 2024 New
$456B
$333 Million 0.22% of portfolio
3,097
Q4 2024 New
$60.2B
$318 Million 0.21% of portfolio
7,323
Q4 2024 New
-
$322 Million 0.21% of portfolio
-
Q4 2024 New
$21.8B
$320 Million 0.21% of portfolio
13,605
Q4 2024 New
$21.2B
$322 Million 0.21% of portfolio
4,829
Q4 2024 New
$20.1B
$320 Million 0.21% of portfolio
4,007
Q4 2024 New
$68B
$309 Million 0.2% of portfolio
6,462
Q4 2024 New
$29.4B
$297 Million 0.2% of portfolio
7,022
Q4 2024 New
$190B
$300 Million 0.2% of portfolio
283
Q4 2024 New
$307B
$307 Million 0.2% of portfolio
917
Q4 2024 New
$26.6B
$291 Million 0.19% of portfolio
3,226
Q4 2024 New
$224B
$293 Million 0.19% of portfolio
1,009
Q4 2024 New
$66.6B
$283 Million 0.19% of portfolio
1,005
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $151 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 26, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 148 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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