Life Wealth Investments, LLC Portfolio Holdings

Life Wealth Investments, LLC

  • $244 Billion
  • Q1 2025

Life Wealth Investments, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $244 Billion distributed in 193 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 $15.5B, Wisdomtree Floating Rate Treas with a value of $10.9B, Ishares Tr Russell 200 Value E with a value of $10.7B, Apple Inc. with a value of $8.56B, and Blue Buffalo Pet Products, Inc. with a value of $7.87B.

Examining the 13F form we can see an increase of $93.4B in the current position value, from $151B to 244B.

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 $244 Billion
ETFs: $147 Billion
Technology: $20.1 Billion
Financial Services: $13.9 Billion
Consumer Defensive: $11.9 Billion
Consumer Cyclical: $9 Billion
Communication Services: $7.67 Billion
Utilities: $6.44 Billion
Industrials: $2.23 Billion
Other: $4.33 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.83B
$397 Million 0.16% of portfolio
8,636
Q1 2025 Added 65.38%
$7.86B
$314 Million 0.13% of portfolio
20,725
Q1 2025 Added 68.25%
$9.09B
$289 Million 0.12% of portfolio
10,847
Q1 2025 Added 19.59%
$9.38B
$280 Million 0.11% of portfolio
10,309
Q1 2025 New
$4.51B
$243 Million 0.1% of portfolio
5,154
Q1 2025 New
$8.17B
$212 Million 0.09% of portfolio
3,585
Q1 2025 Reduced 0.83%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $244 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 54 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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