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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.84 Billion 6.52% of portfolio
41,837
Q4 2024 New
$0
$6.35 Billion 4.2% of portfolio
126,122
Q4 2024 New
$3.97T
$6.17 Billion 4.09% of portfolio
24,627
Q4 2024 New
$0
$5.87 Billion 3.89% of portfolio
74,250
Q4 2024 New
$0
$4.34 Billion 2.88% of portfolio
140,718
Q4 2024 New
$0
$3.64 Billion 2.41% of portfolio
41,630
Q4 2024 New
$0
$3.47 Billion 2.3% of portfolio
71,004
Q4 2024 New
$316B
$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
$0
$3.02 Billion 2.0% of portfolio
57,568
Q4 2024 New
$2.17T
$2.99 Billion 1.98% of portfolio
13,646
Q4 2024 New
$0
$2.98 Billion 1.97% of portfolio
30,728
Q4 2024 New
$46.6B
$2.97 Billion 1.97% of portfolio
60,058
Q4 2024 New
$2.97T
$2.81 Billion 1.87% of portfolio
6,678
Q4 2024 New
$0
$2.68 Billion 1.77% of portfolio
63,784
Q4 2024 New
$0
$2.64 Billion 1.75% of portfolio
20,390
Q4 2024 New
$0
$2.37 Billion 1.57% of portfolio
41,112
Q4 2024 New
$0
$2.31 Billion 1.53% of portfolio
54,024
Q4 2024 New
$0
$2.31 Billion 1.53% of portfolio
33,450
Q4 2024 New
$0
$2.17 Billion 1.44% of portfolio
41,641
Q4 2024 New
-
$1.96 Billion 1.3% of portfolio
-
Q4 2024 New
$0
$1.75 Billion 1.16% of portfolio
35,056
Q4 2024 New
$0
$1.71 Billion 1.13% of portfolio
37,631
Q4 2024 New
$0
$1.71 Billion 1.13% of portfolio
13,476
Q4 2024 New
$0
$1.66 Billion 1.1% of portfolio
28,532
Q4 2024 New
$0
$1.64 Billion 1.09% of portfolio
32,656
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$1.62 Billion 1.07% of portfolio
-
Q4 2024 New
$0
$1.55 Billion 1.03% of portfolio
38,316
Q4 2024 New
$0
$1.35 Billion 0.9% of portfolio
10,817
Q4 2024 New
$0
$1.33 Billion 0.88% of portfolio
8,242
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
$15.1B
$1.24 Billion 0.82% of portfolio
47,263
Q4 2024 New
$0
$1.21 Billion 0.8% of portfolio
23,932
Q4 2024 New
$90B
$1.2 Billion 0.8% of portfolio
4,314
Q4 2024 New
Aim ETF Products Trust
-
$1.2 Billion 0.8% of portfolio
-
Q4 2024 New
$0
$1.2 Billion 0.79% of portfolio
35,669
Q4 2024 New
$0
$1.18 Billion 0.78% of portfolio
36,459
Q4 2024 New
$0
$1.16 Billion 0.77% of portfolio
13,020
Q4 2024 New
$0
$1.12 Billion 0.74% of portfolio
19,228
Q4 2024 New
$0
$1.08 Billion 0.71% of portfolio
2,000
Q4 2024 New
$0
$1.01 Billion 0.67% of portfolio
25,205
Q4 2024 New
$409B
$1.01 Billion 0.67% of portfolio
6,004
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$956 Million 0.63% of portfolio
-
Q4 2024 New
$1.48T
$921 Million 0.61% of portfolio
1,573
Q4 2024 New
$0
$907 Million 0.6% of portfolio
11,631
Q4 2024 New
$0
$905 Million 0.6% of portfolio
15,806
Q4 2024 New
$1.08T
$895 Million 0.59% of portfolio
4,699
Q4 2024 New
$0
$866 Million 0.57% of portfolio
19,675
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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