Life Wealth Investments, LLC Purchases in Q2 2025

Life Wealth Investments, LLC

  • $308 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Caterpillar Inc
469K
New
N/A
469K $11.8B
IWY
Ishares Tr Russell 200 Growth

ETFs
20.6K
+ 28.02%
$187.5 - $246.51 $3.86M - $5.07M
94K $23.2B
NVDA
Nvidia Corp

Technology
12.1K
+ 23.78%
$94.31 - $157.99 $1.14M - $1.91M
63.1K $9.97B
IWS
Ishares Russell Midcap Value E

ETFs
20.2K
+ 55.52%
$110.58 - $132.14 $2.23M - $2.67M
56.6K $7.48B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
49.4K
+ 27.67%
$41.3 - $47.0 $2.04M - $2.32M
228K $10.7B
IWX
Ishares Tr Russell 200 Value E

ETFs
29.7K
+ 22.82%
$73.26 - $84.19 $2.18M - $2.5M
160K $13.5B
USFR
Wisdomtree Floating Rate Treas

ETFs
47.9K
+ 22.02%
$50.28 - $50.47 $2.41M - $2.42M
265K $13.3B
EFG
Msci Eafe Growth ETF

ETFs
14.1K
+ 25.02%
$89.8 - $112.0 $1.27M - $1.58M
70.7K $7.92B
IAU
Ishares Gold Trust

ETFs
22.9K
+ 24.38%
$56.1 - $64.74 $1.28M - $1.48M
117K $7.28B
MUB
Ishares National Muni Bond ETF

ETFs
14.1K
+ 38.43%
$102.31 - $105.8 $1.44M - $1.49M
50.6K $5.29B
Listed Fds Tr
28.9K
New
N/A
28.9K $1.15B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.77K
+ 14.19%
$58.41 - $72.69 $512K - $638K
70.6K $5.13B
TLT
Ishares Barclays 20+ Year Trea

ETFs
13.6K
+ 26.19%
$83.97 - $92.85 $1.14M - $1.26M
65.4K $5.77B
META
Meta Platforms, Inc.

Communication Services
835
+ 33.03%
$484.66 - $738.09 $405K - $616K
3.36K $2.48B
VNLA
Janus Henderson Short Duration

ETFs
19.9K
+ 18.87%
$48.74 - $49.2 $972K - $981K
126K $6.18B
VTWO
Vanguard Russell 2000 ETF

ETFs
8.38K
+ 41.02%
$70.56 - $87.22 $591K - $731K
28.8K $2.51B
IWP
Ishares Russell Mid Cap Growth

ETFs
2.62K
+ 11.61%
$104.34 - $138.68 $273K - $363K
25.1K $3.49B
Pimco ETF Tr
8.18K
+ 190.61%
N/A
12.5K $1.26B
AVGO
Broadcom Inc.

Technology
822
+ 16.29%
$146.29 - $275.65 $120K - $227K
5.87K $1.62B
PDI
Pimco Dynamic Income Fund

Financial Services
52.1K
+ 19.3%
$17.02 - $19.87 $886K - $1.03M
322K $6.11B
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.6K
+ 20.39%
$51.14 - $57.0 $697K - $777K
80.5K $4.57B
IEMG
Ishares Inc

ETFs
5.09K
+ 7.02%
N/A
77.7K $4.66B
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
17.6K
New
$36.35 - $41.07 $639K - $722K
17.6K $722M
Elevation Series Trust
28.4K
New
N/A
28.4K $718M
TUA
Simpl Exch Traded Fds Sht Term
31.1K
+ 27.02%
N/A
146K $3.22B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.47K
+ 47.51%
$77.94 - $79.5 $660K - $674K
26.3K $2.09B
MGV
Vanguard Mega Cap Value

ETFs
4.73K
+ 28.85%
$114.87 - $131.25 $544K - $621K
21.1K $2.77B
TSLA
Tesla, Inc.

Consumer Cyclical
1.33K
+ 35.46%
$221.86 - $362.89 $295K - $483K
5.08K $1.61B
AAPL
Apple Inc.

Technology
6.17K
+ 16.01%
$172.42 - $223.89 $1.06M - $1.38M
44.7K $9.17B
Elevation Series Trust
24.3K
+ 70.27%
N/A
59K $1.45B
NFLX
Netflix Inc

Communication Services
149
+ 15.33%
$855.86 - $1339.13 $128K - $200K
1.12K $1.5B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
10.4K
+ 25.68%
$47.46 - $55.3 $491K - $572K
50.7K $2.79B
ORCL
Oracle Corp

Technology
2.64K
New
$122.82 - $218.63 $324K - $578K
2.64K $578M
TROW
Price T Rowe Group Inc

Financial Services
5.84K
New
$80.27 - $98.06 $468K - $572K
5.84K $563M
SLV
I Shares Silver Trust

ETFs
12.5K
+ 16.24%
$27.08 - $33.74 $339K - $423K
89.7K $2.94B
GOOGL
Alphabet Inc.

Communication Services
1.77K
+ 17.5%
$144.7 - $178.6 $256K - $316K
11.9K $2.1B
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
8.79K
+ 15.98%
$37.41 - $42.4 $329K - $373K
63.8K $2.7B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.12K
+ 26.94%
$216.28 - $284.39 $242K - $318K
5.27K $1.5B
MAR
Marriott International Inc

Consumer Cyclical
805
+ 11.31%
$211.12 - $274.14 $170K - $221K
7.92K $2.16B
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3.28K
+ 25.34%
$76.98 - $98.31 $253K - $323K
16.2K $1.6B
Lazard Inc
9.5K
New
N/A
9.5K $456M
ADM
Archer Daniels Midland CO

Consumer Defensive
8.48K
New
$41.79 - $54.16 $355K - $459K
8.48K $448M
WMT
Walmart Inc.

Consumer Defensive
4.5K
New
$81.79 - $99.98 $368K - $450K
4.5K $440M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
9.61K
+ 13.79%
$29.36 - $33.11 $282K - $318K
79.3K $2.63B
VLO
Valero Energy Corp

Energy
3.12K
New
$104.69 - $141.77 $327K - $443K
3.12K $420M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
11K
New
$29.7 - $38.02 $325K - $416K
11K $416M
CVS
Cvs Health Corp

Healthcare
6.02K
New
$60.04 - $70.18 $362K - $423K
6.02K $415M
ORI
Old Republic International Corp

Financial Services
10.2K
New
$35.25 - $39.79 $359K - $406K
10.2K $392M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.17K
+ 28.45%
$141.87 - $164.49 $308K - $357K
9.81K $1.61B
Activity Summary
Buys All Purchases 168 New Holdings 49 Increased Positions 119 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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