Life Wealth Investments, LLC Purchases in Q1 2025

Life Wealth Investments, LLC

  • $244 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
12.8K
New
$36.38 - $38.05 $465K - $487K
12.8K $471M
MO
Altria Group, Inc.

Consumer Defensive
6.44K
+ 61.39%
$50.81 - $60.02 $327K - $387K
16.9K $1.02B
PM
Philip Morris International Inc.

Consumer Defensive
1.9K
+ 64.44%
$117.15 - $158.79 $223K - $302K
4.85K $770M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
4.73K
+ 57.44%
$86.24 - $97.98 $408K - $463K
13K $1.13B
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.5K
New
$21.75 - $24.28 $382K - $426K
17.5K $387M
DIS
Walt Disney CO

Communication Services
4.22K
+ 163.18%
$96.87 - $114.0 $409K - $481K
6.81K $672M
ABBV
Abb Vie Inc.

Healthcare
1.79K
New
$169.2 - $216.66 $303K - $388K
1.79K $375M
T
At&T Inc.

Communication Services
9.8K
+ 54.89%
$21.56 - $28.28 $211K - $277K
27.6K $782M
Aim ETF Products Trust
14.5K
New
N/A
14.5K $371M
Elevation Series Trust
14.6K
+ 73.12%
N/A
34.6K $858M
SIXJ
Aim ETF Prods Tr Allianzim U S
11.9K
New
$29.68 - $31.19 $353K - $370K
11.9K $356M
NEM
Newmont Corp

Basic Materials
7.37K
New
$37.79 - $48.39 $278K - $356K
7.37K $356M
IVV
Ishares Core S&P 500 ETF

ETFs
677
+ 57.86%
$554.06 - $615.85 $375K - $417K
1.85K $1.04B
GS
Goldman Sachs Group Inc

Financial Services
636
New
$524.81 - $672.19 $334K - $428K
636 $347M
GE
General Electric CO

Industrials
1.73K
New
$168.59 - $212.13 $292K - $368K
1.73K $347M
V
Visa Inc.

Financial Services
840
+ 66.72%
$306.92 - $362.71 $258K - $305K
2.1K $736M
DTE
Dte Energy CO

Utilities
2.44K
New
$117.6 - $138.27 $287K - $338K
2.44K $338M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.3K
New
$29.34 - $31.31 $332K - $354K
11.3K $336M
PNOV
Innovator U.S. Equity Power Bu
8.97K
New
N/A
8.97K $334M
FE
Firstenergy Corp

Utilities
8.14K
New
$37.95 - $43.5 $309K - $354K
8.14K $329M
OMC
Omnicom Group Inc.

Communication Services
3.91K
New
$79.43 - $88.34 $310K - $345K
3.91K $324M
CASY
Caseys General Stores Inc

Consumer Cyclical
745
New
$378.71 - $442.54 $282K - $330K
745 $323M
TYA
Simplify Exchange Traded Fds S

ETFs
23.1K
+ 132.84%
N/A
40.5K $536M
CLOI
Vaneck ETF Tr

ETFs
5.98K
New
$52.68 - $53.16 $315K - $318K
5.98K $316M
UNM
Unum Group

Financial Services
3.86K
New
$71.8 - $83.34 $277K - $322K
3.86K $315M
GOOGL
Alphabet Inc.

Communication Services
3.46K
+ 51.97%
$154.33 - $206.19 $534K - $714K
10.1K $1.57B
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.97K
+ 41.61%
$38.92 - $41.1 $310K - $328K
27.1K $1.06B
FNF
Fidelity National Financial, Inc.

Financial Services
4.45K
New
$54.25 - $65.27 $241K - $291K
4.45K $290M
MSI
Motorola Solutions, Inc.

Technology
658
New
$411.73 - $482.1 $271K - $317K
658 $288M
HD
Home Depot, Inc.

Consumer Cyclical
845
+ 82.76%
$347.25 - $424.87 $293K - $359K
1.87K $684M
VZ
Verizon Communications Inc

Communication Services
5.03K
+ 50.05%
$37.81 - $46.49 $190K - $234K
15.1K $683M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
10.3K
New
$25.93 - $29.28 $267K - $302K
10.3K $280M
Neuberger Berman ETF Trust
10.3K
New
N/A
10.3K $264M
SPOT
Spotify Technology S.A.

Communication Services
472
New
$457.79 - $648.32 $216K - $306K
472 $260M
STX
Seagate Technology Holdings PLC

Technology
3.06K
New
$84.92 - $108.42 $260K - $331K
3.06K $260M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
6.63K
New
N/A
6.63K $256M
Pimco ETF Tr
9.72K
New
N/A
9.72K $256M
FHN
First Horizon Corp

Financial Services
13.2K
New
$17.7 - $22.43 $233K - $296K
13.2K $256M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
9.25K
+ 59.07%
$21.95 - $24.74 $203K - $229K
24.9K $603M
BEN
Franklin Resources Inc

Financial Services
13.2K
New
$18.92 - $22.24 $250K - $294K
13.2K $254M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
7.52K
New
$32.81 - $35.43 $247K - $266K
7.52K $250M
PFG
Principal Financial Group Inc

Financial Services
2.96K
New
$76.34 - $89.04 $226K - $263K
2.96K $249M
QCOM
Qualcomm Inc

Technology
1.62K
New
$151.94 - $175.86 $246K - $284K
1.62K $248M
Listed Fd Tr
6.48K
New
N/A
6.48K $246M
AEP
American Electric Power CO Inc

Utilities
1.79K
+ 60.75%
$90.32 - $109.27 $162K - $195K
4.73K $517M
PLTR
Palantir Technologies Inc.

Technology
2.9K
New
$64.98 - $124.62 $188K - $361K
2.9K $244M
SON
Sonoco Products CO

Consumer Cyclical
5.15K
New
$44.71 - $49.22 $230K - $254K
5.15K $243M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.23K
New
$28.55 - $29.09 $235K - $239K
8.23K $238M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.34K
New
$69.82 - $78.67 $233K - $263K
3.34K $235M
Activity Summary
Buys All Purchases 176 New Holdings 54 Increased Positions 122 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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