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
PNW
Pinnacle West Capital Corp

Utilities
4.17K
New
$88.3 - $95.43 $368K - $398K
4.17K $373M
ES
Eversource Energy

Utilities
5.86K
New
$54.25 - $65.89 $318K - $386K
5.86K $373M
EXC
Exelon Corp

Utilities
8.5K
New
$42.2 - $47.37 $359K - $403K
8.5K $369M
GIS
General Mills Inc

Consumer Defensive
7.05K
New
$50.37 - $60.97 $355K - $430K
7.05K $365M
LMT
Lockheed Martin Corp

Industrials
750
+ 90.8%
$430.82 - $486.45 $323K - $365K
1.58K $730M
APH
Amphenol Corp

Technology
3.48K
New
$59.09 - $98.75 $205K - $343K
3.48K $343M
Bunge Global Sa
4.23K
New
N/A
4.23K $339M
Smurfit Westrock PLC
7.74K
New
N/A
7.74K $334M
QQQ
Invesco Qqq Trust, Series 1

ETFs
599
New
$416.06 - $551.64 $249K - $330K
599 $330M
GPC
Genuine Parts CO

Consumer Cyclical
2.68K
New
$105.54 - $129.09 $282K - $345K
2.68K $325M
SWKS
Skyworks Solutions, Inc.

Technology
4.31K
New
$49.2 - $74.95 $212K - $323K
4.31K $321M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.73K
+ 28.61%
$29.52 - $35.31 $228K - $273K
34.7K $1.23B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
5.73K
+ 8.87%
N/A
70.3K $2.46B
Aim ETF Products Trust
6K
+ 8.34%
N/A
77.9K $2.46B
CRWD
Crowd Strike Holdings, Inc.

Technology
598
New
$321.63 - $509.31 $192K - $305K
598 $305M
CVX
Chevron Corp

Energy
2.45K
+ 112.11%
$133.73 - $168.51 $328K - $414K
4.64K $665M
PFE
Pfizer Inc

Healthcare
12.9K
+ 82.3%
$21.59 - $24.84 $279K - $321K
28.6K $693M
VTI
Vanguard Total Stock Market Et

ETFs
744
+ 32.95%
$243.75 - $303.93 $181K - $226K
3K $912M
DIS
Walt Disney CO

Communication Services
961
+ 14.11%
$81.72 - $124.01 $78.5K - $119K
7.77K $964M
PLTR
Palantir Technologies Inc.

Technology
906
+ 31.3%
$74.01 - $144.25 $67.1K - $131K
3.8K $518M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
2.28K
+ 3.33%
$39.94 - $44.64 $90.9K - $102K
70.5K $3.15B
Aim ETF Products Trust
9.95K
New
N/A
9.95K $264M
Aim ETF Products Trust
10K
New
N/A
10K $263M
UBER
Uber Technologies, Inc

Technology
2.81K
New
$64.62 - $93.3 $182K - $262K
2.81K $262M
EME
Emcor Group, Inc.

Industrials
489
New
$342.02 - $534.89 $167K - $262K
489 $262M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.1K
+ 152.95%
$53.23 - $70.65 $272K - $361K
8.44K $488M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.74K
New
$91.43 - $91.74 $250K - $251K
2.74K $251M
Aim ETF Products Trust
8.21K
New
N/A
8.21K $249M
CSCO
Cisco Systems, Inc.

Technology
3.56K
New
$53.19 - $69.38 $189K - $247K
3.56K $247M
CTAS
Cintas Corp

Industrials
1.08K
New
$190.11 - $227.66 $206K - $247K
1.08K $242M
IVV
Ishares Core S&P 500 ETF

ETFs
210
+ 11.37%
$498.8 - $620.9 $105K - $130K
2.06K $1.28B
MS
Morgan Stanley

Financial Services
1.7K
New
$99.83 - $140.86 $169K - $239K
1.7K $239M
Ferguson Enterprises Inc
1.1K
New
N/A
1.1K $239M
SPYC
Simplify Exchange Traded Fds U
5.74K
New
N/A
5.74K $237M
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
4.18K
+ 9.6%
N/A
47.8K $1.77B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
557
+ 74.17%
$483.48 - $539.8 $269K - $301K
1.31K $635M
V
Visa Inc.

Financial Services
634
+ 30.2%
$308.27 - $373.31 $195K - $237K
2.73K $970M
NOVZ
Listed Fds Tr Trueshares Struc
5.56K
New
N/A
5.56K $233M
First Tr Exchng Traded Fd Vi
7.19K
New
N/A
7.19K $231M
SPUC
Simplify Exch Traded Fds Us Eq

ETFs
5.12K
New
$32.52 - $44.71 $167K - $229K
5.12K $229M
TMO
Thermo Fisher Scientific Inc.

Healthcare
565
New
$390.26 - $489.06 $220K - $276K
565 $229M
UI
Ubiquiti Inc.

Technology
540
New
$273.45 - $456.69 $148K - $247K
540 $222M
LECO
Lincoln Electric Holdings Inc

Industrials
1.06K
New
$167.18 - $211.38 $177K - $224K
1.06K $219M
VEEV
Veeva Systems Inc

Healthcare
754
New
$209.39 - $289.94 $158K - $219K
754 $217M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.78K
New
$61.79 - $76.67 $172K - $213K
2.78K $211M
HWM
Howmet Aerospace Inc.

Industrials
1.13K
New
$112.33 - $186.13 $126K - $210K
1.13K $210M
ABC
Amerisourcebergen Corp

Healthcare
696
New
N/A
696 $209M
DMAR
First Tr Ex Tr Viii Cboe Vest
5.24K
New
$35.55 - $39.57 $186K - $207K
5.24K $207M
GE
General Electric CO

Industrials
410
+ 23.66%
$166.81 - $257.39 $68.4K - $106K
2.14K $552M
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
Track This Portfolio

Track Life Wealth Investments, LLC Portfolio

Follow Life Wealth Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Wealth Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Wealth Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email