Life Wealth Investments, LLC Purchases in Q4 2024

Life Wealth Investments, LLC

  • $151 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMS
Cms Energy Corp

Utilities
4.83K
New
$65.76 - $71.94 $318K - $347K
4.83K $322M
PSEP
Innovator U.S. Equity Power Bu
8.23K
New
N/A
8.23K $322M
RF
Regions Financial Corp

Financial Services
13.6K
New
$22.45 - $27.47 $305K - $374K
13.6K $320M
EIX
Edison International

Utilities
4.01K
New
$77.93 - $88.36 $312K - $354K
4.01K $320M
TFC
Truist Financial Corp

Financial Services
7.32K
New
$41.51 - $48.1 $304K - $352K
7.32K $318M
USB
Us Bancorp \De\

Financial Services
6.46K
New
$43.98 - $53.66 $284K - $347K
6.46K $309M
CRM
Salesforce, Inc.

Technology
917
New
$270.87 - $367.87 $248K - $337K
917 $307M
NOW
Service Now, Inc.

Technology
283
New
$867.18 - $1148.42 $245K - $325K
283 $300M
FITB
Fifth Third Bancorp

Financial Services
7.02K
New
$41.76 - $48.44 $293K - $340K
7.02K $297M
Elevation Series Trust
11.9K
New
N/A
11.9K $293M
MCD
Mcdonalds Corp

Consumer Cyclical
1.01K
New
$288.47 - $316.54 $291K - $319K
1.01K $293M
NRG
Nrg Energy, Inc.

Utilities
3.23K
New
$85.3 - $101.61 $275K - $328K
3.23K $291M
DIS
Walt Disney CO

Communication Services
2.59K
New
$92.39 - $117.6 $239K - $304K
2.59K $288M
FDX
Fedex Corp

Industrials
1.01K
New
$260.5 - $305.15 $262K - $307K
1.01K $283M
Ishares Tr
11.2K
New
N/A
11.2K $283M
DIV
Global X Superdividend Us ETF

ETFs
15.6K
New
N/A
15.6K $282M
VIG
Vanguard Dividend Appreciation

ETFs
1.43K
New
N/A
1.43K $280M
PRU
Prudential Financial Inc

Financial Services
2.32K
New
$114.59 - $129.52 $266K - $300K
2.32K $275M
AEP
American Electric Power CO Inc

Utilities
2.95K
New
$90.91 - $102.21 $268K - $301K
2.95K $272M
D
Dominion Energy, Inc

Utilities
5.02K
New
$52.63 - $60.92 $264K - $306K
5.02K $270M
KMB
Kimberly Clark Corp

Consumer Defensive
2.04K
New
$130.37 - $146.09 $266K - $298K
2.04K $267M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
589
New
$442.29 - $483.08 $261K - $285K
589 $267M
MA
Mastercard Inc

Financial Services
506
New
$491.3 - $536.15 $249K - $271K
506 $266M
MRK
Merck & Co., Inc.

Healthcare
2.61K
New
$96.31 - $114.76 $251K - $299K
2.61K $259M
LNT
Alliant Energy Corp

Utilities
4.34K
New
$56.24 - $63.63 $244K - $276K
4.34K $257M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
6.19K
New
$40.18 - $41.59 $249K - $257K
6.19K $256M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
7.24K
New
$34.83 - $38.05 $252K - $275K
7.24K $255M
CAG
Conagra Brands Inc.

Consumer Defensive
9.07K
New
$26.48 - $32.72 $240K - $297K
9.07K $252M
Invesco Actively Managed Exc
9.81K
New
N/A
9.81K $252M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.43K
New
$100.22 - $100.73 $243K - $245K
2.43K $244M
CAT
Caterpillar Inc

Industrials
644
New
$360.37 - $416.88 $232K - $268K
644 $234M
PPL
Ppl Corp

Utilities
6.95K
New
$31.47 - $35.0 $219K - $243K
6.95K $226M
JNJ
Johnson & Johnson

Healthcare
1.56K
New
$143.34 - $165.86 $224K - $259K
1.56K $226M
CMA
Comerica Inc

Financial Services
3.62K
New
$57.88 - $72.73 $209K - $263K
3.62K $224M
WSO
Watsco Inc

Industrials
465
New
$466.57 - $568.78 $217K - $264K
465 $220M
Arista Networks Inc
1.99K
New
N/A
1.99K $220M
OGE
Oge Energy Corp.

Utilities
5.22K
New
$39.65 - $44.08 $207K - $230K
5.22K $215M
IVZ
Invesco Ltd.

Financial Services
12.3K
New
$16.78 - $18.63 $207K - $229K
12.3K $215M
TYA
Simplify Exchange Traded Fds S

ETFs
17.4K
New
N/A
17.4K $214M
BAC
Bank Of America Corp

Financial Services
4.82K
New
$39.22 - $47.77 $189K - $230K
4.82K $212M
CVX
Chevron Corp

Energy
1.46K
New
$141.15 - $162.53 $205K - $236K
1.46K $211M
BBY
Best Buy CO Inc

Consumer Cyclical
2.39K
New
$85.2 - $101.35 $204K - $242K
2.39K $205M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
3.85K
New
$52.07 - $58.13 $201K - $224K
3.85K $201M
WEC
Wec Energy Group, Inc.

Utilities
2.13K
New
$92.94 - $101.82 $198K - $217K
2.13K $200M
CHY
Calamos Convertible & High Income Fund

Financial Services
15.4K
New
$11.79 - $12.56 $182K - $194K
15.4K $188M
F
Ford Motor CO

Consumer Cyclical
17.1K
New
$9.69 - $11.4 $166K - $195K
17.1K $169M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
10.4K
New
$8.24 - $11.07 $86K - $115K
10.4K $97.3M
Activity Summary
Buys All Purchases 148 New Holdings 148 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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