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
HPQ
Hp Inc

Technology
8.47K
New
$27.69 - $34.72 $235K - $294K
8.47K $235M
Elevation Series Trust
9.36K
+ 78.92%
N/A
21.2K $528M
FTNT
Fortinet, Inc.

Technology
2.42K
New
$92.49 - $114.57 $224K - $277K
2.42K $233M
PEG
Public Service Enterprise Group Inc

Utilities
2.93K
+ 72.24%
$78.2 - $90.39 $229K - $265K
6.98K $574M
JULZ
Listed Fds Tr Trueshares Struc

Technology
5.72K
New
N/A
5.72K $229M
LLY
Eli Lilly & CO

Healthcare
245
+ 53.38%
$725.72 - $929.72 $178K - $228K
704 $581M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
4.57K
New
N/A
4.57K $227M
WDIV
Spdr S&P Global Dividend ETF

ETFs
3.21K
+ 55.0%
$60.51 - $66.3 $194K - $212K
9.03K $588M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.31K
New
$168.16 - $186.21 $220K - $244K
1.31K $224M
Listed Fd Tr
6.79K
New
N/A
6.79K $223M
Listed Fd Tr
6.49K
+ 71.85%
N/A
15.5K $556M
XOM
Exxon Mobil Corp

Energy
1.56K
+ 50.47%
$105.44 - $118.93 $165K - $186K
4.66K $554M
CMS
Cms Energy Corp

Utilities
2.38K
+ 49.24%
$64.99 - $75.11 $155K - $179K
7.21K $541M
IBM
International Business Machines Corp

Technology
633
+ 30.91%
$217.4 - $264.74 $138K - $168K
2.68K $667M
EMR
Emerson Electric CO

Industrials
1.96K
New
$108.64 - $131.17 $213K - $257K
1.96K $215M
MCD
Mcdonalds Corp

Consumer Cyclical
603
+ 59.76%
$279.74 - $321.29 $169K - $194K
1.61K $503M
LNT
Alliant Energy Corp

Utilities
2.89K
+ 66.64%
$56.66 - $66.04 $164K - $191K
7.23K $465M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
4.78K
+ 55.21%
$44.96 - $47.9 $215K - $229K
13.4K $611M
ISRG
Intuitive Surgical Inc

Healthcare
415
New
$476.63 - $610.45 $198K - $253K
415 $206M
DVY
Ishares Tr

ETFs
1.5K
New
$128.58 - $138.1 $193K - $207K
1.5K $201M
COST
Costco Wholesale Corp

Consumer Defensive
194
+ 42.64%
$890.62 - $1076.86 $173K - $209K
649 $614M
MA
Mastercard Inc

Financial Services
331
+ 65.42%
$504.67 - $576.31 $167K - $191K
837 $459M
WEC
Wec Energy Group, Inc.

Utilities
1.45K
+ 68.28%
$92.12 - $108.98 $134K - $158K
3.58K $390M
PPL
Ppl Corp

Utilities
4.52K
+ 65.01%
$31.68 - $36.11 $143K - $163K
11.5K $414M
OGE
Oge Energy Corp.

Utilities
3.41K
+ 65.38%
$39.76 - $46.32 $136K - $158K
8.64K $397M
BAC
Bank Of America Corp

Financial Services
4.53K
+ 93.86%
$39.61 - $47.74 $179K - $216K
9.35K $390M
Invesco Actively Managed Exc
6.88K
+ 70.15%
N/A
16.7K $425M
D
Dominion Energy, Inc

Utilities
2.89K
+ 57.56%
$52.85 - $57.43 $153K - $166K
7.91K $444M
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
5.22K
+ 35.27%
N/A
20K $704M
AZAO
Aim ETF Prods Trallianzim U S

ETFs
4.83K
+ 35.64%
N/A
18.4K $685M
Aim ETF Products Trust
6.52K
+ 35.5%
N/A
24.9K $653M
USB
Us Bancorp \De\

Financial Services
4.75K
+ 73.54%
$40.92 - $50.9 $194K - $242K
11.2K $473M
DIV
Global X Superdividend Us ETF

ETFs
7.99K
+ 51.1%
N/A
23.6K $445M
CFG
Citizens Financial Group Inc

Financial Services
4.53K
+ 52.53%
$39.73 - $48.36 $180K - $219K
13.1K $539M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.22K
+ 53.01%
$126.11 - $135.06 $153K - $164K
3.51K $453M
CVX
Chevron Corp

Energy
734
+ 50.45%
$146.71 - $167.97 $108K - $123K
2.19K $366M
PG
Procter & Gamble CO

Consumer Defensive
775
+ 12.91%
$158.56 - $176.26 $123K - $137K
6.78K $1.16B
F
Ford Motor CO

Consumer Cyclical
13.5K
+ 79.07%
$9.12 - $10.43 $123K - $141K
30.6K $307M
TFC
Truist Financial Corp

Financial Services
3.66K
+ 49.94%
$39.48 - $48.15 $144K - $176K
11K $452M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
162
+ 27.5%
$442.66 - $534.52 $71.7K - $86.6K
751 $400M
Aim ETF Products Trust
4.49K
+ 36.28%
N/A
16.9K $523M
TSLA
Tesla, Inc.

Consumer Cyclical
1.66K
+ 79.3%
$222.15 - $428.22 $369K - $710K
3.75K $972M
RF
Regions Financial Corp

Financial Services
6.96K
+ 51.18%
$20.84 - $24.77 $145K - $172K
20.6K $447M
ETR
Entergy Corp

Utilities
906
+ 18.72%
$75.26 - $87.89 $68.2K - $79.6K
5.75K $491M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
5.65K
+ 18.75%
$24.66 - $26.1 $139K - $147K
35.8K $893M
OKE
Oneok Inc

Energy
1.27K
+ 36.6%
$89.57 - $109.85 $114K - $139K
4.74K $470M
PRU
Prudential Financial Inc

Financial Services
1.23K
+ 52.89%
$105.04 - $122.33 $129K - $150K
3.54K $396M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
2.98K
+ 41.24%
$34.23 - $36.9 $102K - $110K
10.2K $365M
CHY
Calamos Convertible & High Income Fund

Financial Services
13.7K
+ 88.53%
$10.1 - $12.0 $138K - $164K
29.1K $294M
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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