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
WSO
Watsco Inc

Industrials
176
+ 37.85%
$463.86 - $530.75 $81.6K - $93.4K
641 $326M
FITB
Fifth Third Bancorp

Financial Services
3.19K
+ 45.41%
$37.48 - $44.96 $120K - $143K
10.2K $400M
IVZ
Invesco Ltd.

Financial Services
8.41K
+ 68.25%
$14.82 - $19.34 $125K - $163K
20.7K $314M
NRG
Nrg Energy, Inc.

Utilities
842
+ 26.1%
$84.82 - $113.33 $71.4K - $95.4K
4.07K $388M
HBAN
Huntington Bancshares Inc

Financial Services
7.3K
+ 35.5%
$14.28 - $17.39 $104K - $127K
27.9K $418M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.42K
+ 19.41%
$50.48 - $51.04 $71.8K - $72.6K
8.75K $444M
KEY
Keycorp

Financial Services
5.86K
+ 27.74%
$15.15 - $18.3 $88.8K - $107K
27K $432M
AVGO
Broadcom Inc.

Technology
1.68K
+ 49.75%
$167.43 - $244.7 $281K - $410K
5.05K $845M
JNJ
Johnson & Johnson

Healthcare
181
+ 11.6%
$142.06 - $167.7 $25.7K - $30.4K
1.74K $289M
JPM
Jpmorgan Chase & CO

Financial Services
209
+ 12.14%
$225.19 - $279.95 $47.1K - $58.5K
1.93K $474M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.03K
+ 4.31%
$50.39 - $50.66 $52K - $52.2K
25K $1.26B
DE
Deere & CO

Industrials
18
+ 1.7%
$408.57 - $509.27 $7.35K - $9.17K
1.07K $504M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
522
+ 21.49%
$100.32 - $100.76 $52.4K - $52.6K
2.95K $297M
EIX
Edison International

Utilities
2.25K
+ 56.2%
$50.06 - $80.01 $113K - $180K
6.26K $369M
BBY
Best Buy CO Inc

Consumer Cyclical
995
+ 41.65%
$70.3 - $91.1 $69.9K - $90.6K
3.38K $249M
CAG
Conagra Brands Inc.

Consumer Defensive
1.78K
+ 19.59%
$23.9 - $27.67 $42.5K - $49.2K
10.8K $289M
Arista Networks Inc
1.27K
+ 64.05%
N/A
3.26K $252M
PFE
Pfizer Inc

Healthcare
1.68K
+ 11.98%
$25.01 - $27.13 $42K - $45.5K
15.7K $397M
NEE
Nextera Energy Inc

Utilities
219
+ 4.4%
$66.96 - $76.16 $14.7K - $16.7K
5.2K $369M
MRK
Merck & Co., Inc.

Healthcare
380
+ 14.57%
$83.01 - $101.02 $31.5K - $38.4K
2.99K $268M
TLRY
Tilray Brands, Inc.

Healthcare
10K
New
$0.59 - $1.46 $5.9K - $14.6K
10K $6.58M
CAT
Caterpillar Inc

Industrials
13
+ 2.02%
$326.75 - $407.63 $4.25K - $5.3K
657 $217M
FDX
Fedex Corp

Industrials
22
+ 2.19%
$230.33 - $281.53 $5.07K - $6.19K
1.03K $250M
CRM
Salesforce, Inc.

Technology
96
+ 10.47%
$268.36 - $359.95 $25.8K - $34.6K
1.01K $272M
GOOG
Alphabet Inc.

Communication Services
46
+ 0.98%
$156.06 - $207.71 $7.18K - $9.55K
4.75K $741M
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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