Life Wealth Investments, LLC Incresed Positions in Q2 2025

Life Wealth Investments, LLC

  • $308 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
20.6K
+ 28.02%
$187.5 - $246.51 $3.86M - $5.07M
94K $23.2B
NVDA
Nvidia Corp

Technology
12.1K
+ 23.78%
$94.31 - $157.99 $1.14M - $1.91M
63.1K $9.97B
IWS
Ishares Russell Midcap Value E

ETFs
20.2K
+ 55.52%
$110.58 - $132.14 $2.23M - $2.67M
56.6K $7.48B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
49.4K
+ 27.67%
$41.3 - $47.0 $2.04M - $2.32M
228K $10.7B
IWX
Ishares Tr Russell 200 Value E

ETFs
29.7K
+ 22.82%
$73.26 - $84.19 $2.18M - $2.5M
160K $13.5B
USFR
Wisdomtree Floating Rate Treas

ETFs
47.9K
+ 22.02%
$50.28 - $50.47 $2.41M - $2.42M
265K $13.3B
EFG
Msci Eafe Growth ETF

ETFs
14.1K
+ 25.02%
$89.8 - $112.0 $1.27M - $1.58M
70.7K $7.92B
IAU
Ishares Gold Trust

ETFs
22.9K
+ 24.38%
$56.1 - $64.74 $1.28M - $1.48M
117K $7.28B
MUB
Ishares National Muni Bond ETF

ETFs
14.1K
+ 38.43%
$102.31 - $105.8 $1.44M - $1.49M
50.6K $5.29B
EFV
Msci Eafe Value ETF

ETFs
13.9K
+ 12.28%
$52.4 - $64.65 $729K - $899K
127K $8.07B
TLT
Ishares Barclays 20+ Year Trea

ETFs
13.6K
+ 26.19%
$83.97 - $92.85 $1.14M - $1.26M
65.4K $5.77B
META
Meta Platforms, Inc.

Communication Services
835
+ 33.03%
$484.66 - $738.09 $405K - $616K
3.36K $2.48B
VNLA
Janus Henderson Short Duration

ETFs
19.9K
+ 18.87%
$48.74 - $49.2 $972K - $981K
126K $6.18B
VTWO
Vanguard Russell 2000 ETF

ETFs
8.38K
+ 41.02%
$70.56 - $87.22 $591K - $731K
28.8K $2.51B
IWP
Ishares Russell Mid Cap Growth

ETFs
2.62K
+ 11.61%
$104.34 - $138.68 $273K - $363K
25.1K $3.49B
Pimco ETF Tr
8.18K
+ 190.61%
N/A
12.5K $1.26B
AVGO
Broadcom Inc.

Technology
822
+ 16.29%
$146.29 - $275.65 $120K - $227K
5.87K $1.62B
PDI
Pimco Dynamic Income Fund

Financial Services
52.1K
+ 19.3%
$17.02 - $19.87 $886K - $1.03M
322K $6.11B
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.6K
+ 20.39%
$51.14 - $57.0 $697K - $777K
80.5K $4.57B
IEMG
Ishares Inc

ETFs
5.09K
+ 7.02%
N/A
77.7K $4.66B
TUA
Simpl Exch Traded Fds Sht Term
31.1K
+ 27.02%
N/A
146K $3.22B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.47K
+ 47.51%
$77.94 - $79.5 $660K - $674K
26.3K $2.09B
MGV
Vanguard Mega Cap Value

ETFs
4.73K
+ 28.85%
$114.87 - $131.25 $544K - $621K
21.1K $2.77B
TSLA
Tesla, Inc.

Consumer Cyclical
1.33K
+ 35.46%
$221.86 - $362.89 $295K - $483K
5.08K $1.61B
AAPL
Apple Inc.

Technology
6.17K
+ 16.01%
$172.42 - $223.89 $1.06M - $1.38M
44.7K $9.17B
Elevation Series Trust
24.3K
+ 70.27%
N/A
59K $1.45B
NFLX
Netflix Inc

Communication Services
149
+ 15.33%
$855.86 - $1339.13 $128K - $200K
1.12K $1.5B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
10.4K
+ 25.68%
$47.46 - $55.3 $491K - $572K
50.7K $2.79B
SLV
I Shares Silver Trust

ETFs
12.5K
+ 16.24%
$27.08 - $33.74 $339K - $423K
89.7K $2.94B
GOOGL
Alphabet Inc.

Communication Services
1.77K
+ 17.5%
$144.7 - $178.6 $256K - $316K
11.9K $2.1B
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
8.79K
+ 15.98%
$37.41 - $42.4 $329K - $373K
63.8K $2.7B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.12K
+ 26.94%
$216.28 - $284.39 $242K - $318K
5.27K $1.5B
MAR
Marriott International Inc

Consumer Cyclical
805
+ 11.31%
$211.12 - $274.14 $170K - $221K
7.92K $2.16B
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
3.28K
+ 25.34%
$76.98 - $98.31 $253K - $323K
16.2K $1.6B
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
9.61K
+ 13.79%
$29.36 - $33.11 $282K - $318K
79.3K $2.63B
VOE
Vanguard Mid Cap Value Index F

ETFs
2.17K
+ 28.45%
$141.87 - $164.49 $308K - $357K
9.81K $1.61B
LMT
Lockheed Martin Corp

Industrials
750
+ 90.8%
$430.82 - $486.45 $323K - $365K
1.58K $730M
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
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
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.1K
+ 152.95%
$53.23 - $70.65 $272K - $361K
8.44K $488M
IVV
Ishares Core S&P 500 ETF

ETFs
210
+ 11.37%
$498.8 - $620.9 $105K - $130K
2.06K $1.28B
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
4.18K
+ 9.6%
N/A
47.8K $1.77B
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