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
QUAL
Ishares Msci Usa Quality Facto

ETFs
177
+ 13.5%
$152.42 - $182.82 $27K - $32.4K
1.49K $272M
Listed Fds Tr
665
+ 10.26%
N/A
7.15K $292M
CAT
Caterpillar Inc

Industrials
17
+ 2.59%
$273.94 - $388.21 $4.66K - $6.6K
674 $262M
OMC
Omnicom Group Inc.

Communication Services
1.22K
+ 31.18%
$69.22 - $79.77 $84.4K - $97.2K
5.13K $369M
LLY
Eli Lilly & CO

Healthcare
99
+ 14.06%
$713.71 - $898.95 $70.7K - $89K
803 $626M
TFC
Truist Financial Corp

Financial Services
546
+ 4.97%
$34.79 - $42.99 $19K - $23.5K
11.5K $495M
CHY
Calamos Convertible & High Income Fund

Financial Services
1.55K
+ 5.31%
$9.18 - $10.99 $14.2K - $17K
30.7K $337M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
809
+ 17.72%
N/A
5.37K $267M
FE
Firstenergy Corp

Utilities
953
+ 11.71%
$38.31 - $43.17 $36.5K - $41.1K
9.09K $366M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 1.08%
$908.13 - $1056.85 $6.36K - $7.4K
656 $649M
MCD
Mcdonalds Corp

Consumer Cyclical
223
+ 13.83%
$285.55 - $321.23 $63.7K - $71.6K
1.84K $536M
VZ
Verizon Communications Inc

Communication Services
1.28K
+ 8.49%
$41.67 - $45.62 $53.3K - $58.4K
16.3K $707M
CAG
Conagra Brands Inc.

Consumer Defensive
4.34K
+ 40.03%
$20.4 - $26.78 $88.6K - $116K
15.2K $311M
OGE
Oge Energy Corp.

Utilities
722
+ 8.36%
$42.23 - $46.38 $30.5K - $33.5K
9.36K $415M
Pimco ETF Tr
13
+ 0.13%
N/A
9.73K $258M
WEC
Wec Energy Group, Inc.

Utilities
109
+ 3.04%
$102.24 - $109.76 $11.1K - $12K
3.69K $385M
IP
International Paper CO

Consumer Cyclical
949
+ 12.02%
$43.89 - $54.46 $41.7K - $51.7K
8.85K $414M
ABBV
Abb Vie Inc.

Healthcare
189
+ 10.55%
$170.16 - $206.27 $32.2K - $39K
1.98K $368M
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
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