Life Wealth Investments, LLC New Holdings in Q2 2025

Life Wealth Investments, LLC

  • $308 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Caterpillar Inc
469K
New
N/A
469K $11.8B
Listed Fds Tr
28.9K
New
N/A
28.9K $1.15B
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
17.6K
New
$36.35 - $41.07 $639K - $722K
17.6K $722M
Elevation Series Trust
28.4K
New
N/A
28.4K $718M
ORCL
Oracle Corp

Technology
2.64K
New
$122.82 - $218.63 $324K - $578K
2.64K $578M
TROW
Price T Rowe Group Inc

Financial Services
5.84K
New
$80.27 - $98.06 $468K - $572K
5.84K $563M
Lazard Inc
9.5K
New
N/A
9.5K $456M
ADM
Archer Daniels Midland CO

Consumer Defensive
8.48K
New
$41.79 - $54.16 $355K - $459K
8.48K $448M
WMT
Walmart Inc.

Consumer Defensive
4.5K
New
$81.79 - $99.98 $368K - $450K
4.5K $440M
VLO
Valero Energy Corp

Energy
3.12K
New
$104.69 - $141.77 $327K - $443K
3.12K $420M
CVS
Cvs Health Corp

Healthcare
6.02K
New
$60.04 - $70.18 $362K - $423K
6.02K $415M
ORI
Old Republic International Corp

Financial Services
10.2K
New
$35.25 - $39.79 $359K - $406K
10.2K $392M
PNW
Pinnacle West Capital Corp

Utilities
4.17K
New
$88.3 - $95.43 $368K - $398K
4.17K $373M
ES
Eversource Energy

Utilities
5.86K
New
$54.25 - $65.89 $318K - $386K
5.86K $373M
EXC
Exelon Corp

Utilities
8.5K
New
$42.2 - $47.37 $359K - $403K
8.5K $369M
GIS
General Mills Inc

Consumer Defensive
7.05K
New
$50.37 - $60.97 $355K - $430K
7.05K $365M
APH
Amphenol Corp

Technology
3.48K
New
$59.09 - $98.75 $205K - $343K
3.48K $343M
Bunge Global Sa
4.23K
New
N/A
4.23K $339M
Smurfit Westrock PLC
7.74K
New
N/A
7.74K $334M
QQQ
Invesco Qqq Trust, Series 1

ETFs
599
New
$416.06 - $551.64 $249K - $330K
599 $330M
GPC
Genuine Parts CO

Consumer Cyclical
2.68K
New
$105.54 - $129.09 $282K - $345K
2.68K $325M
WFC
Wells Fargo & Company

Financial Services
4.03K
New
$60.98 - $80.12 $246K - $323K
4.03K $323M
SWKS
Skyworks Solutions, Inc.

Technology
4.31K
New
$49.2 - $74.95 $212K - $323K
4.31K $321M
CRWD
Crowd Strike Holdings, Inc.

Technology
598
New
$321.63 - $509.31 $192K - $305K
598 $305M
Aim ETF Products Trust
9.95K
New
N/A
9.95K $264M
Aim ETF Products Trust
10K
New
N/A
10K $263M
UBER
Uber Technologies, Inc

Technology
2.81K
New
$64.62 - $93.3 $182K - $262K
2.81K $262M
EME
Emcor Group, Inc.

Industrials
489
New
$342.02 - $534.89 $167K - $262K
489 $262M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.74K
New
$91.43 - $91.74 $250K - $251K
2.74K $251M
Aim ETF Products Trust
8.21K
New
N/A
8.21K $249M
CSCO
Cisco Systems, Inc.

Technology
3.56K
New
$53.19 - $69.38 $189K - $247K
3.56K $247M
CTAS
Cintas Corp

Industrials
1.08K
New
$190.11 - $227.66 $206K - $247K
1.08K $242M
MS
Morgan Stanley

Financial Services
1.7K
New
$99.83 - $140.86 $169K - $239K
1.7K $239M
Ferguson Enterprises Inc
1.1K
New
N/A
1.1K $239M
SPYC
Simplify Exchange Traded Fds U
5.74K
New
N/A
5.74K $237M
NOVZ
Listed Fds Tr Trueshares Struc
5.56K
New
N/A
5.56K $233M
First Tr Exchng Traded Fd Vi
7.19K
New
N/A
7.19K $231M
SPUC
Simplify Exch Traded Fds Us Eq

ETFs
5.12K
New
$32.52 - $44.71 $167K - $229K
5.12K $229M
TMO
Thermo Fisher Scientific Inc.

Healthcare
565
New
$390.26 - $489.06 $220K - $276K
565 $229M
UI
Ubiquiti Inc.

Technology
540
New
$273.45 - $456.69 $148K - $247K
540 $222M
LECO
Lincoln Electric Holdings Inc

Industrials
1.06K
New
$167.18 - $211.38 $177K - $224K
1.06K $219M
VEEV
Veeva Systems Inc

Healthcare
754
New
$209.39 - $289.94 $158K - $219K
754 $217M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.78K
New
$61.79 - $76.67 $172K - $213K
2.78K $211M
HWM
Howmet Aerospace Inc.

Industrials
1.13K
New
$112.33 - $186.13 $126K - $210K
1.13K $210M
ABC
Amerisourcebergen Corp

Healthcare
696
New
N/A
696 $209M
DMAR
First Tr Ex Tr Viii Cboe Vest
5.24K
New
$35.55 - $39.57 $186K - $207K
5.24K $207M
PSLV
Sprott Physical Silver Trust

Financial Services
11.8K
New
$9.98 - $12.51 $117K - $147K
11.8K $144M
HFRO
Highland Income Fund\Ma

Financial Services
14.6K
New
$4.47 - $5.28 $65.4K - $77.2K
14.6K $76.1M
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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