Life Wealth Investments, LLC Reduced Holdings in Q2 2025

Life Wealth Investments, LLC

  • $308 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-17.4K
- 39.48%
$58.32 - $58.95 $1.02M - $1.03M
26.7K $1.57B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.31K
- 35.76%
$456.74 - $568.03 $1.06M - $1.31M
4.15K $2.36B
First Tr Exchng Traded Fd Vi
-27.1K
- 50.94%
N/A
26.1K $917M
VGLT
Vanguard Long Term Treasury Et

ETFs
-12.5K
- 63.97%
$53.66 - $58.71 $669K - $732K
7.03K $394M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-9.13K
- 67.97%
$41.76 - $49.03 $381K - $448K
4.3K $211M
DAUG
First Tr ETF Viii Cboe Vest Us
-11.8K
- 22.43%
N/A
40.7K $1.69B
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-6.02K
- 47.1%
$34.22 - $38.84 $206K - $234K
6.77K $263M
PEG
Public Service Enterprise Group Inc

Utilities
-2.45K
- 35.15%
$77.13 - $84.18 $189K - $206K
4.53K $381M
T
At&T Inc.

Communication Services
-4.53K
- 16.39%
$26.33 - $28.94 $119K - $131K
23.1K $669M
OKE
Oneok Inc

Energy
-315
- 6.65%
$78.71 - $100.37 $24.8K - $31.6K
4.42K $361M
MO
Altria Group, Inc.

Consumer Defensive
-1.18K
- 6.98%
$55.56 - $60.91 $65.7K - $72K
15.7K $923M
CFG
Citizens Financial Group Inc

Financial Services
-2.85K
- 21.65%
$34.27 - $44.75 $97.5K - $127K
10.3K $461M
CMS
Cms Energy Corp

Utilities
-173
- 2.4%
$68.57 - $75.51 $11.9K - $13.1K
7.03K $487M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-2.36K
- 20.83%
$27.3 - $31.8 $64.3K - $74.9K
8.95K $285M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-854
- 3.42%
$50.36 - $50.68 $43K - $43.3K
24.1K $1.22B
PPL
Ppl Corp

Utilities
-323
- 2.82%
$33.45 - $36.5 $10.8K - $11.8K
11.2K $378M
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 3.22%
$335.24 - $380.78 $20.1K - $22.8K
1.81K $662M
CLOI
Vaneck ETF Tr

ETFs
-392
- 6.56%
$51.16 - $53.02 $20.1K - $20.8K
5.59K $296M
Aim ETF Products Trust
-1.62K
- 6.49%
N/A
23.3K $639M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-880
- 8.61%
$32.61 - $38.62 $28.7K - $34K
9.34K $356M
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
-1.57K
- 7.81%
N/A
18.5K $698M
USB
Us Bancorp \De\

Financial Services
-569
- 5.07%
$36.4 - $45.76 $20.7K - $26K
10.6K $482M
FITB
Fifth Third Bancorp

Financial Services
-235
- 2.3%
$33.32 - $41.51 $7.83K - $9.75K
9.98K $410M
AZAO
Aim ETF Prods Trallianzim U S

ETFs
-1.08K
- 5.89%
N/A
17.3K $695M
Aim ETF Products Trust
-897
- 5.32%
N/A
16K $533M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-68
- 1.18%
$39.23 - $45.02 $2.67K - $3.06K
5.69K $256M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-62
- 0.4%
$36.05 - $40.34 $2.24K - $2.5K
15.4K $621M
IBM
International Business Machines Corp

Technology
-220
- 8.21%
$221.03 - $294.78 $48.6K - $64.9K
2.46K $725M
PM
Philip Morris International Inc.

Consumer Defensive
-249
- 5.13%
$149.23 - $184.95 $37.2K - $46.1K
4.6K $838M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-3.47K
- 4.04%
$38.3 - $44.42 $133K - $154K
82.3K $3.66B
MSFT
Microsoft Corp

Technology
-61
- 0.67%
$354.56 - $497.45 $21.6K - $30.3K
9.02K $4.49B
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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