Life Wealth Investments, LLC Portfolio Holdings

Life Wealth Investments, LLC

  • $244 Billion
  • Q1 2025

Life Wealth Investments, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $244 Billion distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $15.5B, Wisdomtree Floating Rate Treas with a value of $10.9B, Ishares Tr Russell 200 Value E with a value of $10.7B, Apple Inc. with a value of $8.56B, and Blue Buffalo Pet Products, Inc. with a value of $7.87B.

Examining the 13F form we can see an increase of $93.4B in the current position value, from $151B to 244B.

Life Wealth Investments, LLC is based out at Winter Garden, FL

Below you can find more details about Life Wealth Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $244 Billion
ETFs: $147 Billion
Technology: $20.1 Billion
Financial Services: $13.9 Billion
Consumer Defensive: $11.9 Billion
Consumer Cyclical: $9 Billion
Communication Services: $7.67 Billion
Utilities: $6.44 Billion
Industrials: $2.23 Billion
Other: $4.33 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$8.56 Billion 3.5% of portfolio
38,515
Q1 2025 Added 56.39%
$0
$7.87 Billion 3.22% of portfolio
178,442
Q1 2025 New
$0
$5.34 Billion 2.19% of portfolio
269,839
Q1 2025 Added 62.35%
$431B
$4.52 Billion 1.85% of portfolio
50,972
Q1 2025 Added 115.13%
$2.28T
$3.6 Billion 1.47% of portfolio
18,916
Q1 2025 Added 38.62%
$3.81T
$3.41 Billion 1.4% of portfolio
9,082
Q1 2025 Added 36.0%
-
$2.52 Billion 1.03% of portfolio
-
Q1 2025 Added 24.64%
-
$2.03 Billion 0.83% of portfolio
-
Q1 2025 Added 66.82%
$88.1B
$1.69 Billion 0.69% of portfolio
7,115
Q1 2025 Added 64.93%
$1.07T
$1.57 Billion 0.64% of portfolio
10,123
Q1 2025 Added 51.97%
$1.62T
$1.46 Billion 0.6% of portfolio
2,528
Q1 2025 Added 60.71%
$369B
$1.16 Billion 0.47% of portfolio
6,779
Q1 2025 Added 12.91%
$104B
$1.02 Billion 0.42% of portfolio
16,930
Q1 2025 Added 61.39%
$1.01T
$972 Million 0.4% of portfolio
3,751
Q1 2025 Added 79.3%
$567B
$906 Million 0.37% of portfolio
972
Q1 2025 Added 103.77%
$116B
$845 Million 0.35% of portfolio
5,045
Q1 2025 Added 49.75%
$278B
$770 Million 0.32% of portfolio
4,851
Q1 2025 Added 64.44%
$572B
$736 Million 0.3% of portfolio
2,099
Q1 2025 Added 66.72%
$1.12T
$741 Million 0.3% of portfolio
4,745
Q1 2025 Added 0.98%
$368B
$684 Million 0.28% of portfolio
1,866
Q1 2025 Added 82.76%
$172B
$683 Million 0.28% of portfolio
15,068
Q1 2025 Added 50.05%
$223B
$672 Million 0.28% of portfolio
6,811
Q1 2025 Added 163.18%
$253B
$667 Million 0.27% of portfolio
2,681
Q1 2025 Added 30.91%
$422B
$614 Million 0.25% of portfolio
649
Q1 2025 Added 42.64%
$41.3B
$574 Million 0.24% of portfolio
6,979
Q1 2025 Added 72.24%
$724B
$581 Million 0.24% of portfolio
704
Q1 2025 Added 53.38%
$465B
$554 Million 0.23% of portfolio
4,660
Q1 2025 Added 50.47%
$24.2B
$539 Million 0.22% of portfolio
13,145
Q1 2025 Added 52.53%
$20.6B
$541 Million 0.22% of portfolio
7,207
Q1 2025 Added 49.24%
$151B
$504 Million 0.21% of portfolio
1,074
Q1 2025 Added 1.7%
$221B
$503 Million 0.21% of portfolio
1,612
Q1 2025 Added 59.76%
$54.4B
$517 Million 0.21% of portfolio
4,734
Q1 2025 Added 60.75%
$17.2B
$491 Million 0.2% of portfolio
5,747
Q1 2025 Added 18.72%
$36.3B
$470 Million 0.19% of portfolio
4,736
Q1 2025 Added 36.6%
$67.2B
$473 Million 0.19% of portfolio
11,214
Q1 2025 Added 73.54%
$15.9B
$465 Million 0.19% of portfolio
7,229
Q1 2025 Added 66.64%
$850B
$474 Million 0.19% of portfolio
1,931
Q1 2025 Added 12.14%
$530B
$459 Million 0.19% of portfolio
837
Q1 2025 Added 65.42%
$59.7B
$452 Million 0.18% of portfolio
10,980
Q1 2025 Added 49.94%
$48B
$444 Million 0.18% of portfolio
7,911
Q1 2025 Added 57.56%
$17.1B
$432 Million 0.18% of portfolio
26,999
Q1 2025 Added 27.74%
$22.9B
$447 Million 0.18% of portfolio
20,568
Q1 2025 Added 51.18%
$24.5B
$418 Million 0.17% of portfolio
27,869
Q1 2025 Added 35.5%
$16.3B
$418 Million 0.17% of portfolio
10,422
Q1 2025 Added 7.08%
$26.2B
$414 Million 0.17% of portfolio
11,473
Q1 2025 Added 65.01%
$18.1B
$421 Million 0.17% of portfolio
7,898
Q1 2025 Reduced 1.72%
$29.2B
$400 Million 0.16% of portfolio
10,211
Q1 2025 Added 45.41%
$138B
$397 Million 0.16% of portfolio
15,679
Q1 2025 Added 11.98%
$33.5B
$390 Million 0.16% of portfolio
3,581
Q1 2025 Added 68.28%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $244 Billion
  • Prior Value $151 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 54 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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