Life Wealth Investments, LLC Portfolio Holdings by Sector

Life Wealth Investments, LLC

$244 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IWY USFR IWX EFV EFG IAU VNLA TLT 67 stocks	$146 Million 65.71% of portfolio	59	2	14	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8.56 Million 3.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Packaged Goods \| Consumer Defensive BUFF 1 stocks	$7.87 Million 3.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services PDI IVZ CHY BEN PFG 5 stocks	$6.46 Million 2.9% of portfolio	5	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PEG CMS AEP ETR LNT D PPL OGE 13 stocks	$5.64 Million 2.54% of portfolio	13	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM 3 stocks	$5.61 Million 2.52% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG SPOT 4 stocks	$4.02 Million 1.81% of portfolio	4	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR FTNT 3 stocks	$3.89 Million 1.75% of portfolio	3	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CFG USB TFC RF KEY HBAN FITB FHN 9 stocks	$3.63 Million 1.63% of portfolio	8	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3.6 Million 1.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY PFE ABBV JNJ MRK 5 stocks	$1.91 Million 0.86% of portfolio	5	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$1.79 Million 0.8% of portfolio	2	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$1.69 Million 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1.58 Million 0.71% of portfolio	2	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$1.47 Million 0.66% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$1.38 Million 0.62% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.28 Million 0.58% of portfolio	2	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$1.19 Million 0.54% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$920,468 0.41% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$863,766 0.39% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$720,761 0.32% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU UNM 2 stocks	$710,320 0.32% of portfolio	2	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$683,883 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$666,769 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP SON 2 stocks	$664,841 0.3% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Application \| Technology INTU CRM 2 stocks	$629,195 0.28% of portfolio	2	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$620,589 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$613,821 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC IPG 2 stocks	$604,104 0.27% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CASY BBY 2 stocks	$572,463 0.26% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE EMR 2 stocks	$561,816 0.25% of portfolio	2	-	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$503,486 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology STX HPQ 2 stocks	$494,167 0.22% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE 1 stocks	$469,910 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI 1 stocks	$417,818 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$399,861 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$388,339 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$368,978 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$355,585 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$347,444 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO 1 stocks	$325,568 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$289,701 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CAG 1 stocks	$289,295 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI 1 stocks	$288,080 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$250,362 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials LYB 1 stocks	$234,893 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Diversified Machinery \| Industrial Goods XONE 1 stocks	$226,971 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$205,537 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TLRY 1 stocks	$6,575 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Life Wealth Investments, LLC Portfolio Holdings by Sector

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