Life Wealth Investments, LLC Portfolio Holdings by Sector
Life Wealth Investments, LLC
- $151 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWY USFR IWX UAPR TLT VNLA EFV EFG 56 stocks |
$91.5 Million
67.26% of portfolio
|
56
|
- |
56
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.17 Million
4.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$3.96 Million
2.91% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PDI IVZ CHY 3 stocks |
$3.45 Million
2.54% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR NEE PEG CMS EIX AEP D LNT 11 stocks |
$3.15 Million
2.31% of portfolio
|
11
|
- |
11
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$3.08 Million
2.26% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.99 Million
2.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2.81 Million
2.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CFG KEY HBAN RF TFC USB FITB CMA 8 stocks |
$2.54 Million
1.87% of portfolio
|
8
|
- |
8
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$1.27 Million
0.94% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE LLY MRK JNJ 4 stocks |
$1.21 Million
0.89% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1.2 Million
0.88% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1.01 Million
0.75% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$903,540
0.66% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$808,000
0.59% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$713,286
0.52% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$681,044
0.5% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$664,341
0.49% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$654,391
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$624,707
0.46% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW 2 stocks |
$606,594
0.45% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$547,438
0.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$543,860
0.4% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$450,190
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$432,474
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$416,905
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$397,159
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$364,728
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$357,783
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE 1 stocks |
$348,093
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$292,626
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$291,032
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$282,737
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$274,744
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$266,982
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
CAG 1 stocks |
$251,697
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO 1 stocks |
$220,493
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY 1 stocks |
$204,981
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$97,338
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|