Life Wealth Investments, LLC Portfolio Holdings

Life Wealth Investments, LLC

  • $308 Billion
  • Q2 2025

Life Wealth Investments, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $308 Billion distributed in 211 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 $23.2B, Ishares Tr Russell 200 Value E with a value of $13.5B, Wisdomtree Floating Rate Treas with a value of $13.3B, Caterpillar Inc with a value of $11.8B, and Blue Buffalo Pet Products, Inc. with a value of $10.7B.

Examining the 13F form we can see an increase of $63.8B in the current position value, from $244B to 308B.

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 $308 Billion
ETFs: $174 Billion
Technology: $30.5 Billion
Consumer Defensive: $16.2 Billion
Financial Services: $16.2 Billion
Communication Services: $10.1 Billion
Consumer Cyclical: $6.95 Billion
Utilities: $5.45 Billion
Healthcare: $3.37 Billion
Other: $6.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$211 Million 0.07% of portfolio
4,304
Q2 2025 Reduced 67.97%
$38.7B
$217 Million 0.07% of portfolio
754
Q2 2025 New
$0
$229 Million 0.07% of portfolio
5,122
Q2 2025 New
$0
$211 Million 0.07% of portfolio
2,779
Q2 2025 New
$75.1B
$210 Million 0.07% of portfolio
1,126
Q2 2025 New
$14B
$219 Million 0.07% of portfolio
1,058
Q2 2025 New
$187B
$229 Million 0.07% of portfolio
565
Q2 2025 New
First Tr Exchng Traded Fd Vi
-
$231 Million 0.07% of portfolio
-
Q2 2025 New
$0
$144 Million 0.05% of portfolio
11,760
Q2 2025 New
$0
$76.1 Million 0.02% of portfolio
14,625
Q2 2025 New
$581M
$4.14 Million 0.0% of portfolio
10,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 211
  • Current Value $308 Billion
  • Prior Value $244 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 49 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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