Life Wealth Investments, LLC Purchases in Q3 2025

Life Wealth Investments, LLC

  • $351 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
24.6K
New
$211.65 - $238.24 $5.2M - $5.86M
24.6K $5.4B
IWY
Ishares Tr Russell 200 Growth

ETFs
6.61K
+ 7.03%
$243.93 - $275.62 $1.61M - $1.82M
101K $27.5B
Aim ETF Products Trust
134K
New
N/A
134K $4.13B
NVDA
Nvidia Corp

Technology
20.2K
+ 32.05%
$153.3 - $186.58 $3.1M - $3.77M
83.3K $12.5B
Aim ETF Products Trust
86.2K
New
N/A
86.2K $2.32B
Aim ETF Products Trust
71.6K
New
N/A
71.6K $2.25B
IWX
Ishares Tr Russell 200 Value E

ETFs
18.4K
+ 11.49%
$83.04 - $87.88 $1.53M - $1.61M
178K $15.7B
VTWO
Vanguard Russell 2000 ETF

ETFs
16.6K
+ 57.77%
$86.92 - $99.32 $1.45M - $1.65M
45.5K $4.45B
Capitol Ser Tr
64.6K
+ 13.79%
N/A
533K $13.6B
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
42.8K
New
N/A
42.8K $1.65B
Elevation Series Trust
30.7K
New
N/A
30.7K $1.3B
IAU
Ishares Gold Trust

ETFs
880
+ 0.75%
$61.62 - $72.77 $54.2K - $64K
118K $8.56B
EFV
Msci Eafe Value ETF

ETFs
7.99K
+ 6.29%
$62.79 - $68.42 $502K - $547K
135K $9.16B
IWS
Ishares Russell Midcap Value E

ETFs
4.6K
+ 8.12%
$132.83 - $140.61 $610K - $646K
61.2K $8.55B
IEMG
Ishares Inc

ETFs
8.06K
+ 10.37%
N/A
85.7K $5.65B
SLV
I Shares Silver Trust

ETFs
415
+ 0.46%
$32.73 - $42.5 $13.6K - $17.6K
90.1K $3.82B
GOOGL
Alphabet Inc.

Communication Services
147
+ 1.24%
$174.36 - $254.72 $25.6K - $37.4K
12K $2.93B
EFG
Msci Eafe Growth ETF

ETFs
6.09K
+ 8.61%
$106.99 - $114.46 $651K - $696K
76.8K $8.74B
Elevation Series Trust
32.7K
+ 55.41%
N/A
91.6K $2.26B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
5.98K
+ 2.63%
$46.97 - $48.89 $281K - $292K
234K $11.4B
Elevation Series Trust
24.8K
+ 87.21%
N/A
53.2K $1.41B
First Tr Exchng Traded Fd Vi
15.7K
New
N/A
15.7K $636M
Elevation Series Trust
14.2K
New
N/A
14.2K $577M
Listed Fds Tr
14.2K
New
N/A
14.2K $577M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
602
+ 14.49%
$567.77 - $614.76 $342K - $370K
4.76K $2.91B
MUB
Ishares National Muni Bond ETF

ETFs
3.81K
+ 7.52%
$103.24 - $106.68 $393K - $406K
54.4K $5.8B
AEP
American Electric Power CO Inc

Utilities
4.47K
New
$103.26 - $115.0 $462K - $514K
4.47K $503M
MAR
Marriott International Inc

Consumer Cyclical
5.06K
+ 63.93%
$255.35 - $282.87 $1.29M - $1.43M
13K $2.66B
Pimco ETF Tr
4.74K
+ 37.97%
N/A
17.2K $1.74B
Aim ETF Products Trust
13.7K
New
N/A
13.7K $473M
AVGO
Broadcom Inc.

Technology
259
+ 4.41%
$264.74 - $369.57 $68.6K - $95.7K
6.13K $2.02B
HD
Home Depot, Inc.

Consumer Cyclical
715
+ 39.59%
$357.4 - $423.42 $256K - $303K
2.52K $1.02B
GOOG
Alphabet Inc.

Communication Services
99
+ 1.99%
$175.16 - $255.24 $17.3K - $25.3K
5.08K $1.24B
USFR
Wisdomtree Floating Rate Treas

ETFs
7K
+ 2.64%
$50.23 - $50.48 $352K - $353K
272K $13.7B
APH
Amphenol Corp

Technology
1.97K
+ 56.72%
$97.39 - $125.4 $192K - $247K
5.45K $674M
PDI
Pimco Dynamic Income Fund

Financial Services
1.41K
+ 0.44%
$18.85 - $20.07 $26.7K - $28.4K
323K $6.4B
COST
Costco Wholesale Corp

Consumer Defensive
363
+ 55.34%
$915.95 - $994.57 $332K - $361K
1.02K $944M
AWI
Armstrong World Industries Inc

Industrials
1.48K
New
$163.99 - $199.13 $242K - $294K
1.48K $289M
TPHD
Timothy Plan High Divid Stk Et

ETFs
7.1K
New
$38.0 - $39.42 $270K - $280K
7.1K $279M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.56K
New
$90.83 - $93.81 $233K - $240K
2.56K $239M
Aim ETF Products Trust
3.8K
+ 4.88%
N/A
81.7K $2.7B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.3K
New
$100.37 - $100.74 $231K - $232K
2.3K $232M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.98K
New
$50.79 - $76.4 $151K - $227K
2.98K $227M
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.18K
New
$93.41 - $104.11 $204K - $227K
2.18K $225M
Invesco Actively Managed Exc
8.7K
+ 42.3%
N/A
29.3K $749M
DUOL
Duolingo, Inc.

Technology
694
New
$271.18 - $403.06 $188K - $280K
694 $223M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.86K
New
$69.9 - $78.26 $200K - $224K
2.86K $223M
Blackrock Inc
191
New
N/A
191 $222M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.07K
New
$192.76 - $203.86 $206K - $218K
1.07K $218M
Activity Summary
Buys All Purchases 149 New Holdings 26 Increased Positions 123 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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