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
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.65K
+ 3.26%
$55.15 - $58.11 $91.2K - $96.1K
52.3K $3.01B
DVY
Ishares Tr

ETFs
1.5K
New
$133.88 - $142.57 $201K - $214K
1.5K $213M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
661
New
$284.45 - $324.95 $188K - $215K
661 $212M
Lam Research Corp
1.58K
New
N/A
1.58K $211M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.74K
New
$108.97 - $121.65 $190K - $212K
1.74K $210M
MGV
Vanguard Mega Cap Value

ETFs
495
+ 2.34%
$129.46 - $137.85 $64.1K - $68.2K
21.6K $2.98B
TUA
Simpl Exch Traded Fds Sht Term
10.3K
+ 7.05%
N/A
156K $3.42B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.2K
New
$87.07 - $93.06 $192K - $205K
2.2K $202M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.43K
+ 2.19%
$85.01 - $90.35 $122K - $129K
66.9K $5.98B
PLTR
Palantir Technologies Inc.

Technology
76
+ 2.0%
$130.68 - $186.97 $9.93K - $14.2K
3.88K $707M
EIX
Edison International

Utilities
2.44K
+ 24.05%
$50.42 - $56.35 $123K - $138K
12.6K $696M
IVV
Ishares Core S&P 500 ETF

ETFs
81
+ 3.94%
$620.67 - $670.08 $50.3K - $54.3K
2.14K $1.43B
TPLE
Timothy Plan Us Large/Mid Core

ETFs
5.16K
+ 39.83%
$26.68 - $27.6 $138K - $142K
18.1K $499M
Listed Fds Tr
1.86K
+ 6.43%
N/A
30.7K $1.3B
GE
General Electric CO

Industrials
189
+ 8.82%
$244.75 - $305.63 $46.3K - $57.8K
2.33K $702M
VOE
Vanguard Mid Cap Value Index F

ETFs
206
+ 2.1%
$164.63 - $174.58 $33.9K - $36K
10K $1.75B
DAPR
First Ex Tr Fd Ft Cboe Vest Us
3.12K
+ 21.11%
$37.65 - $38.64 $118K - $121K
17.9K $692M
LMT
Lockheed Martin Corp

Industrials
144
+ 9.14%
$410.74 - $499.21 $59.1K - $71.9K
1.72K $859M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
724
+ 2.08%
$35.42 - $38.65 $25.6K - $28K
35.5K $1.35B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.97K
+ 8.13%
$26.52 - $27.64 $78.9K - $82.2K
39.6K $1.09B
VLO
Valero Energy Corp

Energy
31
+ 0.99%
$131.77 - $175.63 $4.08K - $5.44K
3.15K $537M
CVX
Chevron Corp

Energy
375
+ 8.08%
$145.57 - $161.83 $54.6K - $60.7K
5.02K $779M
ABBV
Abb Vie Inc.

Healthcare
53
+ 2.68%
$184.85 - $231.54 $9.8K - $12.3K
2.03K $471M
GS
Goldman Sachs Group Inc

Financial Services
41
+ 5.4%
$696.56 - $806.32 $28.6K - $33.1K
800 $637M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
731
+ 4.23%
$46.4 - $51.49 $33.9K - $37.6K
18K $901M
VOT
Vanguard Mid Cap Growth Index

ETFs
139
+ 2.64%
$282.75 - $294.19 $39.3K - $40.9K
5.41K $1.59B
VGSH
Vanguard

ETFs
1.48K
+ 5.54%
$58.43 - $58.88 $86.5K - $87.1K
28.2K $1.66B
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
326
+ 2.01%
$96.83 - $101.71 $31.6K - $33.2K
16.6K $1.68B
DAUG
First Tr ETF Viii Cboe Vest Us
14
+ 0.03%
N/A
40.7K $1.78B
CVS
Cvs Health Corp

Healthcare
510
+ 8.47%
$58.75 - $76.5 $30K - $39K
6.53K $492M
FE
Firstenergy Corp

Utilities
566
+ 6.22%
$39.76 - $45.82 $22.5K - $25.9K
9.66K $443M
META
Meta Platforms, Inc.

Communication Services
120
+ 3.57%
$695.21 - $791.73 $83.4K - $95K
3.48K $2.56B
WMT
Walmart Inc.

Consumer Defensive
456
+ 10.13%
$94.4 - $104.27 $43K - $47.5K
4.96K $511M
ES
Eversource Energy

Utilities
276
+ 4.71%
$62.86 - $71.14 $17.3K - $19.6K
6.13K $436M
JEPI
J P Morgan Exchange Traded Fd

ETFs
723
+ 0.9%
$55.61 - $57.37 $40.2K - $41.5K
81.2K $4.64B
CAT
Caterpillar Inc

Industrials
1
+ 0.15%
$390.92 - $477.15 $391 - $477
675 $322M
EME
Emcor Group, Inc.

Industrials
5
+ 1.02%
$530.88 - $655.83 $2.65K - $3.28K
494 $321M
BAC
Bank Of America Corp

Financial Services
311
+ 3.08%
$44.92 - $52.42 $14K - $16.3K
10.4K $536M
VNLA
Janus Henderson Short Duration

ETFs
960
+ 0.76%
$48.99 - $49.29 $47K - $47.3K
127K $6.24B
PFE
Pfizer Inc

Healthcare
858
+ 3.0%
$23.29 - $25.88 $20K - $22.2K
29.4K $750M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
862
+ 20.03%
$49.0 - $51.91 $42.2K - $44.7K
5.17K $268M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
572
+ 2.17%
$78.96 - $80.04 $45.2K - $45.8K
26.9K $2.15B
Ferguson Enterprises Inc
221
+ 20.16%
N/A
1.32K $296M
CASY
Caseys General Stores Inc

Consumer Cyclical
18
+ 2.14%
$494.52 - $565.32 $8.9K - $10.2K
858 $485M
CLOI
Vaneck ETF Tr

ETFs
1.03K
+ 18.41%
$52.8 - $53.1 $54.3K - $54.6K
6.62K $351M
OMC
Omnicom Group Inc.

Communication Services
33
+ 0.64%
$70.41 - $81.53 $2.32K - $2.69K
5.16K $421M
GPC
Genuine Parts CO

Consumer Cyclical
19
+ 0.71%
$122.23 - $142.77 $2.32K - $2.71K
2.7K $374M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
795
+ 7.26%
$37.2 - $39.77 $29.6K - $31.6K
11.7K $464M
NEE
Nextera Energy Inc

Utilities
15
+ 0.2%
$69.77 - $77.54 $1.05K - $1.16K
7.62K $575M
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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