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
Lazard Inc
7
+ 0.07%
N/A
9.51K $502M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.35%
$404.94 - $499.99 $810 - $1K
567 $275M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
61
+ 1.26%
$132.9 - $142.03 $8.11K - $8.66K
4.9K $691M
D
Dominion Energy, Inc

Utilities
66
+ 0.75%
$56.32 - $62.1 $3.72K - $4.1K
8.91K $545M
MCD
Mcdonalds Corp

Consumer Cyclical
73
+ 3.98%
$291.67 - $316.99 $21.3K - $23.1K
1.91K $580M
HPQ
Hp Inc

Technology
216
+ 1.72%
$24.45 - $29.35 $5.28K - $6.34K
12.8K $348M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18
+ 3.01%
$546.99 - $602.2 $9.85K - $10.8K
617 $370M
TROW
Price T Rowe Group Inc

Financial Services
35
+ 0.6%
$98.67 - $111.52 $3.45K - $3.9K
5.87K $603M
UBER
Uber Technologies, Inc

Technology
265
+ 9.42%
$86.91 - $99.57 $23K - $26.4K
3.08K $302M
WEC
Wec Energy Group, Inc.

Utilities
4
+ 0.11%
$103.66 - $114.59 $415 - $458
3.69K $423M
Aim ETF Products Trust
115
+ 0.72%
N/A
16.1K $570M
FITB
Fifth Third Bancorp

Financial Services
4
+ 0.04%
$40.91 - $46.28 $164 - $185
9.98K $445M
Pimco ETF Tr
1.17K
+ 12.0%
N/A
10.9K $293M
MS
Morgan Stanley

Financial Services
22
+ 1.3%
$139.09 - $161.16 $3.06K - $3.55K
1.72K $273M
CMS
Cms Energy Corp

Utilities
84
+ 1.19%
$69.37 - $74.67 $5.83K - $6.27K
7.12K $521M
Bunge Global Sa
328
+ 7.76%
N/A
4.55K $370M
WDIV
Spdr S&P Global Dividend ETF

ETFs
77
+ 0.74%
$70.16 - $73.96 $5.4K - $5.69K
10.5K $764M
SPYC
Simplify Exchange Traded Fds U
426
+ 7.42%
N/A
6.17K $264M
DTE
Dte Energy CO

Utilities
7
+ 0.25%
$130.26 - $141.49 $912 - $990
2.82K $399M
CHY
Calamos Convertible & High Income Fund

Financial Services
1.08K
+ 3.51%
$10.75 - $11.45 $11.6K - $12.3K
31.7K $356M
Neuberger Berman ETF Trust
266
+ 1.83%
N/A
14.8K $399M
MA
Mastercard Inc

Financial Services
21
+ 2.0%
$550.18 - $598.96 $11.6K - $12.6K
1.07K $609M
EXC
Exelon Corp

Utilities
81
+ 0.95%
$42.73 - $45.54 $3.46K - $3.69K
8.58K $386M
DIV
Global X Superdividend Us ETF

ETFs
751
+ 2.53%
N/A
30.4K $538M
SWKS
Skyworks Solutions, Inc.

Technology
60
+ 1.39%
$67.52 - $82.97 $4.05K - $4.98K
4.37K $336M
VZ
Verizon Communications Inc

Communication Services
74
+ 0.45%
$40.84 - $45.06 $3.02K - $3.33K
16.4K $722M
DMAR
First Tr Ex Tr Viii Cboe Vest
192
+ 3.66%
$39.59 - $40.77 $7.6K - $7.83K
5.43K $222M
VGLT
Vanguard Long Term Treasury Et

ETFs
138
+ 1.96%
$54.21 - $57.41 $7.48K - $7.92K
7.16K $407M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
155
+ 1.66%
$37.98 - $39.81 $5.89K - $6.17K
9.5K $369M
ABC
Amerisourcebergen Corp

Healthcare
7
+ 1.01%
N/A
703 $220M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
124
+ 1.18%
$28.95 - $29.73 $3.59K - $3.69K
10.6K $316M
PNW
Pinnacle West Capital Corp

Utilities
51
+ 1.22%
$85.87 - $94.45 $4.38K - $4.82K
4.22K $378M
CSCO
Cisco Systems, Inc.

Technology
120
+ 3.37%
$66.2 - $71.79 $7.94K - $8.61K
3.68K $252M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
40
+ 1.11%
$100.16 - $100.7 $4.01K - $4.03K
3.64K $366M
IP
International Paper CO

Consumer Cyclical
158
+ 1.79%
$45.32 - $55.68 $7.16K - $8.8K
9.01K $418M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
60
+ 0.57%
$50.53 - $50.82 $3.03K - $3.05K
10.5K $533M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
27
+ 0.5%
N/A
5.4K $268M
KMB
Kimberly Clark Corp

Consumer Defensive
61
+ 2.85%
$121.72 - $136.77 $7.42K - $8.34K
2.2K $274M
PEG
Public Service Enterprise Group Inc

Utilities
9
+ 0.2%
$79.99 - $90.14 $720 - $811
4.54K $379M
LLY
Eli Lilly & CO

Healthcare
7
+ 0.87%
$625.65 - $812.69 $4.38K - $5.69K
810 $618M
PRU
Prudential Financial Inc

Financial Services
73
+ 1.62%
$100.68 - $109.89 $7.35K - $8.02K
4.57K $474M
T
At&T Inc.

Communication Services
194
+ 0.84%
$26.94 - $29.62 $5.23K - $5.75K
23.3K $658M
CTAS
Cintas Corp

Industrials
23
+ 2.12%
$199.29 - $226.27 $4.58K - $5.2K
1.11K $227M
CAG
Conagra Brands Inc.

Consumer Defensive
372
+ 2.45%
$18.04 - $21.14 $6.71K - $7.86K
15.6K $285M
PG
Procter & Gamble CO

Consumer Defensive
111
+ 1.39%
$150.47 - $161.22 $16.7K - $17.9K
8.09K $1.24B
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 3.53%
$433.66 - $544.47 $7.37K - $9.26K
499 $223M
DE
Deere & CO

Industrials
9
+ 0.84%
$457.26 - $524.37 $4.12K - $4.72K
1.08K $495M
NFLX
Netflix Inc

Communication Services
22
+ 1.96%
$1147.87 - $1297.18 $25.3K - $28.5K
1.14K $1.37B
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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