Life Wealth Investments, LLC Incresed Positions in Q3 2025

Life Wealth Investments, LLC

  • $351 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
6.61K
+ 7.03%
$243.93 - $275.62 $1.61M - $1.82M
101K $27.5B
NVDA
Nvidia Corp

Technology
20.2K
+ 32.05%
$153.3 - $186.58 $3.1M - $3.77M
83.3K $12.5B
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
MSFT
Microsoft Corp

Technology
2.7K
+ 29.96%
$491.09 - $535.64 $1.33M - $1.45M
11.7K $6.07B
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
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
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
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
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
Aim ETF Products Trust
3.8K
+ 4.88%
N/A
81.7K $2.7B
Invesco Actively Managed Exc
8.7K
+ 42.3%
N/A
29.3K $749M
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
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
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
Aim ETF Products Trust
5.24K
+ 31.26%
N/A
22K $644M
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
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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