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
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
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
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
KEY
Keycorp

Financial Services
32
+ 0.11%
$17.37 - $19.39 $556 - $620
29.3K $548M
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
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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