Life Wealth Investments, LLC New Holdings in Q4 2024

Life Wealth Investments, LLC

  • $151 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
41.8K
New
$216.72 - $244.71 $9.07M - $10.2M
41.8K $9.84B
USFR
Wisdomtree Floating Rate Treas

ETFs
126K
New
$50.23 - $50.46 $6.34M - $6.36M
126K $6.35B
AAPL
Apple Inc.

Technology
24.6K
New
$221.69 - $259.02 $5.46M - $6.38M
24.6K $6.17B
IWX
Ishares Tr Russell 200 Value E

ETFs
74.3K
New
$78.25 - $85.17 $5.81M - $6.32M
74.3K $5.87B
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
141K
New
$30.02 - $31.23 $4.22M - $4.39M
141K $4.34B
TLT
Ishares Barclays 20+ Year Trea

ETFs
41.6K
New
$87.1 - $98.49 $3.63M - $4.1M
41.6K $3.64B
VNLA
Janus Henderson Short Duration

ETFs
71K
New
$48.82 - $49.11 $3.47M - $3.49M
71K $3.47B
NVDA
Nvidia Corp

Technology
23.7K
New
$117.0 - $148.88 $2.77M - $3.53M
23.7K $3.18B
PDI
Pimco Dynamic Income Fund

Financial Services
166K
New
$18.33 - $20.85 $3.05M - $3.47M
166K $3.05B
EFV
Msci Eafe Value ETF

ETFs
57.6K
New
$51.78 - $57.15 $2.98M - $3.29M
57.6K $3.02B
EFG
Msci Eafe Growth ETF

ETFs
30.7K
New
$96.83 - $106.88 $2.98M - $3.28M
30.7K $2.98B
IAU
Ishares Gold Trust

ETFs
60.1K
New
$48.37 - $52.65 $2.91M - $3.16M
60.1K $2.97B
MSFT
Microsoft Corp

Technology
6.68K
New
$406.35 - $454.46 $2.71M - $3.03M
6.68K $2.81B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
63.8K
New
$41.08 - $42.6 $2.62M - $2.72M
63.8K $2.68B
IWS
Ishares Russell Midcap Value E

ETFs
20.4K
New
$128.08 - $140.32 $2.61M - $2.86M
20.4K $2.64B
MUB
Ishares National Muni Bond ETF

ETFs
22.6K
New
$105.78 - $108.7 $2.39M - $2.46M
22.6K $2.41B
JEPI
J P Morgan Exchange Traded Fd

ETFs
41.1K
New
$57.53 - $60.83 $2.37M - $2.5M
41.1K $2.37B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
54K
New
$41.53 - $42.95 $2.24M - $2.32M
54K $2.31B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
33.5K
New
$66.77 - $71.52 $2.23M - $2.39M
33.5K $2.31B
IEMG
Ishares Inc

ETFs
41.6K
New
N/A
41.6K $2.17B
TUA
Simpl Exch Traded Fds Sht Term
92.2K
New
N/A
92.2K $1.96B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
35.1K
New
$49.74 - $50.43 $1.74M - $1.77M
35.1K $1.75B
IWP
Ishares Russell Mid Cap Growth

ETFs
13.5K
New
$116.4 - $138.52 $1.57M - $1.87M
13.5K $1.71B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
37.6K
New
$45.17 - $47.23 $1.7M - $1.78M
37.6K $1.71B
VGSH
Vanguard

ETFs
28.5K
New
$58.02 - $58.88 $1.66M - $1.68M
28.5K $1.66B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
32.7K
New
$50.14 - $52.56 $1.64M - $1.72M
32.7K $1.64B
First Tr Exchng Traded Fd Vi
41.9K
New
N/A
41.9K $1.62B
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
38.3K
New
$39.78 - $41.04 $1.52M - $1.57M
38.3K $1.55B
MGV
Vanguard Mega Cap Value

ETFs
10.8K
New
$124.06 - $133.48 $1.34M - $1.44M
10.8K $1.35B
VOE
Vanguard Mid Cap Value Index F

ETFs
8.24K
New
$160.89 - $176.18 $1.33M - $1.45M
8.24K $1.33B
GOOGL
Alphabet Inc.

Communication Services
6.66K
New
$161.86 - $196.66 $1.08M - $1.31M
6.66K $1.26B
DAUG
First Tr ETF Viii Cboe Vest Us
31.4K
New
N/A
31.4K $1.25B
SLV
I Shares Silver Trust

ETFs
47.3K
New
$26.33 - $31.74 $1.24M - $1.5M
47.3K $1.24B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
23.9K
New
$50.37 - $50.6 $1.21M - $1.21M
23.9K $1.21B
Aim ETF Products Trust
39.6K
New
N/A
39.6K $1.2B
MAR
Marriott International Inc

Consumer Cyclical
4.31K
New
$246.06 - $292.59 $1.06M - $1.26M
4.31K $1.2B
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
35.7K
New
N/A
35.7K $1.2B
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
36.5K
New
$31.55 - $32.84 $1.15M - $1.2M
36.5K $1.18B
VTWO
Vanguard Russell 2000 ETF

ETFs
13K
New
$87.42 - $98.06 $1.14M - $1.28M
13K $1.16B
VGIT
Vanguard Intermediate Term Tre

ETFs
19.2K
New
$57.78 - $60.4 $1.11M - $1.16M
19.2K $1.12B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2K
New
$521.84 - $558.82 $1.04M - $1.12M
2K $1.08B
PMAR
Innovator U.S. Equity Power Bu

ETFs
25.2K
New
$39.04 - $40.41 $984K - $1.02M
25.2K $1.01B
PG
Procter & Gamble CO

Consumer Defensive
6K
New
$161.05 - $179.7 $967K - $1.08M
6K $1.01B
First Tr Exchng Traded Fd Vi
28.3K
New
N/A
28.3K $956M
META
Meta Platforms, Inc.

Communication Services
1.57K
New
$554.08 - $632.68 $872K - $995K
1.57K $921M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.6K
New
$77.86 - $79.27 $906K - $922K
11.6K $907M
CMF
Ishares California Muni Bond E

ETFs
15.8K
New
$56.66 - $58.1 $896K - $918K
15.8K $905M
GOOG
Alphabet Inc.

Communication Services
4.7K
New
$163.08 - $198.16 $766K - $931K
4.7K $895M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19.7K
New
$44.04 - $49.49 $866K - $974K
19.7K $866M
Activity Summary
Buys All Purchases 148 New Holdings 148 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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