Life Wealth Investments, LLC Reduced Holdings in Q3 2025

Life Wealth Investments, LLC

  • $351 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-61.7K
- 87.78%
N/A
8.59K $311M
IWP
Ishares Russell Mid Cap Growth

ETFs
-10.9K
- 43.48%
$137.51 - $145.26 $1.5M - $1.59M
14.2K $2.02B
First Tr Exchng Traded Fd Vi
-19.9K
- 76.49%
N/A
6.13K $225M
TYA
Simplify Exchange Traded Fds S

ETFs
-34.6K
- 76.85%
N/A
10.4K $142M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-7.09K
- 11.11%
$42.35 - $44.2 $300K - $313K
56.7K $2.51B
DIS
Walt Disney CO

Communication Services
-533
- 6.86%
$112.25 - $124.0 $59.8K - $66.1K
7.24K $829M
PM
Philip Morris International Inc.

Consumer Defensive
-136
- 2.96%
$157.77 - $183.27 $21.5K - $24.9K
4.47K $724M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-377
- 4.47%
$48.34 - $67.22 $18.2K - $25.3K
8.06K $395M
V
Visa Inc.

Financial Services
-88
- 3.22%
$332.09 - $358.86 $29.2K - $31.6K
2.65K $903M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-5.41K
- 6.57%
$44.4 - $46.72 $240K - $253K
76.9K $3.59B
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-1.55K
- 23.37%
N/A
5.08K $211M
GIS
General Mills Inc

Consumer Defensive
-868
- 12.32%
$48.44 - $53.83 $42K - $46.7K
6.18K $311M
OKE
Oneok Inc

Energy
-68
- 1.54%
$71.36 - $83.47 $4.85K - $5.68K
4.35K $318M
WFC
Wells Fargo & Company

Financial Services
-615
- 15.26%
$77.05 - $85.16 $47.4K - $52.4K
3.42K $286M
IBM
International Business Machines Corp

Technology
-20
- 0.81%
$234.77 - $292.47 $4.7K - $5.85K
2.44K $689M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-689
- 12.11%
$45.06 - $46.5 $31K - $32K
5K $233M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-89
- 6.8%
$459.11 - $506.91 $40.9K - $45.1K
1.22K $613M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-194
- 13.04%
$182.33 - $194.5 $35.4K - $37.7K
1.29K $252M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.42K
- 6.21%
$41.73 - $43.77 $59.2K - $62.1K
21.4K $938M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-625
- 5.73%
$31.28 - $32.14 $19.6K - $20.1K
10.3K $330M
Smurfit Westrock PLC
-48
- 0.62%
N/A
7.69K $327M
BBY
Best Buy CO Inc

Consumer Cyclical
-604
- 12.69%
$64.12 - $78.46 $38.7K - $47.4K
4.16K $314M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-267
- 3.95%
$38.8 - $40.1 $10.4K - $10.7K
6.5K $261M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-58
- 0.24%
$50.47 - $50.74 $2.93K - $2.94K
24.1K $1.22B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-1.14K
- 4.13%
$27.49 - $29.67 $31.4K - $33.9K
26.6K $763M
PFG
Principal Financial Group Inc

Financial Services
-157
- 3.59%
$75.53 - $82.95 $11.9K - $13K
4.22K $350M
HBAN
Huntington Bancshares Inc

Financial Services
-566
- 1.99%
$15.87 - $17.88 $8.98K - $10.1K
27.9K $482M
FDX
Fedex Corp

Industrials
-12
- 1.17%
$217.1 - $243.2 $2.61K - $2.92K
1.02K $239M
XOM
Exxon Mobil Corp

Energy
-206
- 3.0%
$105.83 - $117.22 $21.8K - $24.1K
6.65K $750M
OGE
Oge Energy Corp.

Utilities
-102
- 1.09%
$43.46 - $46.27 $4.43K - $4.72K
9.26K $428M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-19
- 0.21%
$31.79 - $33.42 $604 - $635
8.93K $299M
TFC
Truist Financial Corp

Financial Services
-80
- 0.69%
$42.83 - $47.07 $3.43K - $3.77K
11.4K $523M
USB
Us Bancorp \De\

Financial Services
-25
- 0.23%
$43.94 - $50.41 $1.1K - $1.26K
10.6K $513M
PPL
Ppl Corp

Utilities
-71
- 0.64%
$33.54 - $37.24 $2.38K - $2.64K
11.1K $412M
JPM
Jpmorgan Chase & CO

Financial Services
-55
- 2.64%
$282.78 - $316.06 $15.6K - $17.4K
2.03K $640M
ORI
Old Republic International Corp

Financial Services
-35
- 0.34%
$35.74 - $42.47 $1.25K - $1.49K
10.2K $431M
F
Ford Motor CO

Consumer Cyclical
-481
- 1.07%
$10.82 - $12.09 $5.2K - $5.82K
44.6K $534M
RF
Regions Financial Corp

Financial Services
-588
- 2.74%
$24.03 - $27.41 $14.1K - $16.1K
20.9K $551M
ADM
Archer Daniels Midland CO

Consumer Defensive
-17
- 0.2%
$53.54 - $64.21 $910 - $1.09K
8.47K $506M
JNJ
Johnson & Johnson

Healthcare
-70
- 3.11%
$155.17 - $185.42 $10.9K - $13K
2.18K $405M
CFG
Citizens Financial Group Inc

Financial Services
-442
- 4.29%
$46.1 - $53.65 $20.4K - $23.7K
9.86K $524M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.27K
- 6.05%
$72.65 - $78.68 $310K - $336K
66.3K $5.2B
First Tr Exchng Traded Fd Vi
-7
- 0.02%
N/A
39.9K $1.66B
VTI
Vanguard Total Stock Market Et

ETFs
-13
- 0.43%
$303.93 - $329.86 $3.95K - $4.29K
2.99K $981M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-616
- 0.87%
$44.57 - $46.53 $27.5K - $28.7K
69.9K $3.25B
MO
Altria Group, Inc.

Consumer Defensive
-144
- 0.91%
$57.75 - $67.68 $8.32K - $9.75K
15.6K $1.03B
ORCL
Oracle Corp

Technology
-181
- 6.85%
$218.96 - $328.33 $39.6K - $59.4K
2.46K $692M
Arista Networks Inc
-151
- 4.27%
N/A
3.39K $494M
TSLA
Tesla, Inc.

Consumer Cyclical
-9
- 0.18%
$293.94 - $444.72 $2.65K - $4K
5.07K $2.26B
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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