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LifeWealth Investments

Latest statistics and disclosures from LifeWealth Investments's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002033794

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Positions held by LifeWealth Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LifeWealth Investments

LifeWealth Investments holds 148 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY)	6.5	$9.8M	42k	235.27	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	4.2	$6.3M	126k	50.32	View chart
Apple (AAPL)	4.1	$6.2M	25k	250.42	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	3.9	$5.9M	74k	79.03	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	2.9	$4.3M	141k	30.84	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.4	$3.6M	42k	87.33	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	2.3	$3.5M	71k	48.91	View chart
NVIDIA Corporation (NVDA)	2.1	$3.2M	24k	134.29	View chart
Pimco Dynamic Income SHS (PDI)	2.0	$3.0M	166k	18.34	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$3.0M	58k	52.47	View chart
Amazon (AMZN)	2.0	$3.0M	14k	219.39	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.0	$3.0M	31k	96.83	View chart
Ishares Gold Tr Ishares New (IAU)	2.0	$3.0M	60k	49.51	View chart
Microsoft Corporation (MSFT)	1.9	$2.8M	6.7k	421.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	1.8	$2.7M	64k	41.98	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	1.7	$2.6M	20k	129.34	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$2.4M	23k	106.55	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$2.4M	41k	57.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	1.5	$2.3M	54k	42.69	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.5	$2.3M	34k	68.94	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$2.2M	42k	52.22	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.3	$2.0M	92k	21.22	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	1.2	$1.7M	35k	49.84	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.1	$1.7M	14k	126.75	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.1	$1.7M	38k	45.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.1	$1.7M	29k	58.18	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.1	$1.6M	33k	50.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	1.1	$1.6M	42k	38.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	1.0	$1.6M	38k	40.55	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.9	$1.4M	11k	124.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.9	$1.3M	8.2k	161.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.3M	6.7k	189.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.8	$1.2M	31k	39.68	View chart
Ishares Silver Tr Ishares (SLV)	0.8	$1.2M	47k	26.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$1.2M	24k	50.37	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.8	$1.2M	40k	30.42	View chart
Marriott Intl Cl A (MAR)	0.8	$1.2M	4.3k	278.94	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.8	$1.2M	36k	33.63	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	0.8	$1.2M	37k	32.40	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.8	$1.2M	13k	89.33	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$1.1M	19k	58.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.1M	2.0k	538.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.7	$1.0M	25k	40.19	View chart
Procter & Gamble Company (PG)	0.7	$1.0M	6.0k	167.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.6	$956k	28k	33.73	View chart
Meta Platforms Cl A (META)	0.6	$921k	1.6k	585.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$907k	12k	78.01	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.6	$905k	16k	57.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$895k	4.7k	190.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$867k	20k	44.04	View chart
Tesla Motors (TSLA)	0.6	$845k	2.1k	403.84	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.6	$839k	24k	35.56	View chart
Broadcom (AVGO)	0.5	$781k	3.4k	231.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.5	$769k	19k	40.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.5	$769k	30k	25.52	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.5	$739k	8.2k	89.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.5	$696k	16k	42.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$689k	1.2k	588.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$654k	2.3k	289.81	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$651k	12k	55.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.4	$599k	16k	37.21	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.4	$596k	5.9k	100.81	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$579k	9.1k	63.47	View chart
Altria (MO)	0.4	$549k	11k	52.29	View chart
Lockheed Martin Corporation (LMT)	0.4	$547k	1.1k	485.75	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.4	$534k	15k	36.08	View chart
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT)	0.3	$518k	14k	38.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.3	$509k	13k	38.17	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.3	$494k	20k	24.70	View chart
Aim Etf Products Trust Allianzim U S La (SIXD)	0.3	$488k	18k	26.55	View chart
International Business Machines (IBM)	0.3	$450k	2.0k	219.82	View chart
Deere & Company (DE)	0.3	$447k	1.1k	423.70	View chart
International Paper Company (IP)	0.3	$433k	8.0k	53.82	View chart
Netflix (NFLX)	0.3	$425k	477.00	891.32	View chart
Costco Wholesale Corporation (COST)	0.3	$417k	455.00	916.27	View chart
JPMorgan Chase & Co. (JPM)	0.3	$413k	1.7k	239.71	View chart
At&t (T)	0.3	$406k	18k	22.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$403k	8.7k	46.54	View chart
Verizon Communications (VZ)	0.3	$402k	10k	39.99	View chart
Visa Com Cl A (V)	0.3	$398k	1.3k	316.04	View chart
Home Depot (HD)	0.3	$397k	1.0k	388.99	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.3	$394k	12k	31.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.3	$377k	8.7k	43.28	View chart
Citizens Financial (CFG)	0.2	$377k	8.6k	43.76	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$372k	7.3k	50.71	View chart
Pfizer (PFE)	0.2	$371k	14k	26.53	View chart
Entergy Corporation (ETR)	0.2	$367k	4.8k	75.82	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$365k	5.1k	71.04	View chart
Key (KEY)	0.2	$362k	21k	17.14	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.2	$362k	5.8k	62.09	View chart
NiSource (NI)	0.2	$358k	9.7k	36.76	View chart
Nextera Energy (NEE)	0.2	$357k	5.0k	71.69	View chart
Philip Morris International (PM)	0.2	$355k	3.0k	120.34	View chart
Eli Lilly & Co. (LLY)	0.2	$354k	459.00	772.00	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.2	$348k	16k	22.24	View chart
Oneok (OKE)	0.2	$348k	3.5k	100.40	View chart
Public Service Enterprise (PEG)	0.2	$342k	4.1k	84.50	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$335k	21k	16.27	View chart
Listed Fd Tr Trueshares Dec (DECZ)	0.2	$334k	9.0k	37.01	View chart
Exxon Mobil Corporation (XOM)	0.2	$333k	3.1k	107.58	View chart
CMS Energy Corporation (CMS)	0.2	$322k	4.8k	66.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$322k	8.2k	39.09	View chart
Regions Financial Corporation (RF)	0.2	$320k	14k	23.52	View chart
Edison International (EIX)	0.2	$320k	4.0k	79.84	View chart
Truist Financial Corp equities (TFC)	0.2	$318k	7.3k	43.38	View chart
Us Bancorp Del Com New (USB)	0.2	$309k	6.5k	47.83	View chart
salesforce (CRM)	0.2	$307k	917.00	334.33	View chart
Servicenow (NOW)	0.2	$300k	283.00	1060.12	View chart
Fifth Third Ban (FITB)	0.2	$297k	7.0k	42.28	View chart
Elevation Series Trust Trushares Bull (QBUL)	0.2	$293k	12k	24.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$293k	2.3k	127.59	View chart
McDonald's Corporation (MCD)	0.2	$293k	1.0k	290.02	View chart
Nrg Energy Com New (NRG)	0.2	$291k	3.2k	90.21	View chart
Walt Disney Company (DIS)	0.2	$288k	2.6k	111.33	View chart
FedEx Corporation (FDX)	0.2	$283k	1.0k	281.33	View chart
Ishares Tr Large Cap Max Bu	0.2	$283k	11k	25.20	View chart
Global X Fds Globx Supdv Us (DIV)	0.2	$282k	16k	18.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$280k	1.4k	195.83	View chart
Prudential Financial (PRU)	0.2	$275k	2.3k	118.53	View chart
American Electric Power Company (AEP)	0.2	$272k	2.9k	92.23	View chart
Dominion Resources (D)	0.2	$270k	5.0k	53.86	View chart
Kimberly-Clark Corporation (KMB)	0.2	$267k	2.0k	131.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$267k	589.00	453.28	View chart
Mastercard Incorporated Cl A (MA)	0.2	$266k	506.00	526.57	View chart
Merck & Co (MRK)	0.2	$259k	2.6k	99.47	View chart
Alliant Energy Corporation (LNT)	0.2	$257k	4.3k	59.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.2	$256k	6.2k	41.29	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.2	$255k	7.2k	35.27	View chart
ConAgra Foods (CAG)	0.2	$252k	9.1k	27.75	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.2	$252k	9.8k	25.64	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$244k	2.4k	100.34	View chart
Caterpillar (CAT)	0.2	$234k	644.00	362.76	View chart
PPL Corporation (PPL)	0.1	$226k	7.0k	32.46	View chart
Johnson & Johnson (JNJ)	0.1	$226k	1.6k	144.62	View chart
Comerica Incorporated (CMA)	0.1	$224k	3.6k	61.85	View chart
Watsco, Incorporated (WSO)	0.1	$221k	465.00	474.18	View chart
Arista Networks Com Shs	0.1	$220k	2.0k	110.53	View chart
Oge Energy Corp (OGE)	0.1	$215k	5.2k	41.25	View chart
Invesco SHS (IVZ)	0.1	$215k	12k	17.48	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.1	$214k	17k	12.27	View chart
Bank of America Corporation (BAC)	0.1	$212k	4.8k	43.95	View chart
Chevron Corporation (CVX)	0.1	$211k	1.5k	144.79	View chart
Best Buy (BBY)	0.1	$205k	2.4k	85.80	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.1	$201k	3.9k	52.07	View chart
Wec Energy Group (WEC)	0.1	$200k	2.1k	94.04	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.1	$188k	15k	12.14	View chart
Ford Motor Company (F)	0.1	$169k	17k	9.90	View chart
Walgreen Boots Alliance (WBA)	0.1	$97k	10k	9.33	View chart

Past Filings by LifeWealth Investments

SEC 13F filings are viewable for LifeWealth Investments going back to 2024

LifeWealth Investments 2024 Q4 filed Feb. 26, 2025

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