LifeWealth Investments

LifeWealth Investments as of March 31, 2025

Portfolio Holdings for LifeWealth Investments

LifeWealth Investments holds 193 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY) 6.3 $16M 73k 210.94
Wisdomtree Tr Floatng Rat Trea (USFR) 4.5 $11M 217k 50.33
Ishares Tr Rus Tp200 Vl Etf (IWX) 4.4 $11M 130k 82.18
Apple (AAPL) 3.5 $8.6M 39k 222.13
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 3.2 $7.9M 178k 44.09
Ishares Tr Eafe Value Etf (EFV) 2.7 $6.7M 113k 58.94
Ishares Tr Eafe Grwth Etf (EFG) 2.3 $5.7M 57k 100.00
Ishares Gold Tr Ishares New (IAU) 2.3 $5.5M 94k 58.96
Pimco Dynamic Income SHS (PDI) 2.2 $5.3M 270k 19.80
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 2.1 $5.2M 106k 49.15
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.9 $4.7M 52k 91.03
Ishares Tr Rus Mdcp Val Etf (IWS) 1.9 $4.6M 36k 125.97
NVIDIA Corporation (NVDA) 1.8 $4.5M 51k 88.64
Spdr Ser Tr Portfolio S&p500 (SPYM) 1.7 $4.1M 62k 65.76
Ishares Core Msci Emkt (IEMG) 1.6 $3.9M 73k 53.97
Ishares Tr National Mun Etf (MUB) 1.6 $3.9M 37k 105.44
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.6 $3.8M 67k 57.14
Amazon (AMZN) 1.5 $3.6M 19k 190.26
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 1.4 $3.5M 86k 40.90
Microsoft Corporation (MSFT) 1.4 $3.4M 9.1k 375.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $3.3M 6.5k 513.94
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 1.2 $2.9M 68k 42.15
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.1 $2.8M 61k 46.31
Ishares Tr Usd Inv Grde Etf (USIG) 1.1 $2.7M 52k 51.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $2.6M 23k 117.49
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $2.6M 44k 58.69
Simplify Exchange Traded Fun Short Term Trea (TUA) 1.0 $2.5M 115k 21.97
Ishares Silver Tr Ishares (SLV) 1.0 $2.4M 77k 30.99
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.9 $2.2M 40k 54.76
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.9 $2.2M 70k 31.58
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.9 $2.2M 55k 39.68
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.9 $2.2M 72k 29.95
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.9 $2.1M 65k 33.21
Vanguard World Mega Cap Val Etf (MGV) 0.9 $2.1M 16k 128.84
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.8 $2.0M 52k 38.80
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.8 $1.9M 32k 59.40
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC) 0.7 $1.8M 53k 33.11
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.7 $1.8M 35k 50.02
Marriott Intl Cl A (MAR) 0.7 $1.7M 7.1k 238.20
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.7 $1.6M 20k 80.65
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.6M 10k 154.63
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.6 $1.5M 44k 35.12
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) 0.6 $1.5M 39k 37.67
Meta Platforms Cl A (META) 0.6 $1.5M 2.5k 576.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.4M 18k 78.94
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $1.3M 25k 50.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.2M 7.6k 160.55
Procter & Gamble Company (PG) 0.5 $1.2M 6.8k 170.41
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.5 $1.1M 13k 87.19
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.5 $1.1M 20k 57.61
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.4 $1.1M 27k 39.14
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.0M 1.8k 561.80
Altria (MO) 0.4 $1.0M 17k 60.02
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.4 $1.0M 4.2k 244.64
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.4 $1.0M 25k 39.93
Tesla Motors (TSLA) 0.4 $972k 3.8k 259.14
Netflix (NFLX) 0.4 $906k 972.00 932.53
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.4 $905k 27k 33.50
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.4 $893k 36k 24.95
Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $890k 16k 56.28
Elevation Series Trust Trueshares Quart (QBER) 0.4 $858k 35k 24.79
Broadcom (AVGO) 0.3 $845k 5.0k 167.44
At&t (T) 0.3 $782k 28k 28.28
Philip Morris International (PM) 0.3 $770k 4.9k 158.73
Alphabet Cap Stk Cl C (GOOG) 0.3 $741k 4.7k 156.23
Visa Com Cl A (V) 0.3 $736k 2.1k 350.46
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) 0.3 $704k 20k 35.15
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.3 $687k 15k 46.50
Aim Etf Products Trust Us Lrgcp B10 Oct (OCTT) 0.3 $685k 18k 37.22
Home Depot (HD) 0.3 $684k 1.9k 366.50
Verizon Communications (VZ) 0.3 $684k 15k 45.36
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.3 $681k 16k 41.92
Walt Disney Company (DIS) 0.3 $672k 6.8k 98.69
International Business Machines (IBM) 0.3 $667k 2.7k 248.70
Aim Etf Products Trust Allianzim U S La (SIXD) 0.3 $653k 25k 26.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $621k 2.3k 274.84
Costco Wholesale Corporation (COST) 0.3 $614k 649.00 945.80
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.3 $611k 13k 45.49
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.2 $603k 25k 24.20
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.2 $588k 9.0k 65.11
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN) 0.2 $587k 16k 37.97
Eli Lilly & Co. (LLY) 0.2 $582k 704.00 825.93
Public Service Enterprise (PEG) 0.2 $574k 7.0k 82.30
Listed Fd Tr Trueshares Dec 0.2 $556k 16k 35.84
Exxon Mobil Corporation (XOM) 0.2 $554k 4.7k 118.93
CMS Energy Corporation (CMS) 0.2 $541k 7.2k 75.11
Citizens Financial (CFG) 0.2 $539k 13k 40.97
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.2 $536k 41k 13.23
Elevation Series Trust Trushares Bull (QBUL) 0.2 $528k 21k 24.86
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT) 0.2 $523k 17k 31.00
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB) 0.2 $520k 16k 32.20
American Electric Power Company (AEP) 0.2 $517k 4.7k 109.26
Deere & Company (DE) 0.2 $504k 1.1k 469.35
McDonald's Corporation (MCD) 0.2 $504k 1.6k 312.34
Listed Fd Tr Trueshares Struc 0.2 $494k 13k 37.34
Entergy Corporation (ETR) 0.2 $491k 5.7k 85.49
JPMorgan Chase & Co. (JPM) 0.2 $474k 1.9k 245.30
Us Bancorp Del Com New (USB) 0.2 $473k 11k 42.22
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.2 $471k 13k 36.80
Oneok (OKE) 0.2 $470k 4.7k 99.22
Alliant Energy Corporation (LNT) 0.2 $465k 7.2k 64.35
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.2 $463k 12k 37.23
Mastercard Incorporated Cl A (MA) 0.2 $459k 837.00 548.12
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $453k 3.5k 128.97
Truist Financial Corp equities (TFC) 0.2 $452k 11k 41.15
Regions Financial Corporation (RF) 0.2 $447k 21k 21.73
Global X Fds Globx Supdv Us (DIV) 0.2 $445k 24k 18.84
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.2 $444k 8.8k 50.71
Dominion Resources (D) 0.2 $444k 7.9k 56.07
Pimco Etf Tr Ultra Short Govt (BILZ) 0.2 $434k 4.3k 101.18
Key (KEY) 0.2 $432k 27k 15.99
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) 0.2 $426k 17k 25.49
International Paper Company (IP) 0.2 $421k 7.9k 53.35
Huntington Bancshares Incorporated (HBAN) 0.2 $418k 28k 15.01
NiSource (NI) 0.2 $418k 10k 40.09
PPL Corporation (PPL) 0.2 $414k 12k 36.11
Fifth Third Ban (FITB) 0.2 $400k 10k 39.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $400k 751.00 532.44
Pfizer (PFE) 0.2 $397k 16k 25.34
Oge Energy Corp (OGE) 0.2 $397k 8.6k 45.96
Prudential Financial (PRU) 0.2 $396k 3.5k 111.67
Wec Energy Group (WEC) 0.2 $390k 3.6k 108.99
Bank of America Corporation (BAC) 0.2 $390k 9.3k 41.73
Nrg Energy Com New (NRG) 0.2 $388k 4.1k 95.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $387k 18k 22.08
Abbvie (ABBV) 0.2 $376k 1.8k 209.53
Aim Etf Products Trust Allianzim Eq Buf (JULU) 0.2 $371k 15k 25.51
Lockheed Martin Corporation (LMT) 0.2 $369k 826.00 446.70
Edison International (EIX) 0.2 $369k 6.3k 58.92
Nextera Energy (NEE) 0.2 $369k 5.2k 70.89
Chevron Corporation (CVX) 0.1 $366k 2.2k 167.31
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.1 $365k 10k 35.70
Intuit (INTU) 0.1 $357k 582.00 613.99
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) 0.1 $356k 12k 29.94
Newmont Mining Corporation (NEM) 0.1 $356k 7.4k 48.28
Goldman Sachs (GS) 0.1 $347k 636.00 546.30
Ge Aerospace Com New (GE) 0.1 $347k 1.7k 200.18
DTE Energy Company (DTE) 0.1 $338k 2.4k 138.28
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $336k 11k 29.69
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.1 $334k 9.0k 37.22
FirstEnergy (FE) 0.1 $329k 8.1k 40.42
Watsco, Incorporated (WSO) 0.1 $326k 641.00 507.91
Omni (OMC) 0.1 $324k 3.9k 82.91
Casey's General Stores (CASY) 0.1 $323k 745.00 434.05
Vaneck Etf Trust Clo Etf (CLOI) 0.1 $316k 6.0k 52.84
Unum (UNM) 0.1 $315k 3.9k 81.47
Invesco SHS (IVZ) 0.1 $314k 21k 15.17
Ford Motor Company (F) 0.1 $307k 31k 10.03
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $297k 3.0k 100.62
Calamos Conv & High Income F Com Shs (CHY) 0.1 $294k 29k 10.10
Fidelity National Financial Fnf Group Com (FNF) 0.1 $290k 4.5k 65.09
ConAgra Foods (CAG) 0.1 $289k 11k 26.67
Johnson & Johnson (JNJ) 0.1 $289k 1.7k 165.88
Motorola Solutions Com New (MSI) 0.1 $288k 658.00 437.81
Interpublic Group of Companies (IPG) 0.1 $280k 10k 27.16
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $277k 1.4k 193.99
salesforce (CRM) 0.1 $272k 1.0k 268.36
Merck & Co (MRK) 0.1 $268k 3.0k 89.75
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS) 0.1 $264k 10k 25.58
Spotify Technology S A SHS (SPOT) 0.1 $260k 472.00 550.03
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $260k 3.1k 84.94
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.1 $257k 6.6k 38.67
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $256k 9.7k 26.35
First Horizon National Corporation (FHN) 0.1 $256k 13k 19.42
Franklin Resources (BEN) 0.1 $254k 13k 19.25
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.1 $253k 6.2k 40.89
Arista Networks Com Shs (ANET) 0.1 $252k 3.3k 77.48
FedEx Corporation (FDX) 0.1 $250k 1.0k 243.78
Listed Fd Tr Trueshares Strcd 0.1 $250k 7.5k 33.28
Principal Financial (PFG) 0.1 $249k 3.0k 84.38
Best Buy (BBY) 0.1 $249k 3.4k 73.61
Qualcomm (QCOM) 0.1 $248k 1.6k 153.62
Listed Fd Tr Trueshares Oct 0.1 $246k 6.5k 37.98
Palantir Technologies Cl A (PLTR) 0.1 $244k 2.9k 84.40
Sonoco Products Company (SON) 0.1 $244k 5.2k 47.24
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN) 0.1 $242k 5.8k 41.98
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $238k 8.2k 28.86
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $235k 3.3k 70.39
Hp (HPQ) 0.1 $235k 8.5k 27.69
Fortinet (FTNT) 0.1 $233k 2.4k 96.26
Listed Fd Tr Trueshares Strct 0.1 $229k 5.7k 40.11
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.1 $227k 4.6k 49.72
Kimberly-Clark Corporation (KMB) 0.1 $226k 1.6k 142.25
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $224k 1.3k 170.89
Listed Fd Tr Trueshares Struc 0.1 $223k 6.8k 32.92
Timothy Plan Us Large Mid Cp 0.1 $223k 8.8k 25.37
Caterpillar (CAT) 0.1 $217k 657.00 329.80
Emerson Electric (EMR) 0.1 $215k 2.0k 109.64
Comerica Incorporated 0.1 $212k 3.6k 59.05
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) 0.1 $211k 7.0k 29.86
Intuitive Surgical Com New (ISRG) 0.1 $206k 415.00 495.27
Ishares Tr Select Divid Etf (DVY) 0.1 $201k 1.5k 134.29
Tilray 0.0 $6.6k 10k 0.66