LifeWealth Investments, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$244.3B
Holdings
193
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (193 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LNTALLIANT ENERGY CORP | 7,229 | $465.2M | 0.19% | |
| 102 | DAPRFIRST TR EXCHNG TRADED FD VI | 12,447 | $463.3M | 0.19% | |
| 103 | MAMASTERCARD INCORPORATED | 837 | $458.8M | 0.19% | |
| 104 | VYMVANGUARD WHITEHALL FDS | 3,513 | $453.1M | 0.19% | |
| 105 | TFCTRUIST FINL CORP | 10,980 | $451.8M | 0.18% | |
| 106 | RFREGIONS FINANCIAL CORP NEW | 20,568 | $446.9M | 0.18% | |
| 107 | DIVGLOBAL X FDS | 23,619 | $445.0M | 0.18% | |
| 108 | JAAAJANUS DETROIT STR TR | 8,753 | $443.9M | 0.18% | |
| 109 | DDOMINION ENERGY INC | 7,911 | $443.6M | 0.18% | |
| 110 | BILZPIMCO ETF TR | 4,291 | $434.2M | 0.18% | |
| 111 | KEYKEYCORP | 26,999 | $431.7M | 0.18% | |
| 112 | ICLOINVESCO ACTIVELY MANAGED EXC | 16,692 | $425.5M | 0.17% | |
| 113 | IPINTERNATIONAL PAPER CO | 7,898 | $421.4M | 0.17% | |
| 114 | HBANHUNTINGTON BANCSHARES INC | 27,869 | $418.3M | 0.17% | |
| 115 | NINISOURCE INC | 10,422 | $417.8M | 0.17% | |
| 116 | PPLPPL CORP | 11,473 | $414.3M | 0.17% | |
| 117 | FITBFIFTH THIRD BANCORP | 10,211 | $400.3M | 0.16% | |
| 118 | BRK/BBERKSHIRE HATHAWAY INC DEL | 751 | $399.9M | 0.16% | |
| 119 | PFEPFIZER INC | 15,679 | $397.3M | 0.16% | |
| 120 | OGEOGE ENERGY CORP | 8,636 | $396.9M | 0.16% | |
| 121 | PRUPRUDENTIAL FINL INC | 3,544 | $395.8M | 0.16% | |
| 122 | WECWEC ENERGY GROUP INC | 3,581 | $390.3M | 0.16% | |
| 123 | BACBANK AMERICA CORP | 9,348 | $390.1M | 0.16% | |
| 124 | NRANRG ENERGY INC | 4,068 | $388.3M | 0.16% | |
| 125 | SCHXSCHWAB STRATEGIC TR | 17,541 | $387.3M | 0.16% | |
| 126 | ABBVABBVIE INC | 1,792 | $375.5M | 0.15% | |
| 127 | JULUAIM ETF PRODUCTS TRUST | 14,533 | $370.7M | 0.15% | |
| 128 | LMTLOCKHEED MARTIN CORP | 826 | $369.0M | 0.15% | |
| 129 | EIXEDISON INTL | 6,259 | $368.8M | 0.15% | |
| 130 | NEENEXTERA ENERGY INC | 5,200 | $368.6M | 0.15% | |
| 131 | CVXCHEVRON CORP NEW | 2,189 | $366.2M | 0.15% | |
| 132 | EDIVSPDR INDEX SHS FDS | 10,220 | $364.8M | 0.15% | |
| 133 | INTUINTUIT | 582 | $357.3M | 0.15% | |
| 134 | SIXJAIM ETF PRODUCTS TRUST | 11,878 | $355.7M | 0.15% | |
| 135 | NEMNEWMONT CORP | 7,365 | $355.6M | 0.15% | |
| 136 | GSGOLDMAN SACHS GROUP INC | 636 | $347.4M | 0.14% | |
| 137 | GEGE AEROSPACE | 1,733 | $346.9M | 0.14% | |
| 138 | DTEDTE ENERGY CO | 2,442 | $337.7M | 0.14% | |
| 139 | BUFRFIRST TR EXCHNG TRADED FD VI | 11,308 | $335.7M | 0.14% | |
| 140 | PNOVINNOVATOR ETFS TRUST | 8,969 | $333.8M | 0.14% | |
| 141 | FEFIRSTENERGY CORP | 8,141 | $329.1M | 0.13% | |
| 142 | WSOWATSCO INC | 641 | $325.6M | 0.13% | |
| 143 | OMCOMNICOM GROUP INC | 3,909 | $324.1M | 0.13% | |
| 144 | CASYCASEYS GEN STORES INC | 745 | $323.4M | 0.13% | |
| 145 | CLOIVANECK ETF TRUST | 5,980 | $316.0M | 0.13% | |
| 146 | UNMUNUM GROUP | 3,861 | $314.5M | 0.13% | |
| 147 | IVZINVESCO LTD | 20,725 | $314.4M | 0.13% | |
| 148 | FFORD MTR CO | 30,604 | $307.0M | 0.13% | |
| 149 | MINTPIMCO ETF TR | 2,951 | $296.9M | 0.12% | |
| 150 | XCHYXCALAMOS CONV & HIGH INCOME F | 29,123 | $294.1M | 0.12% | |
| 151 | FNFFIDELITY NATIONAL FINANCIAL | 4,451 | $289.7M | 0.12% | |
| 152 | CAGCONAGRA BRANDS INC | 10,847 | $289.3M | 0.12% | |
| 153 | JNJJOHNSON & JOHNSON | 1,741 | $288.8M | 0.12% | |
| 154 | MSIMOTOROLA SOLUTIONS INC | 658 | $288.1M | 0.12% | |
| 155 | IPGINTERPUBLIC GROUP COS INC | 10,309 | $280.0M | 0.11% | |
| 156 | VIGVANGUARD SPECIALIZED FUNDS | 1,430 | $277.4M | 0.11% | |
| 157 | CRMSALESFORCE INC | 1,013 | $271.9M | 0.11% | |
| 158 | MRKMERCK & CO INC | 2,988 | $268.2M | 0.11% | |
| 159 | NBOSNEUBERGER BERMAN ETF TRUST | 10,309 | $263.7M | 0.11% | |
| 160 | SPOTSPOTIFY TECHNOLOGY S A | 472 | $259.6M | 0.11% | |
| 161 | STXSEAGATE TECHNOLOGY HLDNGS PL | 3,056 | $259.6M | 0.11% | |
| 162 | XSEPFIRST TR EXCHNG TRADED FD VI | 6,633 | $256.5M | 0.10% | |
| 163 | PYLDPIMCO ETF TR | 9,720 | $256.1M | 0.10% | |
| 164 | FT2FIRST HORIZON CORPORATION | 13,180 | $256.0M | 0.10% | |
| 165 | BENFRANKLIN RESOURCES INC | 13,211 | $254.3M | 0.10% | |
| 166 | FAPRFIRST TR EXCHNG TRADED FD VI | 6,190 | $253.1M | 0.10% | |
| 167 | ANETARISTA NETWORKS INC | 3,258 | $252.4M | 0.10% | |
| 168 | FDXFEDEX CORP | 1,027 | $250.4M | 0.10% | |
| 169 | —LISTED FD TR | 7,515 | $250.1M | 0.10% | |
| 170 | PG4PRINCIPAL FINANCIAL GROUP IN | 2,955 | $249.3M | 0.10% | |
| 171 | BBYBEST BUY INC | 3,384 | $249.1M | 0.10% | |
| 172 | QCOMQUALCOMM INC | 1,617 | $248.4M | 0.10% | |
| 173 | —LISTED FD TR | 6,482 | $246.2M | 0.10% | |
| 174 | PLTRPALANTIR TECHNOLOGIES INC | 2,895 | $244.3M | 0.10% | |
| 175 | SONSONOCO PRODS CO | 5,154 | $243.5M | 0.10% | |
| 176 | DJUNFIRST TR EXCHNG TRADED FD VI | 5,759 | $241.8M | 0.10% | |
| 177 | ANGLVANECK ETF TRUST | 8,231 | $237.6M | 0.10% | |
| 178 | LYBLYONDELLBASELL INDUSTRIES N | 3,337 | $234.9M | 0.10% | |
| 179 | 7HPHP INC | 8,472 | $234.6M | 0.10% | |
| 180 | FTNTFORTINET INC | 2,418 | $232.8M | 0.10% | |
| 181 | CXRNLISTED FD TR | 5,716 | $229.3M | 0.09% | |
| 182 | XONEBONDBLOXX ETF TRUST | 4,565 | $227.0M | 0.09% | |
| 183 | KMBKIMBERLY-CLARK CORP | 1,589 | $226.0M | 0.09% | |
| 184 | QUALISHARES TR | 1,311 | $224.0M | 0.09% | |
| 185 | —LISTED FD TR | 6,787 | $223.4M | 0.09% | |
| 186 | TPLCTIMOTHY PLAN | 8,786 | $222.9M | 0.09% | |
| 187 | CATCATERPILLAR INC | 657 | $216.7M | 0.09% | |
| 188 | EMREMERSON ELEC CO | 1,960 | $214.9M | 0.09% | |
| 189 | CMACOMERICA INC | 3,585 | $211.7M | 0.09% | |
| 190 | UAPRINNOVATOR ETFS TRUST | 7,048 | $210.5M | 0.09% | |
| 191 | ISRGINTUITIVE SURGICAL INC | 415 | $205.5M | 0.08% | |
| 192 | AQLTISHARES TR | 1,500 | $201.4M | 0.08% | |
| 193 | TLRYEURTILRAY BRANDS INC | 10,000 | $6.6M | 0.00% |
PreviousPage 2 of 2