LifeWealth Investments, LLC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$308.2B
Holdings
211
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (211 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | JAAAJANUS DETROIT STR TR | 10,440 | $529.8M | 0.17% | |
| 102 | NEENEXTERA ENERGY INC | 7,608 | $528.2M | 0.17% | |
| 103 | ICLOINVESCO ACTIVELY MANAGED EXC | 20,559 | $525.5M | 0.17% | |
| 104 | EIXEDISON INTL | 10,149 | $523.7M | 0.17% | |
| 105 | DIVGLOBAL X FDS | 29,689 | $521.9M | 0.17% | |
| 106 | PLTRPALANTIR TECHNOLOGIES INC | 3,801 | $518.2M | 0.17% | |
| 107 | KEYKEYCORP | 29,270 | $509.9M | 0.17% | |
| 108 | RFREGIONS FINANCIAL CORP NEW | 21,495 | $505.6M | 0.16% | |
| 109 | DDOMINION ENERGY INC | 8,844 | $499.8M | 0.16% | |
| 110 | TFCTRUIST FINL CORP | 11,526 | $495.5M | 0.16% | |
| 111 | FFORD MTR CO | 45,115 | $489.5M | 0.16% | |
| 112 | LYBLYONDELLBASELL INDUSTRIES N | 8,441 | $488.4M | 0.16% | |
| 113 | CMSCMS ENERGY CORP | 7,034 | $487.3M | 0.16% | |
| 114 | PRUPRUDENTIAL FINL INC | 4,495 | $482.9M | 0.16% | |
| 115 | USBUS BANCORP DEL | 10,645 | $481.7M | 0.16% | |
| 116 | HBANHUNTINGTON BANCSHARES INC | 28,501 | $477.7M | 0.16% | |
| 117 | BACBANK AMERICA CORP | 10,084 | $477.2M | 0.15% | |
| 118 | INTUINTUIT | 589 | $463.9M | 0.15% | |
| 119 | JULUAIM ETF PRODUCTS TRUST | 16,764 | $461.6M | 0.15% | |
| 120 | CFGCITIZENS FINL GROUP INC | 10,299 | $460.9M | 0.15% | |
| 121 | LAZLAZARD INC | 9,498 | $455.7M | 0.15% | |
| 122 | ADMARCHER DANIELS MIDLAND CO | 8,484 | $447.8M | 0.15% | |
| 123 | WMTWALMART INC | 4,501 | $440.1M | 0.14% | |
| 124 | CASYCASEYS GEN STORES INC | 840 | $428.6M | 0.14% | |
| 125 | SIXJAIM ETF PRODUCTS TRUST | 13,348 | $427.3M | 0.14% | |
| 126 | SPOTSPOTIFY TECHNOLOGY S A | 555 | $425.9M | 0.14% | |
| 127 | VLOVALERO ENERGY CORP | 3,123 | $419.8M | 0.14% | |
| 128 | SPDSIMPLIFY EXCHANGE TRADED FUN | 10,952 | $416.4M | 0.14% | |
| 129 | CVSCVS HEALTH CORP | 6,022 | $415.4M | 0.13% | |
| 130 | OGEOGE ENERGY CORP | 9,358 | $415.3M | 0.13% | |
| 131 | IPINTERNATIONAL PAPER CO | 8,847 | $414.3M | 0.13% | |
| 132 | FITBFIFTH THIRD BANCORP | 9,976 | $410.3M | 0.13% | |
| 133 | VGLTVANGUARD SCOTTSDALE FDS | 7,025 | $394.3M | 0.13% | |
| 134 | ORIOLD REP INTL CORP | 10,192 | $391.8M | 0.13% | |
| 135 | WECWEC ENERGY GROUP INC | 3,690 | $384.5M | 0.12% | |
| 136 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,526 | $381.0M | 0.12% | |
| 137 | QCOMQUALCOMM INC | 2,387 | $380.1M | 0.12% | |
| 138 | NBOSNEUBERGER BERMAN ETF TRUST | 14,574 | $379.5M | 0.12% | |
| 139 | PPLPPL CORP | 11,150 | $377.9M | 0.12% | |
| 140 | DTEDTE ENERGY CO | 2,816 | $373.0M | 0.12% | |
| 141 | PNWPINNACLE WEST CAP CORP | 4,166 | $372.7M | 0.12% | |
| 142 | ESEVERSOURCE ENERGY | 5,857 | $372.6M | 0.12% | |
| 143 | PEOEXELON CORP | 8,500 | $369.1M | 0.12% | |
| 144 | OMCOMNICOM GROUP INC | 5,128 | $368.9M | 0.12% | |
| 145 | ABBVABBVIE INC | 1,981 | $367.7M | 0.12% | |
| 146 | FEFIRSTENERGY CORP | 9,094 | $366.1M | 0.12% | |
| 147 | GISGENERAL MLS INC | 7,045 | $365.0M | 0.12% | |
| 148 | ANETARISTA NETWORKS INC | 3,538 | $362.0M | 0.12% | |
| 149 | MINTPIMCO ETF TR | 3,597 | $361.6M | 0.12% | |
| 150 | OKEONEOK INC NEW | 4,421 | $360.9M | 0.12% | |
| 151 | EDIVSPDR INDEX SHS FDS | 9,340 | $356.0M | 0.12% | |
| 152 | PG4PRINCIPAL FINANCIAL GROUP IN | 4,374 | $347.4M | 0.11% | |
| 153 | TPLCTIMOTHY PLAN | 12,953 | $346.7M | 0.11% | |
| 154 | JNJJOHNSON & JOHNSON | 2,253 | $344.1M | 0.11% | |
| 155 | APHAMPHENOL CORP NEW | 3,477 | $343.4M | 0.11% | |
| 156 | UAPRINNOVATOR ETFS TRUST | 10,904 | $341.3M | 0.11% | |
| 157 | BGBUNGE GLOBAL SA | 4,225 | $339.2M | 0.11% | |
| 158 | XCHYXCASEYS GEN STORES INC | 30,668 | $337.0M | 0.11% | |
| 159 | CRMSALESFORCE INC | 1,227 | $334.7M | 0.11% | |
| 160 | SWSMURFIT WESTROCK PLC | 7,735 | $333.8M | 0.11% | |
| 161 | NDQINVESCO QQQ TR | 599 | $330.4M | 0.11% | |
| 162 | GPCGENUINE PARTS CO | 2,676 | $324.6M | 0.11% | |
| 163 | WFCWELLS FARGO CO NEW | 4,030 | $322.9M | 0.10% | |
| 164 | AWMSKYWORKS SOLUTIONS INC | 4,308 | $321.0M | 0.10% | |
| 165 | BBYBEST BUY INC | 4,759 | $319.5M | 0.10% | |
| 166 | CAGCONAGRA BRANDS INC | 15,189 | $310.9M | 0.10% | |
| 167 | ANGLVANECK ETF TRUST | 10,522 | $308.1M | 0.10% | |
| 168 | 7HPHP INC | 12,577 | $307.6M | 0.10% | |
| 169 | CRWDDEERE & CO | 598 | $304.6M | 0.10% | |
| 170 | FTNTFORTINET INC | 2,856 | $301.9M | 0.10% | |
| 171 | CLOIVANECK ETF TRUST | 5,588 | $295.9M | 0.10% | |
| 172 | VIGVANGUARD SPECIALIZED FUNDS | 1,430 | $292.7M | 0.09% | |
| 173 | —LISTED FDS TR | 7,147 | $292.1M | 0.09% | |
| 174 | BUFRFIRST TR EXCHNG TRADED FD VI | 8,952 | $284.7M | 0.09% | |
| 175 | KMBKIMBERLY-CLARK CORP | 2,139 | $275.7M | 0.09% | |
| 176 | QUALISHARES TR | 1,488 | $272.0M | 0.09% | |
| 177 | XSEPFIRST TR EXCHNG TRADED FD VI | 6,633 | $269.4M | 0.09% | |
| 178 | XONEBONDBLOXX ETF TRUST | 5,374 | $266.7M | 0.09% | |
| 179 | NVBUAIM ETF PRODUCTS TRUST | 9,950 | $264.4M | 0.09% | |
| 180 | OCTUAIM ETF PRODUCTS TRUST | 10,023 | $263.3M | 0.09% | |
| 181 | XDECFIRST TR EXCHNG TRADED FD VI | 6,766 | $262.8M | 0.09% | |
| 182 | UBERUBER TECHNOLOGIES INC | 2,813 | $262.5M | 0.09% | |
| 183 | ISRGINTUITIVE SURGICAL INC | 482 | $261.9M | 0.08% | |
| 184 | CATCATERPILLAR INC | 674 | $261.7M | 0.08% | |
| 185 | EMEEMCOR GROUP INC | 489 | $261.6M | 0.08% | |
| 186 | FAPRFIRST TR EXCHNG TRADED FD VI | 6,190 | $261.2M | 0.08% | |
| 187 | PYLDPIMCO ETF TR | 9,733 | $258.3M | 0.08% | |
| 188 | DJUNFIRST TR EXCHNG TRADED FD VI | 5,691 | $256.2M | 0.08% | |
| 189 | BILSPDR SERIES TRUST | 2,736 | $251.0M | 0.08% | |
| 190 | FLJJAIM ETF PRODUCTS TRUST | 8,211 | $248.6M | 0.08% | |
| 191 | CSCOCINTAS CORP | 3,561 | $247.1M | 0.08% | |
| 192 | CITCINTAS CORP | 1,084 | $241.6M | 0.08% | |
| 193 | DWDMORGAN STANLEY | 1,697 | $239.0M | 0.08% | |
| 194 | FERGFERGUSON ENTERPRISES INC | 1,096 | $238.7M | 0.08% | |
| 195 | SPYCSIMPLIFY EXCHANGE TRADED FUN | 5,744 | $237.3M | 0.08% | |
| 196 | FDXFEDEX CORP | 1,027 | $233.4M | 0.08% | |
| 197 | CXRNLISTED FDS TR | 5,560 | $233.1M | 0.08% | |
| 198 | MARMFIRST TR EXCHNG TRADED FD VI | 7,188 | $230.9M | 0.07% | |
| 199 | SPUCSIMPLIFY EXCHANGE TRADED FUN | 5,122 | $229.0M | 0.07% | |
| 200 | TMOTHERMO FISHER SCIENTIFIC INC | 565 | $228.9M | 0.07% |