LifeWealth Investments, LLC Q4 2024 Filing
Filed February 26, 2025
Portfolio Value
$150.9B
Holdings
148
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (148 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWYISHARES TR | 41,837 | $9.8B | 6.52% | |
| 2 | USFRWISDOMTREE TR | 126,122 | $6.3B | 4.20% | |
| 3 | AAPLAPPLE INC | 24,627 | $6.2B | 4.09% | |
| 4 | IWXISHARES TR | 74,250 | $5.9B | 3.89% | |
| 5 | UAPRINNOVATOR ETFS TRUST | 140,718 | $4.3B | 2.88% | |
| 6 | TLTISHARES TR | 41,630 | $3.6B | 2.41% | |
| 7 | VNLAJANUS DETROIT STR TR | 71,004 | $3.5B | 2.30% | |
| 8 | NVDANVIDIA CORPORATION | 23,694 | $3.2B | 2.11% | |
| 9 | PDIPIMCO DYNAMIC INCOME FD | 166,208 | $3.0B | 2.02% | |
| 10 | EFVISHARES TR | 57,568 | $3.0B | 2.00% | |
| 11 | AMZNAMAZON COM INC | 13,646 | $3.0B | 1.98% | |
| 12 | EFGISHARES TR | 30,728 | $3.0B | 1.97% | |
| 13 | IAU*ISHARES GOLD TR | 60,058 | $3.0B | 1.97% | |
| 14 | MSFTMICROSOFT CORP | 6,678 | $2.8B | 1.87% | |
| 15 | XFEBFIRST TR EXCHNG TRADED FD VI | 63,784 | $2.7B | 1.77% | |
| 16 | IWSISHARES TR | 20,390 | $2.6B | 1.75% | |
| 17 | MUBISHARES TR | 22,635 | $2.4B | 1.60% | |
| 18 | JEPIJ P MORGAN EXCHANGE TRADED F | 41,112 | $2.4B | 1.57% | |
| 19 | DFEBFIRST TR EXCHNG TRADED FD VI | 54,024 | $2.3B | 1.53% | |
| 20 | SPYMSPDR SER TR | 33,450 | $2.3B | 1.53% | |
| 21 | IEMGISHARES INC | 41,641 | $2.2B | 1.44% | |
| 22 | TUASIMPLIFY EXCHANGE TRADED FUN | 92,195 | $2.0B | 1.30% | |
| 23 | SMMUPIMCO ETF TR | 35,056 | $1.7B | 1.16% | |
| 24 | IWPISHARES TR | 13,476 | $1.7B | 1.13% | |
| 25 | VMBSVANGUARD SCOTTSDALE FDS | 37,631 | $1.7B | 1.13% | |
| 26 | VGSHVANGUARD SCOTTSDALE FDS | 28,532 | $1.7B | 1.10% | |
| 27 | USIGISHARES TR | 32,656 | $1.6B | 1.09% | |
| 28 | GJANFIRST TR EXCHNG TRADED FD VI | 41,921 | $1.6B | 1.07% | |
| 29 | DSEPFIRST TR EXCHNG TRADED FD VI | 38,316 | $1.6B | 1.03% | |
| 30 | MGVVANGUARD WORLD FD | 10,817 | $1.4B | 0.90% | |
| 31 | VOEVANGUARD INDEX FDS | 8,242 | $1.3B | 0.88% | |
| 32 | GOOGLALPHABET INC | 6,661 | $1.3B | 0.84% | |
| 33 | DAUGFIRST TR EXCHNG TRADED FD VI | 31,438 | $1.2B | 0.83% | |
| 34 | SLVISHARES SILVER TR | 47,263 | $1.2B | 0.82% | |
| 35 | JPSTJ P MORGAN EXCHANGE TRADED F | 23,932 | $1.2B | 0.80% | |
| 36 | DECWAIM ETF PRODUCTS TRUST | 39,595 | $1.2B | 0.80% | |
| 37 | MARMARRIOTT INTL INC NEW | 4,314 | $1.2B | 0.80% | |
| 38 | JANWAIM ETF PRODUCTS TRUST | 35,669 | $1.2B | 0.79% | |
| 39 | SIXOAIM ETF PRODUCTS TRUST | 36,459 | $1.2B | 0.78% | |
| 40 | VTWOVANGUARD SCOTTSDALE FDS | 13,020 | $1.2B | 0.77% | |
| 41 | VGITVANGUARD SCOTTSDALE FDS | 19,228 | $1.1B | 0.74% | |
| 42 | VOOVANGUARD INDEX FDS | 2,000 | $1.1B | 0.71% | |
| 43 | PMARINNOVATOR ETFS TRUST | 25,205 | $1.0B | 0.67% | |
| 44 | PGPROCTER AND GAMBLE CO | 6,004 | $1.0B | 0.67% | |
| 45 | GDECFIRST TR EXCHNG TRADED FD VI | 28,344 | $955.9M | 0.63% | |
| 46 | METAMETA PLATFORMS INC | 1,573 | $921.0M | 0.61% | |
| 47 | VCSHVANGUARD SCOTTSDALE FDS | 11,631 | $907.3M | 0.60% | |
| 48 | CMFISHARES TR | 15,806 | $905.4M | 0.60% | |
| 49 | GOOGALPHABET INC | 4,699 | $894.9M | 0.59% | |
| 50 | VWOVANGUARD INTL EQUITY INDEX F | 19,675 | $866.5M | 0.57% | |
| 51 | TSLATESLA INC | 2,092 | $844.8M | 0.56% | |
| 52 | OCTWAIM ETF PRODUCTS TRUST | 23,607 | $839.4M | 0.56% | |
| 53 | AVGOBROADCOM INC | 3,369 | $781.1M | 0.52% | |
| 54 | DDECFIRST TR EXCHNG TRADED FD VI | 19,163 | $769.2M | 0.51% | |
| 55 | BUFDFIRST TR EXCHNG TRADED FD VI | 30,130 | $768.9M | 0.51% | |
| 56 | QQQEDIREXION SHS ETF TR | 8,233 | $739.1M | 0.49% | |
| 57 | DNOVFIRST TR EXCHNG TRADED FD VI | 16,242 | $696.2M | 0.46% | |
| 58 | IVVISHARES TR | 1,170 | $688.8M | 0.46% | |
| 59 | VTIVANGUARD INDEX FDS | 2,258 | $654.4M | 0.43% | |
| 60 | VGLTVANGUARD SCOTTSDALE FDS | 11,769 | $651.4M | 0.43% | |
| 61 | DAPRFIRST TR EXCHNG TRADED FD VI | 16,099 | $599.0M | 0.40% | |
| 62 | BILZPIMCO ETF TR | 5,916 | $596.4M | 0.40% | |
| 63 | VGKVANGUARD INTL EQUITY INDEX F | 9,126 | $579.2M | 0.38% | |
| 64 | MOALTRIA GROUP INC | 10,490 | $548.5M | 0.36% | |
| 65 | LMTLOCKHEED MARTIN CORP | 1,127 | $547.4M | 0.36% | |
| 66 | JANTAIM ETF PRODUCTS TRUST | 14,807 | $534.2M | 0.35% | |
| 67 | OCTTAIM ETF PRODUCTS TRUST | 13,564 | $518.4M | 0.34% | |
| 68 | DMARFIRST TR EXCHNG TRADED FD VI | 13,340 | $509.2M | 0.34% | |
| 69 | QBERELEVATION SERIES TRUST | 20,001 | $493.9M | 0.33% | |
| 70 | SIXDAIM ETF PRODUCTS TRUST | 18,376 | $488.0M | 0.32% | |
| 71 | IBMINTERNATIONAL BUSINESS MACHS | 2,048 | $450.2M | 0.30% | |
| 72 | DEDEERE & CO | 1,056 | $447.4M | 0.30% | |
| 73 | IPINTERNATIONAL PAPER CO | 8,036 | $432.5M | 0.29% | |
| 74 | NFLXNETFLIX INC | 477 | $425.2M | 0.28% | |
| 75 | COSTCOSTCO WHSL CORP NEW | 455 | $416.9M | 0.28% | |
| 76 | JPMJPMORGAN CHASE & CO. | 1,722 | $412.8M | 0.27% | |
| 77 | TAT&T INC | 17,849 | $406.4M | 0.27% | |
| 78 | FAUGFIRST TR EXCHNG TRADED FD VI | 8,658 | $402.9M | 0.27% | |
| 79 | BACVERIZON COMMUNICATIONS INC | 10,042 | $401.6M | 0.27% | |
| 80 | VVISA INC | 1,259 | $397.9M | 0.26% | |
| 81 | HDHOME DEPOT INC | 1,021 | $397.2M | 0.26% | |
| 82 | DECTAIM ETF PRODUCTS TRUST | 12,376 | $394.4M | 0.26% | |
| 83 | DJUNFIRST TR EXCHNG TRADED FD VI | 8,721 | $377.4M | 0.25% | |
| 84 | CFGCITIZENS FINL GROUP INC | 8,618 | $377.1M | 0.25% | |
| 85 | JAAAJANUS DETROIT STR TR | 7,330 | $371.7M | 0.25% | |
| 86 | PFEPFIZER INC | 14,001 | $371.4M | 0.25% | |
| 87 | ETRENTERGY CORP NEW | 4,841 | $367.0M | 0.24% | |
| 88 | VPLVANGUARD INTL EQUITY INDEX F | 5,134 | $364.7M | 0.24% | |
| 89 | KEYKEYCORP | 21,136 | $362.3M | 0.24% | |
| 90 | WDIVSPDR INDEX SHS FDS | 5,827 | $361.8M | 0.24% | |
| 91 | NINISOURCE INC | 9,733 | $357.8M | 0.24% | |
| 92 | NEENEXTERA ENERGY INC | 4,981 | $357.1M | 0.24% | |
| 93 | 4I1PHILIP MORRIS INTL INC | 2,950 | $355.0M | 0.24% | |
| 94 | LLYELI LILLY & CO | 459 | $354.4M | 0.23% | |
| 95 | FGDFIRST TR EXCHANGE TRADED FD | 15,653 | $348.1M | 0.23% | |
| 96 | OKEONEOK INC NEW | 3,467 | $348.1M | 0.23% | |
| 97 | PEGPUBLIC SVC ENTERPRISE GRP IN | 4,052 | $342.4M | 0.23% | |
| 98 | HBANHUNTINGTON BANCSHARES INC | 20,567 | $334.6M | 0.22% | |
| 99 | —LISTED FD TR | 9,028 | $334.1M | 0.22% | |
| 100 | XOMEXXON MOBIL CORP | 3,097 | $333.2M | 0.22% |
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