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 |
|---|---|---|---|---|---|
| 101 | CMSCMS ENERGY CORP | 4,829 | $321.8M | 0.21% | |
| 102 | PSEPINNOVATOR ETFS TRUST | 8,229 | $321.6M | 0.21% | |
| 103 | RFREGIONS FINANCIAL CORP NEW | 13,605 | $320.0M | 0.21% | |
| 104 | EIXEDISON INTL | 4,007 | $319.9M | 0.21% | |
| 105 | TFCTRUIST FINL CORP | 7,323 | $317.7M | 0.21% | |
| 106 | USBUS BANCORP DEL | 6,462 | $309.1M | 0.20% | |
| 107 | CRMSALESFORCE INC | 917 | $306.6M | 0.20% | |
| 108 | NOWSERVICENOW INC | 283 | $300.0M | 0.20% | |
| 109 | FITBFIFTH THIRD BANCORP | 7,022 | $296.9M | 0.20% | |
| 110 | QBULELEVATION SERIES TRUST | 11,860 | $293.2M | 0.19% | |
| 111 | VYMVANGUARD WHITEHALL FDS | 2,296 | $292.9M | 0.19% | |
| 112 | MCDMCDONALDS CORP | 1,009 | $292.6M | 0.19% | |
| 113 | NRANRG ENERGY INC | 3,226 | $291.0M | 0.19% | |
| 114 | DISDISNEY WALT CO | 2,588 | $288.1M | 0.19% | |
| 115 | FDXFEDEX CORP | 1,005 | $282.7M | 0.19% | |
| 116 | SMAXISHARES TR | 11,213 | $282.6M | 0.19% | |
| 117 | DIVGLOBAL X FDS | 15,631 | $281.8M | 0.19% | |
| 118 | VIGVANGUARD SPECIALIZED FUNDS | 1,430 | $280.0M | 0.19% | |
| 119 | PRUPRUDENTIAL FINL INC | 2,318 | $274.7M | 0.18% | |
| 120 | AEPAMERICAN ELEC PWR CO INC | 2,945 | $271.6M | 0.18% | |
| 121 | DDOMINION ENERGY INC | 5,021 | $270.4M | 0.18% | |
| 122 | KMBKIMBERLY-CLARK CORP | 2,039 | $267.2M | 0.18% | |
| 123 | BRK/BBERKSHIRE HATHAWAY INC DEL | 589 | $267.0M | 0.18% | |
| 124 | MAMASTERCARD INCORPORATED | 506 | $266.4M | 0.18% | |
| 125 | MRKMERCK & CO INC | 2,608 | $259.4M | 0.17% | |
| 126 | LNTALLIANT ENERGY CORP | 4,338 | $256.6M | 0.17% | |
| 127 | FAPRFIRST TR EXCHNG TRADED FD VI | 6,190 | $255.6M | 0.17% | |
| 128 | EDIVSPDR INDEX SHS FDS | 7,236 | $255.3M | 0.17% | |
| 129 | CAGCONAGRA BRANDS INC | 9,070 | $251.7M | 0.17% | |
| 130 | ICLOINVESCO ACTIVELY MANAGED EXC | 9,810 | $251.5M | 0.17% | |
| 131 | MINTPIMCO ETF TR | 2,429 | $243.7M | 0.16% | |
| 132 | CATCATERPILLAR INC | 644 | $233.6M | 0.15% | |
| 133 | PPLPPL CORP | 6,953 | $225.7M | 0.15% | |
| 134 | JNJJOHNSON & JOHNSON | 1,560 | $225.6M | 0.15% | |
| 135 | CMACOMERICA INC | 3,615 | $223.6M | 0.15% | |
| 136 | WSOWATSCO INC | 465 | $220.5M | 0.15% | |
| 137 | ANETARISTA NETWORKS INC | 1,986 | $219.5M | 0.15% | |
| 138 | OGEOGE ENERGY CORP | 5,222 | $215.4M | 0.14% | |
| 139 | IVZINVESCO LTD | 12,318 | $215.3M | 0.14% | |
| 140 | TYASIMPLIFY EXCHANGE TRADED FUN | 17,413 | $213.7M | 0.14% | |
| 141 | BACBANK AMERICA CORP | 4,822 | $211.9M | 0.14% | |
| 142 | CVXCHEVRON CORP NEW | 1,455 | $210.7M | 0.14% | |
| 143 | BBYBEST BUY INC | 2,389 | $205.0M | 0.14% | |
| 144 | LTPZPIMCO ETF TR | 3,853 | $200.6M | 0.13% | |
| 145 | WECWEC ENERGY GROUP INC | 2,128 | $200.1M | 0.13% | |
| 146 | XCHYXCALAMOS CONV & HIGH INCOME F | 15,447 | $187.5M | 0.12% | |
| 147 | FFORD MTR CO | 17,091 | $169.2M | 0.11% | |
| 148 | WBAWALGREENS BOOTS ALLIANCE INC | 10,433 | $97.3M | 0.06% |
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