The Analysis of LifeWealth Investments, LLC's Holdings
Currently, LifeWealth Investments, LLC holds 154 types of securities in its portfolio with a total value $315.8M. In the most recent quarter, they have increased their positions in VTIP (+178.2K shares, valued at $8.8M), IJH (+82.3K shares, valued at $5.4M), SIXO (+114.2K shares, valued at $4.0M); decreased their positions in USFR (-252.2K shares, valued at $12.7M), NVDA (-49.4K shares, valued at $9.2M), MAR (-8.6K shares, valued at $2.7M); initiated new positions in VTIP (+178.2K shares, valued at $8.8M), IJH (+82.3K shares, valued at $5.4M), SIXO (+114.2K shares, valued at $4.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWY ISHARES TR109.5K shares8.84%2025-12-312026-01-26
IWX ISHARES TR193.8K shares8.70%2025-12-312026-01-26 SCEC CAPITOL SER TR579.1K shares8.58%2025-12-312026-01-26 BUFF INNOVATOR ETFS TRUST266.8K shares14.14%2025-12-312026-01-26 AAPL APPLE INC37.9K shares-12.67%2025-12-312026-01-26 EFV ISHARES TR144.1K shares6.63%2025-12-312026-01-26 EFG ISHARES TR83.2K shares8.34%2025-12-312026-01-26 IWS ISHARES TR66.6K shares8.75%2025-12-312026-01-26 VTIP VANGUARD MALVERN FDS178.2K sharesnew addition2025-12-312026-01-26 MUB ISHARES TR59.5K shares9.27%2025-12-312026-01-26 IEMG ISHARES INC94.7K shares10.41%2025-12-312026-01-26 NVDA NVIDIA CORPORATION33.9K shares-59.29%2025-12-312026-01-26 TLT ISHARES TR69.2K shares3.51%2025-12-312026-01-26 PDI PIMCO DYNAMIC INCOME FD335.2K shares3.66%2025-12-312026-01-26 IJH ISHARES TR82.3K sharesnew addition2025-12-312026-01-26 SLV ISHARES SILVER TR77.3K shares-14.23%2025-12-312026-01-26 VTWO VANGUARD SCOTTSDALE FDS49.3K shares8.43%2025-12-312026-01-26 MSFT MICROSOFT CORP10.1K shares-14.27%2025-12-312026-01-26 SPYM SPDR SERIES TRUST60.2K shares-9.28%2025-12-312026-01-26 VNLA JANUS DETROIT STR TR97.9K shares-22.65%2025-12-312026-01-26 AMZN AMAZON COM INC20.4K shares-17.16%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F80.1K shares-1.37%2025-12-312026-01-26 SIXO AIM ETF PRODUCTS TRUST114.2K sharesnew addition2025-12-312026-01-26 COWZ PACER FDS TR63.0K shares20.45%2025-12-312026-01-26 DJUL FIRST TR EXCHNG TRADED FD VI73.2K shares-4.87%2025-12-312026-01-26 MGV VANGUARD WORLD FD24.4K shares12.99%2025-12-312026-01-26 TUA SIMPLIFY EXCHANGE TRADED FUN153.0K shares-2.06%2025-12-312026-01-26 DFEB FIRST TR EXCHNG TRADED FD VI68.1K shares-2.58%2025-12-312026-01-26 ALPHABET INC ALPHABET INC9.6K shares-20.40%2025-12-312026-01-26 DSEP FIRST TR EXCHNG TRADED FD VI56.5K shares-0.28%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS30.9K shares14.86%2025-12-312026-01-26 OCTW AIM ETF PRODUCTS TRUST60.3K sharesnew addition2025-12-312026-01-26 DECU AIM ETF PRODUCTS TRUST82.2K shares-4.67%2025-12-312026-01-26 IWP ISHARES TR16.3K shares14.47%2025-12-312026-01-26 SEPW AIM ETF PRODUCTS TRUST66.6K shares-7.05%2025-12-312026-01-26 TSLA TESLA INC4.6K shares-9.62%2025-12-312026-01-26 QQQE DIREXION SHS ETF TR18.9K shares14.22%2025-12-312026-01-26 META META PLATFORMS INC2.8K shares-20.99%2025-12-312026-01-26 BROADCOM INC BROADCOM INC5.2K shares-14.82%2025-12-312026-01-26 SMMU PIMCO ETF TR35.1K shares0.00%2025-12-312026-01-26 DAUG FIRST TR EXCHNG TRADED FD VI37.7K shares-7.33%2025-12-312026-01-26 VGSH VANGUARD SCOTTSDALE FDS27.5K shares-2.52%2025-12-312026-01-26 QBER ELEVATION SERIES TRUST67.1K shares-26.79%2025-12-312026-01-26 JULW AIM ETF PRODUCTS TRUST39.7K shares-7.35%2025-12-312026-01-26 GJAN FIRST TR EXCHNG TRADED FD VI35.3K shares-11.61%2025-12-312026-01-26 ALPHABET INC ALPHABET INC4.5K shares-10.74%2025-12-312026-01-26 IVV ISHARES TR2.0K shares-4.82%2025-12-312026-01-26 MAR MARRIOTT INTL INC NEW4.4K shares-66.37%2025-12-312026-01-26 ONEZ ELEVATION SERIES TRUST50.3K shares-5.37%2025-12-312026-01-26 SEPZ ELEVATION SERIES TRUST28.6K shares-7.08%2025-12-312026-01-26 DGRS WISDOMTREE TR23.7K shares31.49%2025-12-312026-01-26 PMAR INNOVATOR ETFS TRUST25.2K shares0.00%2025-12-312026-01-26 JPST J P MORGAN EXCHANGE TRADED F22.3K shares-7.26%2025-12-312026-01-26 BUFD FIRST TR EXCHNG TRADED FD VI39.3K shares-0.64%2025-12-312026-01-26 USFR WISDOMTREE TR20.0K shares-92.64%2025-12-312026-01-26 DDEC FIRST TR EXCHNG TRADED FD VI21.1K shares-1.60%2025-12-312026-01-26 VTI VANGUARD INDEX FDS2.8K shares-7.90%2025-12-312026-01-26 CMF ISHARES TR15.8K shares0.00%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO6.1K shares-25.16%2025-12-312026-01-26 DOCT FIRST TR EXCHNG TRADED FD VI18.5K shares5.44%2025-12-312026-01-26 BILZ PIMCO ETF TR7.9K shares-53.82%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW928 shares-8.93%2025-12-312026-01-26 DNOV FIRST TR EXCHNG TRADED FD VI16.2K shares0.00%2025-12-312026-01-26 LLY ELI LILLY & CO720 shares-11.11%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP1.6K shares-7.91%2025-12-312026-01-26 FGD FIRST TR EXCHANGE TRADED FD25.2K shares-5.25%2025-12-312026-01-26 APH AMPHENOL CORP NEW5.5K shares0.97%2025-12-312026-01-26 WDIV SPDR INDEX SHS FDS9.8K shares-6.55%2025-12-312026-01-26 ICLO INVESCO ACTIVELY MANAGED EXC28.8K shares-1.55%2025-12-312026-01-26 DAPR FIRST TR EXCHNG TRADED FD VI17.6K shares-1.72%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS4.7K shares-3.65%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS8.8K sharesnew addition2025-12-312026-01-26 JULU AIM ETF PRODUCTS TRUST21.3K shares-3.18%2025-12-312026-01-26 V VISA INC1.8K shares-32.25%2025-12-312026-01-26 GSEP FIRST TR EXCHNG TRADED FD VI16.1K sharesnew addition2025-12-312026-01-26 DJAN FIRST TR EXCHNG TRADED FD VI14.2K shares-7.68%2025-12-312026-01-26 XFEB FIRST TR EXCHNG TRADED FD VI16.1K shares0.00%2025-12-312026-01-26 DECT AIM ETF PRODUCTS TRUST15.6K shares-2.72%2025-12-312026-01-26 HD HOME DEPOT INC1.6K shares-34.95%2025-12-312026-01-26 DIS DISNEY WALT CO4.8K shares-33.17%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC618 shares-22.75%2025-12-312026-01-26 DIV GLOBAL X FDS30.8K shares1.24%2025-12-312026-01-26 DECZ ELEVATION SERIES TRUST13.2K shares-6.55%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE1.7K shares-28.56%2025-12-312026-01-26 NFLX NETFLIX INC5.4K shares376.29%2025-12-312026-01-26 DE DEERE & CO1.1K shares0.00%2025-12-312026-01-26 WMT WALMART INC4.3K shares-12.29%2025-12-312026-01-26 SEPT AIM ETF PRODUCTS TRUST13.6K shares-0.73%2025-12-312026-01-26 CASY CASEYS GEN STORES INC849 shares-1.05%2025-12-312026-01-26 ABBV ABBVIE INC2.0K shares-1.33%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS1.5K shares-37.03%2025-12-312026-01-26 SPD SIMPLIFY EXCHANGE TRADED FUN11.0K shares-6.55%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC2.4K shares-38.56%2025-12-312026-01-26 MA MASTERCARD INCORPORATED736 shares-31.21%2025-12-312026-01-26 TPLC TIMOTHY PLAN9.2K sharesnew addition2025-12-312026-01-26 XOM EXXON MOBIL CORP3.3K shares-50.41%2025-12-312026-01-26 NBOS NEUBERGER BERMAN ETF TRUST14.4K shares-2.90%2025-12-312026-01-26 VGLT VANGUARD SCOTTSDALE FDS7.0K shares-2.15%2025-12-312026-01-26 MBB ISHARES TR3.8K sharesnew addition2025-12-312026-01-26 EDIV SPDR INDEX SHS FDS9.3K shares-2.45%2025-12-312026-01-26 CHY CALAMOS CONV & HIGH INCOME F31.7K shares0.00%2025-12-312026-01-26 MDB MONGODB INC850 sharesnew addition2025-12-312026-01-26 VGT VANGUARD WORLD FD471 sharesnew addition2025-12-312026-01-26 CLOI VANECK ETF TRUST6.6K shares0.12%2025-12-312026-01-26 ORCL ORACLE CORP1.8K shares-28.04%2025-12-312026-01-26 NEE NEXTERA ENERGY INC4.1K shares-45.76%2025-12-312026-01-26 TMO THERMO FISHER SCIENTIFIC INC571 shares0.71%2025-12-312026-01-26 JANW AIM ETF PRODUCTS TRUST8.6K shares-0.17%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-12-312026-01-26 ANGL VANECK ETF TRUST10.5K shares-1.75%2025-12-312026-01-26 BUFR FIRST TR EXCHNG TRADED FD VI8.9K shares-0.49%2025-12-312026-01-26 EME EMCOR GROUP INC488 shares-1.21%2025-12-312026-01-26 TPHD TIMOTHY PLAN7.6K shares6.45%2025-12-312026-01-26 FDX FEDEX CORP1.0K shares-0.99%2025-12-312026-01-26 IWD ISHARES TR1.4K shares27.54%2025-12-312026-01-26 AWI ARMSTRONG WORLD INDS INC NEW1.5K shares-1.22%2025-12-312026-01-26 GLDM WORLD GOLD TR3.2K sharesnew addition2025-12-312026-01-26 PSLV SPROTT ASSET MANAGEMENT LP11.6K shares-1.39%2025-12-312026-01-26 FAUG FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2025-12-312026-01-26 SCHX SCHWAB STRATEGIC TR10.0K sharesnew addition2025-12-312026-01-26 BAC BANK AMERICA CORP4.9K shares-52.80%2025-12-312026-01-26 CAT CATERPILLAR INC465 shares-31.11%2025-12-312026-01-26 VCIT VANGUARD SCOTTSDALE FDS3.1K sharesnew addition2025-12-312026-01-26 XDEC FIRST TR EXCHNG TRADED FD VI6.4K shares-2.28%2025-12-312026-01-26 UAPR INNOVATOR ETFS TRUST7.8K shares-23.97%2025-12-312026-01-26 GDX VANECK ETF TRUST3.0K shares-0.67%2025-12-312026-01-26 LECO LINCOLN ELEC HLDGS INC1.0K shares-1.23%2025-12-312026-01-26 DECW AIM ETF PRODUCTS TRUST7.4K shares-90.98%2025-12-312026-01-26 BIL SPDR SERIES TRUST2.7K shares0.00%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC441 shares-11.62%2025-12-312026-01-26 SPYC SIMPLIFY EXCHANGE TRADED FUN5.7K shares-7.65%2025-12-312026-01-26 MARM FIRST TR EXCHNG TRADED FD VI7.2K shares0.00%2025-12-312026-01-26 QUAL ISHARES TR1.2K shares-7.65%2025-12-312026-01-26 OCTZ ELEVATION SERIES TRUST5.3K sharesnew addition2025-12-312026-01-26 CAH CARDINAL HEALTH INC1.1K sharesnew addition2025-12-312026-01-26 SPUC SIMPLIFY EXCHANGE TRADED FUN4.7K sharesnew addition2025-12-312026-01-26 IDEV ISHARES TR2.6K sharesnew addition2025-12-312026-01-26 XSEP FIRST TR EXCHNG TRADED FD VI5.1K shares0.00%2025-12-312026-01-26 IVW ISHARES TR1.7K shares-0.29%2025-12-312026-01-26 KO COCA COLA CO3.1K sharesnew addition2025-12-312026-01-26 DVY ISHARES TR1.5K shares0.00%2025-12-312026-01-26 GOVT ISHARES TR9.1K sharesnew addition2025-12-312026-01-26 CENCORA INC CENCORA INC616 shares-12.38%2025-12-312026-01-26 IEF ISHARES TR2.1K sharesnew addition2025-12-312026-01-26 FOCT FIRST TR EXCHNG TRADED FD VI4.2K sharesnew addition2025-12-312026-01-26 ROST ROSS STORES INC1.1K sharesnew addition2025-12-312026-01-26 HFRO HIGHLAND OPPS & INCOME FD14.6K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available