Lifewealth Investments, LLC Top Holdings and 13F Report (2025) About Lifewealth Investments, LLCInvestment ActivityLifewealth Investments, LLC has $150.93 million in total holdings as of December 31, 2024.Lifewealth Investments, LLC owns shares of 148 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Russell Top 200 Growth ETF $9,843,033WisdomTree Bloomberg Floating Rate Treasury Fund $6,346,448Apple $6,167,084iShares Russell Top 200 Value ETF $5,868,005Innovator U.S. Equity Ultra Buffer ETF - April $4,339,308 Sector AllocationMap of 500 Largest Holdings ofLifewealth Investments, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIWYiShares Russell Top 200 Growth ETF$9,843,03341,8376.5%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$6,346,448126,1224.2%FinanceAAPLApple$6,167,08424,6274.1%Computer and TechnologyIWXiShares Russell Top 200 Value ETF$5,868,00574,2503.9%ETFUAPRInnovator U.S. Equity Ultra Buffer ETF - April$4,339,308140,7182.9%ETFTLTiShares 20+ Year Treasury Bond ETF$3,635,51441,6302.4%ETFVNLAJanus Henderson Short Duration Income ETF$3,472,81371,0042.3%ETFNVDANVIDIA$3,181,86923,6942.1%Computer and TechnologyPDIPIMCO Dynamic Income Fund$3,048,262166,2082.0%Financial ServicesEFViShares MSCI EAFE Value ETF$3,020,60957,5682.0%ETFAMZNAmazon.com$2,993,79613,6462.0%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$2,975,40130,7282.0%ETFIAUiShares Gold Trust$2,973,47160,0582.0%FinanceMSFTMicrosoft$2,814,7976,6781.9%Computer and TechnologyDJULFT Vest U.S. Equity Deep Buffer ETF - July$2,677,67863,7841.8%ETFIWSiShares Russell Mid-Cap Value ETF$2,637,21820,3901.7%ETFMUBiShares National Muni Bond ETF$2,411,78222,6351.6%ETFJEPIJPMorgan Equity Premium Income ETF$2,365,17241,1121.6%ETFDFEBFT Vest U.S. Equity Deep Buffer ETF - February$2,306,28554,0241.5%ETFSPLGSPDR Portfolio S&P 500 ETF$2,306,04233,4501.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,174,48341,6411.4%ETFTUASimplify Short Term Treasury Futures Strategy ETF$1,956,37192,1951.3%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$1,747,19135,0561.2%ETFIWPiShares Russell Mid-Cap Growth ETF$1,708,06513,4761.1%ETFVMBSVanguard Mortgage-Backed Securities ETF$1,706,21137,6311.1%ETFVGSHVanguard Short-Term Treasury Index ETF$1,660,00428,5321.1%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,641,96732,6561.1%ManufacturingGJANFT Vest U.S. Equity Moderate Buffer ETF - January$1,620,24741,9211.1%ETFDSEPFT Vest U.S. Equity Deep Buffer ETF - September$1,553,59538,3161.0%ETFMGVVanguard Mega Cap Value ETF$1,351,11010,8170.9%ETFVOEVanguard Mid-Cap Value ETF$1,333,3778,2420.9%ETFGOOGLAlphabet$1,260,9376,6610.8%Computer and TechnologyDAUGFT Vest U.S. Equity Deep Buffer ETF - August$1,247,46331,4380.8%ETFSLViShares Silver Trust$1,244,43547,2630.8%ETFJPSTJPMorgan Ultra-Short Income ETF$1,205,45523,9320.8%ETFDECWAllianzIM U.S. Large Cap Buffer20 Dec ETF$1,204,48039,5950.8%ETFMARMarriott International$1,203,3474,3140.8%Consumer DiscretionaryJANWAllianzIM U.S. Large Cap Buffer20 Jan ETF$1,199,54935,6690.8%ETFSIXOAllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF$1,181,30436,4590.8%ETFVTWOVanguard Russell 2000 ETF$1,163,11913,0200.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$1,115,23819,2280.7%ETFVOOVanguard S&P 500 ETF$1,077,6852,0000.7%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$1,012,98925,2050.7%TransportationPGProcter & Gamble$1,006,5126,0040.7%Consumer StaplesFIRST TR EXCHNG TRADED FD VI$955,93628,3440.6%FT VEST US EQTMETAMeta Platforms$921,0121,5730.6%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$907,33811,6310.6%ETFCMFiShares California Muni Bond ETF$905,36815,8060.6%ETFGOOGAlphabet$894,8784,6990.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$866,49219,6750.6%ETFTSLATesla$844,8332,0920.6%Auto/Tires/TrucksOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$839,39023,6070.6%ETFAVGOBroadcom$781,0783,3690.5%Computer and TechnologyDDECFT Vest U.S. Equity Deep Buffer ETF - December$769,20319,1630.5%ETFBUFDFT Vest Laddered Deep Buffer ETF$768,91830,1300.5%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$739,0768,2330.5%ETFDNOVFT Vest U.S. Equity Deep Buffer ETF - November$696,23616,2420.5%ETFIVViShares Core S&P 500 ETF$688,7741,1700.5%ETFVTIVanguard Total Stock Market ETF$654,3912,2580.4%ETFVGLTVanguard Long-Term Treasury Index ETF$651,42111,7690.4%ETFDAPRFT Vest U.S. Equity Deep Buffer ETF - April$599,03316,0990.4%ETFBILZPIMCO Ultra Short Government Active ETF$596,4085,9160.4%ETFVGKVanguard FTSE Europe ETF$579,2469,1260.4%ETFMOAltria Group$548,52310,4900.4%Consumer StaplesLMTLockheed Martin$547,4381,1270.4%AerospaceJANTAllianzIM U.S. Large Cap Buffer10 Jan ETF$534,19814,8070.4%ETFOCTTAllianzIM U.S. Large Cap Buffer10 Oct ETF$518,36913,5640.3%ETFDMARFT Vest U.S. Equity Deep Buffer ETF - March$509,16913,3400.3%ETFELEVATION SERIES TRUST$493,92920,0010.3%TRUESHARES QUARTAIM ETF PRODUCTS TRUST$487,97318,3760.3%ALLIANZIM U S LAIBMInternational Business Machines$450,1902,0480.3%Computer and TechnologyDEDeere & Company$447,4271,0560.3%IndustrialsIPInternational Paper$432,4748,0360.3%Basic MaterialsNFLXNetflix$425,1594770.3%Consumer DiscretionaryCOSTCostco Wholesale$416,9054550.3%Retail/WholesaleJPMJPMorgan Chase & Co.$412,7801,7220.3%FinanceTAT&T$406,42517,8490.3%Computer and TechnologyFAUGFT Vest U.S. Equity Buffer ETF - August$402,9438,6580.3%ETFVZVerizon Communications$401,57510,0420.3%Computer and TechnologyVVisa$397,8961,2590.3%Business ServicesHDHome Depot$397,1591,0210.3%Retail/WholesaleDECTAllianzIM U.S. Large Cap Buffer10 Dec ETF$394,37712,3760.3%ETFDJUNFT Vest U.S. Equity Deep Buffer ETF - June$377,4468,7210.3%ManufacturingCFGCitizens Financial Group$377,1058,6180.2%FinanceJAAAJanus Henderson AAA CLO ETF$371,7047,3300.2%ETFPFEPfizer$371,44014,0010.2%MedicalETREntergy$367,0244,8410.2%UtilitiesVPLVanguard FTSE Pacific ETF$364,7285,1340.2%ETFKEYKeyCorp$362,27321,1360.2%FinanceWDIVSPDR S&P Global Dividend ETF$361,7865,8270.2%ETFNINiSource$357,7839,7330.2%UtilitiesNEENextEra Energy$357,0884,9810.2%UtilitiesPMPhilip Morris International$355,0172,9500.2%Consumer StaplesLLYEli Lilly and Company$354,3504590.2%MedicalFGDFirst Trust DJ Global Select Dividend Index Fund$348,12315,6530.2%ETFOKEONEOK$348,0933,4670.2%EnergyPEGPublic Service Enterprise Group$342,3844,0520.2%UtilitiesHBANHuntington Bancshares$334,62420,5670.2%FinanceDECZTrueShares Structured Outcome (December) ETF$334,1219,0280.2%ETFXOMExxon Mobil$333,1863,0970.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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