Filer Name: LIFEWEALTH INVESTMENTS, LLC
CIK: 2033794
Period: 2024-12-31
Filed At: 2025-02-26
Number of Holdings: 148
Portfolio Value: $0.15B

Lifewealth Investments, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IWY US ISHARES RUSSELL TOP 200 GROW 41,837 $10M 6.52% - -
USFR US WISDOMTREE FLOATING RATE TRE 126,122 $6M 4.20% - -
AAPL US APPLE INC 24,627 $6M 4.09% - -
IWX US ISHARES RUSSELL TOP 200 VALU 74,250 $6M 3.89% - -
UAPR US INNOVATOR U.S. EQUITY ULTRA 140,718 $4M 2.88% - -
TLT US ISHARES 20+ YEAR TREASURY BD 41,630 $4M 2.41% - -
VNLA US JANUS HENDERSON SHORT DURATI 71,004 $3M 2.30% - -
NVDA US NVIDIA CORP 23,694 $3M 2.11% - -
PDI US PIMCO DYNAMIC INCOME FUND 166,208 $3M 2.02% - -
EFV US ISHARES MSCI EAFE VALUE ETF 57,568 $3M 2.00% - -
AMZN US AMAZON.COM INC 13,646 $3M 1.98% - -
IAU US ISHARES GOLD TRUST 60,058 $3M 1.97% - -
EFG US ISHARES MSCI EAFE GROWTH ETF 30,728 $3M 1.97% - -
MSFT US MICROSOFT CORP 6,678 $3M 1.87% - -
DJUL US FT VEST US EQUITY DEEP BUFFE 63,784 $3M 1.77% - -
IWS US ISHARES RUSSELL MID-CAP VALU 20,390 $3M 1.75% - -
MUB US ISHARES NATIONAL MUNI BOND E 22,635 $2M 1.60% - -
JEPI US JPMORGAN EQUITY PREMIUM INCO 41,112 $2M 1.57% - -
DFEB US FT VEST U.S. EQUITY DEEP BUF 54,024 $2M 1.53% - -
SPLG US SPDR PORTFOLIO S&P 500 ETF 33,450 $2M 1.53% - -
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