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
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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