LifeWealth Investments, LLC
CIK 2033794 · Holdings on Dec 31, 2024 · First reported Feb 26, 2025
Top ten holdings
Q4 2024- IWY6.52%
- USFR4.20%
- AAPL4.09%
- IWX3.89%
- UAPR2.88%
- TLT2.41%
- VNLA2.30%
- NVDA2.11%
- PDI2.02%
- EFV2.00%
Share classes counted separately32.42%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $9.84M | 6.52% | 41.84K shares | Prior unavailable — | — | ↗▾ |
| 02 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $6.35M | 4.20% | 126.12K shares | Prior unavailable — | — | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $6.17M | 4.09% | 24.63K shares | Prior unavailable — | — | ↗▾ |
| 04 | IWXISHARES RUSSELL TOP 200 VALURUS TP200 VL ETF View history and evidence | $5.87M | 3.89% | 74.25K shares | Prior unavailable — | — | ↗▾ |
| 05 | UAPRINNOVATOR U.S. EQUITY ULTRAUS EQT ULTRA BF View history and evidence | $4.34M | 2.88% | 140.72K shares | Prior unavailable — | — | ↗▾ |
| 06 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $3.64M | 2.41% | 41.63K shares | Prior unavailable — | — | ↗▾ |
| 07 | VNLAJANUS HENDERSON SHORT DURATIHENDRSN SHRT ETF View history and evidence | $3.47M | 2.30% | 71.00K shares | Prior unavailable — | — | ↗▾ |
| 08 | NVDANVIDIA CORP View history and evidence | $3.18M | 2.11% | 23.69K shares | Prior unavailable — | — | ↗▾ |
| 09 | PDIPIMCO DYNAMIC INCOME FUNDSHS View history and evidence | $3.05M | 2.02% | 166.21K shares | Prior unavailable — | — | ↗▾ |
| 10 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $3.02M | 2.00% | 57.57K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2033794 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 150927185
}Research all 148 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.