Portfolio (Quarterly)
Guide ↗
LifeWealth Investments, LLC
· CIK 0002033794| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CASY | CASEYS GEN STORES INC | Consumer Cyclical | 858 | $485K | 0.16% | SOLD |
| 22 | SEPT | AIM ETF PRODUCTS TRUST | — | 13,719 | $473K | 0.16% | SOLD |
| 23 | NBOS | NEUBERGER BERMAN ETF TRUST | — | 14,840 | $399K | 0.13% | SOLD |
| 24 | CLOI | VANECK ETF TRUST | — | 6,617 | $351K | 0.12% | SOLD |
| 25 | ANGL | VANECK ETF TRUST | — | 10,646 | $316K | 0.10% | SOLD |
| 26 | JANW | AIM ETF PRODUCTS TRUST | — | 8,509 | $308K | 0.10% | SOLD |
| 27 | FERG | FERGUSON ENTERPRISES INC | Industrials | 1,317 | $296K | 0.10% | SOLD |
| 28 | XOM | EXXON MOBIL CORP | Energy | 2,600 | $293K | 0.10% | SOLD |
| 29 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 1,475 | $289K | 0.10% | SOLD |
| 30 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | — | 6,202 | $266K | 0.09% | SOLD |
| 31 | XDEC | FIRST TR EXCHNG TRADED FD VI | — | 6,499 | $261K | 0.09% | SOLD |
| 32 | QUAL | ISHARES TR | — | 1,294 | $252K | 0.08% | SOLD |
| 33 | BIL | SPDR SERIES TRUST | — | 2,736 | $251K | 0.08% | SOLD |
| 34 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 5,002 | $233K | 0.08% | SOLD |
| 35 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 6,129 | $225K | 0.07% | SOLD |
| 36 | UBER | UBER TECHNOLOGIES INC | Technology | 2,284 | $224K | 0.07% | SOLD |
| 37 | DUOL | DUOLINGO INC | Technology | 694 | $223K | 0.07% | SOLD |
| 38 | DMAR | FIRST TR EXCHNG TRADED FD VI | — | 5,433 | $222K | 0.07% | SOLD |
| 39 | DD | DUPONT DE NEMOURS INC | Basic Materials | 2,843 | $221K | 0.07% | SOLD |
| 40 | CTAS | CINTAS CORP | Industrials | 1,071 | $220K | 0.07% | SOLD |
Sector Allocation
Technology
39.9%
Financial Services
28.4%
Consumer Cyclical
12.2%
Communication Services
7.7%
Industrials
4.3%
Consumer Defensive
3.5%
Healthcare
2.9%
Utilities
0.8%
Energy
0.3%