Portfolio (Quarterly)
Guide ↗
LifeWealth Investments, LLC
· CIK 0002033794| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | BLK | BLACKROCK INC | Financial Services | 184 | $214K | 0.07% | SOLD |
| 42 | IVW | ISHARES TR | — | 1,743 | $210K | 0.07% | SOLD |
| 43 | IDEV | ISHARES TR | — | 2,617 | $210K | 0.07% | SOLD |
| 44 | TYA | SIMPLIFY EXCHANGE TRADED FUN | — | 10,415 | $142K | 0.05% | SOLD |
| 45 | — | HIGHLAND OPPS & INCOME FD | — | 14,625 | $93K | 0.03% | SOLD |
| 46 | — | TILRAY BRANDS INC | — | 10,000 | $17K | 0.01% | 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%