Lifewealth-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "RF",
  "ABBV",
  null,
  "GOOGL",
  null,
  "T",
  null,
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "D",
  "PDI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FITB",
  null,
  null,
  null,
  null,
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BEN",
  null,
  "FE",
  null,
  "QCOM",
  null,
  "ISRG",
  null,
  "EMR",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  null,
  "TLRY",
  null,
  "MA",
  "MSFT",
  "FHN",
  "GE",
  "NI",
  null,
  null,
  null,
  "OMC",
  "EFG",
  "ANET",
  "OKE",
  "VGIT",
  null,
  "VGSH",
  "IEMG",
  "IVV",
  null,
  "AAPL",
  "NVDA",
  "GS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  null,
  "SCHX",
  "STX",
  "SPLG",
  "IBM",
  "TFC",
  "UNM",
  "NEM",
  "VOE",
  "OGE",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "ETR",
  "VYM",
  "WSO",
  "IP",
  "F",
  "WEC",
  "FTNT",
  "IWP",
  "AEP",
  "IPG",
  null,
  "PEG",
  "AMZN",
  "MSI",
  "CHY",
  "CMS",
  "PFG",
  "IVZ",
  "HBAN",
  null,
  "USB",
  null,
  "VGLT",
  "VTWO",
  "MGV",
  "VOT",
  "VOO",
  "V",
  null,
  null,
  "LNT",
  "DTE",
  "FNF",
  "DVY",
  null,
  "EIX",
  "KEY",
  "SON",
  "PPL",
  "CRM",
  "SPOT",
  "LYB",
  null,
  null,
  null,
  "NRG",
  "FDX",
  "KMB",
  "BAC",
  "BRK-B",
  "BBY",
  "CASY",
  "CVX",
  "CFG",
  "CMA",
  "CAG",
  "COST",
  "DE",
  "NEE",
  "MAR",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 193
Total Value: 244346917
Accession Number: 0002033794-25-000002
Form Type: 13F-HR
CIK: lifewealth-investments
Manager Name: Lifewealth-Investments

Data Enrichment

61% identified

118 identified75 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

193 positions • $244.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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53656F664

Shares:5.7K

Value:$229.3K

% of Portfolio:0.1% ($229.3K/$244.3M)

09789C861

Shares:4.6K

Value:$227.0K

% of Portfolio:0.1% ($227.0K/$244.3M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.6K

Value:$226.0K

% of Portfolio:0.1% ($226.0K/$244.3M)

46432F339

QUAL|46432F339

Shares:1.3K

Value:$224.0K

% of Portfolio:0.1% ($224.0K/$244.3M)

53656F730

Shares:6.8K

Value:$223.4K

% of Portfolio:0.1% ($223.4K/$244.3M)

887432284

Shares:8.8K

Value:$222.9K

% of Portfolio:0.1% ($222.9K/$244.3M)

CATERPILLAR INC

CAT|149123101

Shares:657

Value:$216.7K

% of Portfolio:0.1% ($216.7K/$244.3M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.0K

Value:$214.9K

% of Portfolio:0.1% ($214.9K/$244.3M)

COMERICA INC /NEW/

CMA|200340107

Shares:3.6K

Value:$211.7K

% of Portfolio:0.1% ($211.7K/$244.3M)

45782C805

Shares:7.0K

Value:$210.5K

% of Portfolio:0.1% ($210.5K/$244.3M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:415

Value:$205.5K

% of Portfolio:0.1% ($205.5K/$244.3M)

464287168

DVY|464287168

Shares:1.5K

Value:$201.4K

% of Portfolio:0.1% ($201.4K/$244.3M)

Tilray Brands, Inc.

TLRY|88688T100

Shares:10.0K

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$244.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip53656F664)✕	5.7K	QoQ NEW(+5.7K) YoY-	All Managers (Combined)	$229.3K	0.1% ($229.3K/$244.3M)	QoQ NEW(+$229.3K) YoY-
(cusip09789C861)✕	4.6K	QoQ NEW(+4.6K) YoY-	All Managers (Combined)	$227.0K	0.1% ($227.0K/$244.3M)	QoQ NEW(+$227.0K) YoY-
KIMBERLY CLARK CORP(KMBcusip494368103)	1.6K	QoQ -22.06% (-450) YoY-	All Managers (Combined)	$226.0K	0.1% ($226.0K/$244.3M)	QoQ -15.40% (-$41.1K) YoY-
(QUALcusip46432F339)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$224.0K	0.1% ($224.0K/$244.3M)	QoQ NEW(+$224.0K) YoY-
(cusip53656F730)✕	6.8K	QoQ NEW(+6.8K) YoY-	All Managers (Combined)	$223.4K	0.1% ($223.4K/$244.3M)	QoQ NEW(+$223.4K) YoY-
(cusip887432284)✕	8.8K	QoQ NEW(+8.8K) YoY-	All Managers (Combined)	$222.9K	0.1% ($222.9K/$244.3M)	QoQ NEW(+$222.9K) YoY-
CATERPILLAR INC(CATcusip149123101)	657	QoQ +2.01% (-13) YoY-	All Managers (Combined)	$216.7K	0.1% ($216.7K/$244.3M)	QoQ -7.25% (-$16.9K) YoY-
EMERSON ELECTRIC CO(EMRcusip291011104)	2.0K	QoQ NEW(+2.0K) YoY-	All Managers (Combined)	$214.9K	0.1% ($214.9K/$244.3M)	QoQ NEW(+$214.9K) YoY-
COMERICA INC /NEW/(CMAcusip200340107)	3.6K	QoQ -0.82% (-30) YoY-	All Managers (Combined)	$211.7K	0.1% ($211.7K/$244.3M)	QoQ -5.31% (-$11.9K) YoY-
(cusip45782C805)✕	7.0K	QoQ -94.99% (-133.7K) YoY-	All Managers (Combined)	$210.5K	0.1% ($210.5K/$244.3M)	QoQ -95.15% (-$4.1M) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	415	QoQ NEW(+415) YoY-	All Managers (Combined)	$205.5K	0.1% ($205.5K/$244.3M)	QoQ NEW(+$205.5K) YoY-
(DVYcusip464287168)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$201.4K	0.1% ($201.4K/$244.3M)	QoQ NEW(+$201.4K) YoY-
Tilray Brands, Inc.(TLRYcusip88688T100)	10.0K	QoQ NEW(+10.0K) YoY-	All Managers (Combined)	$6.6K	0.0% ($6.6K/$244.3M)	QoQ NEW(+$6.6K) YoY-