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

Page 3 of 10

Sort by:

Alphabet Inc.

GOOGL|02079K305

Shares:10.1K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$244.3M)

00888H505

Shares:43.6K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$244.3M)

33740F516

Shares:39.4K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$244.3M)

Meta Platforms, Inc.

META|30303M102

Shares:2.5K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$244.3M)

92206C409

Shares:17.8K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$244.3M)

46641Q837

Shares:25.0K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$244.3M)

922908512

VOE|922908512

Shares:7.6K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$244.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:6.8K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$244.3M)

25459Y207

Shares:13.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$244.3M)

92206C847

VGLT|92206C847

Shares:19.5K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$244.3M)

33740U406

Shares:27.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$244.3M)

464287200

IVV|464287200

Shares:1.8K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$244.3M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:16.9K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$244.3M)

922908538

VOT|922908538

Shares:4.2K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$244.3M)

45782C383

Shares:25.2K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$244.3M)

Tesla, Inc.

TSLA|88160R101

Shares:3.8K

Value:$972.1K

% of Portfolio:0.4% ($972.1K/$244.3M)

NETFLIX INC

NFLX|64110L106

Shares:972

Value:$906.4K

% of Portfolio:0.4% ($906.4K/$244.3M)

33741X102

Shares:27.0K

Value:$904.8K

% of Portfolio:0.4% ($904.8K/$244.3M)

33740U703

Shares:35.8K

Value:$892.7K

% of Portfolio:0.4% ($892.7K/$244.3M)

464288356

Shares:15.8K

Value:$889.6K

% of Portfolio:0.4% ($889.6K/$244.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	10.1K	QoQ +51.97% (+3.5K) YoY-	All Managers (Combined)	$1.6M	0.6% ($1.6M/$244.3M)	QoQ +24.14% (+$304.4K) YoY-
(cusip00888H505)✕	43.6K	QoQ +84.57% (+20.0K) YoY-	All Managers (Combined)	$1.5M	0.6% ($1.5M/$244.3M)	QoQ +82.30% (+$690.9K) YoY-
(cusip33740F516)✕	39.4K	QoQ -6.07% (-2.5K) YoY-	All Managers (Combined)	$1.5M	0.6% ($1.5M/$244.3M)	QoQ -8.45% (-$137.1K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	2.5K	QoQ +60.71% (+955) YoY-	All Managers (Combined)	$1.5M	0.6% ($1.5M/$244.3M)	QoQ +58.20% (+$536.0K) YoY-
(cusip92206C409)✕	17.8K	QoQ +53.31% (+6.2K) YoY-	All Managers (Combined)	$1.4M	0.6% ($1.4M/$244.3M)	QoQ +55.14% (+$500.3K) YoY-
(cusip46641Q837)✕	25.0K	QoQ +4.30% (+1.0K) YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$244.3M)	QoQ +4.84% (+$58.4K) YoY-
(VOEcusip922908512)	7.6K	QoQ -7.36% (-607) YoY-	All Managers (Combined)	$1.2M	0.5% ($1.2M/$244.3M)	QoQ -8.07% (-$107.6K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	6.8K	QoQ +12.90% (+775) YoY-	All Managers (Combined)	$1.2M	0.5% ($1.2M/$244.3M)	QoQ +14.77% (+$148.7K) YoY-
(cusip25459Y207)✕	13.0K	QoQ +57.43% (+4.7K) YoY-	All Managers (Combined)	$1.1M	0.5% ($1.1M/$244.3M)	QoQ +52.91% (+$391.1K) YoY-
(VGLTcusip92206C847)	19.5K	QoQ +65.65% (+7.7K) YoY-	All Managers (Combined)	$1.1M	0.5% ($1.1M/$244.3M)	QoQ +72.41% (+$471.7K) YoY-
(cusip33740U406)✕	27.1K	QoQ +41.60% (+8.0K) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$244.3M)	QoQ +38.07% (+$292.9K) YoY-
(IVVcusip464287200)	1.8K	QoQ +57.86% (+677) YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$244.3M)	QoQ +50.65% (+$348.9K) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	16.9K	QoQ +61.39% (+6.4K) YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$244.3M)	QoQ +85.25% (+$467.6K) YoY-
(VOTcusip922908538)	4.2K	QoQ NEW(+4.2K) YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$244.3M)	QoQ NEW(+$1.0M) YoY-
(cusip45782C383)✕	25.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$244.3M)	QoQ -0.63% (-$6.4K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	3.8K	QoQ +79.30% (+1.7K) YoY-	All Managers (Combined)	$972.1K	0.4% ($972.1K/$244.3M)	QoQ +15.05% (+$127.2K) YoY-
NETFLIX INC(NFLXcusip64110L106)	972	QoQ +103.77% (+495) YoY-	All Managers (Combined)	$906.4K	0.4% ($906.4K/$244.3M)	QoQ +113.19% (+$481.3K) YoY-
(cusip33741X102)✕	27.0K	QoQ NEW(+27.0K) YoY-	All Managers (Combined)	$904.8K	0.4% ($904.8K/$244.3M)	QoQ NEW(+$904.8K) YoY-
(cusip33740U703)✕	35.8K	QoQ +18.74% (+5.6K) YoY-	All Managers (Combined)	$892.7K	0.4% ($892.7K/$244.3M)	QoQ +16.09% (+$123.8K) YoY-
(cusip464288356)✕	15.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$889.6K	0.4% ($889.6K/$244.3M)	QoQ -1.74% (-$15.8K) YoY-