Lifewealth Investments LLC Portfolio
Invests via LifeWealth Investments, LLC | Managed by LifeWealth Investments, LLC (d/b/a The LifeWealth Group), Hilgardt Lamprecht
Invests via LifeWealth Investments, LLC
Managed by LifeWealth Investments, LLC (d/b/a The LifeWealth Group), Hilgardt Lamprecht
Automatically Tracked
Company Profile
Regional asset manager focused on wealth preservation and income-oriented strategies, LifeWealth Investments, LLC operates advisory and discretionary portfolios for high-net-worth clients and family offices. The firm emphasizes fixed-income, multi-asset income, and structured-solution allocations, with capital preservation bias and customized risk budgeting. Positioned as a conservative alternative to growth managers, it targets stable yield and downside mitigation.
Regional asset manager focused on wealth preservation and income-oriented strategies, LifeWealth Investments, LLC operates advisory and discretionary portfolios for high-net-worth clients and family offices. The firm emphasizes fixed-income, multi-asset income, and structured-solution allocations, with capital preservation bias and customized risk budgeting. Positioned as a conservative alternative to growth managers, it targets stable yield and downside mitigation.
Investment Philosophy & Strategy
Focuses on capital preservation and income generation through diversified fixed-income, multi-asset income, and structured solutions. Employs customized risk budgets, liability-sensitive positioning, active duration and credit allocation, and tactical use of alternatives to dampen volatility. Prioritizes high-conviction credit selection, yield enhancement via structured products, and tax-aware income layering for HNW and family-office mandates. Deploys discretionary and advisory sleeves with conservative return targets, drawdown controls, and repeatable portfolio construction processes.
Focuses on capital preservation and income generation through diversified fixed-income, multi-asset income, and structured solutions. Employs customized risk budgets, liability-sensitive positioning, active duration and credit allocation, and tactical use of alternatives to dampen volatility. Prioritizes high-conviction credit selection, yield enhancement via structured products, and tax-aware income layering for HNW and family-office mandates. Deploys discretionary and advisory sleeves with conservative return targets, drawdown controls, and repeatable portfolio construction processes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
31.87%
Gain -0.03%
Monthly
1.5%
Yearly
19.68%
Drawdown
15.23%
$375.76M
Equity
Holdings
$375.76M
Investment
$328.32M
$60.79M
Profit -$166,181.62
Realized
$13.36M
Unrealized
$47.44M
Dividends
$9.06M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$166,181.62
Win %
72%
This Week
Compared To Last Week
Gain
0.2%
Profit
$752,647.2
Win %
72%
This Month
Compared to last month
Gain
0.53%
Profit
$1.97M
Win %
72%
This Year
Compared to last year
Gain
0.45%
Profit
$1.69M
Win %
72%
ONEZ
+9.19%
+$179,154.87 
ABBV AbbVie Inc.
+4.21%
+$17,743.28 
ISRG Intuitive Surgical, Inc.
+3.44%
+$8,470.24 
COST Costco Wholesale Corporation
+3.17%
+$23,253.05 
ROST Ross Stores, Inc.
+3.06%
+$8,844.8 
MA Mastercard Incorporated
+3.05%
+$12,900.68 
PSX Phillips 66
+2.63%
+$6,444.84 
MNST Monster Beverage Corporation
+2.43%
+$6,263.91 
PG Procter & Gamble Co
+2.33%
+$19,230.28 
WMT Walmart Inc.
+2.15%
+$11,444.18 
HD The Home Depot, Inc.
+1.93%
+$6,376.02 
AAPL Apple Inc.
+1.76%
+$228,009.6 
FDX FedEx Corporation
+1.52%
+$4,803.89 
LLY Eli Lilly and Company
+1.08%
+$9,630.72 
MAR Marriott International Inc. - Class A
+0.57%
+$9,106.18 
PLTR Palantir Technologies Inc.
+0.51%
+$1,859.15 
PDI Pimco Dynamic Income Fund
+0.49%
+$29,011.84 
IJH iShares Core S&P Mid-Cap ETF
+0.48%
+$39,712.32 
UAPR Innovator U.S. Equity Ultra ETF
+0.09%
+$231.15 
WDIV SPDR S&P Global Dividend ETF
+0.05%
+$282.08 
ORCL Oracle Corporation
+0.03%
+$135.69 
SEPZ TrueShares Structured Outcome September ETF
+0.02%
+$160.88 
DNOV FT Vest US Equity Deep Buffer Fund
+0.02%
+$116.97 
VGSH Vanguard Short-Term Treasury Fund
+0.02%
+$36.24 
DJUL FT Vest US Equity Deep Buffer Fund
+0.01%
+$365.65 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.01%
+$71.51 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.01%
+$133.69 
MARM Ftv Estus Max Buff ETF March
+0.01%
+$13.04 
SCEC Sterling Capital Enhanced Cash ETF
0%
+$179.31 
AMD Advanced Micro Devices, Inc.
0%
-$0.01 
APH Amphenol Corporation
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BUCK Simplify Treasury Option Income ETF
0%
$0 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
0%
$0 
BUFF Innovator Laddered Allocation Fund
0%
-$0.37 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CMF iShares California Muni Bond ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CTA Simplify Managed Futures Strategy ETF
0%
$0 
DAPR FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DAUG FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
0%
$0 
DFEB FT Vest U.S. Equity Deep Buffer ETF
0%
$0 
DIS The Walt Disney Company
0%
$0 
DJAN FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DSEP FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EDIV SPDR S&P Emerging Markets Dividend ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
FAUG FT Vest U.S. Equity Buffer ETF
0%
$0 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GE General Electric Company
0%
$0 
GJAN FT Vest US Equity Moderate Fund B
0%
$0 
GOOG Alphabet Inc
0%
+$0.04 
GS The Goldman Sachs Group, Inc.
0%
+$0.04 
HRZN Horizon Technology Finance Corporation
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
ISMD Inspire Small/Mid Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWX iShares Russell Top 200 Value ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
0%
+$0.01 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
0%
$0 
KO The Coca-Cola Company
0%
$0 
LECO Lincoln Electric Holdings, Inc.
0%
-$0.01 
LRCX Lam Research Corporation
0%
+$0.01 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NEE NextEra Energy, Inc.
0%
+$0.01 
PAYM TrueShares S&P Autocallable Defensive Income ETF
0%
$0 
PMAR Innovator U.S. Equity Power Buffer ETF
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
ROKU Roku, Inc.
0%
-$0.02 
SCEP Sterling Capital Hedged Equity Premium Income ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCMC Sterling Capital Multi-Strategy Income ETF
0%
$0 
SCNM Sterling Capital National Municipal Bond ETF
0%
+$30.45 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SMH VanEck Semiconductor ETF
0%
-$0.17 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
SPD Simplify US Equity PLUS Downside Convexity ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TPLC Timothy Plan US Large/Mid Cap Core ETF
0%
$0 
TUA Simplify Short Term Treasury Futures Strategy ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
V Visa Inc. Class A
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.03 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
XFEB
0%
$0 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
0%
$0 
DELL Dell Technologies Inc.
-5.16%
-$26,795.39 
GOOGL Alphabet Inc
-4.44%
-$167,628.74 
CAT Caterpillar Inc.
-4.06%
-$10,322.14 
TXN Texas Instruments Inc
-3.31%
-$9,999.91 
AMAT Applied Materials, Inc.
-3.19%
-$13,615.99 
NVDA NVIDIA Corporation
-2.4%
-$185,879.7 
CHY Calamos Convertible and High Income Fund
-2%
-$9,448.11 
AMZN Amazon.com Inc
-1.99%
-$104,239.41 
ANET Arista Networks, Inc.
-1.95%
-$4,485.6 
GEV GE Vernova Inc.
-1.81%
-$3,831.07 
RBC RBC Bearings Incorporated
-1.67%
-$7,027.45 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$7,787.99 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.09%
-$42,454.5 
TSLA Tesla, Inc.
-0.86%
-$15,704.55 
LMT Lockheed Martin Corporation
-0.18%
-$778.34 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
-0.06%
-$1,375.25 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.03%
-$1,034.45 
TPHD Timothy Plan High Dividend Stock ETF
-0.01%
-$45.2 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.01%
-$105.17 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.01%
-$80.14 
IWS iShares Russell Mid-Cap Value ETF
0%
-$154.55 Events
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Dividends
Dividend Analysis
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| Trades 1128 | Longs Won 739/1128 65% | Profit Factor 11.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $216,933.11 |
| Average Win $89,987.45 | Best Trade (Jul 17) $2.48M | Sharpe Ratio -17.63 |
| Average Loss -$14,673.3 | Worst Trade (Jul 17) -$547,463.61 | Z-Score 0.32 (24.83%) |
| Commissions $0 | Avg. Trade Length 8m 2w 3d | Expectancy $53,894.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
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