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:
33.4%
Gain -0.84%
Monthly
1.45%
Yearly
18.85%
Drawdown
15.21%
$378.32M
Equity
Holdings
$378.32M
Investment
$328.32M
$63.84M
Profit -$2.39M
Realized
$13.84M
Unrealized
$50M
Dividends
$9.53M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$2.39M
Win %
71%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$2.12M
Win %
71%
This Month
Compared to last month
Gain
-0.63%
Profit
-$2.39M
Win %
71%
This Year
Compared to last year
Gain
1.14%
Profit
$4.25M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$741,804.59 
GOOG Alphabet Inc
+6.88%
+$94,245.91 
GOOGL Alphabet Inc
+6.73%
+$228,834.48 
ANET Arista Networks, Inc.
+5.46%
+$12,455.56 
FTNT Fortinet Inc.
+4.99%
+$12,766.6 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$11,589.05 
META Meta Platforms Inc Class A
+3.28%
+$45,614.38 
MSFT Microsoft Corp.
+3.02%
+$136,649.36 
NVDA NVIDIA Corporation
+2.93%
+$208,112.63 
ORCL Oracle Corporation
+1.81%
+$6,966.96 
HWM Howmet Aerospace Inc.
+1.8%
+$4,989.97 
LMT Lockheed Martin Corporation
+1.5%
+$7,145.64 
GE General Electric Company
+1.42%
+$9,622.39 
CAH Cardinal Health Inc.
+1.3%
+$3,525.35 
AMAT Applied Materials, Inc.
+1.18%
+$4,342.41 
CHY Calamos Convertible and High Income Fund
+0.96%
+$4,199.16 
SCEP Sterling Capital Hedged Equity Premium Income ETF
+0.94%
+$36,782.59 
IBM International Business Machines Corporation
+0.86%
+$2,041.77 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$327,890.94 
GEV GE Vernova Inc.
+0.85%
+$1,670.31 
TSLA Tesla, Inc.
+0.76%
+$10,900.75 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$202,474.89 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$67,103.88 
VOO Vanguard S&P 500 ETF
+0.71%
+$23,921.12 
CAT Caterpillar Inc.
+0.7%
+$1,576.26 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,317.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$20,347.33 
PLTR Palantir Technologies Inc.
+0.65%
+$2,187.19 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.65%
+$1,431.78 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,930.4 
SEPZ TrueShares Structured Outcome September ETF
+0.59%
+$4,279.41 
SPD Simplify US Equity PLUS Downside Convexity ETF
+0.57%
+$1,572.95 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.56%
+$1,596.29 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
+0.55%
+$7,070.11 
APH Amphenol Corporation
+0.55%
+$5,362.66 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,680.32 
PSX Phillips 66
+0.51%
+$1,348.9 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.47%
+$3,897.19 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.45%
+$11,951.69 
IWD iShares Russell 1000 Value ETF
+0.44%
+$999 
FAUG FT Vest U.S. Equity Buffer ETF
+0.41%
+$1,219.18 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$2,004 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$965.79 
DNOV FT Vest US Equity Deep Buffer Fund
+0.4%
+$2,651.39 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.4%
+$9,626.53 
GJAN FT Vest US Equity Moderate Fund B
+0.39%
+$6,199.38 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.39%
+$2,314.71 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$12,592.67 
AVGO Broadcom Inc.
+0.37%
+$8,820 
PG Procter & Gamble Co
+0.37%
+$2,954.22 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.37%
+$2,279.93 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,292.7 
BAC Bank of America Corporation
+0.36%
+$1,130.36 
DJUL FT Vest US Equity Deep Buffer Fund
+0.35%
+$12,944.01 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.35%
+$5,121.96 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
+0.34%
+$8,251.92 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$16,150.76 
SMH VanEck Semiconductor ETF
+0.3%
+$13,703.49 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$5,007.15 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$2,860.49 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$3,102.67 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.27%
+$8,137.68 
UAPR Innovator U.S. Equity Ultra ETF
+0.27%
+$731.98 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$51,984.66 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$4,456.34 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$11,186.76 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$2,268.45 
TPHD Timothy Plan High Dividend Stock ETF
+0.16%
+$632.8 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.16%
+$1,142.72 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.15%
+$297.37 
DELL Dell Technologies Inc.
+0.14%
+$704.48 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$254.32 
ISRG Intuitive Surgical, Inc.
+0.1%
+$228.23 
WMT Walmart Inc.
+0.09%
+$472.91 
DIS The Walt Disney Company
+0.03%
+$128.79 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$272.68 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$350.56 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$63.62 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 ONEZ
ONEZ
0%
$0 XFEB
XFEB
0%
$0 
AAPL Apple Inc.
-7.35%
-$970,624.2 
GDX VanEck Gold Miners ETF
-3.49%
-$7,812.21 
ABBV AbbVie Inc.
-2.51%
-$11,167.22 
SLV iShares Silver Trust
-2.13%
-$27,892.38 
PSLV Sprott Physical Silver Trust
-1.98%
-$4,349.48 
AMD Advanced Micro Devices, Inc.
-1.9%
-$8,602.46 
RBC RBC Bearings Incorporated
-1.89%
-$7,540.09 
HRZN Horizon Technology Finance Corporation
-1.82%
-$1,352.64 
PAYM TrueShares S&P Autocallable Defensive Income ETF
-1.65%
-$8,094.24 
LRCX Lam Research Corporation
-1.58%
-$5,964.31 
IAU iShares Gold Trust
-1.46%
-$155,760.33 
MNST Monster Beverage Corporation
-1.3%
-$3,356.61 
NEE NextEra Energy, Inc.
-1.15%
-$4,239.98 
TXN Texas Instruments Inc
-1.08%
-$3,029.08 
KO The Coca-Cola Company
-1.02%
-$2,780.1 
WDIV SPDR S&P Global Dividend ETF
-0.95%
-$5,641.6 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$88,324.89 
MA Mastercard Incorporated
-0.74%
-$3,357.5 
MAR Marriott International Inc. - Class A
-0.71%
-$11,546.14 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$1,602.54 
PDI Pimco Dynamic Income Fund
-0.68%
-$39,891.28 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$45,110.45 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,542.47 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$2,673.31 
EME EMCOR Group, Inc.
-0.62%
-$2,618.21 
ROST Ross Stores, Inc.
-0.59%
-$1,920 
LLY Eli Lilly and Company
-0.53%
-$4,707.84 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$73,944.09 
DVY iShares Select Dividend ETF
-0.45%
-$1,079.97 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.43%
-$2,623.05 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,363.46 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$30,414 
HD The Home Depot, Inc.
-0.42%
-$1,346.93 
FDX FedEx Corporation
-0.37%
-$1,155.75 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,372.38 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$17,387.83 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$11,087.18 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$12,567.48 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$40,184.14 
ISMD Inspire Small/Mid Cap ETF
-0.28%
-$595.63 
COST Costco Wholesale Corporation
-0.24%
-$1,826.26 
SCEC Sterling Capital Enhanced Cash ETF
-0.22%
-$49,309.21 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$8,217 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,602.9 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$536.67 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$8,824.96 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$2,153.95 
ROKU Roku, Inc.
-0.06%
-$134.48 
CMF iShares California Muni Bond ETF
-0.05%
-$474.18 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$108.73 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.04%
-$1,450.08 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$113 
SCNM Sterling Capital National Municipal Bond ETF
-0.04%
-$3,075.72 
V Visa Inc. Class A
-0.04%
-$261.5 Events
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Dividends
Dividend Analysis
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| Trades 1128 | Longs Won 768/1128 68% | Profit Factor 9.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $225,766.15 |
| Average Win $93,431.34 | Best Trade (Aug 14) $2.6M | Sharpe Ratio -15.75 |
| Average Loss -$21,984.74 | Worst Trade (Aug 03) -$1.05M | Z-Score -0.12 (9.35%) |
| Commissions $0 | Avg. Trade Length 9m 5d | Expectancy $56,596.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 39,585 | $9.28M | $12.23M | - | $2.94M | 31.71% | -7.354% |
| ABBV AbbVie Inc. | 1,726 | $365,507.73 | $433,122.44 | - | $67,614.71 | 18.5% | -2.513% |
| AMAT Applied Materials, Inc. | 736 | $251,557.84 | $373,645.13 | - | $122,087.29 | 48.53% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 931 | $540,827 | $443,295.64 | - | -$97,531.36 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 20,560 | $4.51M | $5.58M | - | $1.07M | 23.78% | +15.321% |
| ANET Arista Networks, Inc. | 1,335 | $226,790 | $240,767.26 | - | $13,977.26 | 6.16% | +5.456% |
| APH Amphenol Corporation | 12,188 | $674,656.26 | $979,305.8 | - | $304,649.54 | 45.16% | +0.551% |
| AVGO Broadcom Inc. | 6,125 | $1.54M | $2.38M | - | $845,798.25 | 54.97% | +0.371% |
| BAC Bank of America Corporation | 5,138 | $226,714.57 | $318,299.1 | - | $91,584.53 | 40.4% | +0.356% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 10,907 | $1.1M | $1.1M | - | -$377.09 | -0.03% | +0.025% |
| BRK-B Berkshire Hathaway Inc. | 695 | $341,456.69 | $355,520.3 | - | $14,063.61 | 4.12% | +0.365% |
| BUCK Simplify Treasury Option Income ETF | 11,300 | $265,484.86 | $263,742 | - | -$1,742.86 | -0.66% | -0.043% |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 36,502 | $935,450.4 | $1.09M | - | $155,411.87 | 16.61% | +0.285% |
| BUFF Innovator Laddered Allocation Fund | 371,319 | $17.4M | $19.67M | - | $2.27M | 13.04% | +0.265% |
| BUFR FT Vestladder Buffer ETF-USD I | 13,360 | $428,518.79 | $491,247.2 | - | $62,728.41 | 14.64% | +0.41% |
| CAH Cardinal Health Inc. | 1,191 | $246,059.51 | $273,965.73 | - | $27,906.22 | 11.34% | +1.304% |
| CAT Caterpillar Inc. | 278 | $100,965.69 | $226,517.18 | - | $125,551.49 | 124.35% | +0.701% |
| CHY Calamos Convertible and High Income Fund | 34,993 | $390,087.2 | $439,162.15 | - | $49,074.95 | 12.58% | +0.965% |
| CMF iShares California Muni Bond ETF | 15,806 | $905,368 | $893,513.18 | - | -$11,854.82 | -1.31% | -0.053% |
| COST Costco Wholesale Corporation | 801 | $743,957.21 | $762,463.9 | - | $18,506.69 | 2.49% | -0.239% |
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FAQ
Which stocks have generated the highest profits for Lifewealth Investments LLC?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.26M, iShares Silver Trust - $2.65M, Pimco Dynamic Income Fund - $1.04M, Sterling Capital Enhanced Cash ETF - $849,934.61, and iShares MSCI EAFE Value ETF - $700,655.44. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Amazon.com Inc - $348,164.6, MongoDB Inc - $148,682.5, Innovator U.S. Equity Ultra ETF - $124,521.33, ONEOK, Inc - $108,195.77, and Duolingo, Inc - $101,560. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lifewealth Investments LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.53M earned over time. The largest contributors to dividend income include Pimco Dynamic Income Fund - $1.05M, Sterling Capital Enhanced Cash ETF - $849,934.61, iShares MSCI EAFE Value ETF - $700,655.44, JPMorgan Equity Premium Income Fund - $565,783.53, and WisdomTree Floating Rate Treasury Fund - $472,211.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lifewealth Investments LLC's monthly returns?
Lifewealth Investments LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Lifewealth Investments LLC's strategy be considered aggressive or moderate?
Lifewealth Investments LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Lifewealth Investments LLC's strategy?
Lifewealth Investments LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
