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:
33.47%
Gain +0.05%
Monthly
1.35%
Yearly
17.48%
Drawdown
15.21%
$378.07M
Equity
Holdings
$378.07M
Investment
$328.32M
$63.77M
Profit +$94,499.49
Realized
$14.02M
Unrealized
$49.75M
Dividends
$10.64M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$94,499.49
Win %
72%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$2.16M
Win %
72%
This Month
Compared to last month
Gain
0.67%
Profit
$2.52M
Win %
72%
This Year
Compared to last year
Gain
1.12%
Profit
$4.18M
Win %
70%
ROST Ross Stores, Inc.
+2.65%
+$7,974.4 
LMT Lockheed Martin Corporation
+2.51%
+$11,086.91 
GE General Electric Company
+2.36%
+$14,060.55 
MNST Monster Beverage Corporation
+2.1%
+$5,021.7 
HD The Home Depot, Inc.
+2.05%
+$6,114.38 
HWM Howmet Aerospace Inc.
+1.98%
+$4,348.68 
MAR Marriott International Inc. - Class A
+1.92%
+$32,241.84 
PG Procter & Gamble Co
+1.67%
+$14,659.61 
PAYM TrueShares S&P Autocallable Defensive Income ETF
+1.67%
+$8,094.24 
KO The Coca-Cola Company
+1.47%
+$4,170.15 
ISRG Intuitive Surgical, Inc.
+1.44%
+$3,918.13 
GS The Goldman Sachs Group, Inc.
+1.37%
+$8,587.23 
DIS The Walt Disney Company
+1.34%
+$6,353.64 
LECO Lincoln Electric Holdings, Inc.
+1.32%
+$3,584.36 
NEE NextEra Energy, Inc.
+1.3%
+$4,323.94 
WMT Walmart Inc.
+1.28%
+$7,117.15 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$4,545.28 
TSLA Tesla, Inc.
+1.21%
+$20,277.41 
GDX VanEck Gold Miners ETF
+1.21%
+$3,060.76 
RBC RBC Bearings Incorporated
+1.17%
+$4,129.59 
DVY iShares Select Dividend ETF
+1.14%
+$2,692.5 
TPHD Timothy Plan High Dividend Stock ETF
+1.07%
+$4,113.2 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+1.03%
+$18,573.39 
EFV iShares MSCI EAFE Value ETF
+1.01%
+$137,570.4 
V Visa Inc. Class A
+1%
+$7,472 
FDX FedEx Corporation
+0.96%
+$2,864.24 
COST Costco Wholesale Corporation
+0.91%
+$7,144.91 
LLY Eli Lilly and Company
+0.9%
+$8,670.73 
BAC Bank of America Corporation
+0.87%
+$2,312.1 
GEV GE Vernova Inc.
+0.83%
+$1,554.73 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.83%
+$4,808.93 
MA Mastercard Incorporated
+0.79%
+$3,831.49 
EFG iShares MSCI EAFE Growth ETF
+0.7%
+$79,777.32 
AAPL Apple Inc.
+0.7%
+$94,410.23 
COWZ Pacer US Cash Cows 100 ETF
+0.65%
+$39,583.92 
IWD iShares Russell 1000 Value ETF
+0.6%
+$1,377 
PSLV Sprott Physical Silver Trust
+0.56%
+$1,201.83 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$2,066.28 
IWX iShares Russell Top 200 Value ETF
+0.55%
+$156,230.62 
CAT Caterpillar Inc.
+0.51%
+$1,042.5 
IWS iShares Russell Mid-Cap Value ETF
+0.49%
+$62,593.56 
ISMD Inspire Small/Mid Cap ETF
+0.46%
+$926.52 
JEPI JPMorgan Equity Premium Income Fund
+0.46%
+$22,101.04 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.44%
+$3,142.48 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.39%
+$12,792.9 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.38%
+$6,660.64 
ROKU Roku, Inc.
+0.38%
+$983.38 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$13,923.25 
IJH iShares Core S&P Mid-Cap ETF
+0.34%
+$27,578.11 
SLV iShares Silver Trust
+0.33%
+$4,159.39 
ABBV AbbVie Inc.
+0.29%
+$1,415.32 
CAH Cardinal Health Inc.
+0.29%
+$869.42 
IAU iShares Gold Trust
+0.24%
+$25,500.58 
SCHP Schwab U.S. TIPS ETF
+0.22%
+$983.89 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$13,123.04 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$15,480.83 
SCEC Sterling Capital Enhanced Cash ETF
+0.15%
+$32,275.12 
VGLT Vanguard Long-Term Treasury Fund
+0.15%
+$607.58 
PDI Pimco Dynamic Income Fund
+0.14%
+$7,071.64 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.12%
+$1,512.3 
TXN Texas Instruments Inc
+0.11%
+$300.9 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$3,446.32 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$181.2 
DNOV FT Vest US Equity Deep Buffer Fund
+0.07%
+$454.89 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.06%
+$561.01 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.06%
+$609.96 
VTWO Vanguard Russell 2000 ETF
+0.04%
+$3,041.64 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.04%
+$382.84 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.03%
+$68.17 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.03%
+$556.35 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$1,490.38 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$304.59 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
+0.03%
+$327.32 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.02%
+$178.77 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$63.62 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.02%
+$652.47 
UAPR Innovator U.S. Equity Ultra ETF
+0.01%
+$38.52 
FAUG FT Vest U.S. Equity Buffer ETF
+0.01%
+$25.83 
DJUL FT Vest US Equity Deep Buffer Fund
0%
+$29.25 
GJAN FT Vest US Equity Moderate Fund B
0%
$0 
DJAN FT Vest U.S. Equity Deep Buffer Fund
0%
$0 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
0%
$0 
SPD Simplify US Equity PLUS Downside Convexity ETF
0%
-$0.67 
WDIV SPDR S&P Global Dividend ETF
0%
$0 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
0%
$0 
SCNM Sterling Capital National Municipal Bond ETF
0%
$0 
SCEP Sterling Capital Hedged Equity Premium Income ETF
0%
$0 ONEZ
ONEZ
0%
$0 XFEB
XFEB
0%
$0 
FTNT Fortinet Inc.
-5.1%
-$15,369.66 
DELL Dell Technologies Inc.
-3.69%
-$21,989.85 
PLTR Palantir Technologies Inc.
-3.64%
-$19,958.2 
AMD Advanced Micro Devices, Inc.
-3.59%
-$18,778.25 
HRZN Horizon Technology Finance Corporation
-2.61%
-$2,028.96 
LRCX Lam Research Corporation
-2.5%
-$8,794.16 
ANET Arista Networks, Inc.
-2.42%
-$5,994.15 
AMAT Applied Materials, Inc.
-2.11%
-$6,668.16 
SMH VanEck Semiconductor ETF
-1.89%
-$88,778.17 
AVGO Broadcom Inc.
-1.79%
-$37,699.31 
ORCL Oracle Corporation
-1.78%
-$7,223.32 
APH Amphenol Corporation
-1.52%
-$30,226.24 
GOOGL Alphabet Inc
-1.39%
-$49,392.4 
META Meta Platforms Inc Class A
-1.14%
-$21,723.52 
GOOG Alphabet Inc
-1.14%
-$16,124.79 
IWP iShares Russell Mid-Cap Growth ETF
-0.96%
-$37,701.84 
QQQ Invesco QQQ Trust, Series 1
-0.95%
-$4,547.4 
IEMG iShares Core MSCI Emerging Markets ETF
-0.88%
-$82,681.53 
IWY iShares Russell Top 200 Growth ETF
-0.73%
-$301,855.12 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.66%
-$20,178.18 
TMO Thermo Fisher Scientific Inc.
-0.55%
-$2,114.15 
AMZN Amazon.com Inc
-0.45%
-$23,643.79 
NVDA NVIDIA Corporation
-0.45%
-$35,353.59 
CHY Calamos Convertible and High Income Fund
-0.39%
-$1,574.68 
MSFT Microsoft Corp.
-0.34%
-$18,561.05 
CTA Simplify Managed Futures Strategy ETF
-0.34%
-$878 
EME EMCOR Group, Inc.
-0.33%
-$1,261.42 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
-0.17%
-$379.86 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.15%
-$328.24 
BUCK Simplify Treasury Option Income ETF
-0.13%
-$338.99 
BUFF Innovator Laddered Allocation Fund
-0.12%
-$24,135.74 
PSX Phillips 66
-0.12%
-$418.43 
IBM International Business Machines Corporation
-0.1%
-$245.87 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
-0.1%
-$291.56 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.07%
-$434.01 
SEPZ TrueShares Structured Outcome September ETF
-0.07%
-$505.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.07%
-$2,069.22 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.06%
-$1,675.47 
VOO Vanguard S&P 500 ETF
-0.06%
-$2,017.97 
IVV iShares Core S&P 500 ETF
-0.05%
-$272.14 
CMF iShares California Muni Bond ETF
-0.05%
-$395.15 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.04%
-$497.79 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.02%
-$659.12 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.02%
-$182.51 
MAYW AllianzIM U.S. Large Cap Buffer20 May ETF
-0.01%
-$343.83 
BUFR FT Vestladder Buffer ETF-USD I
-0.01%
-$66.8 
MARM Ftv Estus Max Buff ETF March
0%
-$2.61 Events
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Dividends
Dividend Analysis
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| Trades 1128 | Longs Won 767/1128 67% | Profit Factor 8.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $235,054.93 |
| Average Win $94,726.75 | Best Trade (Oct 14) $2.57M | Sharpe Ratio -17.63 |
| Average Loss -$25,102.04 | Worst Trade (Oct 16) -$904,677.04 | Z-Score 0.52 (39.55%) |
| Commissions $0 | Avg. Trade Length 9m 3w 1d | Expectancy $56,536.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 39,585 | $9.28M | $13.63M | - | $4.35M | 46.83% | +0.697% |
| ABBV AbbVie Inc. | 1,726 | $365,507.73 | $490,563.72 | - | $125,055.99 | 34.21% | +0.289% |
| AMAT Applied Materials, Inc. | 736 | $251,557.84 | $309,819.2 | - | $58,261.36 | 23.16% | -2.107% |
| AMD Advanced Micro Devices, Inc. | 931 | $540,827 | $504,657.86 | - | -$36,169.14 | -6.69% | -3.587% |
| AMZN Amazon.com Inc | 20,560 | $4.51M | $5.21M | - | $703,085.35 | 15.59% | -0.451% |
| ANET Arista Networks, Inc. | 1,335 | $226,790 | $241,755.15 | - | $14,965.15 | 6.6% | -2.419% |
| APH Amphenol Corporation | 24,376 | $674,667.37 | $1.96M | - | $1.28M | 189.95% | -1.522% |
| AVGO Broadcom Inc. | 6,125 | $1.54M | $2.07M | - | $532,780.12 | 34.63% | -1.788% |
| BAC Bank of America Corporation | 5,138 | $226,714.57 | $267,946.7 | - | $41,232.13 | 18.19% | +0.87% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 10,907 | $1.1M | $1.1M | - | -$2,340.35 | -0.21% | +0.035% |
| BRK-B Berkshire Hathaway Inc. | 695 | $341,456.69 | $369,892.88 | - | $28,436.19 | 8.33% | +1.244% |
| BUCK Simplify Treasury Option Income ETF | 11,300 | $265,484.86 | $260,126 | - | -$5,358.86 | -2.02% | -0.13% |
| BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December | 36,502 | $935,450.4 | $1.12M | - | $180,963.27 | 19.35% | -0.016% |
| BUFF Innovator Laddered Allocation Fund | 371,319 | $17.4M | $20.14M | - | $2.74M | 15.72% | -0.12% |
| BUFR FT Vestladder Buffer ETF-USD I | 13,360 | $428,518.79 | $504,941.2 | - | $76,422.41 | 17.83% | -0.013% |
| CAH Cardinal Health Inc. | 1,191 | $246,059.51 | $303,038.04 | - | $56,978.53 | 23.16% | +0.288% |
| CAT Caterpillar Inc. | 278 | $100,965.69 | $205,550.42 | - | $104,584.73 | 103.58% | +0.51% |
| CHY Calamos Convertible and High Income Fund | 34,993 | $390,087.2 | $397,695.44 | - | $7,608.24 | 1.95% | -0.394% |
| CMF iShares California Muni Bond ETF | 15,806 | $905,368 | $865,615.59 | - | -$39,752.41 | -4.39% | -0.046% |
| COST Costco Wholesale Corporation | 801 | $743,957.21 | $790,530.93 | - | $46,573.72 | 6.26% | +0.912% |
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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 - $3.27M, iShares Silver Trust - $2.65M, Pimco Dynamic Income Fund - $1.2M, Sterling Capital Enhanced Cash ETF - $936,270.55, 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 $10.64M earned over time. The largest contributors to dividend income include Pimco Dynamic Income Fund - $1.21M, Sterling Capital Enhanced Cash ETF - $936,270.55, iShares MSCI EAFE Value ETF - $700,655.44, JPMorgan Equity Premium Income Fund - $597,355.72, and WisdomTree Floating Rate Treasury Fund - $474,238.33. 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.
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