Lifestyle Asset Management, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $184 Billion distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31.6B, First Tr Ex Td Viii Ft Cboe Ve with a value of $17B, American Centy ETF Tr Avantis with a value of $12.8B, American Centy ETF Tr Avantis with a value of $10.7B, and Ishares Core U.S. Aggregate Bo with a value of $7.91B.
Examining the 13F form we can see an increase of $2.44B in the current position value, from $181B to 184B.
Lifestyle Asset Management, Inc. is based out at Friendswood, TX
Below you can find more details about Lifestyle Asset Management, Inc. portfolio as well as his latest detailed transactions.
