Lifestyle Asset Management, Inc. Purchases in Q1 2025

Lifestyle Asset Management, Inc.

  • $182 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
55.1K
New
$169.43 - $182.84 $9.34M - $10.1M
55.1K $9.55B
Victory Portfolios Ii
131K
+ 233.17%
N/A
187K $6.42B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
131K
+ 88.0%
$32.49 - $37.99 $4.25M - $4.97M
279K $9.36B
QDPL
Pacer Fds Tr Metaurus Us Large
56K
New
$36.5 - $40.04 $2.04M - $2.24M
56K $2.04B
IHDG
Wisdomtree Tr

ETFs
39.3K
+ 267.14%
$43.71 - $47.51 $1.72M - $1.87M
54.1K $2.35B
PINS
Pinterest, Inc.

Communication Services
29.4K
New
$29.79 - $40.0 $876K - $1.18M
29.4K $911M
MPWR
Monolithic Power Systems Inc

Technology
1.51K
New
$565.7 - $720.25 $854K - $1.09M
1.51K $876M
XOM
Exxon Mobil Corp

Energy
1.42K
+ 2.33%
$105.44 - $118.93 $149K - $168K
62.2K $7.4B
XLK
Technology Sector Spdr

ETFs
3.11K
New
$206.38 - $242.18 $642K - $754K
3.11K $643M
Celestica Inc
7.54K
New
N/A
7.54K $594M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.03K
New
$275.89 - $345.24 $283K - $354K
1.03K $354M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
10.3K
+ 23.3%
$48.0 - $54.24 $494K - $559K
54.5K $2.63B
XLE
Energy Sector Spdr

ETFs
3.42K
New
$85.7 - $93.96 $293K - $322K
3.42K $320M
Innovator Etfs Trust
11.1K
New
N/A
11.1K $302M
KLAC
Kla Corp

Technology
396
+ 102.59%
$636.62 - $777.63 $252K - $308K
782 $532M
Arista Networks Inc
3.71K
New
N/A
3.71K $287M
WMT
Walmart Inc.

Consumer Defensive
2.95K
New
$84.5 - $105.05 $249K - $310K
2.95K $259M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.53K
+ 104.11%
$50.72 - $50.92 $230K - $231K
8.88K $451M
KO
Coca Cola CO

Consumer Defensive
3.21K
New
$60.81 - $72.32 $195K - $232K
3.21K $230M
XLI
Industrial Sector Spdr

ETFs
1.71K
New
$128.78 - $141.67 $220K - $242K
1.71K $224M
MSFT
Microsoft Corp

Technology
742
+ 55.21%
$375.39 - $447.2 $279K - $332K
2.09K $783M
RTX
Raytheon Technologies Corp

Industrials
1.6K
New
$114.1 - $135.66 $183K - $218K
1.6K $212M
UNH
Unitedhealth Group Inc

Healthcare
399
New
$461.52 - $548.18 $184K - $219K
399 $209M
QCOM
Qualcomm Inc

Technology
1.35K
New
$151.94 - $175.86 $206K - $238K
1.35K $208M
AMGN
Amgen Inc

Healthcare
658
New
$258.59 - $327.36 $170K - $215K
658 $205M
PG
Procter & Gamble CO

Consumer Defensive
1.18K
New
$158.56 - $176.26 $187K - $208K
1.18K $201M
NVO
Novo Nordisk A S

Healthcare
2.9K
New
$69.3 - $90.95 $201K - $263K
2.9K $201M
UNP
Union Pacific Corp

Industrials
847
New
$225.21 - $254.42 $191K - $215K
847 $200M
RYLD
Global X Fds Russell 2000 Cove

ETFs
11.9K
New
$14.93 - $16.85 $177K - $200K
11.9K $179M
AGNC
Agnc Investment Corp.

Real Estate
18.7K
New
$9.12 - $10.54 $170K - $197K
18.7K $179M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
8.39K
+ 22.44%
$58.23 - $69.12 $489K - $580K
45.8K $2.68B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.07K
+ 15.37%
$50.39 - $50.66 $104K - $105K
15.6K $788M
OVV
Ovintiv Inc.

Energy
1.13K
+ 6.23%
$37.84 - $45.91 $42.6K - $51.6K
19.2K $821M
IWM
Ishares Russell 2000 ETF

ETFs
1.06K
+ 17.54%
$198.1 - $229.79 $209K - $242K
7.07K $1.41B
MANH
Manhattan Associates Inc

Technology
2.31K
+ 69.4%
$163.5 - $295.1 $377K - $681K
5.63K $974M
EOG
Eog Resources Inc

Energy
187
+ 2.29%
$120.54 - $138.05 $22.5K - $25.8K
8.34K $1.07B
IBM
International Business Machines Corp

Technology
10
+ 0.48%
$217.4 - $264.74 $2.17K - $2.65K
2.11K $524M
JNJ
Johnson & Johnson

Healthcare
111
+ 7.12%
$142.06 - $167.7 $15.8K - $18.6K
1.67K $277M
ACGL
Arch Capital Group Ltd.

Financial Services
44
+ 0.37%
$88.13 - $96.94 $3.88K - $4.27K
12K $1.15B
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.29K
+ 2.27%
$75.99 - $81.58 $174K - $187K
103K $7.91B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
452
+ 1.62%
$37.07 - $40.63 $16.8K - $18.4K
28.4K $1.12B
WMS
Advanced Drainage Systems, Inc.

Industrials
795
+ 10.72%
$105.29 - $126.99 $83.7K - $101K
8.21K $892M
NVMI
Nova Ltd.

Technology
272
+ 21.37%
$186.43 - $273.65 $50.7K - $74.4K
1.55K $285M
LPLA
Lpl Financial Holdings Inc.

Financial Services
83
+ 9.24%
$308.87 - $383.33 $25.6K - $31.8K
981 $321M
ADBE
Adobe Inc.

Technology
140
+ 26.67%
$377.84 - $464.11 $52.9K - $65K
665 $255M
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.76%
$279.74 - $321.29 $1.68K - $1.93K
796 $249M
AMZN
Amazon Com Inc

Consumer Cyclical
330
+ 21.96%
$190.26 - $242.06 $62.8K - $79.9K
1.83K $349M
HLNE
Hamilton Lane Inc

Financial Services
121
+ 7.99%
$137.87 - $170.18 $16.7K - $20.6K
1.64K $243M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
242
+ 15.1%
$166.63 - $185.86 $40.3K - $45K
1.85K $307M
Activity Summary
Buys All Purchases 68 New Holdings 22 Increased Positions 46 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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