Lifestyle Asset Management, Inc. Purchases in Q4 2024

Lifestyle Asset Management, Inc.

  • $184 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
559K
New
$29.73 - $30.81 $16.6M - $17.2M
559K $17B
CWB
Spdr Bloomberg Convertible Sec

ETFs
101K
New
$76.21 - $82.24 $7.69M - $8.3M
101K $7.86B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
149K
New
$35.45 - $40.33 $5.27M - $5.99M
149K $5.33B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.89K
+ 5.68%
$567.81 - $607.81 $1.64M - $1.76M
53.9K $31.6B
DOCU
Docusign, Inc.

Technology
12.2K
New
$61.42 - $106.99 $748K - $1.3M
12.2K $1.09B
PANW
Palo Alto Networks Inc

Technology
5.51K
New
$181.96 - $405.9 $1M - $2.24M
5.51K $1B
MANH
Manhattan Associates Inc

Technology
3.32K
New
$263.36 - $309.78 $875K - $1.03M
3.32K $898M
OVV
Ovintiv Inc.

Energy
18.1K
New
$37.74 - $46.71 $682K - $843K
18.1K $731M
DOCS
Doximity, Inc.

Healthcare
6.67K
New
$41.25 - $61.25 $275K - $408K
6.67K $356M
AVGO
Broadcom Inc.

Technology
42
+ 0.82%
$159.67 - $250.0 $6.71K - $10.5K
5.19K $1.2B
GOOGL
Alphabet Inc.

Communication Services
229
+ 2.16%
$161.86 - $196.66 $37.1K - $45K
10.8K $2.05B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
405
+ 16.8%
$338.38 - $446.21 $137K - $181K
2.82K $1.22B
Ishares Bitcoin Trust ETF
5.27K
New
N/A
5.27K $280M
TTD
Trade Desk, Inc.

Technology
2.31K
New
$108.7 - $139.51 $251K - $322K
2.31K $271M
JBL
Jabil Inc

Technology
95
+ 1.0%
$118.97 - $147.77 $11.3K - $14K
9.62K $1.38B
CSCO
Cisco Systems, Inc.

Technology
4.03K
New
$52.45 - $60.02 $211K - $242K
4.03K $239M
GILD
Gilead Sciences, Inc.

Healthcare
2.47K
New
$83.95 - $97.9 $208K - $242K
2.47K $228M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.35K
New
$50.67 - $50.9 $220K - $221K
4.35K $221M
MGK
Vanguard Mega Cap Growth ETF

ETFs
635
New
$316.94 - $357.88 $201K - $227K
635 $218M
MS
Morgan Stanley

Financial Services
1.73K
New
$104.42 - $134.99 $181K - $234K
1.73K $217M
First Tr Exchng Traded Fd Vi
6.07K
New
N/A
6.07K $212M
AAPL
Apple Inc.

Technology
203
+ 2.54%
$221.69 - $259.02 $45K - $52.6K
8.2K $2.05B
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
446
+ 1.21%
$61.63 - $71.89 $27.5K - $32.1K
37.4K $2.51B
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
1.29K
+ 3.0%
$49.97 - $54.88 $64.4K - $70.7K
44.2K $2.3B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
535
+ 0.92%
$53.94 - $58.15 $28.9K - $31.1K
58.7K $3.31B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7
+ 0.7%
$260.53 - $404.79 $1.82K - $2.83K
1.01K $385M
ADSK
Autodesk, Inc.

Technology
69
+ 1.65%
N/A
4.25K $1.25B
MA
Mastercard Inc

Financial Services
45
+ 1.89%
$491.3 - $536.15 $22.1K - $24.1K
2.43K $1.28B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
108
+ 0.82%
$83.95 - $99.75 $9.07K - $10.8K
13.3K $1.19B
META
Meta Platforms, Inc.

Communication Services
59
+ 1.99%
$554.08 - $632.68 $32.7K - $37.3K
3.02K $1.77B
MEDP
Medpace Holdings, Inc.

Healthcare
220
+ 5.95%
$308.93 - $363.58 $68K - $80K
3.92K $1.3B
ANET
Arista Networks, Inc.

Technology
2.88K
+ 299.58%
$104.78 - $431.02 $302K - $1.24M
3.84K $425M
EOG
Eog Resources Inc

Energy
446
+ 5.79%
$118.22 - $136.54 $52.7K - $60.9K
8.15K $999M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.2K
+ 9.66%
$50.02 - $51.24 $60K - $61.5K
13.6K $683M
VITL
Vital Farms, Inc.

Consumer Defensive
499
+ 5.07%
$28.13 - $40.91 $14K - $20.4K
10.3K $390M
RDY
Dr Reddys Laboratories LTD

Healthcare
57.8K
+ 422.23%
$13.99 - $79.75 $809K - $4.61M
71.5K $1.13B
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 4.44%
$205.18 - $250.29 $9.44K - $11.5K
1.08K $260M
C
Citigroup Inc

Financial Services
114
+ 3.06%
$61.31 - $72.5 $6.99K - $8.27K
3.84K $271M
TW
Tradeweb Markets Inc.

Financial Services
96
+ 3.42%
$124.87 - $136.32 $12K - $13.1K
2.9K $380M
IWM
Ishares Russell 2000 ETF

ETFs
117
+ 1.98%
$216.13 - $242.4 $25.3K - $28.4K
6.02K $1.33B
MSFT
Microsoft Corp

Technology
87
+ 6.92%
$406.35 - $454.46 $35.4K - $39.5K
1.34K $566M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
165
+ 3.0%
$55.73 - $66.16 $9.2K - $10.9K
5.66K $341M
VUG
Vanguard Growth ETF

ETFs
17
+ 2.64%
$378.79 - $428.11 $6.44K - $7.28K
660 $271M
COP
Conocophillips

Energy
691
+ 8.47%
$95.12 - $114.72 $65.7K - $79.3K
8.85K $877M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
60
+ 3.89%
$174.04 - $205.27 $10.4K - $12.3K
1.6K $289M
MCD
Mcdonalds Corp

Consumer Cyclical
54
+ 7.34%
$288.47 - $316.54 $15.6K - $17.1K
790 $229M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.1K
+ 3.43%
$57.53 - $60.83 $121K - $128K
63.3K $3.64B
AFYA
Afya LTD

Consumer Defensive
929
+ 5.55%
$14.58 - $18.09 $13.5K - $16.8K
17.7K $281M
NVMI
Nova Ltd.

Technology
40
+ 3.24%
$172.39 - $221.56 $6.9K - $8.86K
1.27K $251M
Activity Summary
Buys All Purchases 68 New Holdings 17 Increased Positions 51 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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