Lifestyle Asset Management, Inc. Purchases in Q3 2025

Lifestyle Asset Management, Inc.

  • $293 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WEX
Wex Inc.

Technology
1.43K
+ 18.53%
$149.2 - $176.26 $214K - $253K
9.17K $1.45B
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.82K
+ 18.02%
$119.73 - $134.7 $217K - $244K
11.9K $1.59B
T
At&T Inc.

Communication Services
10.1K
New
$26.94 - $29.62 $273K - $300K
10.1K $286M
QDPL
Pacer Fds Tr Metaurus Us Large
3.77K
+ 7.22%
$39.4 - $42.1 $149K - $159K
56K $2.35B
MO
Altria Group, Inc.

Consumer Defensive
3.67K
+ 84.55%
$57.75 - $67.68 $212K - $248K
8.01K $529M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.66K
+ 7.28%
$84.28 - $89.46 $140K - $148K
24.4K $2.17B
UNM
Unum Group

Financial Services
3.96K
+ 25.07%
$68.55 - $82.12 $271K - $325K
19.7K $1.54B
ACGL
Arch Capital Group Ltd.

Financial Services
2.9K
+ 22.53%
$85.61 - $93.54 $248K - $271K
15.8K $1.43B
NEE
Nextera Energy Inc

Utilities
3.31K
New
$69.77 - $77.54 $231K - $257K
3.31K $250M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.83K
+ 70.01%
$49.09 - $50.58 $237K - $245K
11.7K $592M
UNH
Unitedhealth Group Inc

Healthcare
712
New
$237.77 - $353.61 $169K - $252K
712 $246M
DOCU
Docusign, Inc.

Technology
4.42K
+ 33.79%
$67.14 - $85.01 $297K - $376K
17.5K $1.26B
MRK
Merck & Co., Inc.

Healthcare
2.87K
New
$77.6 - $87.37 $223K - $251K
2.87K $241M
MA
Mastercard Inc

Financial Services
396
+ 17.37%
$550.18 - $598.96 $218K - $237K
2.68K $1.52B
PDI
Pimco Dynamic Income Fund

Financial Services
11.9K
New
$18.85 - $20.07 $223K - $238K
11.9K $235M
First Tr Exchng Traded Fd Vi
6.05K
New
N/A
6.05K $230M
PEP
Pepsico Inc

Consumer Defensive
1.64K
New
$133.81 - $152.16 $219K - $249K
1.64K $230M
AMGN
Amgen Inc

Healthcare
810
New
$271.18 - $309.22 $220K - $250K
810 $229M
CSL
Carlisle Companies Inc

Industrials
1.06K
+ 35.03%
$327.52 - $435.11 $346K - $459K
4.07K $1.34B
IAU
Ishares Gold Trust

ETFs
2.88K
New
$61.62 - $72.77 $177K - $210K
2.88K $210M
COST
Costco Wholesale Corp

Consumer Defensive
217
+ 101.88%
$915.95 - $994.57 $199K - $216K
430 $398M
RYLD
Global X Fds Russell 2000 Cove

ETFs
11.8K
New
$14.46 - $15.29 $170K - $180K
11.8K $177M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
222
+ 15.07%
$224.68 - $282.71 $49.9K - $62.8K
1.7K $473M
EXEL
Exelixis, Inc.

Healthcare
5.54K
+ 17.16%
$36.22 - $46.25 $201K - $256K
37.8K $1.56B
APH
Amphenol Corp

Technology
390
+ 11.42%
$97.39 - $125.4 $38K - $48.9K
3.81K $471M
AMZN
Amazon Com Inc

Consumer Cyclical
551
+ 25.01%
$211.65 - $238.24 $117K - $131K
2.75K $605M
CAMT
Camtek LTD

Technology
298
+ 6.85%
$82.04 - $98.93 $24.4K - $29.5K
4.65K $488M
PINS
Pinterest, Inc.

Communication Services
7.6K
+ 22.11%
$32.17 - $39.17 $245K - $298K
42K $1.35B
HD
Home Depot, Inc.

Consumer Cyclical
183
+ 18.47%
$357.4 - $423.42 $65.4K - $77.5K
1.17K $476M
DOCS
Doximity, Inc.

Healthcare
375
+ 5.94%
$57.33 - $75.12 $21.5K - $28.2K
6.69K $489M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
3.96K
+ 46.14%
$29.41 - $32.05 $116K - $127K
12.5K $373M
GTLS
Chart Industries Inc

Industrials
100
+ 4.64%
$162.6 - $200.28 $16.3K - $20K
2.26K $451M
ABBV
Abb Vie Inc.

Healthcare
135
+ 9.6%
$184.85 - $231.54 $25K - $31.3K
1.54K $357M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.63K
+ 11.9%
$50.47 - $50.74 $82.1K - $82.5K
15.3K $776M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
115
+ 31.59%
$567.09 - $607.37 $65.2K - $69.8K
479 $285M
WMT
Walmart Inc.

Consumer Defensive
553
+ 15.43%
$94.4 - $104.27 $52.2K - $57.7K
4.14K $426M
CSCO
Cisco Systems, Inc.

Technology
1.11K
+ 30.08%
$66.2 - $71.79 $73.2K - $79.4K
4.78K $327M
ENSG
Ensign Group, Inc

Healthcare
118
+ 4.33%
$136.36 - $174.12 $16.1K - $20.5K
2.84K $491M
KMI
Kinder Morgan, Inc.

Energy
3.05K
+ 20.45%
$26.23 - $28.5 $80.1K - $87K
18K $509M
JNJ
Johnson & Johnson

Healthcare
56
+ 3.44%
$155.17 - $185.42 $8.69K - $10.4K
1.68K $312M
IBM
International Business Machines Corp

Technology
300
+ 13.99%
$234.77 - $292.47 $70.4K - $87.7K
2.44K $690M
PCTY
Paylocity Holding Corp

Technology
546
+ 36.64%
$159.27 - $190.36 $87K - $104K
2.04K $324M
Innovator Etfs Trust
1.48K
+ 7.69%
N/A
20.8K $595M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
3.83K
+ 30.74%
$19.13 - $22.22 $73.2K - $85.1K
16.3K $321M
FTNT
Fortinet, Inc.

Technology
4.73K
+ 29.48%
$74.39 - $107.65 $352K - $509K
20.8K $1.75B
PG
Procter & Gamble CO

Consumer Defensive
379
+ 25.0%
$150.47 - $161.22 $57K - $61.1K
1.9K $291M
RTX
Raytheon Technologies Corp

Industrials
55
+ 3.02%
$144.19 - $167.33 $7.93K - $9.2K
1.88K $314M
COP
Conocophillips

Energy
260
+ 6.49%
$91.0 - $98.99 $23.7K - $25.7K
4.26K $403M
QCOM
Qualcomm Inc

Technology
197
+ 13.02%
$145.84 - $173.55 $28.7K - $34.2K
1.71K $284M
Activity Summary
Buys All Purchases 112 New Holdings 25 Increased Positions 87 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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