Lifestyle Asset Management, Inc. Purchases in Q2 2025

Lifestyle Asset Management, Inc.

  • $214 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
9.43K
New
N/A
9.43K $250M
Innovator Etfs Trust
8.17K
+ 73.47%
N/A
19.3K $543M
COST
Costco Wholesale Corp

Consumer Defensive
213
New
$908.13 - $1056.85 $193K - $225K
213 $211M
WMS
Advanced Drainage Systems, Inc.

Industrials
1.36K
+ 16.56%
$96.79 - $123.55 $132K - $168K
9.57K $1.1B
CMCSA
Comcast Corp

Communication Services
5.78K
New
$32.84 - $36.72 $190K - $212K
5.78K $206M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
364
New
$468.22 - $566.51 $170K - $206K
364 $206M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.1K
+ 12.56%
$90.5 - $114.3 $99.4K - $126K
9.84K $1.12B
KLAC
Kla Corp

Technology
23
+ 2.94%
$576.53 - $902.94 $13.3K - $20.8K
805 $721M
NVMI
Nova Ltd.

Technology
145
+ 9.39%
$162.03 - $275.2 $23.5K - $39.9K
1.69K $465M
IWM
Ishares Russell 2000 ETF

ETFs
268
+ 3.79%
$174.82 - $215.79 $46.9K - $57.8K
7.34K $1.58B
AMZN
Amazon Com Inc

Consumer Cyclical
370
+ 20.19%
$167.32 - $223.3 $61.9K - $82.6K
2.2K $483M
TTD
Trade Desk, Inc.

Technology
747
+ 16.02%
$45.27 - $79.4 $33.8K - $59.3K
5.41K $389M
NVO
Novo Nordisk A S

Healthcare
1.78K
+ 61.4%
$58.08 - $81.05 $103K - $144K
4.67K $323M
COP
Conocophillips

Energy
1.71K
+ 74.69%
$82.66 - $106.1 $142K - $182K
4K $359M
Arista Networks Inc
249
+ 6.72%
N/A
3.96K $405M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
501
+ 1.76%
$34.72 - $42.74 $17.4K - $21.4K
28.9K $1.24B
IBM
International Business Machines Corp

Technology
36
+ 1.71%
$221.03 - $294.78 $7.96K - $10.6K
2.14K $632M
FUTU
Futu Holdings LTD

Financial Services
83
+ 2.13%
$74.81 - $124.33 $6.21K - $10.3K
3.97K $491M
RNR
Renaissancere Holdings LTD

Financial Services
324
+ 7.13%
$220.37 - $253.95 $71.4K - $82.3K
4.87K $1.18B
WMT
Walmart Inc.

Consumer Defensive
636
+ 21.57%
$81.79 - $99.98 $52K - $63.6K
3.58K $350M
LPLA
Lpl Financial Holdings Inc.

Financial Services
101
+ 10.3%
$283.31 - $388.96 $28.6K - $39.3K
1.08K $406M
ENSG
Ensign Group, Inc

Healthcare
105
+ 4.01%
$119.93 - $156.36 $12.6K - $16.4K
2.73K $421M
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 9.83%
$210.28 - $289.91 $21K - $29K
1.12K $324M
MA
Mastercard Inc

Financial Services
70
+ 3.17%
$479.92 - $590.74 $33.6K - $41.4K
2.28K $1.28B
GS
Goldman Sachs Group Inc

Financial Services
8
+ 2.03%
$462.22 - $707.75 $3.7K - $5.66K
403 $285M
C
Citigroup Inc

Financial Services
198
+ 5.53%
$58.13 - $85.12 $11.5K - $16.9K
3.78K $322M
GTLS
Chart Industries Inc

Industrials
138
+ 6.84%
$115.08 - $175.5 $15.9K - $24.2K
2.16K $355M
MS
Morgan Stanley

Financial Services
131
+ 7.55%
$99.83 - $140.86 $13.1K - $18.5K
1.87K $263M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
313
+ 5.09%
$45.98 - $56.15 $14.4K - $17.6K
6.46K $363M
RTX
Raytheon Technologies Corp

Industrials
220
+ 13.72%
$113.75 - $148.48 $25K - $32.7K
1.82K $266M
BAC
Bank Of America Corp

Financial Services
483
+ 9.47%
$34.39 - $47.46 $16.6K - $22.9K
5.58K $264M
ADBE
Adobe Inc.

Technology
127
+ 19.1%
$340.0 - $420.68 $43.2K - $53.4K
792 $306M
PG
Procter & Gamble CO

Consumer Defensive
334
+ 28.26%
$157.66 - $172.39 $52.7K - $57.6K
1.52K $242M
DOCU
Docusign, Inc.

Technology
1.04K
+ 8.64%
$70.35 - $93.84 $73.2K - $97.6K
13.1K $1.02B
DOCS
Doximity, Inc.

Healthcare
293
+ 4.87%
$50.71 - $61.34 $14.9K - $18K
6.31K $387M
HIG
Hartford Financial Services Group, Inc.

Financial Services
37
+ 0.37%
$109.83 - $131.67 $4.06K - $4.87K
10.1K $1.28B
Direxion Shs ETF Tr
193
+ 1.54%
N/A
12.7K $414M
QCOM
Qualcomm Inc

Technology
159
+ 11.74%
$124.66 - $159.48 $19.8K - $25.4K
1.51K $241M
CSCO
Cisco Systems, Inc.

Technology
37
+ 1.02%
$53.19 - $69.38 $1.97K - $2.57K
3.68K $255M
KO
Coca Cola CO

Consumer Defensive
330
+ 10.29%
$68.37 - $73.9 $22.6K - $24.4K
3.54K $250M
ACGL
Arch Capital Group Ltd.

Financial Services
853
+ 7.11%
$84.99 - $96.82 $72.5K - $82.6K
12.9K $1.17B
UNP
Union Pacific Corp

Industrials
83
+ 9.8%
$208.27 - $238.46 $17.3K - $19.8K
930 $214M
UTHR
United Therapeutics Corp

Healthcare
300
+ 8.51%
$276.47 - $328.4 $82.9K - $98.5K
3.82K $1.1B
TW
Tradeweb Markets Inc.

Financial Services
86
+ 3.1%
$125.37 - $149.02 $10.8K - $12.8K
2.86K $419M
UNM
Unum Group

Financial Services
205
+ 1.32%
$70.48 - $82.91 $14.4K - $17K
15.8K $1.27B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
151
+ 2.24%
$48.46 - $50.2 $7.32K - $7.58K
6.91K $343M
AJG
Arthur J. Gallagher & Co.

Financial Services
47
+ 4.58%
$310.86 - $348.77 $14.6K - $16.4K
1.07K $344M
ABBV
Abb Vie Inc.

Healthcare
88
+ 6.68%
$170.16 - $206.27 $15K - $18.2K
1.41K $261M
Activity Summary
Buys All Purchases 99 New Holdings 34 Increased Positions 65 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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