Lifestyle Asset Management, Inc. Incresed Positions in Q3 2025

Lifestyle Asset Management, Inc.

  • $293 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
BAC
Bank Of America Corp

Financial Services
342
+ 6.12%
$44.92 - $52.42 $15.4K - $17.9K
5.93K $306M
MCD
Mcdonalds Corp

Consumer Cyclical
104
+ 13.27%
$291.67 - $316.99 $30.3K - $33K
888 $270M
AGNC
Agnc Investment Corp.

Real Estate
2.9K
+ 19.12%
$9.2 - $10.37 $26.7K - $30.1K
18.1K $177M
UNP
Union Pacific Corp

Industrials
108
+ 11.61%
$214.91 - $237.16 $23.2K - $25.6K
1.04K $245M
NFLX
Netflix Inc

Communication Services
196
+ 13.42%
$1147.87 - $1297.18 $225K - $254K
1.66K $1.98B
Global X Fds
315
+ 2.19%
N/A
14.7K $352M
AJG
Arthur J. Gallagher & Co.

Financial Services
93
+ 8.67%
$284.17 - $319.49 $26.4K - $29.7K
1.17K $361M
CMCSA
Comcast Corp

Communication Services
1.24K
+ 21.41%
$31.41 - $36.33 $38.9K - $45K
7.02K $221M
KO
Coca Cola CO

Consumer Defensive
246
+ 6.96%
$65.67 - $71.67 $16.2K - $17.6K
3.78K $251M
LPLA
Lpl Financial Holdings Inc.

Financial Services
75
+ 6.93%
$332.69 - $399.0 $25K - $29.9K
1.16K $385M
TTD
Trade Desk, Inc.

Technology
1.23K
+ 22.81%
$43.93 - $89.76 $54.2K - $111K
6.64K $326M
TW
Tradeweb Markets Inc.

Financial Services
278
+ 9.71%
$110.5 - $146.12 $30.7K - $40.6K
3.14K $349M
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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