Lifestyle Asset Management, Inc. Incresed Positions in Q2 2025

Lifestyle Asset Management, Inc.

Stock	Shares change	Price Range	Shares Held
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

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