Lifestyle Asset Management, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $29.2B, First Tr Exchng Traded Fd Vi with a value of $17.4B, Ishares Core U.S. Aggregate Bo with a value of $15.9B, American Centy ETF Tr Avantis with a value of $13.9B, and American Centy ETF Tr Avantis with a value of $12.3B.
Examining the 13F form we can see an increase of $7.06B in the current position value, from $174B to 181B.
Lifestyle Asset Management, Inc. is based out at Friendswood, TX
Below you can find more details about Lifestyle Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$181 Billion
ETFs: $87.3 Billion
Technology: $14.5 Billion
Energy: $11 Billion
Financial Services: $8.82 Billion
Consumer Cyclical: $6.73 Billion
Healthcare: $5.5 Billion
Industrials: $5.43 Billion
Communication Services: $3.81 Billion
Other: $4.02 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
