Life Pro Asset Management Reduced Holdings in Q3 2024

Life Pro Asset Management

  • $132 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ENPH
Enphase Energy, Inc.

Technology
-20.1K
- 60.48%
$95.77 - $123.65 $1.93M - $2.49M
13.2K $1.49M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7.19K
- 21.91%
$91.42 - $91.82 $657K - $660K
25.6K $2.35M
XOM
Exxon Mobil Corp

Energy
-3.39K
- 25.8%
$109.72 - $119.0 $372K - $403K
9.75K $1.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4K
- 43.41%
$76.94 - $79.54 $308K - $318K
5.22K $414K
DFAX
Dimensional ETF Tr
-15.6K
- 17.1%
$24.29 - $27.25 $379K - $425K
75.6K $2.04M
JPM
Jpmorgan Chase & CO

Financial Services
-1.49K
- 23.67%
$194.9 - $224.8 $290K - $335K
4.8K $1.01M
MUB
Ishares National Muni Bond ETF

ETFs
-2.25K
- 18.19%
$106.13 - $108.7 $239K - $245K
10.1K $1.1M
IR
Ingersoll Rand Inc.

Industrials
-2.16K
- 30.31%
$86.9 - $100.4 $188K - $217K
4.97K $487K
XLE
Energy Sector Spdr

ETFs
-1.32K
- 11.75%
$84.35 - $93.39 $112K - $124K
9.94K $872K
JNJ
Johnson & Johnson

Healthcare
-1.13K
- 31.48%
$145.48 - $167.38 $164K - $188K
2.45K $397K
PG
Procter & Gamble CO

Consumer Defensive
-673
- 30.18%
$160.76 - $177.82 $108K - $120K
1.56K $269K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.53K
- 16.97%
$89.91 - $101.33 $137K - $155K
7.47K $733K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-8.43K
- 8.21%
$31.05 - $34.29 $262K - $289K
94.3K $3.23M
NVDA
Nvidia Corp

Technology
-534
- 8.55%
$98.91 - $134.91 $52.8K - $72K
5.71K $693K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-706
- 25.83%
$105.53 - $118.34 $74.5K - $83.5K
2.03K $237K
BAC
Bank Of America Corp

Financial Services
-1.13K
- 3.41%
$36.65 - $44.13 $41.3K - $49.8K
31.9K $1.27M
GOOGL
Alphabet Inc.

Communication Services
-71
- 3.61%
$148.65 - $191.18 $10.6K - $13.6K
1.89K $314K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-678
- 5.74%
$96.25 - $101.98 $65.3K - $69.1K
11.1K $1.13M
IVW
Ishares S&P 500 Growth ETF

ETFs
-264
- 9.87%
$84.77 - $97.13 $22.4K - $25.6K
2.41K $230K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.2K
- 8.34%
$31.18 - $33.5 $37.5K - $40.3K
13.2K $439K
VGT
Vanguard Information Technolog

ETFs
-15
- 2.59%
$514.43 - $606.85 $7.72K - $9.1K
564 $330K
DGRO
Ishares Core Dividend Growth E

ETFs
-439
- 8.37%
$57.47 - $62.76 $25.2K - $27.6K
4.8K $301K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-266
- 5.55%
$90.87 - $102.43 $24.2K - $27.2K
4.52K $446K
RDVY
First Trust Rising Dividend Ac

ETFs
-377
- 6.72%
$53.68 - $59.24 $20.2K - $22.3K
5.24K $310K
IWM
Ishares Russell 2000 ETF

ETFs
-48
- 4.54%
$200.87 - $224.6 $9.64K - $10.8K
1.01K $223K
ANIX
Anixa Biosciences Inc

Healthcare
-350
- 3.25%
$2.21 - $3.48 $774 - $1.22K
10.4K $32K
WMT
Walmart Inc.

Consumer Defensive
-416
- 12.17%
$66.91 - $81.4 $27.8K - $33.9K
3K $242K
PEP
Pepsico Inc

Consumer Defensive
-40
- 1.13%
$161.9 - $179.3 $6.48K - $7.17K
3.51K $595K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-29
- 2.8%
$475.2 - $527.7 $13.8K - $15.3K
1.01K $531K
GS
Goldman Sachs Group Inc

Financial Services
-120
- 6.93%
$459.02 - $510.25 $55.1K - $61.2K
1.61K $798K
DFAU
Dimensional ETF Tr

ETFs
-124
- 1.41%
$35.8 - $39.69 $4.44K - $4.92K
8.69K $345K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-38
- 0.44%
$28.25 - $31.7 $1.07K - $1.2K
8.69K $267K
VUG
Vanguard Growth ETF

ETFs
-21
- 0.66%
$341.08 - $391.94 $7.16K - $8.23K
3.17K $1.22M
VTI
Vanguard Total Stock Market Et

ETFs
-16
- 0.87%
$255.18 - $283.2 $4.08K - $4.53K
1.83K $517K
XLI
Industrial Sector Spdr

ETFs
-122
- 3.97%
$120.56 - $135.44 $14.7K - $16.5K
2.95K $399K
SECT
Sector 10, Inc.

ETFs
-494
- 2.55%
$48.64 - $53.77 $24K - $26.6K
18.9K $1.02M
VTV
Vanguard Value ETF

ETFs
-628
- 6.42%
$159.75 - $174.57 $100K - $110K
9.15K $1.6M
XLF
Financial Sector Spdr

ETFs
-356
- 3.37%
$40.84 - $45.74 $14.5K - $16.3K
10.2K $462K
CFG
Citizens Financial Group Inc

Financial Services
-829
- 4.12%
$35.24 - $43.24 $29.2K - $35.8K
19.3K $791K
MO
Altria Group, Inc.

Consumer Defensive
-3.4K
- 7.02%
$45.95 - $54.71 $156K - $186K
45.1K $2.3M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-356
- 2.03%
$24.73 - $34.02 $8.8K - $12.1K
17.2K $584K
Activity Summary
Buys All Purchases 92 New Holdings 48 Increased Positions 44 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 2 Puts 1
Track This Portfolio

Track Life Pro Asset Management Portfolio

Follow Life Pro Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Pro Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Life Pro Asset Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email