Life Pro Asset Management Portfolio Holdings

Life Pro Asset Management

  • $132 Million
  • Q3 2024

Life Pro Asset Management has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Million distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii Sr Ln ETF with a value of $7.7M, Pimco ETF Tr Sr Ln Active Exch with a value of $4.66M, Microsoft Corp with a value of $4.42M, Agnc Investment Corp. with a value of $4.17M, and Dimensional ETF Tr Short Durat with a value of $3.83M.

Examining the 13F form we can see an increase of $6.39M in the current position value, from $125M to 132M.

Below you can find more details about Life Pro Asset Management portfolio as well as his latest detailed transactions.

Portfolio value $132 Million
ETFs: $57.8 Million
Technology: $29.8 Million
Financial Services: $17.5 Million
Real Estate: $4.9 Million
Healthcare: $4.45 Million
Consumer Defensive: $3.93 Million
Communication Services: $3.42 Million
Consumer Cyclical: $2.97 Million
Other: $4.81 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$612,000 0.46% of portfolio
80,427
Q1 2024 New
$0
$313,000 0.24% of portfolio
43,850
Q1 2024 New
$0
$278,000 0.21% of portfolio
17,757
Q1 2024 New
$0
$282,000 0.21% of portfolio
11,468
Q1 2024 New
$0
$266,000 0.2% of portfolio
8,139
Q1 2024 New
$0
$218,000 0.17% of portfolio
38,999
Q1 2024 New
$0
$182,000 0.14% of portfolio
10,200
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $132 Million
  • Prior Value $125 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 48 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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