Lifestyle Asset Management, Inc. has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $182 Billion distributed in 116 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 $28.7B, First Tr Ex Td Viii Ft Cboe Ve with a value of $16.5B, Invesco S&P 500 Equal Weight E with a value of $9.55B, First Tr ETF Vi Smid Cap Risin with a value of $9.36B, and Ishares Core U.S. Aggregate Bo with a value of $8.48B.
Examining the 13F form we can see an decrease of $1.63B in the current position value, from $184B to 182B.
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.
