Lifestyle Asset Management, Inc. Purchases in Q3 2025

Lifestyle Asset Management, Inc.

  • $293 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBND
Spdr Bloomberg International C

ETFs
457K
New
$31.45 - $32.68 $14.4M - $14.9M
457K $14.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
14K
+ 33.48%
$617.65 - $666.84 $8.66M - $9.35M
55.9K $37.2B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
91.8K
New
$110.74 - $122.12 $10.2M - $11.2M
91.8K $11.1B
BWX
Spdr Bloomberg International T

ETFs
203K
New
$22.58 - $23.5 $4.58M - $4.77M
203K $4.67B
AVEM
American Centy ETF Tr Avantis

ETFs
52K
New
$68.33 - $75.41 $3.56M - $3.92M
52K $3.91B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
35.2K
+ 41.15%
$97.75 - $100.75 $3.44M - $3.55M
121K $12.1B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
35.8K
+ 11.03%
$35.42 - $38.65 $1.27M - $1.38M
360K $13.7B
CWB
Spdr Bloomberg Convertible Sec

ETFs
10.6K
+ 9.22%
$82.29 - $90.77 $872K - $962K
125K $11.4B
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
67.2K
New
$19.14 - $25.0 $1.29M - $1.68M
67.2K $1.67B
IDU
Ishares Tr U S Utils ETF

ETFs
14.7K
New
$103.7 - $111.17 $1.53M - $1.63M
14.7K $1.63B
TRMB
Trimble Inc.

Technology
18.5K
New
$76.46 - $85.24 $1.41M - $1.58M
18.5K $1.51B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.9K
+ 15.16%
$39.8 - $42.86 $1.03M - $1.11M
197K $8.43B
ADBE
Adobe Inc.

Technology
4.26K
+ 537.75%
$333.65 - $392.1 $1.42M - $1.67M
5.05K $1.78B
IYZ
Ishares Tr Us Telecommunicatio

ETFs
41.8K
+ 124.68%
$29.27 - $32.3 $1.22M - $1.35M
75.4K $2.43B
IYF
Ishares Tr

ETFs
10.6K
+ 128.23%
$119.89 - $127.16 $1.27M - $1.34M
18.8K $2.38B
AAPL
Apple Inc.

Technology
3.44K
+ 33.65%
$202.38 - $256.87 $696K - $883K
13.7K $3.48B
IYC
Ishares U.S. Consumer Discreti

ETFs
12.4K
+ 123.76%
$98.12 - $105.85 $1.21M - $1.31M
22.4K $2.35B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.06K
+ 143.18%
$546.99 - $602.2 $1.12M - $1.24M
3.49K $2.1B
MELI
Mercadolibre Inc

Consumer Cyclical
556
New
$2292.04 - $2514.05 $1.27M - $1.4M
556 $1.3B
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
8.96K
+ 14.05%
$66.7 - $76.76 $597K - $688K
72.7K $5.55B
LQD
Ishares Iboxx $ Investment Gra

ETFs
10.9K
+ 127.16%
$107.66 - $112.36 $1.18M - $1.23M
19.5K $2.17B
HYG
Ishares Tr

ETFs
14.7K
+ 125.57%
$79.85 - $81.32 $1.17M - $1.19M
26.4K $2.14B
EEM
Ishares Msci Emerging Markets

ETFs
20.3K
+ 122.85%
$48.07 - $53.4 $976K - $1.08M
36.8K $1.97B
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
10.6K
+ 14.0%
$54.29 - $60.6 $578K - $645K
86.6K $5.23B
MEDP
Medpace Holdings, Inc.

Healthcare
263
+ 5.69%
$308.88 - $514.16 $81.2K - $135K
4.89K $2.51B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.5K
New
$91.44 - $91.77 $1.05M - $1.05M
11.5K $1.05B
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.9K
+ 122.29%
$87.29 - $93.61 $951K - $1.02M
19.8K $1.85B
GLD
Spdr Gold Trust

ETFs
1.98K
+ 50.92%
$300.96 - $355.47 $594K - $702K
5.85K $2.08B
GOOGL
Alphabet Inc.

Communication Services
839
+ 8.87%
$174.36 - $254.72 $146K - $214K
10.3K $2.5B
NVDA
Nvidia Corp

Technology
1.72K
+ 10.55%
$153.3 - $186.58 $264K - $322K
18.1K $3.37B
MSFT
Microsoft Corp

Technology
1.37K
+ 66.39%
$491.09 - $535.64 $674K - $735K
3.44K $1.78B
UTHR
United Therapeutics Corp

Healthcare
583
+ 15.25%
$274.7 - $438.75 $160K - $256K
4.41K $1.85B
IWM
Ishares Russell 2000 ETF

ETFs
2.04K
+ 27.81%
$214.92 - $244.84 $439K - $500K
9.38K $2.27B
Neos ETF Trust
10.6K
New
N/A
10.6K $575M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.98K
+ 31.09%
$42.67 - $46.91 $383K - $421K
37.9K $1.77B
MPWR
Monolithic Power Systems Inc

Technology
231
+ 13.7%
$711.24 - $922.81 $164K - $213K
1.92K $1.77B
TPR
Tapestry, Inc.

Consumer Cyclical
511
+ 2.96%
$86.48 - $116.14 $44.2K - $59.3K
17.8K $2.01B
CHWY
Chewy, Inc.

Consumer Cyclical
13.5K
+ 56.55%
$34.27 - $42.33 $461K - $569K
37.2K $1.51B
XOM
Exxon Mobil Corp

Energy
1.43K
+ 2.31%
$105.83 - $117.22 $152K - $168K
63.5K $7.16B
AVGO
Broadcom Inc.

Technology
924
+ 34.13%
$264.74 - $369.57 $245K - $341K
3.63K $1.2B
Invesco Actively Managed Exc
7.4K
+ 16.39%
N/A
52.5K $2.78B
SPYI
Shp ETF Tr Neos S&P 500 High I
8.23K
New
N/A
8.23K $430M
META
Meta Platforms, Inc.

Communication Services
584
+ 19.08%
$695.21 - $791.73 $406K - $462K
3.65K $2.68B
PPC
Pilgrims Pride Corp

Consumer Defensive
11.7K
+ 54.23%
$40.22 - $50.41 $471K - $591K
33.3K $1.36B
ORCL
Oracle Corp

Technology
1.31K
New
$218.96 - $328.33 $288K - $431K
1.31K $370M
EXLS
Exl Service Holdings, Inc.

Technology
8.39K
New
$41.4 - $45.43 $347K - $381K
8.39K $369M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.22K
+ 16.27%
$55.61 - $57.37 $346K - $357K
44.5K $2.54B
EAT
Brinker International, Inc

Consumer Cyclical
2.62K
New
$126.68 - $184.02 $332K - $482K
2.62K $332M
RNR
Renaissancere Holdings LTD

Financial Services
1.04K
+ 21.34%
$231.95 - $253.93 $241K - $264K
5.91K $1.5B
Activity Summary
Buys All Purchases 112 New Holdings 25 Increased Positions 87 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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