Lifestyle Asset Management, Inc. Incresed Positions in Q1 2025

Lifestyle Asset Management, Inc.

  • $182 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Victory Portfolios Ii
131K
+ 233.17%
N/A
187K $6.42B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
131K
+ 88.0%
$32.49 - $37.99 $4.25M - $4.97M
279K $9.36B
IHDG
Wisdomtree Tr

ETFs
39.3K
+ 267.14%
$43.4 - $47.51 $1.71M - $1.87M
54.1K $2.35B
XOM
Exxon Mobil Corp

Energy
1.42K
+ 2.33%
$105.44 - $118.93 $149K - $168K
62.2K $7.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.16K
+ 5.1%
$95.85 - $99.25 $399K - $413K
85.7K $8.48B
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
10.3K
+ 23.3%
$48.0 - $54.24 $494K - $559K
54.5K $2.63B
KLAC
Kla Corp

Technology
396
+ 102.59%
$636.62 - $777.63 $252K - $308K
782 $532M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.53K
+ 104.11%
$50.72 - $50.92 $230K - $231K
8.88K $451M
MSFT
Microsoft Corp

Technology
742
+ 55.21%
$375.39 - $447.2 $279K - $332K
2.09K $783M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
8.39K
+ 22.44%
$58.23 - $69.12 $489K - $580K
45.8K $2.68B
OVV
Ovintiv Inc.

Energy
1.13K
+ 6.23%
$37.84 - $45.91 $42.6K - $51.6K
19.2K $821M
IWM
Ishares Russell 2000 ETF

ETFs
1.06K
+ 17.54%
$198.1 - $229.79 $209K - $242K
7.07K $1.41B
MANH
Manhattan Associates Inc

Technology
2.31K
+ 69.4%
$163.5 - $295.1 $377K - $681K
5.63K $974M
EOG
Eog Resources Inc

Energy
187
+ 2.29%
$120.54 - $138.05 $22.5K - $25.8K
8.34K $1.07B
IBM
International Business Machines Corp

Technology
10
+ 0.48%
$217.4 - $264.74 $2.17K - $2.65K
2.11K $524M
JNJ
Johnson & Johnson

Healthcare
111
+ 7.12%
$142.06 - $167.7 $15.8K - $18.6K
1.67K $277M
ACGL
Arch Capital Group Ltd.

Financial Services
44
+ 0.37%
$88.13 - $96.94 $3.88K - $4.27K
12K $1.15B
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.29K
+ 2.27%
$75.99 - $81.58 $174K - $187K
103K $7.91B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
452
+ 1.62%
$37.07 - $40.63 $16.8K - $18.4K
28.4K $1.12B
WMS
Advanced Drainage Systems, Inc.

Industrials
795
+ 10.72%
$105.29 - $126.99 $83.7K - $101K
8.21K $892M
NVMI
Nova Ltd.

Technology
272
+ 21.37%
$184.33 - $273.65 $50.1K - $74.4K
1.55K $285M
LPLA
Lpl Financial Holdings Inc.

Financial Services
83
+ 9.24%
$308.87 - $383.33 $25.6K - $31.8K
981 $321M
ADBE
Adobe Inc.

Technology
140
+ 26.67%
$377.84 - $464.11 $52.9K - $65K
665 $255M
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.76%
$279.74 - $321.29 $1.68K - $1.93K
796 $249M
AMZN
Amazon Com Inc

Consumer Cyclical
330
+ 21.96%
$190.26 - $242.06 $62.8K - $79.9K
1.83K $349M
HLNE
Hamilton Lane Inc

Financial Services
121
+ 7.99%
$137.87 - $170.18 $16.7K - $20.6K
1.64K $243M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
242
+ 15.1%
$166.63 - $185.86 $40.3K - $45K
1.85K $307M
HD
Home Depot, Inc.

Consumer Cyclical
97
+ 10.54%
$347.25 - $424.87 $33.7K - $41.2K
1.02K $373M
BAC
Bank Of America Corp

Financial Services
157
+ 3.18%
$39.61 - $47.74 $6.22K - $7.5K
5.1K $213M
CSL
Carlisle Companies Inc

Industrials
181
+ 7.69%
$326.43 - $408.24 $59.1K - $73.9K
2.54K $864M
ENSG
Ensign Group, Inc

Healthcare
23
+ 0.89%
$125.4 - $148.86 $2.88K - $3.42K
2.62K $339M
PANW
Palo Alto Networks Inc

Technology
296
+ 5.37%
$167.82 - $208.28 $49.7K - $61.7K
5.81K $991M
MGK
Vanguard Mega Cap Growth ETF

ETFs
29
+ 4.57%
$307.43 - $357.48 $8.92K - $10.4K
664 $205M
MS
Morgan Stanley

Financial Services
5
+ 0.29%
$111.68 - $141.08 $558 - $705
1.74K $202M
TTD
Trade Desk, Inc.

Technology
2.36K
+ 102.17%
$53.59 - $126.58 $126K - $298K
4.66K $255M
VUG
Vanguard Growth ETF

ETFs
17
+ 2.58%
$369.1 - $427.61 $6.27K - $7.27K
677 $251M
MEDP
Medpace Holdings, Inc.

Healthcare
280
+ 7.15%
$304.69 - $360.97 $85.3K - $101K
4.2K $1.28B
WEX
Wex Inc.

Technology
380
+ 7.79%
$148.29 - $186.78 $56.4K - $71K
5.26K $825M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
490
+ 8.66%
$47.79 - $59.89 $23.4K - $29.3K
6.15K $309M
CMRE
Costamare Inc.

Industrials
2.96K
+ 14.32%
$9.79 - $13.5 $28.9K - $39.9K
23.6K $232M
FIX
Comfort Systems Usa Inc

Industrials
18
+ 1.96%
$313.26 - $550.27 $5.64K - $9.9K
936 $302M
EXP
Eagle Materials Inc

Basic Materials
17
+ 0.41%
$207.49 - $262.13 $3.53K - $4.46K
4.21K $933M
Vaneck Bitcoin ETF
8.29K
+ 188.58%
N/A
12.7K $296M
TOL
Toll Brothers, Inc.

Consumer Cyclical
51
+ 0.59%
$103.02 - $140.69 $5.25K - $7.18K
8.75K $923M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.62K
+ 2.76%
$51.45 - $58.51 $83.4K - $94.8K
60.3K $3.12B
Activity Summary
Buys All Purchases 68 New Holdings 22 Increased Positions 46 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lifestyle Asset Management, Inc. Portfolio

Follow Lifestyle Asset Management, Inc. 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 Lifestyle Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifestyle Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email