Lifestyle Asset Management, Inc. Incresed Positions in Q3 2025

Lifestyle Asset Management, Inc.

  • $293 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
14K
+ 33.48%
$617.65 - $666.84 $8.66M - $9.35M
55.9K $37.2B
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
IYW
Ishares Dj Us Tech ETF

ETFs
7.53K
+ 125.2%
$171.38 - $197.01 $1.29M - $1.48M
13.5K $2.65B
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.06K
+ 143.18%
$546.99 - $602.2 $1.12M - $1.24M
3.49K $2.1B
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
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
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
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.22K
+ 16.27%
$55.61 - $57.37 $346K - $357K
44.5K $2.54B
RNR
Renaissancere Holdings LTD

Financial Services
1.04K
+ 21.34%
$231.95 - $253.93 $241K - $264K
5.91K $1.5B
WEX
Wex Inc.

Technology
1.43K
+ 18.53%
$149.2 - $176.26 $214K - $253K
9.17K $1.45B
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.82K
+ 18.02%
$119.73 - $134.7 $217K - $244K
11.9K $1.59B
QDPL
Pacer Fds Tr Metaurus Us Large
3.77K
+ 7.22%
$39.4 - $42.1 $149K - $159K
56K $2.35B
MO
Altria Group, Inc.

Consumer Defensive
3.67K
+ 84.55%
$57.75 - $67.68 $212K - $248K
8.01K $529M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.66K
+ 7.28%
$84.28 - $89.46 $140K - $148K
24.4K $2.17B
UNM
Unum Group

Financial Services
3.96K
+ 25.07%
$68.55 - $82.12 $271K - $325K
19.7K $1.54B
ACGL
Arch Capital Group Ltd.

Financial Services
2.9K
+ 22.53%
$85.61 - $93.54 $248K - $271K
15.8K $1.43B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.83K
+ 70.01%
$49.09 - $50.58 $237K - $245K
11.7K $592M
DOCU
Docusign, Inc.

Technology
4.42K
+ 33.79%
$67.14 - $85.01 $297K - $376K
17.5K $1.26B
MA
Mastercard Inc

Financial Services
396
+ 17.37%
$550.18 - $598.96 $218K - $237K
2.68K $1.52B
CSL
Carlisle Companies Inc

Industrials
1.06K
+ 35.03%
$327.52 - $435.11 $346K - $459K
4.07K $1.34B
COST
Costco Wholesale Corp

Consumer Defensive
217
+ 101.88%
$915.95 - $994.57 $199K - $216K
430 $398M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
222
+ 15.07%
$224.68 - $282.71 $49.9K - $62.8K
1.7K $473M
EXEL
Exelixis, Inc.

Healthcare
5.54K
+ 17.16%
$36.22 - $46.25 $201K - $256K
37.8K $1.56B
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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