Lifestyle Asset Management, Inc. New Holdings in Q3 2024

Lifestyle Asset Management, Inc.

Stock	Shares change	Price Range	Shares Held
First Tr Exchng Traded Fd Vi	484K New	N/A	484K $17.4B
JBL Jabil Inc Technology	9.52K New	$97.55 - $126.65 $929K - $1.21M	9.52K $1.14B
TRMB Trimble Inc. Technology	16.8K New	$49.82 - $62.06 $839K - $1.04M	16.8K $1.05B
CSL Carlisle Companies Inc Industrials	2.25K New	$376.5 - $449.34 $847K - $1.01M	2.25K $1.01B
American Healthcare Reit Inc	22.3K New	N/A	22.3K $582M
CMRE Costamare Inc. Industrials	21.1K New	$12.85 - $16.97 $271K - $358K	21.1K $332M
CRM Salesforce, Inc. Technology	1.09K New	$238.42 - $276.53 $259K - $300K	1.09K $297M
FCFS First Cash Holdings, Inc. Financial Services	2.45K New	$102.0 - $120.09 $250K - $294K	2.45K $281M
TXRH Texas Roadhouse, Inc. Consumer Cyclical	1.54K New	$159.84 - $178.33 $247K - $275K	1.54K $272M
NVMI Nova Ltd. Technology	1.23K New	$172.87 - $244.49 $213K - $301K	1.23K $257M
CAMT Camtek LTD Technology	3.17K New	$71.51 - $137.24 $227K - $435K	3.17K $253M
HLNE Hamilton Lane Inc Financial Services	1.43K New	$123.12 - $168.4 $176K - $241K	1.43K $241M
MCD Mcdonalds Corp Consumer Cyclical	736 New	$245.82 - $304.51 $181K - $224K	736 $224M
UNH Unitedhealth Group Inc Healthcare	362 New	$488.01 - $604.18 $177K - $219K	362 $212M
LMT Lockheed Martin Corp Industrials	357 New	$460.3 - $584.56 $164K - $209K	357 $209M
KO Coca Cola CO Consumer Defensive	2.88K New	$62.69 - $73.01 $181K - $210K	2.88K $207M
UNP Union Pacific Corp Industrials	818 New	$221.78 - $256.09 $181K - $209K	818 $202M

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