Lifestyle Asset Management, Inc. Reduced Holdings in Q4 2024

Lifestyle Asset Management, Inc.

  • $184 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
-475K
- 98.13%
N/A
9.03K $331M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-75.6K
- 48.11%
$96.64 - $101.23 $7.31M - $7.66M
81.6K $7.91B
AVLV
American Centy ETF Tr Avantis
-27.7K
- 14.78%
$65.51 - $71.22 $1.82M - $1.97M
160K $10.7B
AVUV
American Centy ETF Tr Avantis

ETFs
-11.8K
- 8.17%
$94.37 - $106.41 $1.11M - $1.25M
133K $12.8B
American Healthcare Reit Inc
-11K
- 49.41%
N/A
11.3K $321M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-84
- 0.96%
$123.8 - $167.8 $10.4K - $14.1K
8.69K $1.1B
EPI
Wisdomtree Tr India Earnings F

ETFs
-522
- 1.16%
$45.09 - $50.08 $23.5K - $26.1K
44.5K $2.01B
WEX
Wex Inc.

Technology
-36
- 0.73%
$167.45 - $216.67 $6.03K - $7.8K
4.88K $855M
FUTU
Futu Holdings LTD

Financial Services
-973
- 18.11%
$79.99 - $128.93 $77.8K - $125K
4.4K $352M
Direxion Shs ETF Tr
-4.9K
- 13.08%
N/A
32.6K $1.18B
CMRE
Costamare Inc.

Industrials
-459
- 2.18%
$12.39 - $15.71 $5.69K - $7.21K
20.6K $265M
ABBV
Abb Vie Inc.

Healthcare
-135
- 9.07%
$164.99 - $203.87 $22.3K - $27.5K
1.35K $241M
ADBE
Adobe Inc.

Technology
-29
- 5.23%
$437.39 - $552.96 $12.7K - $16K
525 $233M
UTHR
United Therapeutics Corp

Healthcare
-77
- 2.03%
$348.66 - $410.0 $26.8K - $31.6K
3.71K $1.31B
ET
Energy Transfer LP

Energy
-10.8K
- 23.11%
$16.05 - $19.86 $173K - $214K
35.8K $701M
IBM
International Business Machines Corp

Technology
-108
- 4.9%
$204.9 - $238.04 $22.1K - $25.7K
2.1K $461M
TQQQ
Proshares Ultrapro Qqq

ETFs
-509
- 16.15%
$69.42 - $93.29 $35.3K - $47.5K
2.64K $209M
CAMT
Camtek LTD

Technology
-263
- 8.29%
$71.12 - $87.61 $18.7K - $23K
2.91K $235M
FIX
Comfort Systems Usa Inc

Industrials
-94
- 9.29%
$370.68 - $504.12 $34.8K - $47.4K
918 $389M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3
- 0.02%
$50.37 - $50.6 $151 - $152
13.5K $679M
SAIA
Saia Inc

Industrials
-30
- 4.47%
$411.44 - $569.08 $12.3K - $17.1K
641 $292M
Victory Portfolios Ii
-1.05K
- 1.84%
N/A
56.2K $1.92B
BAC
Bank Of America Corp

Financial Services
-101
- 2.0%
$39.22 - $47.77 $3.96K - $4.82K
4.94K $217M
GS
Goldman Sachs Group Inc

Financial Services
-17
- 3.78%
$486.1 - $608.57 $8.26K - $10.3K
433 $248M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-321
- 12.78%
$138.3 - $192.95 $44.4K - $61.9K
2.19K $387M
Vaneck Bitcoin ETF
-1.52K
- 25.64%
N/A
4.39K $464M
NFLX
Netflix Inc

Communication Services
-41
- 8.17%
$687.65 - $936.56 $28.2K - $38.4K
461 $411M
FTNT
Fortinet, Inc.

Technology
-178
- 3.86%
$76.49 - $99.21 $13.6K - $17.7K
4.44K $419M
CRM
Salesforce, Inc.

Technology
-4
- 0.37%
$270.87 - $367.87 $1.08K - $1.47K
1.08K $361M
NVDA
Nvidia Corp

Technology
-926
- 5.67%
$117.0 - $148.88 $108K - $138K
15.4K $2.07B
GTLS
Chart Industries Inc

Industrials
-168
- 7.41%
$119.65 - $202.35 $20.1K - $34K
2.1K $401M
UNM
Unum Group

Financial Services
-607
- 3.11%
$58.88 - $77.07 $35.7K - $46.8K
18.9K $1.38B
TPR
Tapestry, Inc.

Consumer Cyclical
-222
- 0.9%
$43.54 - $66.18 $9.67K - $14.7K
24.4K $1.6B
Activity Summary
Buys All Purchases 68 New Holdings 17 Increased Positions 51 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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