Lifestyle Asset Management, Inc. Sells in Q1 2025

Lifestyle Asset Management, Inc.

  • $182 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
-128K
- 80.33%
$63.51 - $70.42 $8.16M - $9.04M
31.4K $2.05B
AVUV
American Centy ETF Tr Avantis

ETFs
-66.1K
- 49.84%
$84.95 - $100.62 $5.62M - $6.65M
66.5K $5.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.5K
- 4.65%
$551.42 - $612.93 $1.38M - $1.53M
51.3K $28.7B
EPI
Wisdomtree Tr India Earnings F

ETFs
-26.2K
- 58.93%
$40.08 - $45.85 $1.05M - $1.2M
18.3K $798M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-19.6K
- 31.04%
$56.17 - $59.71 $1.1M - $1.17M
43.6K $2.49B
Direxion Shs ETF Tr
-20.1K
- 61.6%
N/A
12.5K $378M
AVGO
Broadcom Inc.

Technology
-2.3K
- 44.23%
$167.43 - $244.7 $384K - $562K
2.9K $485M
COP
Conocophillips

Energy
-6.55K
- 74.09%
$88.6 - $105.85 $581K - $694K
2.29K $241M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.49K
- 0.27%
$29.34 - $31.31 $43.7K - $46.6K
557K $16.5B
NVDA
Nvidia Corp

Technology
-555
- 3.6%
$106.98 - $149.43 $59.4K - $82.9K
14.9K $1.61B
TPR
Tapestry, Inc.

Consumer Cyclical
-6.99K
- 28.6%
$65.63 - $89.21 $459K - $623K
17.4K $1.23B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-20.5K
- 12.02%
$33.84 - $37.77 $694K - $775K
150K $5.47B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-6.87K
- 50.44%
$49.69 - $50.76 $342K - $349K
6.75K $338M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-229
- 8.13%
$314.47 - $431.35 $72K - $98.8K
2.59K $948M
AAPL
Apple Inc.

Technology
-145
- 1.77%
$209.68 - $247.1 $30.4K - $35.8K
8.05K $1.79B
JBL
Jabil Inc

Technology
-1.26K
- 13.09%
$130.51 - $173.33 $164K - $218K
8.36K $1.14B
ET
Energy Transfer LP

Energy
-11K
- 30.63%
$17.26 - $21.08 $189K - $231K
24.8K $461M
RDY
Dr Reddys Laboratories LTD

Healthcare
-3.68K
- 5.15%
$12.53 - $15.81 $46.1K - $58.2K
67.8K $894M
UTHR
United Therapeutics Corp

Healthcare
-190
- 5.12%
$304.42 - $380.78 $57.8K - $72.3K
3.52K $1.09B
ADSK
Autodesk, Inc.

Technology
-96
- 2.26%
N/A
4.15K $1.09B
META
Meta Platforms, Inc.

Communication Services
-185
- 6.13%
$576.74 - $736.67 $107K - $136K
2.84K $1.63B
DOCU
Docusign, Inc.

Technology
-135
- 1.11%
$74.7 - $97.7 $10.1K - $13.2K
12K $980M
UNM
Unum Group

Financial Services
-3.32K
- 17.57%
$71.8 - $83.34 $238K - $277K
15.6K $1.27B
GTLS
Chart Industries Inc

Industrials
-82
- 3.91%
$141.99 - $218.35 $11.6K - $17.9K
2.02K $291M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-30
- 2.98%
$283.06 - $421.16 $8.49K - $12.6K
977 $277M
VITL
Vital Farms, Inc.

Consumer Defensive
-626
- 6.05%
$29.32 - $45.12 $18.4K - $28.2K
9.72K $296M
CRM
Salesforce, Inc.

Technology
-37
- 3.42%
$268.36 - $359.95 $9.93K - $13.3K
1.04K $280M
MA
Mastercard Inc

Financial Services
-220
- 9.05%
$504.67 - $576.31 $111K - $127K
2.21K $1.21B
RNR
Renaissancere Holdings LTD

Financial Services
-101
- 2.17%
$226.55 - $263.22 $22.9K - $26.6K
4.54K $1.09B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-247
- 1.07%
$78.0 - $84.37 $19.3K - $20.8K
22.9K $1.83B
IBKR
Interactive Brokers Group, Inc.

Financial Services
-117
- 5.34%
$161.03 - $235.53 $18.8K - $27.6K
2.07K $343M
FTNT
Fortinet, Inc.

Technology
-486
- 10.95%
$92.49 - $114.57 $45K - $55.7K
3.95K $380M
American Healthcare Reit Inc
-1.8K
- 15.98%
N/A
9.48K $287M
GS
Goldman Sachs Group Inc

Financial Services
-38
- 8.78%
$524.81 - $672.19 $19.9K - $25.5K
395 $216M
NFLX
Netflix Inc

Communication Services
-52
- 11.28%
$828.4 - $1058.6 $43.1K - $55K
409 $381M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.47K
- 12.75%
$106.31 - $123.73 $156K - $181K
10K $1.24B
C
Citigroup Inc

Financial Services
-264
- 6.87%
$67.23 - $84.63 $17.7K - $22.3K
3.58K $254M
CSCO
Cisco Systems, Inc.

Technology
-392
- 9.72%
$58.74 - $64.87 $23K - $25.4K
3.64K $225M
JPM
Jpmorgan Chase & CO

Financial Services
-66
- 6.09%
$225.19 - $279.95 $14.9K - $18.5K
1.02K $249M
DOCS
Doximity, Inc.

Healthcare
-646
- 9.69%
$49.71 - $83.14 $32.1K - $53.7K
6.02K $349M
TW
Tradeweb Markets Inc.

Financial Services
-123
- 4.24%
$123.42 - $148.46 $15.2K - $18.3K
2.78K $412M
ABBV
Abb Vie Inc.

Healthcare
-36
- 2.66%
$169.2 - $216.66 $6.09K - $7.8K
1.32K $276M
FUTU
Futu Holdings LTD

Financial Services
-512
- 11.64%
$75.13 - $123.56 $38.5K - $63.3K
3.89K $398M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-1.5K
- 11.23%
$88.0 - $115.5 $132K - $173K
11.8K $1.35B
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
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