Lifestyle Asset Management, Inc. Portfolio Holdings

Lifestyle Asset Management, Inc. has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $174 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $27.8B, First Tr Ex Tr Viii Cboe Vest with a value of $21.5B, American Centy ETF Tr Avantis with a value of $12.7B, American Centy ETF Tr Avantis with a value of $11.8B, and Spdr Bloomberg 1 3 Month T Bil with a value of $8.1B.

Examining the 13F form we can see an increase of $4.76B in the current position value, from $169B to 174B.

Lifestyle Asset Management, Inc. is based out at Friendswood, TX

Below you can find more details about Lifestyle Asset Management, Inc. portfolio as well as his latest detailed transactions.