Lifestyle Asset Management, Inc. Incresed Positions in Q3 2024

Lifestyle Asset Management, Inc.

  • $181 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
82.5K
+ 110.51%
$96.25 - $101.98 $7.94M - $8.42M
157K $15.9B
AVUV
American Centy ETF Tr Avantis

ETFs
2.98K
+ 2.11%
$88.24 - $99.7 $263K - $297K
144K $13.9B
XOM
Exxon Mobil Corp

Energy
3.62K
+ 6.35%
$109.72 - $119.0 $397K - $431K
60.6K $7.1B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.3K
+ 1.43%
$33.74 - $37.96 $77.5K - $87.2K
163K $6.13B
EXP
Eagle Materials Inc

Basic Materials
457
+ 12.6%
$212.39 - $292.18 $97.1K - $134K
4.08K $1.17B
META
Meta Platforms, Inc.

Communication Services
138
+ 4.89%
$453.41 - $572.44 $62.6K - $79K
2.96K $1.69B
RNR
Renaissancere Holdings LTD

Financial Services
113
+ 2.52%
$211.47 - $272.21 $23.9K - $30.8K
4.59K $1.25B
WEX
Wex Inc.

Technology
443
+ 9.91%
$168.01 - $209.77 $74.4K - $92.9K
4.91K $1.03B
HIG
Hartford Financial Services Group, Inc.

Financial Services
25
+ 0.22%
$98.71 - $117.61 $2.47K - $2.94K
11.4K $1.34B
UNM
Unum Group

Financial Services
649
+ 3.44%
$49.81 - $59.44 $32.3K - $38.6K
19.5K $1.16B
ADSK
Autodesk, Inc.

Technology
279
+ 7.16%
$245.83 - $245.83 $68.6K - $68.6K
4.18K $1.15B
FUTU
Futu Holdings LTD

Financial Services
307
+ 6.06%
$55.54 - $95.65 $17.1K - $29.4K
5.37K $514M
ACGL
Arch Capital Group Ltd.

Financial Services
299
+ 2.68%
$94.47 - $114.25 $28.2K - $34.2K
11.5K $1.28B
MA
Mastercard Inc

Financial Services
61
+ 2.62%
$429.6 - $500.99 $26.2K - $30.6K
2.39K $1.18B
Victory Portfolios Ii
460
+ 0.81%
N/A
57.3K $1.91B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
354
+ 17.22%
$320.55 - $412.94 $113K - $146K
2.41K $938M
TPR
Tapestry, Inc.

Consumer Cyclical
790
+ 3.31%
$36.29 - $47.94 $28.7K - $37.9K
24.7K $1.16B
IBM
International Business Machines Corp

Technology
170
+ 8.35%
$175.1 - $223.38 $29.8K - $38K
2.21K $488M
TSCO
Tractor Supply CO

Consumer Cyclical
149
+ 3.74%
$251.95 - $290.93 $37.5K - $43.3K
4.14K $1.2B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
734
+ 2.77%
$36.02 - $41.68 $26.4K - $30.6K
27.2K $1.12B
IWM
Ishares Russell 2000 ETF

ETFs
90
+ 1.55%
$200.87 - $224.6 $18.1K - $20.2K
5.9K $1.3B
FTNT
Fortinet, Inc.

Technology
543
+ 13.33%
$55.39 - $77.55 $30.1K - $42.1K
4.62K $358M
ON
On Semiconductor Corp

Technology
815
+ 6.44%
$66.39 - $78.74 $54.1K - $64.2K
13.5K $978M
AVGO
Broadcom Inc.

Technology
4.66K
+ 959.47%
$136.27 - $1745.86 $635K - $8.14M
5.15K $888M
TW
Tradeweb Markets Inc.

Financial Services
308
+ 12.34%
$104.25 - $123.67 $32.1K - $38.1K
2.8K $347M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.46K
+ 12.16%
$50.25 - $50.74 $73.5K - $74.2K
13.5K $684M
RDY
Dr Reddys Laboratories LTD

Healthcare
422
+ 3.18%
$75.41 - $84.21 $31.8K - $35.5K
13.7K $1.09B
ENSG
Ensign Group, Inc

Healthcare
185
+ 8.0%
$124.14 - $153.65 $23K - $28.4K
2.5K $359M
ABBV
Abb Vie Inc.

Healthcare
183
+ 14.01%
$163.84 - $199.33 $30K - $36.5K
1.49K $294M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
285
+ 39.86%
$233.4 - $302.36 $66.5K - $86.2K
1K $271M
NFLX
Netflix Inc

Communication Services
49
+ 10.82%
$598.55 - $722.26 $29.3K - $35.4K
502 $356M
OC
Owens Corning

Industrials
133
+ 1.91%
$154.02 - $186.38 $20.5K - $24.8K
7.1K $1.25B
Vaneck Bitcoin ETF
153
+ 2.66%
N/A
5.91K $424M
IR
Ingersoll Rand Inc.

Industrials
58
+ 1.69%
$86.9 - $100.4 $5.04K - $5.82K
3.49K $343M
MSFT
Microsoft Corp

Technology
103
+ 8.93%
$395.15 - $467.56 $40.7K - $48.2K
1.26K $541M
AFYA
Afya LTD

Consumer Defensive
1.97K
+ 13.32%
$15.74 - $18.92 $31K - $37.3K
16.8K $286M
ET
Energy Transfer LP

Energy
1.86K
+ 4.16%
$15.43 - $16.44 $28.7K - $30.5K
46.5K $747M
SAIA
Saia Inc

Industrials
90
+ 15.49%
$367.6 - $509.42 $33.1K - $45.8K
671 $293M
WMS
Advanced Drainage Systems, Inc.

Industrials
229
+ 3.34%
$140.18 - $178.56 $32.1K - $40.9K
7.08K $1.11B
EOG
Eog Resources Inc

Energy
274
+ 3.69%
$117.9 - $132.65 $32.3K - $36.3K
7.71K $947M
C
Citigroup Inc

Financial Services
160
+ 4.48%
$56.11 - $67.61 $8.98K - $10.8K
3.73K $233M
KLAC
Kla Corp

Technology
27
+ 8.23%
$696.17 - $892.35 $18.8K - $24.1K
355 $275M
CROX
Crocs, Inc.

Consumer Cyclical
25
+ 1.08%
$121.05 - $147.9 $3.03K - $3.7K
2.34K $339M
GTLS
Chart Industries Inc

Industrials
269
+ 13.46%
$106.83 - $168.99 $28.7K - $45.5K
2.27K $281M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
245
+ 4.67%
$49.83 - $62.75 $12.2K - $15.4K
5.5K $317M
MPC
Marathon Petroleum Corp

Energy
268
+ 4.7%
$158.61 - $180.75 $42.5K - $48.4K
5.97K $972M
ADBE
Adobe Inc.

Technology
6
+ 1.09%
$508.13 - $586.55 $3.05K - $3.52K
554 $287M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
217
+ 0.37%
$49.7 - $56.11 $10.8K - $12.2K
58.2K $3.19B
COP
Conocophillips

Energy
445
+ 5.77%
$102.3 - $116.61 $45.5K - $51.9K
8.16K $859M
Activity Summary
Buys All Purchases 75 New Holdings 17 Increased Positions 58 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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