News + Filings Holdings
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Lifestyle Asset Management, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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FIRST TR EXCHNG TRADED FD VI
| DJUL | Common | 784,283 | 784,283 | 26,642,094,000 | 26,642,094,000 | 16.16 | |
Hist
| 09/30/2023 |
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VODAFONE GROUP PUBLIC LTD CO
| VOD | Common | 118,978 | 118,978 | 1,127,911,000 | 1,127,911,000 | 0.68 | |
Hist
| 09/30/2023 |
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DR REDDYS LABORATORIES LTD
| RDY | ADR | 15,886 | 15,886 | 1,062,297,000 | 1,062,297,000 | 0.64 | |
Hist
| 09/30/2023 |
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WEX Inc.
| WEX | Common | 5,628 | 5,628 | 1,058,571,000 | 1,058,571,000 | 0.64 | 0.01 |
Hist
| 09/30/2023 |
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Autodesk, Inc.
| ADSK | Common | 4,780 | 4,780 | 989,030,000 | 989,030,000 | 0.60 | 0.00 |
Hist
| 09/30/2023 |
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ASML HOLDING NV
| ASML | N Y REGISTRY SHS | 1,634 | 1,634 | 961,870,000 | 961,870,000 | 0.58 | |
Hist
| 09/30/2023 |
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IDEXX LABORATORIES INC /DE
| IDXX | Common | 1,864 | 1,864 | 815,071,000 | 815,071,000 | 0.49 | |
Hist
| 09/30/2023 |
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UNION PACIFIC CORP
| UNP | Common | 1,128 | 1,128 | 229,695,000 | 229,695,000 | 0.14 | |
Hist
| 09/30/2023 |
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SOUTHERN CO
| SO | Common | 3,350 | 3,350 | 216,812,000 | 216,812,000 | 0.13 | |
Hist
| 09/30/2023 |
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Arista Networks, Inc.
| ANET | Common | 1,130 | 1,130 | 207,841,000 | 207,841,000 | 0.13 | |
Hist
| 09/30/2023 |
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BHP Group Ltd
| BHP | SPONSORED ADS | 3,642 | 3,642 | 207,157,000 | 207,157,000 | 0.13 | |
Hist
| 09/30/2023 |
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DIREXION SHS ETF TR DRX SANDP500BULL
| SPXL | STOCK | 2,646 | 2,646 | 206,917,000 | 206,917,000 | 0.13 | |
Hist
| 09/30/2023 |
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TRI Resources Inc.
| TRGP | COM | 2,379 | 2,379 | 203,928,000 | 203,928,000 | 0.12 | |
Hist
| 09/30/2023 |
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