StockDriftsStockDriftsTop 50 Lifepro Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BKLN | INVESCO EXCH TRADED FD TR II | 4.71% | 366.5K | $7.7M | +6.36%(+21.90K) | — | 2024-09-30 | |
| LONZ | PIMCO ETF TR | 2.85% | 91.0K | $4.7M | +6.59%(+5.63K) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 2.71% | 10.3K | $4.4M | +608.21%(+8.82K) | — | 2024-09-30 | |
| AGNC | AGNC INVT CORP | 2.55% | 398.4K | $4.2M | +5.39%(+20.37K) | — | 2024-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.34% | 80.2K | $3.8M | +22.21%(+14.57K) | — | 2024-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 2.19% | 82.9K | $3.6M | +15.86%(+11.35K) | — | 2024-09-30 | |
| XCCC | BONDBLOXX ETF TRUST | 2.16% | 88.7K | $3.5M | +49.44%(+29.36K) | — | 2024-09-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 2.07% | 93.6K | $3.4M | new | — | 2024-09-30 | |
| PGHY | INVESCO EXCH TRADED FD TR II | 2.07% | 166.8K | $3.4M | +4.91%(+7.80K) | — | 2024-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.98% | 94.3K | $3.2M | -8.21%(-8.43K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lifepro Asset Management reports $163.35M in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are BKLN (4.7%), LONZ (2.9%) and MSFT (2.7%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lifepro Asset Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1838533). View Lifepro Asset Management’s 13F filings on SEC