Fund HoldingsLifestyle Asset Management, Inc.

Total Portfolio Value
$183.54M
Total Bought
$44.36M
Total Sold
$40.23M
Net Transaction
+$4.13M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0558,871+558,871017,0299.28%+17,029
SPDR SER TR
ST STR CONV ETF
0100,940+100,94007,8624.28%+7,862
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
0148,574+148,57405,3262.90%+5,326
SPDR S&P 500 ETF TR(SPY)50,96053,853+2,89329,23931,56217.20%+2,324
DOCUSIGN INC(DOCU)012,172+12,17201,0950.60%+1,095
PALO ALTO NETWORKS INC(PANW)05,512+5,51201,0030.55%+1,003
MANHATTAN ASSOCIATES INC(MANH)03,324+3,32408980.49%+898
OVINTIV INC(OVV)018,058+18,05807310.40%+731
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
013,487+13,48706790.37%+679
TAPESTRY INC(TPR)24,65324,431-2221,1581,5960.87%+438
DOXIMITY INC(DOCS)06,665+6,66503560.19%+356
BROADCOM INC(AVGO)5,1495,191+428881,2030.66%+315
LPL FINL HLDGS INC(LPLA)0898+89802930.16%+293
ALPHABET INC(GOOG)10,60510,834+2291,7592,0511.12%+292
ULTA BEAUTY INC(ULTA)2,4102,815+4059381,2240.67%+287
ISHARES BITCOIN TRUST ETF(IBIT)05,272+5,27202800.15%+280
THE TRADE DESK INC(TTD)02,306+2,30602710.15%+271
JABIL INC(JBL)9,5239,618+951,1411,3840.75%+243
CISCO SYS INC(CSCO)04,032+4,03202390.13%+239
GILEAD SCIENCES INC(GILD)02,472+2,47202280.12%+228
UNUM GROUP(UNM)19,50618,899-6071,1591,3800.75%+221
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
04,350+4,35002210.12%+221
VANGUARD WORLD FD0635+63502180.12%+218
MORGAN STANLEY(MS)01,730+1,73002170.12%+217
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
06,066+6,06602120.12%+212
APPLE INC(AAPL)7,9928,195+2031,8622,0521.12%+190
NORTHERN LTS FD TR III
HCM DEFND 100
36,93537,381+4462,3292,5061.37%+177
NORTHERN LTS FD TR III
HCM DEFEN 500
42,91044,198+1,2882,1792,3011.25%+122
CHART INDS INC(GTLS)2,2672,099-1682814010.22%+119
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
58,15958,694+5353,1953,3091.80%+115
LULULEMON ATHLETICA INC(LULU)1,0001,007+72713850.21%+114
AUTODESK INC4,1764,245+691,1501,2550.68%+104
MASTERCARD INCORPORATED(MA)2,3852,430+451,1781,2800.70%+102
BJS WHSL CLUB HLDGS INC(BJ)13,22113,329+1081,0901,1910.65%+100
NVIDIA CORPORATION(NVDA)16,33415,408-9261,9842,0691.13%+86
KINDER MORGAN INC DEL(KMI)14,92414,92403304090.22%+79
META PLATFORMS INC(META)2,9613,020+591,6951,7680.96%+73
MEDPACE HLDGS INC(MEDP)03,917+3,91701,3010.71%+1,301
SALESFORCE INC(CRM)1,0851,081-42973610.20%+64
FORTINET INC(FTNT)4,6154,437-1783584190.23%+61
ARISTA NETWORKS INC9623,844+2,8823694250.23%+56
NETFLIX INC(NFLX)502461-413564110.22%+55
EOG RES INC(EOG)7,7068,152+4469479990.54%+52
AMAZON COM INC(AMZN)1,5031,50302803300.18%+50
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
013,627+13,62706830.37%+683
VITAL FARMS INC9,84610,345+4993453900.21%+45
DR REDDYS LABS LTD(RDY)13,68971,488+57,7991,0881,1290.62%+41
JPMORGAN CHASE & CO.(JPM)1,0371,083+462192600.14%+41
VANECK BITCOIN ETF(HODL)5,9094,394-1,5154244640.25%+40
CITIGROUP INC(C)3,7303,844+1142332710.15%+37
INTERACTIVE BROKERS GROUP IN(IBKR)2,5112,190-3213503870.21%+37
TRADEWEB MKTS INC(TW)2,8042,900+963473800.21%+33
ISHARES TR5,8986,015+1171,3031,3290.72%+26
MICROSOFT CORP(MSFT)1,2571,344+875415660.31%+26
GOLDMAN SACHS GROUP INC(GS)450433-172232480.14%+25
CHIPOTLE MEXICAN GRILL INC(CMG)5,4955,660+1653173410.19%+25
VANGUARD INDEX FDS643660+172472710.15%+24
CONOCOPHILLIPS(COP)8,1558,846+6918598770.48%+19
BANK AMERICA CORP5,0454,944-1012002170.12%+17
TEXAS ROADHOUSE INC(TXRH)1,5431,603+602722890.16%+17
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
57,27856,226-1,0521,9071,9171.04%+9
FIRST TR EXCHNG TRADED FD VI
FT VEST US
5,3505,35002232280.12%+5
MCDONALDS CORP(MCD)736790+542242290.12%+5
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
61,19263,292+2,1003,6423,6411.98%-0
SAIA INC(SAIA)671641-302932920.16%-1
AFYA LTD(AFYA)16,75317,682+9292862810.15%-5
COMFORT SYS USA INC(FIX)1,012918-943953890.21%-6
NOVA LTD(NVMI)1,2331,273+402572510.14%-6
HOME DEPOT INC(HD)908920+123683580.19%-10
ENSIGN GROUP INC(ENSG)2,4982,598+1003593450.19%-14
JOHNSON & JOHNSON(JNJ)1,4901,560+702412260.12%-16
HAMILTON LANE INC(HLNE)1,4311,515+842412240.12%-17
CAMTEK LTD(CAMT)3,1732,910-2632532350.13%-18
INGERSOLL RAND INC(IR)3,4923,582+903433240.18%-19
PROSHARES TR
ULTRAPRO QQQ
3,1522,643-5092282090.11%-19
INTERNATIONAL BUSINESS MACHS(IBM)2,2062,098-1084884610.25%-26
KLA CORP(KLAC)355386+312752430.13%-32
WISDOMTREE TR(WT)22,98323,128+1451,9121,8721.02%-41
OWENS CORNING NEW(OC)7,1007,115+151,2531,2120.66%-41
ENERGY TRANSFER L P(ET)46,53535,782-10,7537477010.38%-46
UNITED THERAPEUTICS CORP DEL(UTHR)3,7913,714-771,3591,3100.71%-48
SPDR INDEX SHS FDS
ST PORT MARK ETF
27,22727,948+7211,1241,0720.58%-52
ADOBE INC(ADBE)554525-292872330.13%-53
ABBVIE INC(ABBV)1,4891,354-1352942410.13%-53
TRACTOR SUPPLY CO(TSCO)4,13821,482+17,3441,2041,1400.62%-64
COSTAMARE INC(CMRE)21,09720,638-4593322650.14%-66
HARTFORD FINL SVCS GROUP INC(HIG)11,40111,499+981,3411,2580.69%-83
RENAISSANCERE HLDGS LTD(RNR)4,5934,645+521,2511,1560.63%-95
WISDOMTREE TR(WT)16,10814,725-1,3837366400.35%-96
EAGLE MATLS INC(EXP)4,0844,189+1051,1751,0340.56%-141
CARLISLE COS INC(CSL)2,2502,355+1051,0128690.47%-143
DIREXION SHS ETF TR
DIREXION HCM
37,47132,568-4,9031,3211,1750.64%-146
FUTU HLDGS LTD(FUTU)5,3734,400-9735143520.19%-162
WEX INC(WEX)4,9134,877-361,0308550.47%-175
ARCH CAP GROUP LTD
ORD
11,47111,958+4871,2831,1040.60%-179
UNION PAC CORP(UNP)8180-8182020-202
COCA COLA CO(KO)2,8800-2,8802070-207
LOCKHEED MARTIN CORP(LMT)3570-3572090-209
AMGEN INC(AMGN)6520-6522100-210
UNITEDHEALTH GROUP INC(UNH)3620-3622120-212
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