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Size ($ in 1000's)
At 03/31/2024: $151,403
At 12/31/2023: $128,770
LifePro Asset Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LifePro Asset Management 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the LifePro Asset Management top holdings by largest position size, as per the latest 13f filing made by LifePro Asset Management.
In the LifePro Asset Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by LifePro Asset Management in that top holding, then the share count change between reporting periods, and finally the LifePro Asset Management top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| INVESCO EXCH TRADED FD TR II (BKLN) |
356,735 |
+84,238 |
$7,545 | | BKLN | 356,735 | +84,238 | $7,545 | | CANADIAN NAT RES LTD |
71,254 |
-13,953 |
$5,438 | | CNQ | 71,254 | -13,953 | $5,438 | | ADVISORSHARES TR (MSOS) |
542,123 |
+87,896 |
$5,427 | | MSOS | 542,123 | +87,896 | $5,427 | | TIDEWATER INC NEW |
53,235 |
-19,273 |
$4,898 | | TDW | 53,235 | -19,273 | $4,898 | | PIMCO ETF TR (LONZ) |
86,548 |
+8,132 |
$4,427 | | LONZ | 86,548 | +8,132 | $4,427 | | ALIBABA GROUP HLDG LTD |
59,597 |
+59,597 |
$4,312 | | BABA | 59,597 | +59,597 | $4,312 | | JD.COM INC |
141,596 |
+141,596 |
$3,878 | | JD | 141,596 | +141,596 | $3,878 | | ADVANCE AUTO PARTS INC |
44,804 |
+44,804 |
$3,812 | | AAP | 44,804 | +44,804 | $3,812 | | OVINTIV INC |
72,843 |
+72,843 |
$3,781 | | OVV | 72,843 | +72,843 | $3,781 | | WEATHERFORD INTL PLC |
29,959 |
-1,802 |
$3,458 | | WFRD | 29,959 | -1,802 | $3,458 | | COUPANG INC |
193,811 |
+193,811 |
$3,448 | | CPNG | 193,811 | +193,811 | $3,448 | | DIMENSIONAL ETF TRUST (DFAC) |
103,588 |
+11,999 |
$3,310 | | DFAC | 103,588 | +11,999 | $3,310 | | BAIDU INC |
30,937 |
+30,937 |
$3,257 | | BIDU | 30,937 | +30,937 | $3,257 | | SPDR SER TR (BIL) |
33,500 |
-6,392 |
$3,075 | | BIL | 33,500 | -6,392 | $3,075 | | AGNC INVT CORP |
303,543 |
+76,468 |
$3,005 | | AGNC | 303,543 | +76,468 | $3,005 | | OCCIDENTAL PETE CORP |
41,556 |
-27,306 |
$2,701 | | OXY | 41,556 | -25,806 | $2,701 | | SUNCOR ENERGY INC NEW |
71,672 |
+71,672 |
$2,645 | | SU | 71,672 | +71,672 | $2,645 | | ANNALY CAPITAL MANAGEMENT IN |
134,012 |
+19,847 |
$2,639 | | NLY | 134,012 | +19,847 | $2,639 | | DIMENSIONAL ETF TRUST (DFSD) |
54,996 |
+54,996 |
$2,587 | | DFSD | 54,996 | +54,996 | $2,587 | | DIMENSIONAL ETF TRUST (DFCF) |
60,634 |
+60,634 |
$2,544 | | DFCF | 60,634 | +60,634 | $2,544 | | VANGUARD INDEX FDS (VTV) |
15,443 |
-2,671 |
$2,515 | | VTV | 15,443 | -2,671 | $2,515 | | PAYPAL HLDGS INC |
36,126 |
+36,126 |
$2,420 | | PYPL | 36,126 | +36,126 | $2,420 | | DIMENSIONAL ETF TRUST (DFAX) |
94,496 |
+919 |
$2,404 | | DFAX | 94,496 | +919 | $2,404 | | ISHARES TR (MUB) |
22,257 |
-3,655 |
$2,395 | | MUB | 22,257 | -3,655 | $2,395 | | ISHARES TR (HYG) |
29,694 |
+7,355 |
$2,308 | | HYG | 29,694 | +7,355 | $2,308 | | DIMENSIONAL ETF TRUST (DFGX) |
42,249 |
+42,249 |
$2,240 | | DFGX | 42,249 | +42,249 | $2,240 | | ISHARES TR (IBHJ) |
80,528 |
+80,528 |
$2,105 | | IBHJ | 80,528 | +80,528 | $2,105 | | EXXON MOBIL CORP |
15,640 |
+1,617 |
$1,818 | | XOM | 15,640 | +1,617 | $1,818 | | DIMENSIONAL ETF TRUST (DFSU) |
50,081 |
+42,774 |
$1,723 | | DFSU | 50,081 | +42,774 | $1,723 | | DIMENSIONAL ETF TRUST (DGCB) |
32,278 |
+32,278 |
$1,709 | | DGCB | 32,278 | +32,278 | $1,709 | | APPLE INC |
9,915 |
-28 |
$1,700 | | AAPL | 9,915 | -28 | $1,700 | | VERIZON COMMUNICATIONS INC |
37,099 |
+4,933 |
$1,557 | | VZ | 37,099 | +4,933 | $1,557 | | SSGA ACTIVE ETF TR (SRLN) |
35,946 |
+5,196 |
$1,514 | | SRLN | 35,946 | +5,196 | $1,514 | | BANK AMERICA CORP |
39,050 |
-1,817 |
$1,481 | | BAC | 39,050 | -1,817 | $1,481 | | CHEVRON CORP NEW |
9,275 |
+199 |
$1,463 | | CVX | 9,275 | +199 | $1,463 | | ZACKS TRUST |
47,118 |
-1,588 |
$1,324 | | ZECP | 47,118 | -1,588 | $1,324 | | ISHARES TR (TLT) |
13,877 |
-2,160 |
$1,313 | | TLT | 13,877 | -2,160 | $1,313 | | JPMORGAN CHASE & CO |
6,455 |
+295 |
$1,293 | | JPM | 6,455 | +295 | $1,293 | | ELI LILLY & CO |
1,619 |
+252 |
$1,259 | | LLY | 1,619 | +252 | $1,259 | | INVESCO EXCH TRADED FD TR II (PGHY) |
63,077 |
+6,863 |
$1,244 | | PGHY | 63,077 | +6,863 | $1,244 | | CITIZENS FINL GROUP INC |
32,283 |
-88,430 |
$1,172 | | CFG | 32,283 | -88,430 | $1,172 | | VANGUARD INDEX FDS (VUG) |
3,282 |
-1,967 |
$1,130 | | VUG | 3,282 | -1,967 | $1,130 | | SELECT SECTOR SPDR TR (XLE) |
11,833 |
+374 |
$1,117 | | XLE | 11,833 | +374 | $1,117 | | KEYCORP |
69,351 |
-213,627 |
$1,096 | | KEY | 69,351 | -213,627 | $1,096 | | ISHARES TR (AGG) |
11,132 |
+1,243 |
$1,090 | | AGG | 11,132 | +1,243 | $1,090 | | SCHLUMBERGER LTD |
17,446 |
-59,545 |
$956 | | SLB | 17,446 | -59,545 | $956 | | NORTHERN LTS FD TR IV |
18,158 |
-1,797 |
$915 | | SECT | 18,158 | -1,797 | $915 | | DEVON ENERGY CORP NEW |
17,086 |
+1,136 |
$857 | | DVN | 17,086 | +1,136 | $857 | | NVIDIA CORPORATION |
856 |
+97 |
$774 | | NVDA | 856 | +97 | $774 | | GOLDMAN SACHS GROUP INC |
1,816 |
-17 |
$759 | | GS | 1,816 | -17 | $759 |
See Full List: All Stocks Held By LifePro Asset Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By LifePro Asset Management
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