LifePro Asset Management

Latest statistics and disclosures from LifePro Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ZM, PTON, TTD, SHOP, OKTA, and represent 40.53% of LifePro Asset Management's stock portfolio.
  • Added to shares of these 10 stocks: SHOP (+$12M), NFLX (+$9.0M), ZM (+$5.6M), ILMN, PTON, TTD, OKTA, DOCU, AAPL, LULU.
  • Started 4 new stock positions in SHOP, AAPL, NFLX, ILMN.
  • Reduced shares in these 4 stocks: , LUV, BAC, XLK.
  • Sold out of its positions in LUV, V.
  • LifePro Asset Management was a net buyer of stock by $54M.
  • LifePro Asset Management has $195M in assets under management (AUM), dropping by 68.50%.

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Portfolio Holdings for LifePro Asset Management

Companies in the LifePro Asset Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Zoom Video Communications In Cl A (ZM) 14.3 $28M +24% 59k 470.11
Peloton Interactive Cl A Com (PTON) 7.8 $15M +23% 154k 99.24
The Trade Desk Com Cl A (TTD) 6.4 $12M +24% 24k 518.80
Shopify Cl A (SHOP) 6.1 $12M NEW 12k 1022.94
Okta Cl A (OKTA) 6.0 $12M +24% 55k 213.85
Docusign (DOCU) 5.5 $11M +24% 50k 215.24
Lululemon Athletica (LULU) 5.2 $10M +24% 31k 329.36
Mongodb Cl A (MDB) 4.8 $9.3M +24% 40k 231.51
Netflix (NFLX) 4.6 $9.0M NEW 18k 500.03
Servicenow (NOW) 4.6 $8.9M +24% 18k 485.01
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.3 $8.4M +18% 97k 86.51
stock (SPLK) 3.7 $7.3M +24% 39k 188.13
Ringcentral Cl A (RNG) 3.4 $6.7M +24% 24k 274.62
Snap Cl A (SNAP) 3.4 $6.5M +24% 251k 26.11

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Vanguard Index Fds Growth Etf (VUG) 2.8 $5.5M +23% 24k 227.62
Advanced Micro Devices (AMD) 2.5 $4.8M +25% 59k 82.00
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.4 $4.6M +15% 55k 83.90
Zoetis Cl A (ZTS) 2.2 $4.3M +21% 26k 165.35
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $3.4M +21% 26k 128.65
Illumina (ILMN) 1.7 $3.3M NEW 11k 309.06
Extra Space Storage (EXR) 1.5 $2.9M 27k 107.01
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.4 $2.8M +18% 21k 134.71
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.1 $2.1M +16% 42k 50.71
Apple (AAPL) 1.1 $2.1M NEW 18k 115.79
Select Sector Spdr Tr Technology (XLK) 0.8 $1.5M 13k 116.72
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.3 $668k 27k 24.55
Intel Corporation (INTC) 0.3 $662k +24% 13k 51.77
Bank of America Corporation (BAC) 0.3 $636k -6% 26k 24.08

Past Filings by LifePro Asset Management

SEC 13F filings are viewable for LifePro Asset Management going back to 2020