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
- LifePro Asset Management 2020 Q2 filed Jan. 6, 2021
- LifePro Asset Management 2020 Q3 filed Jan. 6, 2021