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CIK: 0001838533
Total reported value
$163.4M
$163.4M
127 檔
15.2%
At the close of Q2 2024, LifePro Asset Management disclosed equity holdings valued at approximately $163.4M, spread across 127 reported holdings.
During Q2 2024, LifePro Asset Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | Invesco Senior Loan ETF | ETF-Other | 5.20% | — | -3.41% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 4.20% | — | +36.64% | |
| 3 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 3.13% | — | -1.31% | |
| 4 | BILI | Bilibili Inc-sponsored Adr | Stock-Other | 2.62% | — | — | |
| 5 | BEKE | Ke Holdings Inc-adr | Stock-Other | 2.61% | — | — | |
| 6 | AGNC | Agnc Investment CORP | Stock-Real Estate | 2.59% | — | +24.53% | |
| 7 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 2.48% | — | — | |
| 8 | ENPH | Enphase Energy Inc | Stock-Tech | 2.38% | — | — | |
| 9 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 2.38% | — | -9.43% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.37% | — | -0.85% | |
| 11 | CPNG | Coupang Inc | Stock-Consumer Disc | 2.30% | — | -21.05% | |
| 12 | PGHY | Invesco Global Ex US High Yi | ETF-Other | 2.22% | — | +152.07% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 2.21% | — | +19.29% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.16% | — | -2.05% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.13% | — | +18.04% | |
| 16 | GRAB | Grab Holdings Limited | Stock-Tech | 2.07% | — | — | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.07% | — | — | |
| 18 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.86% | — | +16.95% | |
| 19 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.81% | — | -1.38% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.66% | — | -3.44% | |
| 21 | KHYB | Kraneshares Asia Pacific Hig | ETF-Other | 1.63% | — | — | |
| 22 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | ETF-Other | 1.59% | — | — | |
| 23 | MO | Altria Group Inc | Stock-Consumer Staples | 1.58% | — | — | |
| 24 | TWO | Two Harbors Investment CORP | Stock-Other | 1.46% | — | — | |
| 25 | ARR | Armour Residential Reit Inc | Stock-Other | 1.46% | — | — | |
| 26 | DGCB | Dimensional Global Credit | ETF-Other | 1.37% | — | +12.37% | |
| 27 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.32% | — | +5.28% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.14% | — | -23.74% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 1.12% | — | -36.70% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | — | -16.01% | |
| 31 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.07% | — | -1.09% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.05% | — | -36.15% | |
| 33 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 1.04% | — | +7.15% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 1.02% | — | -2.31% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | — | -4.32% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.95% | — | -44.40% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.94% | — | -15.40% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | -2.60% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | — | -2.83% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.82% | — | +6.19% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.74% | — | -4.84% | |
| 42 | SECT | Main Sector Rotation ETF | ETF-Other | 0.71% | — | +6.68% | |
| 43 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.65% | — | +19.49% | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.59% | — | -35.15% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.56% | — | -4.63% | |
| 46 | CNQ | Canadian Natural Resources | Stock-Energy | 0.55% | — | -69.49% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | — | +629.44% | |
| 48 | CFG | Citizens Financial Group | Stock-Financials | 0.52% | — | -37.71% | |
| 49 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.52% | — | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | — | -5.87% |
According to official SEC Form 13F filings, LifePro Asset Management reported a total U.S. public equity portfolio value of $163.4M across 127 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BKLN, BABA, LONZ) accounted for 15.2% of total reported equity market value during Q2 2024.
During Q2 2024, LifePro Asset Management's top holdings by market value included BKLN (5.2%)、BABA (4.2%)、LONZ (3.1%). The largest single position, BKLN, represented 5.2% of total portfolio value.
In Q2 2024, LifePro Asset Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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