$279 Million is the total value of LifePro Asset Management's 126 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $940,000 | +5.4% | 9,592 | 0.0% | 0.34% | +27.7% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $607,000 | -7.8% | 2,669 | 0.0% | 0.22% | +11.8% | |
| HYD | VANECK ETF TRUSThigh yld munietf | $508,000 | -8.0% | 8,843 | 0.0% | 0.18% | +11.7% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $488,000 | -6.2% | 9,476 | 0.0% | 0.18% | +13.6% | |
| HYMB | SPDR SER TRnuveen bloomberg | $463,000 | -8.3% | 8,400 | 0.0% | 0.17% | +11.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $430,000 | +18.1% | 1,218 | 0.0% | 0.15% | +42.6% | |
| SO | SOUTHERN CO | $412,000 | +5.9% | 5,678 | 0.0% | 0.15% | +28.7% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $318,000 | -14.7% | 2,040 | 0.0% | 0.11% | +3.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 14 | Q3 2023 | 3.3% |
| VANGUARD INDEX FDS | 14 | Q3 2023 | 3.4% |
| BK OF AMERICA CORP | 14 | Q3 2023 | 4.5% |
| APPLE INC | 13 | Q3 2023 | 2.4% |
| INTEL CORP | 13 | Q3 2023 | 0.5% |
| ISHARES TR | 12 | Q1 2023 | 6.1% |
| ISHARES TR | 12 | Q1 2023 | 1.6% |
| ISHARES TR | 12 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON | 12 | Q3 2023 | 1.1% |
| EMERSON ELEC CO | 12 | Q3 2023 | 0.7% |
View LifePro Asset Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-04 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-31 |
View LifePro Asset Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.