$138 Million is the total value of LifePro Asset Management's 106 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 66.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SECT | New | NORTHERN LTS FD TR IVmain sectr rotn | $913,970 | – | 23,562 | +100.0% | 0.66% | – |
UNH | Buy | UNITEDHEALTH GROUP INC | $717,864 | +0.9% | 1,354 | +0.9% | 0.52% | +0.2% |
AMZN | Buy | AMAZON COM INC | $334,315 | +4.5% | 3,980 | +4.5% | 0.24% | +3.8% |
VALE | New | VALE S Asponsored ads | $280,786 | – | 16,546 | +100.0% | 0.20% | – |
VUG | Buy | VANGUARD INDEX FDSgrowth etf | $241,923 | +3.7% | 1,135 | +3.7% | 0.18% | +3.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-04
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.