$121 Million is the total value of LifePro Asset Management's 104 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $490,449 | -1.9% | 6,661 | 0.0% | 0.40% | +4.9% | |
| HYMB | SPDR SER TRnuveen bloomberg | $400,176 | -4.8% | 16,800 | 0.0% | 0.33% | +1.9% | |
| HYD | VANECK ETF TRUSThigh yld munietf | $395,651 | -4.4% | 8,063 | 0.0% | 0.33% | +2.2% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $365,262 | +8.1% | 2,040 | 0.0% | 0.30% | +15.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-05
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.