LifePro Asset Management historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, LifePro Asset Management opened 66 positions, added to 55, reduced 60 and sold out of 39.
- Q3 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 1,450.
- Q3 2024: Stock ARR; Country of operation United States; Class COM SHS; Shares before 104,987.
- Q3 2024: Stock TWO; Country of operation United States; Class COM; Shares before 154,103.
- Q3 2024: Stock AGNC; Country of operation United States; Class COM; Shares before 378,016.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1838533), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | MSFT
MICROSOFT CORP | United States | COM | 1,450 | 10,269 | +8,819 | $648,040 | $4,418,890 | +$3,770,850 | 2024-10-09 |
|---|
| Q3 2024 | ARR
ARMOUR RESIDENTIAL REIT INC | United States | COM SHS | 104,987 | 141,426 | +36,439 | $2,034,648 | $2,885,100 | +$850,452 | 2024-10-09 |
|---|
| Q3 2024 | TWO
TWO HBRS INVT CORP | United States | COM | 154,103 | 201,792 | +47,689 | $2,035,701 | $2,800,873 | +$765,172 | 2024-10-09 |
|---|
| Q3 2024 | AGNC
AGNC INVT CORP | United States | COM | 378,016 | 398,383 | +20,367 | $3,606,273 | $4,167,090 | +$560,817 | 2024-10-09 |
|---|
| Q3 2024 | HD
HOME DEPOT INC | United States | COM | 1,139 | 2,248 | +1,109 | $392,089 | $910,977 | +$518,888 | 2024-10-09 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 3,719 | 6,484 | +2,765 | $718,697 | $1,208,164 | +$489,467 | 2024-10-09 |
|---|
| Q3 2024 | AAPL
APPLE INC | United States | COM | 7,561 | 8,313 | +752 | $1,592,427 | $1,936,977 | +$344,550 | 2024-10-09 |
|---|
| Q3 2024 | NLY
ANNALY CAPITAL MANAGEMENT IN | United States | COM NEW | 132,157 | 139,479 | +7,322 | $2,518,908 | $2,799,344 | +$280,436 | 2024-10-09 |
|---|
| Q3 2024 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 931 | 1,207 | +276 | $474,123 | $705,713 | +$231,590 | 2024-10-09 |
|---|
| Q3 2024 | ORCL
ORACLE CORP | United States | COM | 4,545 | 4,957 | +412 | $641,724 | $844,673 | +$202,949 | 2024-10-09 |
|---|
| Q3 2024 | AAAU
GOLDMAN SACHS PHYSICAL GOLD | United States | UNIT | 10,831 | 15,326 | +4,495 | $249,167 | $398,859 | +$149,692 | 2024-10-09 |
|---|
| Q3 2024 | IRM
IRON MTN INC DEL | United States | COM | 4,455 | 4,458 | +3 | $399,257 | $529,744 | +$130,487 | 2024-10-09 |
|---|
| Q3 2024 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 2,730 | 2,734 | +4 | $651,624 | $756,580 | +$104,956 | 2024-10-09 |
|---|
| Q3 2024 | EMR
EMERSON ELEC CO | United States | COM | 3,172 | 3,822 | +650 | $349,391 | $418,042 | +$68,651 | 2024-10-09 |
|---|
| Q3 2024 | META
META PLATFORMS INC | United States | CL A | 793 | 805 | +12 | $400,069 | $461,077 | +$61,008 | 2024-10-09 |
|---|
| Q3 2024 | SYF
SYNCHRONY FINANCIAL | United States | COM | 14,710 | 15,090 | +380 | $694,165 | $752,689 | +$58,524 | 2024-10-09 |
|---|
| Q3 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 746 | 774 | +28 | $303,473 | $356,241 | +$52,768 | 2024-10-09 |
|---|
| Q3 2024 | ABBV
ABBVIE INC | United States | COM | 1,338 | 1,394 | +56 | $229,494 | $275,287 | +$45,793 | 2024-10-09 |
|---|
| Q3 2024 | FCX
FREEPORT-MCMORAN INC | United States | CL B | 14,859 | 15,236 | +377 | $722,149 | $760,586 | +$38,437 | 2024-10-09 |
|---|
| Q3 2024 | LLY
ELI LILLY & CO | United States | COM | 1,549 | 1,565 | +16 | $1,402,350 | $1,386,339 | -$16,011 | 2024-10-09 |
|---|
| Q3 2024 | COP
CONOCOPHILLIPS | United States | COM | 1,884 | 1,928 | +44 | $215,543 | $202,989 | -$12,554 | 2024-10-09 |
|---|
| Q3 2024 | PRU
PRUDENTIAL FINL INC | United States | COM | 2,182 | 2,194 | +12 | $255,709 | $265,693 | +$9,984 | 2024-10-09 |
|---|
| Q2 2024 | AGNC
AGNC INVT CORP | United States | COM | 303,543 | 378,016 | +74,473 | $3,005,076 | $3,606,273 | +$601,197 | 2024-07-10 |
|---|
| Q2 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,934 | 1,965 | +31 | $291,899 | $357,925 | +$66,026 | 2024-07-10 |
|---|
| Q2 2024 | HD
HOME DEPOT INC | United States | COM | 852 | 1,139 | +287 | $326,827 | $392,089 | +$65,262 | 2024-07-10 |
|---|
| Q2 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 345 | 358 | +13 | $252,757 | $304,296 | +$51,539 | 2024-07-10 |
|---|
| Q2 2024 | AMAT
APPLIED MATLS INC | United States | COM | 1,409 | 1,426 | +17 | $290,617 | $336,498 | +$45,881 | 2024-07-10 |
|---|
| Q2 2024 | MSFT
MICROSOFT CORP | United States | COM | 1,440 | 1,450 | +10 | $605,636 | $648,040 | +$42,404 | 2024-07-10 |
|---|
| Q2 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 3,486 | 3,577 | +91 | $551,456 | $522,744 | -$28,712 | 2024-07-10 |
|---|
| Q2 2024 | WMT
WALMART INC | United States | COM | 3,370 | 3,417 | +47 | $202,779 | $231,388 | +$28,609 | 2024-07-10 |
|---|
| Q2 2024 | MDT
MEDTRONIC PLC | Ireland | SHS | 2,967 | 2,980 | +13 | $258,597 | $234,576 | -$24,021 | 2024-07-10 |
|---|
| Q2 2024 | PEP
PEPSICO INC | United States | COM | 3,471 | 3,545 | +74 | $607,496 | $584,624 | -$22,872 | 2024-07-10 |
|---|
| Q2 2024 | HSY
HERSHEY CO | United States | COM | 1,304 | 1,501 | +197 | $253,563 | $275,974 | +$22,411 | 2024-07-10 |
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| Q2 2024 | COP
CONOCOPHILLIPS | United States | COM | 1,835 | 1,884 | +49 | $233,538 | $215,543 | -$17,995 | 2024-07-10 |
|---|
| Q2 2024 | MCD
MCDONALDS CORP | United States | COM | 774 | 786 | +12 | $218,131 | $200,368 | -$17,763 | 2024-07-10 |
|---|
| Q2 2024 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 1,466 | 1,471 | +5 | $217,950 | $201,362 | -$16,588 | 2024-07-10 |
|---|
| Q2 2024 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 2,669 | 2,730 | +61 | $666,556 | $651,624 | -$14,932 | 2024-07-10 |
|---|
| Q2 2024 | EMR
EMERSON ELEC CO | United States | COM | 3,159 | 3,172 | +13 | $358,307 | $349,391 | -$8,916 | 2024-07-10 |
|---|
| Q2 2024 | PRU
PRUDENTIAL FINL INC | United States | COM | 2,159 | 2,182 | +23 | $253,467 | $255,709 | +$2,242 | 2024-07-10 |
|---|
| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 856 | 6,244 | +5,388 | $773,566 | $771,387 | -$2,179 | 2024-07-10 |
|---|
| Q1 2024 | AGNC
AGNC INVT CORP | United States | COM | 227,075 | 303,543 | +76,468 | $2,227,606 | $3,005,076 | +$777,470 | 2024-04-25 |
|---|
| Q1 2024 | LLY
ELI LILLY & CO | United States | COM | 1,367 | 1,619 | +252 | $797,032 | $1,259,248 | +$462,216 | 2024-04-25 |
|---|
| Q1 2024 | NLY
ANNALY CAPITAL MANAGEMENT IN | United States | COM NEW | 114,165 | 134,012 | +19,847 | $2,211,373 | $2,638,691 | +$427,318 | 2024-04-25 |
|---|
| Q1 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 14,023 | 15,640 | +1,617 | $1,402,056 | $1,817,947 | +$415,891 | 2024-04-25 |
|---|
| Q1 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 759 | 856 | +97 | $375,936 | $773,566 | +$397,630 | 2024-04-25 |
|---|
| Q1 2024 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 32,166 | 37,099 | +4,933 | $1,212,677 | $1,556,675 | +$343,998 | 2024-04-25 |
|---|
| Q1 2024 | JPM
JPMORGAN CHASE & CO | United States | COM | 6,160 | 6,455 | +295 | $1,047,745 | $1,292,862 | +$245,117 | 2024-04-25 |
|---|
| Q1 2024 | AMZN
AMAZON COM INC | United States | COM | 3,595 | 3,951 | +356 | $546,224 | $712,681 | +$166,457 | 2024-04-25 |
|---|
| Q1 2024 | MSFT
MICROSOFT CORP | United States | COM | 1,234 | 1,440 | +206 | $464,090 | $605,636 | +$141,546 | 2024-04-25 |
|---|
| Q1 2024 | DVN
DEVON ENERGY CORP NEW | United States | COM | 15,950 | 17,086 | +1,136 | $722,536 | $857,352 | +$134,816 | 2024-04-25 |
|---|
| Q1 2024 | EMR
EMERSON ELEC CO | United States | COM | 2,405 | 3,159 | +754 | $234,037 | $358,307 | +$124,270 | 2024-04-25 |
|---|
| Q1 2024 | CVX
CHEVRON CORP NEW | United States | COM | 9,076 | 9,275 | +199 | $1,353,797 | $1,462,969 | +$109,172 | 2024-04-25 |
|---|
| Q1 2024 | AMAT
APPLIED MATLS INC | United States | COM | 1,296 | 1,409 | +113 | $209,966 | $290,617 | +$80,651 | 2024-04-25 |
|---|
| Q1 2024 | INTC
INTEL CORP | United States | COM | 9,627 | 9,751 | +124 | $483,738 | $430,710 | -$53,028 | 2024-04-25 |
|---|
| Q1 2024 | PEP
PEPSICO INC | United States | COM | 3,357 | 3,471 | +114 | $570,182 | $607,496 | +$37,314 | 2024-04-25 |
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