SEC 13F Intelligence

Managers / Q3 2022 · view latest →

LifePro Asset Management

CIK 0001838533 · 11512 EL CAMINO REAL, SUITE 100, SAN DIEGO, CA, 92130 · 888 543-3776

Reported Value
$174M
Q3 2022
Positions
77
Filings on Record
18
2019–present window
Filed
Nov 4, 2022
original filing

Summary

Lifepro Asset Management reported $174M in U.S.-listed holdings across 77 positions for Q3 2022.

The portfolio is heavily concentrated: Direxion Shs Etf Tr alone accounts for 25.0% of reported value.

Compared with Q2 2022, the fund opened 24 new positions and exited 59.

Portfolio Metrics

Turnover
+78.5%
vs prior filed quarter
Top-10 Concentration
+72.1%
share of reported value
Largest Position
+25.0%
Direxion Shs Etf Tr
New / Exited
24 / 59
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $322MQ4 ’20Q1 ’21: $316MQ2 ’21: $338MQ2 ’21Q3 ’21: $330MQ4 ’21: $338MQ4 ’21Q1 ’22: $279MQ2 ’22: $193MQ2 ’22Q3 ’22: $174MQ4 ’22: $137MQ4 ’22Q1 ’23: $138MQ2 ’23: $130MQ2 ’23Q3 ’23: $121MQ4 ’23: $129MQ4 ’23Q1 ’24: $151MQ2 ’24: $139MQ2 ’24Q3 ’24: $163Mfilingsflow.com

Portfolio Composition

By security type
Other: 41.9%ETP: 33.4%Common Stock: 24.7%
  • Other · 41.9% · $73M
  • ETP · 33.4% · $58M
  • Common Stock · 24.7% · $43M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DIREXION SHS ETF TRNEW+781.5K781.5K+$43M$43M
PROSHARES TR IINEW+1.68M1.68M+$29M$29M
DIREXION SHS ETF TRNEW+466.2K466.2K+$14M$14M
ISHARES TRNEW+60.9K60.9K+$6M$6M
DIREXION SHS ETF TRNEW+348.8K348.8K+$6M$6M
GQ9SPDR GOLD TRNEW+36.3K36.3K+$6M$6M
LNGCHENIERE ENERGY INCNEW+28.5K28.5K+$5M$5M
SRPTSAREPTA THERAPEUTICS INCNEW+41.7K41.7K+$5M$5M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2022

38 positions
#IssuerClass% PortfolioValueShares
1DIREXION SHS ETF TRDAILY TECH OCT21 · DAILY FINL BEAR · DLY S&P500 BR 1X · DAILY ENERGY BEA36.96%$64M1.61M
2PROSHARES TR IIVIX SH TRM FUTRS16.50%$29M1.68M
3ISHARES TRNATIONAL MUN ETF · 7-10 YR TRSY BD · PFD AND INCM SEC · MORNINGSTAR GRWT · 1 3 YR TREAS BD · IBOXX HI YD ETF7.46%$13M156.5K
4XLESELECT SECTOR SPDR TRENERGY · SBI HEALTHCARE4.46%$8M105.1K
5GQ9SPDR GOLD TRhistory →GOLD SHS3.23%$6M36.3K
6LNGCHENIERE ENERGY INChistory →COM NEW2.72%$5M28.5K
7SRPTSAREPTA THERAPEUTICS INChistory →COM2.65%$5M41.7K
8ENPHENPHASE ENERGY INChistory →COM2.61%$5M16.4K
9FSLRFIRST SOLAR INChistory →COM2.53%$4M33.3K
10ALNYALNYLAM PHARMACEUTICALS INChistory →COM2.52%$4M21.9K
11NTRNUTRIEN LTDhistory →COM1.24%$2M25.9K
12BTUPEABODY ENERGY CORPhistory →COM1.04%$2M72.8K
13CFCF INDS HLDGS INChistory →COM1.01%$2M18.3K
14CHVCHEVRON CORP NEWCOM0.80%$1M9.6K
15CRCCANADIAN NAT RES LTDCOM0.75%$1M28.1K
16SCHWAB STRATEGIC TRUS DIVIDEND EQ · US BRD MKT ETF0.72%$1M23.6K
17RDVYFIRST TR EXCHANGE-TRADED FDRISNG DIVD ACHIV · CAP STRENGTH ETF0.63%$1M23.5K
18EXMOCEXXON MOBIL CORPCOM0.58%$1M11.7K
19INVESCO EXCH TRADED FD TR IIS&P INTL QULTY · SOLAR ETF0.52%$909,00028.6K
20VANGUARD WHITEHALL FDSHIGH DIV YLD0.52%$907,0009.6K
21MCDMCDONALDS CORPCOM0.51%$883,0003.8K
22AAPLAPPLE INCCOM0.49%$859,0006.2K
23LLYLILLY ELI & COCOM0.42%$730,0002.3K
24EMREMERSON ELEC COCOM0.40%$702,0009.6K
25MRKMERCK & CO INCCOM0.39%$685,0008.0K
26JNJJOHNSON & JOHNSONCOM0.38%$669,0004.1K
27UNHUNITEDHEALTH GROUP INCCOM0.36%$627,0001.2K
28PFEPFIZER INCCOM0.35%$608,00013.9K
29ADPAUTOMATIC DATA PROCESSING INCOM0.35%$604,0002.7K
30INVESCO EXCHANGE TRADED FD TS&P500 QUALITY0.32%$557,00014.0K
31BACBK OF AMERICA CORPCOM0.31%$540,00017.9K
32SPDR SER TRS&P BIOTECH0.29%$496,0006.3K
33DVNDEVON ENERGY CORP NEWCOM0.28%$495,0008.2K
34VANGUARD BD INDEX FDSSHORT TRM BOND0.28%$485,0006.5K
35PEPPEPSICO INCCOM0.27%$474,0002.9K
36VANGUARD MUN BD FDSTAX EXEMPT BD0.27%$471,0009.8K
37AMZNAMAZON COM INCCOM0.27%$462,0004.1K
38J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM0.25%$440,0008.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$163M151Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$139M130Jul 10, 202413F-HRchanges · EDGAR ↗
Q1 2024$151M127Apr 25, 202413F-HRchanges · EDGAR ↗
Q4 2023$129M105Feb 15, 202413F-HRchanges · EDGAR ↗
Q3 2023$121M104Oct 5, 202313F-HRchanges · EDGAR ↗
Q2 2023$130M105Jul 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$138M106Apr 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$137M105Feb 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$174M77Nov 4, 202213F-HRchanges · EDGAR ↗
Q2 2022$193M112Jul 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$279M126May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$338M126Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$330M96Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$338M84Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$316M81Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$322M88Feb 8, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.