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David Lutz

@Lifeguide Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$233.132MTotal holdings42
Assets growth rate-0.55%Assets growth rate (2-Q avg)6.67%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifeguide Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Lifeguide Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 233.132M in assets, with a quarterly growth rate of -0.55% and a 2-quarter average growth rate of 6.67%. The portfolio is managed by David Lutz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MKCMccormick & Co Inc
Recent Activity
Decreased -0.16%
0.54%
$1.237M
16,229 shares@ $76.25 avg price
SPXLDirexion Shs Etf Tr
Recent Activity
Decreased -34.77%
0.46%
$1.054M
6,249 shares@ $168.7 avg price
DRNDirexion Shs Etf Tr
Recent Activity
Decreased -6.91%
0.38%
$871,047
88,521 shares@ $9.85 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -7.43%
0.36%
$831,648
1,419 shares@ $586.09 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -17.75%
0.29%
$656,395
6,102 shares@ $107.58 avg price
EURLDirexion Shs Etf Tr
Recent Activity
Decreased -2.31%
0.25%
$570,570
27,968 shares@ $20.41 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -4.68%
0.24%
$551,183
4,371 shares@ $126.1 avg price
IBDNorthern Lts Fd Tr Iv
Recent Activity
Decreased -4.55%
0.17%
$390,703
16,668 shares@ $23.45 avg price
CSLCarlisle Cos Inc
Recent Activity
Decreased -31.68%
0.14%
$310,886
843 shares@ $368.79 avg price
EDCDirexion Shs Etf Tr
Recent Activity
Decreased -10.89%
0.11%
$254,614
8,850 shares@ $28.77 avg price