Life Plan Financial, LLC Purchases in Q2 2025

Life Plan Financial, LLC

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
112K
New
$22.7 - $23.33 $2.54M - $2.61M
112K $2.61B
NXPI
Nxp Semiconductors N.V.

Technology
3.27K
+ 77.82%
$153.5 - $218.72 $501K - $715K
7.47K $1.63B
AMAT
Applied Materials Inc

Technology
4.13K
New
$126.95 - $183.52 $524K - $757K
4.13K $755M
MSFT
Microsoft Corp

Technology
138
+ 2.51%
$354.56 - $497.45 $48.9K - $68.6K
5.63K $2.8B
HAS
Hasbro, Inc.

Consumer Cyclical
6.77K
+ 110.19%
$50.71 - $73.82 $343K - $500K
12.9K $954M
SPGI
S&P Global Inc.

Financial Services
1.06K
New
$438.31 - $527.29 $466K - $561K
1.06K $561M
GD
General Dynamics Corp

Industrials
1.77K
+ 111.55%
$247.68 - $291.66 $438K - $516K
3.35K $978M
IBDV
Ishares Tr

Technology
24.1K
+ 38.75%
$21.28 - $21.98 $512K - $529K
86.1K $1.89B
DHR
Danaher Corp

Healthcare
2.71K
New
$174.64 - $205.16 $474K - $557K
2.71K $536M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.94K
+ 12.73%
$57.41 - $74.81 $169K - $220K
26K $1.93B
CTVA
Corteva, Inc.

Basic Materials
3.42K
+ 24.25%
$55.52 - $74.53 $190K - $255K
17.5K $1.3B
XLB
Select Sector Spdr Fd Material

ETFs
2.52K
+ 4.22%
$74.27 - $88.92 $187K - $224K
62.2K $5.46B
EMR
Emerson Electric CO

Industrials
881
+ 12.88%
$94.15 - $133.33 $82.9K - $117K
7.72K $1.03B
AMT
American Tower Corp

Real Estate
1.23K
+ 101.57%
$203.96 - $228.19 $251K - $281K
2.44K $540M
AMZN
Amazon Com Inc

Consumer Cyclical
445
+ 8.94%
$167.32 - $223.3 $74.5K - $99.4K
5.43K $1.19B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.95K
New
$90.56 - $109.49 $176K - $213K
1.95K $213M
AAPL
Apple Inc.

Technology
1.08K
+ 45.56%
$172.42 - $223.89 $186K - $241K
3.44K $706M
USB
Us Bancorp \De\

Financial Services
1.82K
+ 5.73%
$36.4 - $45.76 $66.2K - $83.2K
33.6K $1.52B
CRM
Salesforce, Inc.

Technology
466
+ 5.62%
$236.26 - $291.15 $110K - $136K
8.76K $2.39B
CVS
Cvs Health Corp

Healthcare
1.87K
+ 9.86%
$60.04 - $70.18 $112K - $131K
20.9K $1.44B
COF
Capital One Financial Corp

Financial Services
200
+ 17.04%
$150.57 - $212.76 $30.1K - $42.6K
1.37K $292M
Kenvue Inc
4.93K
+ 35.25%
N/A
18.9K $396M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.01%
$54.19 - $67.22 $54.2 - $67.2
8.49K $571M
SCHA
Schwab Strategic Tr Us Small C

ETFs
25
+ 0.09%
$20.42 - $25.3 $511 - $633
29K $734M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
470
+ 2.26%
$22.92 - $28.05 $10.8K - $13.2K
21.2K $595M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
215
+ 1.67%
$77.94 - $79.5 $16.8K - $17.1K
13.1K $1.04B
DUK
Duke Energy Corp

Utilities
469
+ 4.92%
$112.46 - $124.05 $52.7K - $58.2K
10K $1.18B
SCHO
Schwab Short Term Us Treasury

ETFs
545
+ 1.31%
$24.19 - $24.45 $13.2K - $13.3K
42.2K $1.03B
CMCSA
Comcast Corp

Communication Services
1.58K
+ 4.38%
$32.84 - $36.72 $51.8K - $57.9K
37.6K $1.34B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
875
+ 3.66%
$24.32 - $27.87 $21.3K - $24.4K
24.8K $657M
VZ
Verizon Communications Inc

Communication Services
668
+ 2.7%
$41.67 - $45.62 $27.8K - $30.5K
25.4K $1.1B
MDT
Medtronic PLC

Healthcare
176
+ 0.77%
$80.68 - $88.86 $14.2K - $15.6K
23K $2B
XOM
Exxon Mobil Corp

Energy
160
+ 2.64%
$99.93 - $119.04 $16K - $19K
6.23K $671M
SLB
Schlumberger Limited

Energy
2.83K
+ 12.19%
$31.95 - $42.2 $90.5K - $120K
26.1K $881M
Activity Summary
Buys All Purchases 35 New Holdings 6 Increased Positions 29 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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