Life Plan Financial, LLC Purchases in Q3 2024

Life Plan Financial, LLC

  • $117 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
108K
New
$21.22 - $22.22 $2.29M - $2.39M
108K $2.53B
XLP
Consumer Staples Sector Spdr

ETFs
1.71K
+ 1.83%
$76.04 - $76.04 $130K - $130K
94.7K $7.86B
CRM
Salesforce, Inc.

Technology
1.82K
+ 27.44%
$238.42 - $276.53 $434K - $504K
8.46K $2.32B
XLB
Select Sector Spdr Fd Material

ETFs
1.87K
+ 3.57%
$86.95 - $97.09 $163K - $182K
54.3K $5.23B
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.49K
+ 6.7%
$57.22 - $80.08 $85.3K - $119K
23.7K $1.85B
NXPI
Nxp Semiconductors N.V.

Technology
2.14K
New
$225.14 - $290.78 $481K - $621K
2.14K $512M
CTVA
Corteva, Inc.

Basic Materials
8.67K
New
$50.72 - $58.78 $439K - $509K
8.67K $509M
CME
Cme Group Inc.

Financial Services
1.9K
New
$193.43 - $220.62 $368K - $420K
1.9K $420M
PANW
Palo Alto Networks Inc

Technology
1.16K
+ 44.96%
$294.18 - $368.01 $341K - $427K
3.74K $1.28B
USB
Us Bancorp \De\

Financial Services
6.29K
+ 32.97%
$39.04 - $47.23 $246K - $297K
25.4K $1.16B
MDT
Medtronic PLC

Healthcare
1.33K
+ 6.59%
$76.84 - $91.03 $102K - $121K
21.5K $1.94B
BWA
Borgwarner Inc

Consumer Cyclical
4.82K
+ 12.82%
$31.19 - $36.75 $150K - $177K
42.4K $1.54B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.68K
+ 12.08%
$44.9 - $47.55 $210K - $222K
43.4K $2.05B
GNMA
Ishares Gnma Bond ETF

ETFs
4.93K
+ 12.14%
$42.68 - $45.25 $210K - $223K
45.5K $2.04B
NKE
Nike, Inc.

Consumer Cyclical
1.87K
+ 33.68%
$71.09 - $89.44 $133K - $167K
7.43K $657M
CVS
Cvs Health Corp

Healthcare
2.38K
+ 12.14%
$55.81 - $63.18 $133K - $150K
21.9K $1.38B
VGIT
Vanguard Intermediate Term Tre

ETFs
978
+ 1.48%
$57.8 - $60.8 $56.5K - $59.5K
66.9K $4.04B
JNJ
Johnson & Johnson

Healthcare
1.25K
New
$145.48 - $167.38 $182K - $209K
1.25K $202M
KHC
Kraft Heinz CO

Consumer Defensive
2.63K
+ 7.26%
$31.86 - $36.13 $83.7K - $94.9K
38.8K $1.36B
ADSK
Autodesk, Inc.

Technology
325
+ 9.87%
$245.83 - $245.83 $79.9K - $79.9K
3.62K $997M
CTSH
Cognizant Technology Solutions Corp

Technology
1.37K
+ 22.59%
$66.89 - $77.87 $91.9K - $107K
7.46K $576M
CMCSA
Comcast Corp

Communication Services
1.74K
+ 5.57%
$37.33 - $41.78 $65K - $72.7K
33K $1.38B
BDX
Becton Dickinson & CO

Healthcare
527
+ 30.43%
$221.47 - $242.41 $117K - $128K
2.26K $545M
DUK
Duke Energy Corp

Utilities
453
+ 7.84%
$99.35 - $117.71 $45K - $53.3K
6.23K $718M
MAS
Masco Corp

Industrials
155
+ 2.48%
$64.7 - $83.94 $10K - $13K
6.4K $537M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.48K
+ 1.53%
$24.62 - $25.59 $36.4K - $37.9K
98.5K $2.51B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.77K
+ 1.75%
$23.63 - $24.42 $41.8K - $43.2K
103K $2.5B
WMT
Walmart Inc.

Consumer Defensive
402
+ 7.09%
$66.91 - $81.4 $26.9K - $32.7K
6.07K $490M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.04K
+ 2.04%
$23.75 - $23.75 $48.5K - $48.5K
102K $2.48B
T
At&T Inc.

Communication Services
770
+ 3.16%
$18.21 - $22.28 $14K - $17.2K
25.1K $553M
GD
General Dynamics Corp

Industrials
207
+ 15.67%
$279.51 - $308.09 $57.9K - $63.8K
1.53K $462M
Kenvue Inc
116
+ 0.77%
N/A
15.1K $350M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.91K
+ 1.98%
$24.78 - $25.11 $47.4K - $48K
98.3K $2.47B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
78
+ 0.87%
$77.02 - $85.06 $6.01K - $6.63K
9K $760M
TSN
Tyson Foods, Inc.

Consumer Defensive
832
+ 13.82%
$55.91 - $65.87 $46.5K - $54.8K
6.85K $408M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
71
+ 0.91%
$75.47 - $83.18 $5.36K - $5.91K
7.84K $652M
XOM
Exxon Mobil Corp

Energy
203
+ 3.36%
$109.72 - $119.0 $22.3K - $24.2K
6.24K $732M
SCHO
Schwab Short Term Us Treasury

ETFs
149
+ 0.67%
$47.93 - $49.06 $7.14K - $7.31K
22.2K $1.09B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19
+ 0.93%
$105.53 - $118.34 $2.01K - $2.25K
2.07K $242M
SWKS
Skyworks Solutions, Inc.

Technology
3
+ 0.08%
$96.22 - $120.68 $289 - $362
3.78K $373M
MSFT
Microsoft Corp

Technology
100
+ 1.97%
$395.15 - $467.56 $39.5K - $46.8K
5.18K $2.23B
SLB
Schlumberger Limited

Energy
1.05K
+ 6.02%
$39.57 - $49.67 $41.4K - $52K
18.4K $773M
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email