Life Plan Financial, LLC Incresed Positions in Q1 2025

Life Plan Financial, LLC

  • $115 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
2.81K
+ 2.95%
N/A
97.9K $7.99B
IBDV
Ishares Tr

Technology
22.4K
+ 56.31%
$21.11 - $21.73 $472K - $486K
62.1K $1.35B
XLB
Select Sector Spdr Fd Material

ETFs
4.09K
+ 7.36%
$83.19 - $90.99 $340K - $372K
59.7K $5.13B
DUK
Duke Energy Corp

Utilities
1.55K
+ 19.47%
$105.87 - $121.97 $164K - $189K
9.53K $1.16B
MDT
Medtronic PLC

Healthcare
452
+ 2.02%
$79.84 - $94.5 $36.1K - $42.7K
22.8K $2.05B
VGIT
Vanguard Intermediate Term Tre

ETFs
2.12K
+ 3.09%
$57.44 - $59.4 $122K - $126K
70.9K $4.21B
AMD
Advanced Micro Devices Inc

Technology
2.71K
+ 82.73%
$96.63 - $129.55 $262K - $351K
5.99K $615M
GILD
Gilead Sciences, Inc.

Healthcare
868
+ 14.5%
$89.14 - $117.41 $77.4K - $102K
6.86K $768M
VZ
Verizon Communications Inc

Communication Services
1.08K
+ 4.56%
$37.81 - $46.49 $40.8K - $50.1K
24.7K $1.12B
SLB
Schlumberger Limited

Energy
1.73K
+ 8.03%
$38.4 - $43.74 $66.3K - $75.5K
23.2K $971M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.25K
+ 3.24%
$24.79 - $25.26 $80.6K - $82.1K
104K $2.62B
CTVA
Corteva, Inc.

Basic Materials
490
+ 3.6%
$55.94 - $66.15 $27.4K - $32.4K
14.1K $887M
GNMA
Ishares Gnma Bond ETF

ETFs
1.53K
+ 3.32%
$42.17 - $44.04 $64.4K - $67.3K
47.5K $2.09B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.44K
+ 3.3%
$44.68 - $46.49 $64.5K - $67.1K
45.2K $2.09B
NKE
Nike, Inc.

Consumer Cyclical
3.62K
+ 35.91%
$63.29 - $81.72 $229K - $296K
13.7K $869M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.78K
+ 3.64%
N/A
108K $2.61B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.38K
+ 3.24%
$23.9 - $24.18 $80.8K - $81.7K
108K $2.61B
CMCSA
Comcast Corp

Communication Services
2.31K
+ 6.83%
$33.19 - $38.23 $76.5K - $88.1K
36K $1.33B
VEU
Vanguard Ftse All World Ex Us

ETFs
573
+ 7.24%
$56.51 - $62.98 $32.4K - $36.1K
8.49K $515M
DGRO
Ishares Core Dividend Growth E

ETFs
839
+ 7.38%
$60.46 - $64.42 $50.7K - $54K
12.2K $754M
JCI
Johnson Controls International PLC

Industrials
452
+ 10.68%
$76.12 - $90.6 $34.4K - $41K
4.68K $375M
SCHO
Schwab Short Term Us Treasury

ETFs
1.05K
+ 2.58%
$24.1 - $24.34 $25.3K - $25.5K
41.7K $1.01B
GD
General Dynamics Corp

Industrials
51
+ 3.32%
$241.94 - $272.58 $12.3K - $13.9K
1.59K $432M
VO
Vanguard Mid Cap ETF

ETFs
170
+ 4.77%
$251.87 - $277.95 $42.8K - $47.3K
3.73K $965M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
142
+ 1.12%
$77.7 - $78.94 $11K - $11.2K
12.8K $1.01B
STZ
Constellation Brands, Inc.

Consumer Defensive
623
+ 21.06%
$161.05 - $222.93 $100K - $139K
3.58K $657M
SWAN
Amplify ETF Tr Blackswan Growt
3.28K
+ 2.34%
N/A
143K $4.11B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.53K
+ 4.72%
$21.75 - $24.28 $33.3K - $37.2K
34K $750M
MAS
Masco Corp

Industrials
76
+ 1.2%
$68.67 - $81.85 $5.22K - $6.22K
6.43K $447M
ADSK
Autodesk, Inc.

Technology
402
+ 11.24%
N/A
3.98K $1.04B
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.77K
+ 6.5%
$23.16 - $27.04 $41K - $47.8K
29K $679M
MSFT
Microsoft Corp

Technology
317
+ 6.12%
$375.39 - $447.2 $119K - $142K
5.49K $2.06B
USB
Us Bancorp \De\

Financial Services
1.04K
+ 3.39%
$40.92 - $50.9 $42.6K - $52.9K
31.7K $1.34B
PYPL
Pay Pal Holdings, Inc.

Financial Services
497
+ 2.2%
$65.15 - $91.81 $32.4K - $45.6K
23.1K $1.51B
CRM
Salesforce, Inc.

Technology
9
+ 0.11%
$268.36 - $359.95 $2.42K - $3.24K
8.29K $2.23B
Activity Summary
Buys All Purchases 44 New Holdings 8 Increased Positions 36 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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