Life Plan Financial, LLC Incresed Positions in Q3 2024

Life Plan Financial, LLC

  • $117 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
VTR
Ventas, Inc.

Real Estate
3.61K
+ 30.69%
$50.88 - $65.33 $183K - $236K
15.4K $985M
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
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
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
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