Life Plan Financial, LLC Sells in Q2 2025

Life Plan Financial, LLC

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-23.7K
- 45.31%
$25.04 - $25.18 $593K - $597K
28.6K $720M
KHC
Kraft Heinz CO

Consumer Defensive
-9.78K
- 30.41%
$25.61 - $30.81 $251K - $301K
22.4K $578M
VTR
Ventas, Inc.

Real Estate
-4.53K
- 37.96%
$62.45 - $70.08 $283K - $317K
7.4K $467M
IAU
Ishares Gold Trust

ETFs
-15.1K
- 8.54%
$56.1 - $64.74 $845K - $975K
161K $10.1B
RTX
Raytheon Technologies Corp

Industrials
-2.96K
- 36.97%
$113.75 - $148.48 $337K - $440K
5.05K $737M
XLE
Energy Sector Spdr

ETFs
-629
- 2.34%
$76.44 - $94.13 $48.1K - $59.2K
26.3K $2.23B
TER
Teradyne, Inc

Technology
-3.16K
- 47.72%
$67.96 - $91.05 $215K - $288K
3.47K $312M
BWA
Borgwarner Inc

Consumer Cyclical
-10.6K
- 30.62%
$24.84 - $33.92 $264K - $360K
24.1K $805M
XLP
Consumer Staples Sector Spdr

ETFs
-1.06K
- 1.08%
N/A
96.8K $7.84B
GILD
Gilead Sciences, Inc.

Healthcare
-1.23K
- 17.91%
$96.91 - $113.0 $119K - $139K
5.63K $624M
BDX
Becton Dickinson & CO

Healthcare
-82
- 3.91%
$165.15 - $226.42 $13.5K - $18.6K
2.02K $347M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-110
- 16.49%
$483.48 - $539.8 $53.2K - $59.4K
557 $271M
MCD
Mcdonalds Corp

Consumer Cyclical
-65
- 2.09%
$285.55 - $321.23 $18.6K - $20.9K
3.04K $888M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-30
- 4.24%
$390.26 - $489.06 $11.7K - $14.7K
678 $275M
TSN
Tyson Foods, Inc.

Consumer Defensive
-131
- 2.0%
$54.33 - $63.56 $7.12K - $8.33K
6.41K $359M
JNJ
Johnson & Johnson

Healthcare
-41
- 1.03%
$146.36 - $159.82 $6K - $6.55K
3.96K $604M
AIG
American International Group, Inc.

Financial Services
-523
- 9.9%
$77.56 - $87.72 $40.6K - $45.9K
4.76K $407M
MSI
Motorola Solutions, Inc.

Technology
-69
- 6.58%
$394.72 - $440.39 $27.2K - $30.4K
979 $412M
WFC
Wells Fargo & Company

Financial Services
-885
- 25.14%
$60.98 - $80.12 $54K - $70.9K
2.64K $211M
MAS
Masco Corp

Industrials
-60
- 0.93%
$58.73 - $71.06 $3.52K - $4.26K
6.37K $410M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-664
- 1.47%
$45.2 - $46.6 $30K - $30.9K
44.6K $2.07B
VGIT
Vanguard Intermediate Term Tre

ETFs
-968
- 1.37%
$58.63 - $59.9 $56.8K - $58K
69.9K $4.18B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.17K
- 1.09%
N/A
106K $2.58B
GNMA
Ishares Gnma Bond ETF

ETFs
-599
- 1.26%
$42.91 - $44.21 $25.7K - $26.5K
46.9K $2.06B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.13K
- 1.05%
$23.96 - $24.27 $27.1K - $27.5K
107K $2.59B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-212
- 4.32%
$63.54 - $68.5 $13.5K - $14.5K
4.7K $317M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.21K
- 1.16%
$24.94 - $25.42 $30.1K - $30.6K
102K $2.6B
HRL
Hormel Foods Corp

Consumer Defensive
-91
- 0.66%
$29.11 - $31.44 $2.65K - $2.86K
13.8K $417M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-66
- 2.61%
$136.63 - $176.62 $9.02K - $11.7K
2.47K $416M
CI
Cigna Corp

Healthcare
-32
- 4.49%
$301.89 - $340.04 $9.66K - $10.9K
681 $225M
JCI
Johnson Controls International PLC

Industrials
-1.18K
- 25.24%
$71.14 - $105.62 $84.1K - $125K
3.5K $370M
CCI
Crown Castle International Corp

Real Estate
-19
- 0.85%
$94.83 - $107.06 $1.8K - $2.03K
2.21K $227M
LMT
Lockheed Martin Corp

Industrials
-38
- 5.0%
$430.82 - $486.45 $16.4K - $18.5K
722 $334M
CTSH
Cognizant Technology Solutions Corp

Technology
-136
- 1.94%
$66.47 - $81.81 $9.04K - $11.1K
6.87K $536M
T
At&T Inc.

Communication Services
-470
- 2.07%
$26.33 - $28.94 $12.4K - $13.6K
22.2K $642M
CME
Cme Group Inc.

Financial Services
-38
- 2.17%
$252.37 - $290.71 $9.59K - $11K
1.71K $472M
EFX
Equifax Inc

Industrials
-27
- 2.34%
$205.5 - $280.54 $5.55K - $7.57K
1.13K $292M
QCOM
Qualcomm Inc

Technology
-4
- 0.16%
$124.66 - $159.48 $499 - $638
2.5K $399M
DGRO
Ishares Core Dividend Growth E

ETFs
-40
- 0.33%
$55.22 - $63.94 $2.21K - $2.56K
12.2K $778M
CAT
Caterpillar Inc

Industrials
-6
- 0.68%
$273.94 - $388.21 $1.64K - $2.33K
873 $339M
C
Citigroup Inc

Financial Services
-1.57K
- 11.31%
$58.13 - $85.12 $91.2K - $134K
12.3K $1.05B
AOM
Ishares Tr Core Moderate Alloc

ETFs
-337
- 0.89%
$41.55 - $46.04 $14K - $15.5K
37.6K $1.73B
VO
Vanguard Mid Cap ETF

ETFs
-42
- 1.13%
$228.54 - $279.83 $9.6K - $11.8K
3.69K $1.03B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-127
- 0.37%
$19.6 - $24.44 $2.49K - $3.1K
33.8K $827M
ADSK
Autodesk, Inc.

Technology
-363
- 9.12%
N/A
3.62K $1.12B
NKE
Nike, Inc.

Consumer Cyclical
-12
- 0.09%
$53.27 - $72.04 $639 - $864
13.7K $972M
AMD
Advanced Micro Devices Inc

Technology
-640
- 10.68%
$78.21 - $143.81 $50.1K - $92K
5.35K $759M
PANW
Palo Alto Networks Inc

Technology
-407
- 5.93%
$152.44 - $204.64 $62K - $83.3K
6.45K $1.32B
GOOGL
Alphabet Inc.

Communication Services
-15
- 0.17%
$144.7 - $178.6 $2.17K - $2.68K
8.81K $1.55B
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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