Life Plan Financial, LLC Portfolio Holdings

Life Plan Financial, LLC

  • $115 Billion
  • Q1 2025

Life Plan Financial, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $10.4B, Consumer Staples Sector Spdr with a value of $7.99B, Spdr Portfolio with a value of $7.64B, Select Sector Spdr Fd Material with a value of $5.13B, and Vanguard Intermediate Term Tre with a value of $4.21B.

Examining the 13F form we can see an increase of $1.5B in the current position value, from $113B to 115B.

Life Plan Financial, LLC is based out at Mankato, MN

Below you can find more details about Life Plan Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $63.8 Billion
Technology: $11.2 Billion
Healthcare: $6.17 Billion
Financial Services: $5.83 Billion
Consumer Cyclical: $4.58 Billion
Communication Services: $4.46 Billion
Industrials: $3.98 Billion
Consumer Defensive: $3.85 Billion
Other: $5.06 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$4.11 Billion 3.59% of portfolio
-
Q1 2025 Added 2.34%
$282B
$2.23 Billion 1.94% of portfolio
8,294
Q1 2025 Added 0.11%
$3.37T
$2.06 Billion 1.8% of portfolio
5,494
Q1 2025 Added 6.12%
$112B
$2.05 Billion 1.79% of portfolio
22,779
Q1 2025 Added 2.02%
$82.9B
$1.51 Billion 1.31% of portfolio
23,072
Q1 2025 Added 2.2%
$1.01T
$1.36 Billion 1.19% of portfolio
8,824
Q1 2025 Reduced 2.42%
$63.7B
$1.34 Billion 1.17% of portfolio
31,740
Q1 2025 Added 3.39%
$155B
$1.33 Billion 1.16% of portfolio
36,031
Q1 2025 Added 6.83%
$81.5B
$1.29 Billion 1.12% of portfolio
18,994
Q1 2025 Reduced 9.82%
$54.2B
$1.17 Billion 1.02% of portfolio
6,859
Q1 2025 Reduced 6.5%
$89.7B
$1.16 Billion 1.01% of portfolio
9,530
Q1 2025 Added 19.47%
$184B
$1.12 Billion 0.98% of portfolio
24,744
Q1 2025 Added 4.56%
$198B
$1.06 Billion 0.93% of portfolio
8,009
Q1 2025 Reduced 5.75%
$53.1B
$1.04 Billion 0.91% of portfolio
3,979
Q1 2025 Added 11.24%
$262B
$1.04 Billion 0.9% of portfolio
11,794
Q1 2025 Reduced 1.3%
$7.66B
$993 Million 0.87% of portfolio
34,668
Q1 2025 Reduced 18.55%
$233B
$970 Million 0.85% of portfolio
3,105
Q1 2025 Added 7.22%
$48B
$971 Million 0.85% of portfolio
23,227
Q1 2025 Added 8.03%
$32.6B
$979 Million 0.85% of portfolio
32,173
Q1 2025 Reduced 18.44%
$2.05T
$947 Million 0.83% of portfolio
4,980
Q1 2025 Reduced 8.39%
$49.6B
$887 Million 0.77% of portfolio
14,092
Q1 2025 Added 3.6%
$75.6B
$869 Million 0.76% of portfolio
13,690
Q1 2025 Added 35.91%
$25.4B
$821 Million 0.72% of portfolio
11,933
Q1 2025 Reduced 19.67%
$53.9B
$798 Million 0.7% of portfolio
4,198
Q1 2025 Reduced 6.59%
$135B
$768 Million 0.67% of portfolio
6,855
Q1 2025 Added 14.5%
$68.7B
$750 Million 0.65% of portfolio
6,839
Q1 2025 Reduced 21.44%
$432B
$722 Million 0.63% of portfolio
6,067
Q1 2025 Reduced 4.12%
$400B
$663 Million 0.58% of portfolio
3,996
Q1 2025 Reduced 5.46%
$29.9B
$657 Million 0.57% of portfolio
3,581
Q1 2025 Added 21.06%
$196B
$641 Million 0.56% of portfolio
22,660
Q1 2025 Reduced 3.28%
$181B
$615 Million 0.54% of portfolio
5,990
Q1 2025 Added 82.73%
$12.4B
$547 Million 0.48% of portfolio
6,628
Q1 2025 Reduced 8.0%
$41.4B
$536 Million 0.47% of portfolio
7,005
Q1 2025 Reduced 5.41%
$3.25T
$525 Million 0.46% of portfolio
2,364
Q1 2025 Reduced 0.96%
$49.4B
$480 Million 0.42% of portfolio
2,097
Q1 2025 Reduced 4.42%
$71.2B
$459 Million 0.4% of portfolio
1,048
Q1 2025 New
$101B
$464 Million 0.4% of portfolio
1,749
Q1 2025 Reduced 7.02%
$62.8B
$459 Million 0.4% of portfolio
5,281
Q1 2025 Reduced 2.73%
$14.2B
$447 Million 0.39% of portfolio
6,427
Q1 2025 Added 1.2%
$76.2B
$432 Million 0.38% of portfolio
1,585
Q1 2025 Added 3.32%
$24.2B
$426 Million 0.37% of portfolio
2,532
Q1 2025 Reduced 12.69%
$16.1B
$429 Million 0.37% of portfolio
13,875
Q2 2024 Reduced 0.08%
$16.3B
$418 Million 0.36% of portfolio
6,544
Q1 2025 Reduced 4.12%
$170B
$385 Million 0.34% of portfolio
2,508
Q1 2025 Reduced 10.75%
$9.15B
$378 Million 0.33% of portfolio
6,146
Q1 2025 New
$67B
$375 Million 0.33% of portfolio
4,683
Q1 2025 Added 10.68%
$48.1B
$363 Million 0.32% of portfolio
4,861
Q1 2025 Reduced 5.96%
$660B
$355 Million 0.31% of portfolio
667
Q1 2025 Reduced 6.32%
$156B
$352 Million 0.31% of portfolio
708
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $115 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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