Life Plan Financial, LLC Portfolio Holdings

Life Plan Financial, LLC

  • $113 Billion
  • Q4 2024

Life Plan Financial, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $8.96B, Spdr Portfolio with a value of $8.44B, Consumer Staples Sector Spdr with a value of $7.47B, Select Sector Spdr Fd Material with a value of $4.68B, and Amplify ETF Tr Blackswan Growt with a value of $4.11B.

Examining the 13F form we can see an decrease of $3.33B in the current position value, from $117B to 113B.

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 $113 Billion
ETFs: $62.3 Billion
Technology: $12.5 Billion
Financial Services: $6.35 Billion
Healthcare: $5.36 Billion
Consumer Cyclical: $5.06 Billion
Communication Services: $4.46 Billion
Industrials: $3.9 Billion
Consumer Defensive: $3.77 Billion
Other: $4.23 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$4.11 Billion 3.63% of portfolio
-
Q4 2024 Reduced 0.15%
$327B
$2.77 Billion 2.45% of portfolio
8,285
Q4 2024 Reduced 2.1%
$3.19T
$2.18 Billion 1.93% of portfolio
5,177
Q4 2024 Reduced 0.04%
$104B
$1.93 Billion 1.7% of portfolio
22,575
Q4 2024 Reduced 4.89%
$117B
$1.78 Billion 1.58% of portfolio
22,327
Q4 2024 Added 3.82%
$1.18T
$1.71 Billion 1.51% of portfolio
9,043
Q4 2024 Reduced 3.22%
$73.3B
$1.47 Billion 1.3% of portfolio
30,700
Q4 2024 Added 21.0%
$7.66B
$1.35 Billion 1.2% of portfolio
42,563
Q4 2024 Added 0.34%
$54.9B
$1.33 Billion 1.18% of portfolio
7,336
Q4 2024 Added 96.15%
$163B
$1.27 Billion 1.12% of portfolio
33,726
Q4 2024 Added 2.13%
$36.1B
$1.21 Billion 1.07% of portfolio
39,449
Q4 2024 Added 1.64%
$2.35T
$1.19 Billion 1.05% of portfolio
5,436
Q4 2024 Reduced 10.22%
$76.6B
$1.08 Billion 0.95% of portfolio
8,705
Q4 2024 Added 8.31%
$253B
$1.08 Billion 0.95% of portfolio
11,949
Q4 2024 Added 96.92%
$53.1B
$1.06 Billion 0.93% of portfolio
3,577
Q4 2024 Reduced 1.13%
$158B
$990 Million 0.87% of portfolio
14,060
Q4 2024 Reduced 6.47%
$164B
$946 Million 0.84% of portfolio
23,666
Q4 2024 Added 3.93%
$69.8B
$946 Million 0.84% of portfolio
21,063
Q4 2024 Reduced 3.98%
$56.4B
$934 Million 0.83% of portfolio
4,494
Q4 2024 Added 110.49%
$20.7B
$907 Million 0.8% of portfolio
7,204
Q4 2024 Added 0.45%
$24.1B
$875 Million 0.77% of portfolio
14,855
Q4 2024 Reduced 3.27%
$85.3B
$859 Million 0.76% of portfolio
7,977
Q4 2024 Added 28.06%
$208B
$840 Million 0.74% of portfolio
2,896
Q4 2024 Reduced 6.55%
$62B
$824 Million 0.73% of portfolio
21,500
Q4 2024 Added 16.71%
$45.4B
$775 Million 0.68% of portfolio
13,602
Q4 2024 Added 56.98%
$92.2B
$762 Million 0.67% of portfolio
10,073
Q4 2024 Added 35.55%
$465B
$681 Million 0.6% of portfolio
6,328
Q4 2024 Added 1.39%
$29.5B
$654 Million 0.58% of portfolio
2,958
Q4 2024 Added 152.39%
$387B
$611 Million 0.54% of portfolio
4,227
Q4 2024 Added 238.43%
$3.58T
$598 Million 0.53% of portfolio
2,387
Q4 2024 Reduced 5.2%
$40.6B
$570 Million 0.5% of portfolio
7,406
Q4 2024 Reduced 0.68%
$117B
$553 Million 0.49% of portfolio
5,987
Q4 2024 Added 9.19%
$43.6B
$559 Million 0.49% of portfolio
11,760
Q4 2024 Reduced 1.61%
$27.6B
$540 Million 0.48% of portfolio
2,900
Q4 2024 Reduced 14.35%
$160B
$533 Million 0.47% of portfolio
23,429
Q4 2024 Reduced 6.72%
$68.6B
$498 Million 0.44% of portfolio
2,194
Q4 2024 Reduced 2.88%
$17.7B
$461 Million 0.41% of portfolio
6,351
Q4 2024 Reduced 0.8%
$83.5B
$437 Million 0.39% of portfolio
1,881
Q4 2024 Reduced 1.16%
$16.9B
$435 Million 0.38% of portfolio
13,875
Q2 2024 Reduced 0.08%
$188B
$432 Million 0.38% of portfolio
2,810
Q4 2024 Added 14.6%
$48B
$417 Million 0.37% of portfolio
5,169
Q4 2024 Reduced 49.93%
$74.6B
$404 Million 0.36% of portfolio
1,534
Q4 2024 Added 0.39%
$197B
$396 Million 0.35% of portfolio
3,278
Q4 2024 Added 14.22%
$57.2B
$395 Million 0.35% of portfolio
5,429
Q4 2024 Reduced 10.18%
$16.4B
$392 Million 0.35% of portfolio
6,825
Q4 2024 Reduced 0.39%
$12.6B
$376 Million 0.33% of portfolio
4,601
Q3 2024 Reduced 9.8%
$31.3B
$364 Million 0.32% of portfolio
1,731
Q4 2024 Reduced 0.29%
$150B
$365 Million 0.32% of portfolio
13,772
Q4 2024 Reduced 6.34%
$33.3B
$343 Million 0.3% of portfolio
1,344
Q4 2024 Reduced 43.07%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $113 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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