Life Plan Financial, LLC Portfolio Holdings
Life Plan Financial, LLC
- $109 Billion
- Q1 2024
Life Plan Financial, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $8.31B, Spdr Portfolio with a value of $7.96B, Consumer Staples Sector Spdr with a value of $6.11B, Select Sector Spdr Fd Material with a value of $4.88B, and Amplify ETF Tr Blackswan Growt with a value of $3.94B.
Examining the 13F form we can see an increase of $9.29B in the current position value, from $99.8B to 109B.
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.