Life Plan Financial, LLC Portfolio Holdings

Life Plan Financial, LLC

  • $117 Billion
  • Q3 2024

Life Plan Financial, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $9.42B, Spdr Portfolio with a value of $8.39B, Consumer Staples Sector Spdr with a value of $7.86B, Select Sector Spdr Fd Material with a value of $5.23B, and Amplify ETF Tr Blackswan Growt with a value of $4.26B.

Examining the 13F form we can see an increase of $7.93B in the current position value, from $109B to 117B.

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 $117 Billion
ETFs: $65.2 Billion
Technology: $12.1 Billion
Financial Services: $6.24 Billion
Healthcare: $5.86 Billion
Consumer Cyclical: $5.13 Billion
Communication Services: $4.5 Billion
Industrials: $4.28 Billion
Consumer Defensive: $3.28 Billion
Other: $5.26 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $117 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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