Life Plan Investment Advisors, Inc. Portfolio Holdings

Life Plan Investment Advisors, Inc.

  • $174 Billion
  • Q1 2025

Life Plan Investment Advisors, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $10.9B, Vanguard Index Fds S&P 500 ETF with a value of $8.65B, Ishares Core S&P 500 ETF with a value of $6.28B, Schwab Strategic Tr Us Emergin with a value of $5.03B, and Ishares Core Total Usd Bond Ma with a value of $4.93B.

Examining the 13F form we can see an increase of $12.2B in the current position value, from $162B to 174B.

Life Plan Investment Advisors, Inc. is based out at Raleigh, NC

Below you can find more details about Life Plan Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
ETFs: $156 Billion
Technology: $7.27 Billion
Consumer Cyclical: $1.33 Billion
Healthcare: $1.29 Billion
Consumer Defensive: $956 Million
Energy: $810 Million
Industrials: $810 Million
Communication Services: $784 Million
Other: $996 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.9 Billion 6.28% of portfolio
110,396
Q1 2025 Added 1.79%
$0
$8.65 Billion 4.98% of portfolio
16,841
Q1 2025 Reduced 11.6%
$0
$6.28 Billion 3.61% of portfolio
11,177
Q1 2025 Added 4.76%
$0
$5.03 Billion 2.89% of portfolio
182,472
Q1 2025 Added 2.49%
$0
$4.93 Billion 2.84% of portfolio
107,056
Q1 2025 Added 15.25%
$0
$4.9 Billion 2.82% of portfolio
182,040
Q1 2025 Added 0.72%
$0
$4.83 Billion 2.78% of portfolio
96,673
Q1 2025 Added 4.18%
$0
$4.79 Billion 2.76% of portfolio
25,719
Q1 2025 Added 3.38%
$0
$4.52 Billion 2.6% of portfolio
12,190
Q1 2025 Added 9.91%
$0
$4.39 Billion 2.53% of portfolio
86,420
Q1 2025 Added 13.53%
$52.7B
$4.28 Billion 2.46% of portfolio
72,672
Q1 2025 Added 0.85%
$0
$4.25 Billion 2.44% of portfolio
85,551
Q1 2025 Added 2.79%
$0
$4.18 Billion 2.41% of portfolio
54,372
Q1 2025 Added 82.73%
$0
$3.92 Billion 2.26% of portfolio
198,356
Q1 2025 Added 1.9%
$0
$3.91 Billion 2.25% of portfolio
24,367
Q1 2025 Added 1.66%
$0
$3.76 Billion 2.16% of portfolio
21,765
Q1 2025 Added 10.25%
$0
$3.39 Billion 1.95% of portfolio
127,511
Q1 2025 Reduced 1.06%
$0
$3.33 Billion 1.92% of portfolio
13,623
Q1 2025 Reduced 3.58%
$0
$3.19 Billion 1.83% of portfolio
35,205
Q1 2025 Added 6.56%
$0
$3.04 Billion 1.75% of portfolio
17,804
Q1 2025 Added 38.96%
$0
$3.02 Billion 1.74% of portfolio
59,236
Q1 2025 Reduced 1.17%
$0
$2.92 Billion 1.68% of portfolio
37,037
Q1 2025 Added 2.07%
$0
$2.89 Billion 1.66% of portfolio
71,457
Q1 2025 Added 10.11%
$0
$2.87 Billion 1.65% of portfolio
114,762
Q1 2025 Reduced 1.64%
$0
$2.84 Billion 1.64% of portfolio
132,254
Q1 2025 Added 2.82%
$0
$2.79 Billion 1.61% of portfolio
30,090
Q1 2025 Added 20.64%
$0
$2.52 Billion 1.45% of portfolio
51,771
Q1 2025 Added 20.54%
$0
$2.42 Billion 1.39% of portfolio
44,825
Q1 2025 Added 15.3%
$0
$2.17 Billion 1.25% of portfolio
11,379
Q1 2025 Added 74.85%
$0
$1.92 Billion 1.1% of portfolio
32,568
Q1 2025 Reduced 9.73%
$3.23T
$1.91 Billion 1.1% of portfolio
8,615
Q1 2025 Reduced 4.68%
$0
$1.86 Billion 1.07% of portfolio
52,183
Q1 2025 Added 43.48%
$0
$1.75 Billion 1.01% of portfolio
16,644
Q1 2025 Added 8.68%
$0
$1.63 Billion 0.94% of portfolio
35,939
Q1 2025 Added 19.69%
$0
$1.38 Billion 0.8% of portfolio
28,360
Q1 2025 Added 12.36%
$0
$1.37 Billion 0.79% of portfolio
19,854
Q1 2025 Reduced 13.28%
$0
$1.34 Billion 0.77% of portfolio
17,146
Q1 2025 Added 12.81%
$0
$1.29 Billion 0.74% of portfolio
13,707
Q1 2025 Added 13.28%
$0
$1.26 Billion 0.73% of portfolio
11,476
Q1 2025 Added 82.65%
$177B
$1.22 Billion 0.7% of portfolio
6,771
Q1 2025 New
$0
$1.22 Billion 0.7% of portfolio
12,182
Q1 2025 Reduced 37.1%
$337B
$1.18 Billion 0.68% of portfolio
10,930
Q1 2025 Reduced 7.77%
$3.43T
$1.16 Billion 0.67% of portfolio
3,091
Q1 2025 Reduced 3.38%
$0
$1.17 Billion 0.67% of portfolio
28,446
Q1 2025 Reduced 0.45%
$0
$1.13 Billion 0.65% of portfolio
10,894
Q1 2025 Added 379.91%
$232B
$1.06 Billion 0.61% of portfolio
4,275
Q1 2025 Added 3.39%
$0
$946 Million 0.54% of portfolio
15,608
Q1 2025 Added 15.35%
$0
$914 Million 0.53% of portfolio
6,507
Q1 2025 Added 21.08%
$0
$897 Million 0.52% of portfolio
38,894
Q1 2025 Added 12.23%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $174 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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