Financial Life Planners Portfolio Holdings
Financial Life Planners
- $103 Billion
- Q1 2025
Financial Life Planners has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 83 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $21.4B, Ishares Core S&P 500 ETF with a value of $20.5B, Nvidia Corp with a value of $8.51B, Apple Inc. with a value of $6.66B, and Microsoft Corp with a value of $5.04B.
Examining the 13F form we can see an decrease of $16.6B in the current position value, from $119B to 103B.
Financial Life Planners is based out at Tempe, AZ
Below you can find more details about Financial Life Planners portfolio as well as his latest detailed transactions.
Portfolio value
$103 Billion
ETFs: $65 Billion
Technology: $21.6 Billion
Financial Services: $5.2 Billion
Consumer Defensive: $2.74 Billion
Consumer Cyclical: $2.36 Billion
Healthcare: $1.77 Billion
Industrials: $1.72 Billion
Communication Services: $1.4 Billion
Other: $451 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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