Financial Life Planners Portfolio Holdings
Financial Life Planners
- $119 Billion
- Q4 2024
Financial Life Planners has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $119 Billion distributed in 411 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 $23.6B, Ishares Core S&P 500 ETF with a value of $21.6B, Nvidia Corp with a value of $11.3B, Apple Inc. with a value of $7.21B, and Microsoft Corp with a value of $6.29B.
Examining the 13F form we can see an increase of $119B in the current position value.
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
$119 Billion
ETFs: $72.9 Billion
Technology: $27.5 Billion
Financial Services: $5.19 Billion
Consumer Cyclical: $3.35 Billion
Consumer Defensive: $2.82 Billion
Industrials: $2.08 Billion
Healthcare: $2.08 Billion
Communication Services: $1.46 Billion
Other: $1.06 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 411
- Current Value $119 Billion
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 411 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks