Life Planning Partners, Inc Portfolio Holdings

Life Planning Partners, Inc

  • $111 Million
  • Q3 2024

Life Planning Partners, Inc has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $111 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $23.6M, Ishares Tr with a value of $9.38M, Vanguard Total Stock Market Et with a value of $7.89M, Ishares Short Term National Mu with a value of $5.69M, and Vanguard Ftse Developed Market with a value of $4.79M.

Examining the 13F form we can see an increase of $1.55M in the current position value, from $109M to 111M.

Below you can find more details about Life Planning Partners, Inc portfolio as well as his latest detailed transactions.

Portfolio value $111 Million
ETFs: $105 Million
Financial Services: $1.23 Million
Industrials: $1.01 Million
Consumer Cyclical: $886,000
Healthcare: $316,000
Technology: $221,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.6 Million 21.24% of portfolio
187,546
Q3 2024 Reduced 9.87%
$0
$9.38 Million 8.46% of portfolio
120,166
Q3 2024 Added 2.43%
$0
$7.89 Million 7.11% of portfolio
27,867
Q3 2024 Added 1.03%
$0
$5.69 Million 5.13% of portfolio
53,630
Q3 2024 Reduced 14.7%
$0
$4.79 Million 4.31% of portfolio
90,624
Q3 2024 Added 0.62%
$0
$4.64 Million 4.18% of portfolio
98,383
Q3 2024 Added 2.46%
$0
$4.33 Million 3.9% of portfolio
80,730
Q3 2024 Added 1.72%
$0
$3.85 Million 3.47% of portfolio
35,441
Q3 2024 Added 1.14%
$0
$3.27 Million 2.95% of portfolio
87,061
Q4 2023 Reduced 0.05%
$0
$2.6 Million 2.34% of portfolio
10,961
Q3 2024 Reduced 0.94%
$0
$2.47 Million 2.23% of portfolio
29,469
Q3 2024 Added 4.29%
$0
$2.34 Million 2.11% of portfolio
24,491
Q2 2024 Reduced 0.93%
$0
$2.32 Million 2.09% of portfolio
48,457
Q3 2024 Added 1.82%
$0
$1.93 Million 1.74% of portfolio
37,761
Q3 2024 Reduced 5.42%
$0
$1.84 Million 1.66% of portfolio
23,473
Q3 2024 Reduced 0.4%
$0
$1.71 Million 1.54% of portfolio
6,482
Q3 2024 Reduced 1.79%
$0
$1.48 Million 1.34% of portfolio
29,411
Q3 2024 Added 1.59%
$0
$1.44 Million 1.3% of portfolio
19,209
Q3 2024 Added 2.16%
$0
$1.44 Million 1.29% of portfolio
11,407
Q2 2024 Reduced 4.38%
$0
$1.26 Million 1.14% of portfolio
42,825
Q3 2024 Added 0.52%
$0
$1.25 Million 1.13% of portfolio
46,301
Q3 2024 Reduced 0.64%
$0
$1.25 Million 1.13% of portfolio
39,320
Q3 2024 Added 2.3%
$0
$1.19 Million 1.07% of portfolio
25,159
Q3 2024 New
$0
$978,000 0.88% of portfolio
14,596
Q3 2024 Added 46.18%
$0
$959,000 0.86% of portfolio
15,229
Q3 2024 Reduced 2.13%
$0
$939,000 0.85% of portfolio
1,628
Q3 2024 Reduced 1.93%
$0
$936,000 0.84% of portfolio
9,840
Q3 2024 Added 19.11%
$1.01T
$886,000 0.8% of portfolio
3,389
Q2 2024 Added 21.6%
$0
$867,000 0.78% of portfolio
7,678
Q3 2024 Added 15.86%
$0
$835,000 0.75% of portfolio
17,816
Q3 2024 Reduced 60.86%
$0
$790,000 0.71% of portfolio
10,889
Q3 2024 Reduced 23.37%
$0
$722,000 0.65% of portfolio
3,599
Q3 2024 Reduced 2.97%
$0
$711,000 0.64% of portfolio
7,607
Q3 2024 Reduced 11.56%
$16.8B
$691,000 0.62% of portfolio
6,430
Q4 2023 Reduced 2.86%
$0
$600,000 0.54% of portfolio
3,442
Q3 2024 Reduced 3.4%
$0
$567,000 0.51% of portfolio
7,208
Q3 2024 Reduced 2.04%
$375B
$558,000 0.5% of portfolio
14,059
Q3 2024 Reduced 17.78%
$0
$464,000 0.42% of portfolio
11,253
Q1 2024 Reduced 8.16%
$0
$432,000 0.39% of portfolio
7,437
Q3 2024 Added 13.35%
$0
$421,000 0.38% of portfolio
10,938
Q3 2024 Reduced 4.85%
$0
$399,000 0.36% of portfolio
5,622
Q4 2023 Reduced 8.17%
$0
$374,000 0.34% of portfolio
6,000
Q4 2021 New
$0
$369,000 0.33% of portfolio
1,680
Q1 2024 Added 9,782.35%
$0
$318,000 0.29% of portfolio
3,271
Q3 2024 Added 1.05%
$6.96B
$315,000 0.28% of portfolio
6,055
Q4 2023 Reduced 3.44%
$0
$307,000 0.28% of portfolio
3,869
Q2 2024 Reduced 32.7%
$292B
$316,000 0.28% of portfolio
1,603
Q1 2024 New
$0
$290,000 0.26% of portfolio
10,314
Q1 2024 New
$0
$279,000 0.25% of portfolio
2,596
Q3 2024 Reduced 17.35%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $111 Million
  • Prior Value $109 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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