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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.01T
$886,000 0.8% of portfolio
3,389
Q2 2024 Added 21.6%
$16.8B
$691,000 0.62% of portfolio
6,430
Q4 2023 Reduced 2.86%
$375B
$558,000 0.5% of portfolio
14,059
Q3 2024 Reduced 17.78%
$6.96B
$315,000 0.28% of portfolio
6,055
Q4 2023 Reduced 3.44%
$292B
$316,000 0.28% of portfolio
1,603
Q1 2024 New
$612B
$220,000 0.2% of portfolio
479
Q3 2024 Reduced 3.04%
$3.09T
$221,000 0.2% of portfolio
514
Q3 2024 Added 9.59%
$16.8B
$220,000 0.2% of portfolio
3,555
Q3 2024 New
$720B
$227,000 0.2% of portfolio
1,077
Q1 2024 Added 0.94%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 4.87%

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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