Life Planning Partners, Inc Portfolio Holdings

Life Planning Partners, Inc

  • $109 Million
  • Q2 2024

Life Planning Partners, Inc has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $109 Million distributed in 62 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 $24.7M, Ishares Tr with a value of $8.52M, Vanguard Total Stock Market Et with a value of $7.38M, Ishares Short Term National Mu with a value of $6.57M, and Vanguard Ftse Developed Market with a value of $4.45M.

Examining the 13F form we can see an increase of $9.77M in the current position value, from $99.6M to 109M.

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

Portfolio value $109 Million
ETFs: $104 Million
Financial Services: $1.69 Million
Industrials: $987,000
Consumer Cyclical: $670,000
Healthcare: $274,000
Technology: $209,000
Energy: $200,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$318B
$680,000 0.62% of portfolio
17,100
Q2 2024 Reduced 11.86%
$826B
$670,000 0.61% of portfolio
3,389
Q2 2024 Added 21.6%
$349B
$274,000 0.25% of portfolio
1,603
Q1 2024 New
$618B
$217,000 0.2% of portfolio
1,077
Q1 2024 Added 0.94%
$3.21T
$209,000 0.19% of portfolio
469
Q2 2024 New
$595B
$200,000 0.18% of portfolio
494
Q2 2024 New
$288B
$200,000 0.18% of portfolio
1,284
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $109 Million
  • Prior Value $99.6 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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