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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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