Life Plan Financial, LLC Portfolio Holdings

Life Plan Financial, LLC

  • $113 Billion
  • Q4 2024

Life Plan Financial, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $8.96B, Spdr Portfolio with a value of $8.44B, Consumer Staples Sector Spdr with a value of $7.47B, Select Sector Spdr Fd Material with a value of $4.68B, and Amplify ETF Tr Blackswan Growt with a value of $4.11B.

Examining the 13F form we can see an decrease of $3.33B in the current position value, from $117B to 113B.

Life Plan Financial, LLC is based out at Mankato, MN

Below you can find more details about Life Plan Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
ETFs: $62.3 Billion
Technology: $12.5 Billion
Financial Services: $6.35 Billion
Healthcare: $5.36 Billion
Consumer Cyclical: $5.06 Billion
Communication Services: $4.46 Billion
Industrials: $3.9 Billion
Consumer Defensive: $3.77 Billion
Other: $4.23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.5B
$8.96 Billion 7.91% of portfolio
180,918
Q4 2024 Reduced 4.5%
$0
$8.44 Billion 7.46% of portfolio
96,037
Q4 2024 Reduced 5.06%
$0
$7.47 Billion 6.6% of portfolio
95,081
Q4 2024 Added 0.4%
$0
$4.68 Billion 4.13% of portfolio
55,571
Q4 2024 Added 2.35%
-
$4.11 Billion 3.63% of portfolio
-
Q4 2024 Reduced 0.15%
$0
$3.99 Billion 3.52% of portfolio
68,765
Q4 2024 Added 2.73%
$320B
$2.77 Billion 2.45% of portfolio
8,285
Q4 2024 Reduced 2.1%
$0
$2.5 Billion 2.21% of portfolio
104,481
Q4 2024 Added 1.71%
$0
$2.5 Billion 2.21% of portfolio
103,843
Q4 2024 Added 1.64%
$0
$2.5 Billion 2.21% of portfolio
100,294
Q4 2024 Added 1.84%
$0
$2.5 Billion 2.21% of portfolio
109,647
Q4 2024 New
$0
$2.42 Billion 2.14% of portfolio
28,276
Q4 2024 Reduced 5.66%
$3.17T
$2.18 Billion 1.93% of portfolio
5,177
Q4 2024 Reduced 0.04%
$0
$2.07 Billion 1.83% of portfolio
47,571
Q4 2024 Added 29.15%
$0
$1.99 Billion 1.75% of portfolio
43,791
Q4 2024 Added 0.98%
$0
$1.97 Billion 1.74% of portfolio
45,990
Q4 2024 Added 1.0%
$116B
$1.78 Billion 1.58% of portfolio
22,327
Q4 2024 Added 3.82%
$1.15T
$1.71 Billion 1.51% of portfolio
9,043
Q4 2024 Reduced 3.22%
$0
$1.63 Billion 1.44% of portfolio
65,145
Q4 2024 Reduced 33.73%
$0
$1.62 Billion 1.44% of portfolio
4,731
Q4 2024 Reduced 9.44%
$71.4B
$1.47 Billion 1.3% of portfolio
30,700
Q4 2024 Added 21.0%
$7.5B
$1.35 Billion 1.2% of portfolio
42,563
Q4 2024 Added 0.34%
$53B
$1.33 Billion 1.18% of portfolio
7,336
Q4 2024 Added 96.15%
$160B
$1.27 Billion 1.12% of portfolio
33,726
Q4 2024 Added 2.13%
$35.5B
$1.21 Billion 1.07% of portfolio
39,449
Q4 2024 Added 1.64%
$2.25T
$1.19 Billion 1.05% of portfolio
5,436
Q4 2024 Reduced 10.22%
$72.9B
$1.08 Billion 0.95% of portfolio
8,705
Q4 2024 Added 8.31%
$248B
$1.08 Billion 0.95% of portfolio
11,949
Q4 2024 Added 96.92%
$53.1B
$1.06 Billion 0.93% of portfolio
3,577
Q4 2024 Reduced 1.13%
$0
$991 Million 0.88% of portfolio
12,703
Q4 2024 Reduced 4.55%
$152B
$990 Million 0.87% of portfolio
14,060
Q4 2024 Reduced 6.47%
$177B
$983 Million 0.87% of portfolio
8,498
Q4 2024 Reduced 2.55%
$0
$978 Million 0.86% of portfolio
40,641
Q4 2024 Added 82.67%
$161B
$946 Million 0.84% of portfolio
23,666
Q4 2024 Added 3.93%
$68.2B
$946 Million 0.84% of portfolio
21,063
Q4 2024 Reduced 3.98%
$55.3B
$934 Million 0.83% of portfolio
4,494
Q4 2024 Added 110.49%
$0
$941 Million 0.83% of portfolio
3,563
Q4 2024 Reduced 7.86%
$21.6B
$907 Million 0.8% of portfolio
7,204
Q4 2024 Added 0.45%
$23.3B
$875 Million 0.77% of portfolio
14,855
Q4 2024 Reduced 3.27%
$84B
$859 Million 0.76% of portfolio
7,977
Q4 2024 Added 28.06%
$0
$848 Million 0.75% of portfolio
39,714
Q4 2024 New
$206B
$840 Million 0.74% of portfolio
2,896
Q4 2024 Reduced 6.55%
$58.3B
$824 Million 0.73% of portfolio
21,500
Q4 2024 Added 16.71%
$44.3B
$775 Million 0.68% of portfolio
13,602
Q4 2024 Added 56.98%
$89.6B
$762 Million 0.67% of portfolio
10,073
Q4 2024 Added 35.55%
$0
$752 Million 0.66% of portfolio
32,431
Q4 2024 Added 165.94%
$0
$704 Million 0.62% of portfolio
27,215
Q4 2024 Added 87.22%
$0
$702 Million 0.62% of portfolio
25,701
Q4 2024 Added 185.73%
$0
$697 Million 0.62% of portfolio
11,362
Q4 2024 Reduced 9.81%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $113 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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