Life Plan Financial, LLC Portfolio Holdings

Life Plan Financial, LLC

  • $117 Billion
  • Q3 2024

Life Plan Financial, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $9.42B, Spdr Portfolio with a value of $8.39B, Consumer Staples Sector Spdr with a value of $7.86B, Select Sector Spdr Fd Material with a value of $5.23B, and Amplify ETF Tr Blackswan Growt with a value of $4.26B.

Examining the 13F form we can see an increase of $7.93B in the current position value, from $109B to 117B.

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 $117 Billion
ETFs: $65.2 Billion
Technology: $12.1 Billion
Financial Services: $6.24 Billion
Healthcare: $5.86 Billion
Consumer Cyclical: $5.13 Billion
Communication Services: $4.5 Billion
Industrials: $4.28 Billion
Consumer Defensive: $3.28 Billion
Other: $5.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41B
$9.42 Billion 8.08% of portfolio
189,439
Q3 2024 Reduced 1.91%
$0
$8.39 Billion 7.2% of portfolio
101,152
Q3 2024 Reduced 1.96%
$0
$7.86 Billion 6.75% of portfolio
94,702
Q3 2024 Added 1.83%
$0
$5.23 Billion 4.49% of portfolio
54,294
Q3 2024 Added 3.57%
-
$4.26 Billion 3.66% of portfolio
-
Q3 2024 Reduced 0.49%
$0
$4.04 Billion 3.47% of portfolio
66,940
Q3 2024 Added 1.48%
$0
$2.63 Billion 2.26% of portfolio
29,974
Q3 2024 Reduced 3.15%
$0
$2.53 Billion 2.17% of portfolio
107,736
Q3 2024 New
$0
$2.51 Billion 2.16% of portfolio
98,486
Q3 2024 Added 1.53%
$0
$2.5 Billion 2.15% of portfolio
102,724
Q3 2024 Added 1.75%
$0
$2.48 Billion 2.13% of portfolio
102,170
Q3 2024 Added 2.04%
$0
$2.47 Billion 2.12% of portfolio
98,301
Q3 2024 Added 1.98%
$325B
$2.32 Billion 1.99% of portfolio
8,463
Q3 2024 Added 27.44%
$3.09T
$2.23 Billion 1.91% of portfolio
5,179
Q3 2024 Added 1.97%
$0
$2.05 Billion 1.76% of portfolio
43,366
Q3 2024 Added 12.08%
$0
$2.04 Billion 1.75% of portfolio
45,534
Q3 2024 Added 12.14%
$99.3B
$1.85 Billion 1.59% of portfolio
23,735
Q3 2024 Added 6.7%
$0
$1.68 Billion 1.44% of portfolio
5,224
Q3 2024 Reduced 4.08%
$0
$1.66 Billion 1.43% of portfolio
36,835
Q3 2024 Reduced 3.0%
$1.03T
$1.55 Billion 1.33% of portfolio
9,344
Q3 2024 Reduced 1.26%
$8.08B
$1.54 Billion 1.32% of portfolio
42,418
Q3 2024 Added 12.82%
$69.8B
$1.38 Billion 1.18% of portfolio
21,937
Q3 2024 Added 12.14%
$189B
$1.38 Billion 1.18% of portfolio
33,023
Q3 2024 Added 5.57%
$38.1B
$1.36 Billion 1.17% of portfolio
38,814
Q3 2024 Added 7.26%
$116B
$1.28 Billion 1.1% of portfolio
3,740
Q3 2024 Added 44.96%
$74.1B
$1.16 Billion 1.0% of portfolio
25,372
Q3 2024 Added 32.97%
$2.06T
$1.13 Billion 0.97% of portfolio
6,055
Q3 2024 Reduced 1.05%
$0
$1.09 Billion 0.94% of portfolio
22,248
Q3 2024 Added 0.67%
$174B
$1.06 Billion 0.91% of portfolio
8,720
Q3 2024 Reduced 0.97%
$0
$1.06 Billion 0.91% of portfolio
13,308
Q3 2024 Reduced 2.24%
$0
$1.02 Billion 0.88% of portfolio
3,867
Q3 2024 Reduced 1.63%
$175B
$1.02 Billion 0.88% of portfolio
22,772
Q3 2024 Reduced 3.29%
$53.1B
$997 Million 0.86% of portfolio
3,618
Q3 2024 Added 9.87%
$25.4B
$985 Million 0.85% of portfolio
15,357
Q3 2024 Added 30.69%
$16.1B
$961 Million 0.82% of portfolio
7,172
Q3 2024 Reduced 18.36%
$133B
$941 Million 0.81% of portfolio
15,033
Q3 2024 Reduced 3.08%
$215B
$944 Million 0.81% of portfolio
3,099
Q3 2024 Reduced 2.12%
$75B
$879 Million 0.75% of portfolio
8,037
Q3 2024 Reduced 5.55%
$53.4B
$865 Million 0.74% of portfolio
10,323
Q3 2024 Reduced 27.59%
$0
$827 Million 0.71% of portfolio
12,195
Q3 2024 Reduced 3.47%
$0
$790 Million 0.68% of portfolio
12,598
Q3 2024 Reduced 3.35%
$61.2B
$773 Million 0.66% of portfolio
18,422
Q3 2024 Added 6.02%
$0
$760 Million 0.65% of portfolio
8,995
Q3 2024 Added 0.87%
$0
$749 Million 0.64% of portfolio
14,536
Q3 2024 Reduced 2.02%
$612B
$750 Million 0.64% of portfolio
1,630
Q3 2024 Reduced 11.89%
$497B
$732 Million 0.63% of portfolio
6,241
Q3 2024 Added 3.36%
$86.4B
$718 Million 0.62% of portfolio
6,229
Q3 2024 Added 7.84%
$30.4B
$694 Million 0.6% of portfolio
2,361
Q3 2024 Reduced 2.56%
$96.6B
$657 Million 0.56% of portfolio
7,431
Q3 2024 Added 33.68%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $117 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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