Life Plan Financial, LLC Reduced Holdings in Q4 2024

Life Plan Financial, LLC

  • $113 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-33.2K
- 33.73%
$25.0 - $25.11 $829K - $833K
65.1K $1.63B
IAU
Ishares Gold Trust

ETFs
-8.52K
- 4.5%
$48.37 - $52.65 $412K - $449K
181K $8.96B
FIS
Fidelity National Information Services, Inc.

Technology
-5.15K
- 49.93%
$80.14 - $90.95 $413K - $469K
5.17K $417M
CVS
Cvs Health Corp

Healthcare
-874
- 3.98%
$43.78 - $67.46 $38.3K - $59K
21.1K $946M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-918
- 56.32%
$442.29 - $483.08 $406K - $443K
712 $323M
EFX
Equifax Inc

Industrials
-1.02K
- 43.07%
$245.03 - $293.5 $249K - $298K
1.34K $343M
CI
Cigna Corp

Healthcare
-728
- 45.76%
$265.59 - $358.58 $193K - $261K
863 $238M
XLE
Energy Sector Spdr

ETFs
-1.7K
- 5.66%
$83.32 - $97.27 $141K - $165K
28.3K $2.42B
SWAN
Amplify ETF Tr Blackswan Growt
-206
- 0.15%
N/A
140K $4.11B
VTR
Ventas, Inc.

Real Estate
-502
- 3.27%
$57.73 - $66.48 $29K - $33.4K
14.9K $875M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.24K
- 9.81%
$60.73 - $64.94 $75.1K - $80.3K
11.4K $697M
VEU
Vanguard Ftse All World Ex Us

ETFs
-596
- 7.0%
$57.29 - $63.1 $34.1K - $37.6K
7.92K $455M
VO
Vanguard Mid Cap ETF

ETFs
-304
- 7.86%
$261.5 - $284.63 $79.5K - $86.5K
3.56K $941M
MAS
Masco Corp

Industrials
-51
- 0.8%
$72.52 - $85.73 $3.7K - $4.37K
6.35K $461M
WFC
Wells Fargo & Company

Financial Services
-2.45K
- 34.67%
$54.98 - $77.35 $135K - $190K
4.62K $324M
RTX
Raytheon Technologies Corp

Industrials
-222
- 2.55%
$114.45 - $127.21 $25.4K - $28.2K
8.5K $983M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-605
- 4.55%
$77.86 - $79.27 $47.1K - $48K
12.7K $991M
PFE
Pfizer Inc

Healthcare
-933
- 6.34%
$24.8 - $30.19 $23.1K - $28.2K
13.8K $365M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-493
- 9.44%
$316.94 - $357.88 $156K - $176K
4.73K $1.62B
TRU
Trans Union

Industrials
-162
- 4.9%
$92.71 - $108.67 $15K - $17.6K
3.14K $291M
SWKS
Skyworks Solutions, Inc.

Technology
-135
- 3.58%
$83.18 - $99.15 $11.2K - $13.4K
3.64K $323M
AIG
American International Group, Inc.

Financial Services
-615
- 10.18%
$70.0 - $79.22 $43.1K - $48.7K
5.43K $395M
BDX
Becton Dickinson & CO

Healthcare
-65
- 2.88%
$220.02 - $243.75 $14.3K - $15.8K
2.19K $498M
MSFT
Microsoft Corp

Technology
-2
- 0.04%
$406.35 - $454.46 $813 - $909
5.18K $2.18B
Kenvue Inc
-908
- 6.01%
N/A
14.2K $303M
T
At&T Inc.

Communication Services
-1.69K
- 6.72%
$21.22 - $23.88 $35.8K - $40.3K
23.4K $533M
TSN
Tyson Foods, Inc.

Consumer Defensive
-27
- 0.39%
$57.14 - $64.54 $1.54K - $1.74K
6.83K $392M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-103
- 4.99%
$113.92 - $127.38 $11.7K - $13.1K
1.96K $226M
TFC
Truist Financial Corp

Financial Services
-277
- 4.28%
$41.51 - $48.1 $11.5K - $13.3K
6.2K $269M
CTSH
Cognizant Technology Solutions Corp

Technology
-51
- 0.68%
$74.37 - $82.32 $3.79K - $4.2K
7.41K $570M
VEEV
Veeva Systems Inc

Healthcare
-5
- 0.29%
$201.81 - $250.45 $1.01K - $1.25K
1.73K $364M
AAPL
Apple Inc.

Technology
-131
- 5.2%
$221.69 - $259.02 $29K - $33.9K
2.39K $598M
CME
Cme Group Inc.

Financial Services
-22
- 1.16%
$221.17 - $246.02 $4.87K - $5.41K
1.88K $437M
GLW
Corning Inc

Technology
-192
- 1.61%
$44.11 - $49.76 $8.47K - $9.55K
11.8K $559M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-486
- 14.35%
$146.47 - $191.01 $71.2K - $92.8K
2.9K $540M
C
Citigroup Inc

Financial Services
-973
- 6.47%
$61.31 - $72.5 $59.7K - $70.5K
14.1K $990M
SPYG
Spdr Portfolio

ETFs
-5.12K
- 5.06%
$81.74 - $91.38 $418K - $467K
96K $8.44B
ADSK
Autodesk, Inc.

Technology
-41
- 1.13%
N/A
3.58K $1.06B
AMZN
Amazon Com Inc

Consumer Cyclical
-619
- 10.22%
$180.88 - $232.93 $112K - $144K
5.44K $1.19B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.16K
- 4.89%
$77.25 - $91.3 $89.6K - $106K
22.6K $1.93B
GOOGL
Alphabet Inc.

Communication Services
-301
- 3.22%
$161.86 - $196.66 $48.7K - $59.2K
9.04K $1.71B
CRM
Salesforce, Inc.

Technology
-178
- 2.1%
$270.87 - $367.87 $48.2K - $65.5K
8.29K $2.77B
Activity Summary
Buys All Purchases 41 New Holdings 4 Increased Positions 37 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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