Life Plan Financial, LLC Reduced Holdings in Q3 2024

Life Plan Financial, LLC

  • $117 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-2.56K
- 51.1%
$156.12 - $209.64 $400K - $537K
2.45K $417M
AIG
American International Group, Inc.

Financial Services
-4.7K
- 43.74%
$70.16 - $79.23 $330K - $372K
6.04K $443M
TER
Teradyne, Inc

Technology
-1.61K
- 18.36%
$114.25 - $163.0 $184K - $263K
7.17K $961M
WFC
Wells Fargo & Company

Financial Services
-5K
- 41.45%
$51.58 - $60.97 $258K - $305K
7.07K $399M
ECL
Ecolab Inc.

Basic Materials
-1.43K
- 42.8%
$228.86 - $255.76 $326K - $365K
1.91K $487M
FIS
Fidelity National Information Services, Inc.

Technology
-3.93K
- 27.59%
$72.8 - $85.04 $286K - $334K
10.3K $865M
XLE
Energy Sector Spdr

ETFs
-976
- 3.15%
$84.35 - $93.39 $82.3K - $91.1K
30K $2.63B
GOOGL
Alphabet Inc.

Communication Services
-119
- 1.26%
$148.65 - $191.18 $17.7K - $22.8K
9.34K $1.55B
EMR
Emerson Electric CO

Industrials
-472
- 5.55%
$98.19 - $118.87 $46.3K - $56.1K
8.04K $879M
AMZN
Amazon Com Inc

Consumer Cyclical
-64
- 1.05%
$161.02 - $200.0 $10.3K - $12.8K
6.06K $1.13B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-222
- 4.08%
$285.48 - $330.24 $63.4K - $73.3K
5.22K $1.68B
EL
Estee Lauder Companies Inc

Consumer Defensive
-99
- 3.5%
$84.18 - $106.5 $8.33K - $10.5K
2.73K $272M
D
Dominion Energy, Inc

Utilities
-1.1K
- 23.73%
$48.01 - $58.53 $52.8K - $64.3K
3.53K $204M
AMD
Advanced Micro Devices Inc

Technology
-152
- 5.03%
$128.67 - $183.96 $19.6K - $28K
2.87K $471M
KMX
Carmax Inc

Consumer Cyclical
-500
- 9.8%
$71.21 - $85.78 $35.6K - $42.9K
4.6K $356M
STZ
Constellation Brands, Inc.

Consumer Defensive
-47
- 3.86%
$236.42 - $259.82 $11.1K - $12.2K
1.17K $302M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-220
- 11.89%
$405.19 - $478.57 $89.1K - $105K
1.63K $750M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-305
- 2.24%
$76.94 - $79.54 $23.5K - $24.3K
13.3K $1.06B
PFE
Pfizer Inc

Healthcare
-282
- 1.88%
$27.7 - $31.39 $7.81K - $8.85K
14.7K $426M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-439
- 3.47%
$61.11 - $67.85 $26.8K - $29.8K
12.2K $827M
CI
Cigna Corp

Healthcare
-25
- 1.55%
$319.12 - $367.1 $7.98K - $9.18K
1.59K $551M
GILD
Gilead Sciences, Inc.

Healthcare
-890
- 13.97%
$66.59 - $83.99 $59.3K - $74.8K
5.48K $460M
VEU
Vanguard Ftse All World Ex Us

ETFs
-237
- 2.71%
$56.47 - $63.69 $13.4K - $15.1K
8.52K $536M
TFC
Truist Financial Corp

Financial Services
-25
- 0.38%
$38.22 - $44.94 $956 - $1.12K
6.48K $277M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.14K
- 3.0%
$42.66 - $45.18 $48.5K - $51.4K
36.8K $1.66B
VEEV
Veeva Systems Inc

Healthcare
-98
- 5.34%
$180.43 - $223.9 $17.7K - $21.9K
1.74K $364M
JCI
Johnson Controls International PLC

Industrials
-195
- 4.75%
$65.52 - $77.61 $12.8K - $15.1K
3.91K $303M
DGRO
Ishares Core Dividend Growth E

ETFs
-437
- 3.35%
$57.47 - $62.76 $25.1K - $27.4K
12.6K $790M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-299
- 2.02%
$46.9 - $51.96 $14K - $15.5K
14.5K $749M
AAPL
Apple Inc.

Technology
-54
- 2.1%
$207.23 - $234.82 $11.2K - $12.7K
2.52K $587M
WELL
Welltower Inc.

Real Estate
-357
- 9.3%
$104.0 - $129.74 $37.1K - $46.3K
3.48K $446M
VZ
Verizon Communications Inc

Communication Services
-775
- 3.29%
$38.89 - $45.0 $30.1K - $34.9K
22.8K $1.02B
NEE
Nextera Energy Inc

Utilities
-160
- 3.22%
$69.9 - $84.97 $11.2K - $13.6K
4.81K $406M
GLW
Corning Inc

Technology
-428
- 3.46%
$37.76 - $46.2 $16.2K - $19.8K
12K $540M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-109
- 3.12%
$112.12 - $149.09 $12.2K - $16.3K
3.39K $501M
VO
Vanguard Mid Cap ETF

ETFs
-64
- 1.63%
$237.84 - $263.83 $15.2K - $16.9K
3.87K $1.02B
TRU
Trans Union

Industrials
-199
- 5.68%
$72.72 - $106.05 $14.5K - $21.1K
3.3K $346M
EFX
Equifax Inc

Industrials
-62
- 2.56%
$236.42 - $307.13 $14.7K - $19K
2.36K $694M
SPYG
Spdr Portfolio

ETFs
-2.02K
- 1.96%
$73.38 - $84.1 $148K - $170K
101K $8.39B
MCD
Mcdonalds Corp

Consumer Cyclical
-67
- 2.12%
$245.82 - $304.51 $16.5K - $20.4K
3.1K $944M
RTX
Raytheon Technologies Corp

Industrials
-85
- 0.97%
$99.55 - $123.34 $8.46K - $10.5K
8.72K $1.06B
SWAN
Amplify ETF Tr Blackswan Growt
-697
- 0.49%
N/A
140K $4.26B
IAU
Ishares Gold Trust

ETFs
-3.7K
- 1.91%
$44.06 - $50.5 $163K - $187K
189K $9.42B
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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