Life Plan Financial, LLC Reduced Holdings in Q1 2025

Life Plan Financial, LLC

  • $115 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-1.04K
- 1.08%
$80.05 - $92.39 $83.1K - $95.9K
95K $7.64B
AOM
Ishares Tr Core Moderate Alloc

ETFs
-9.59K
- 20.16%
$42.93 - $44.71 $412K - $429K
38K $1.67B
BWA
Borgwarner Inc

Consumer Cyclical
-7.9K
- 18.55%
$27.78 - $32.9 $219K - $260K
34.7K $993M
TER
Teradyne, Inc

Technology
-576
- 8.0%
$82.6 - $140.0 $47.6K - $80.6K
6.63K $547M
GLW
Corning Inc

Technology
-7.22K
- 61.37%
$44.91 - $54.25 $324K - $392K
4.54K $208M
GOOGL
Alphabet Inc.

Communication Services
-219
- 2.42%
$154.33 - $206.19 $33.8K - $45.2K
8.82K $1.36B
EMR
Emerson Electric CO

Industrials
-1.87K
- 21.44%
$108.64 - $131.17 $203K - $245K
6.84K $750M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-12.8K
- 19.72%
$25.05 - $25.16 $322K - $323K
52.3K $1.32B
AMZN
Amazon Com Inc

Consumer Cyclical
-456
- 8.39%
$190.26 - $242.06 $86.8K - $110K
4.98K $947M
KHC
Kraft Heinz CO

Consumer Defensive
-7.28K
- 18.44%
$28.51 - $32.22 $207K - $234K
32.2K $979M
PANW
Palo Alto Networks Inc

Technology
-477
- 6.5%
$167.82 - $208.28 $80.1K - $99.3K
6.86K $1.17B
NXPI
Nxp Semiconductors N.V.

Technology
-296
- 6.59%
$189.99 - $245.86 $56.2K - $72.8K
4.2K $798M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-368
- 12.69%
$157.11 - $206.52 $57.8K - $76K
2.53K $426M
SWKS
Skyworks Solutions, Inc.

Technology
-47
- 1.29%
$64.12 - $93.96 $3.01K - $4.42K
3.59K $232M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.51K
- 6.77%
$25.58 - $29.24 $38.5K - $44.1K
20.8K $544M
AAPL
Apple Inc.

Technology
-23
- 0.96%
$209.68 - $247.1 $4.82K - $5.68K
2.36K $525M
WFC
Wells Fargo & Company

Financial Services
-1.1K
- 23.74%
$66.78 - $81.42 $73.2K - $89.2K
3.52K $253M
EFX
Equifax Inc

Industrials
-190
- 14.14%
$235.63 - $278.34 $44.8K - $52.9K
1.15K $281M
FIS
Fidelity National Information Services, Inc.

Technology
-308
- 5.96%
$68.12 - $83.42 $21K - $25.7K
4.86K $363M
VTR
Ventas, Inc.

Real Estate
-2.92K
- 19.67%
$56.9 - $70.47 $166K - $206K
11.9K $821M
QCOM
Qualcomm Inc

Technology
-302
- 10.75%
$151.94 - $175.86 $45.9K - $53.1K
2.51K $385M
WMT
Walmart Inc.

Consumer Defensive
-155
- 1.3%
$84.5 - $105.05 $13.1K - $16.3K
11.8K $1.04B
CTSH
Cognizant Technology Solutions Corp

Technology
-401
- 5.41%
$75.32 - $90.7 $30.2K - $36.4K
7.01K $536M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.77K
- 6.89%
$27.01 - $28.54 $47.9K - $50.6K
23.9K $669M
PFE
Pfizer Inc

Healthcare
-543
- 3.94%
$25.01 - $27.13 $13.6K - $14.7K
13.2K $335M
BDX
Becton Dickinson & CO

Healthcare
-97
- 4.42%
$222.79 - $249.08 $21.6K - $24.2K
2.1K $480M
TFC
Truist Financial Corp

Financial Services
-41
- 0.66%
$39.48 - $48.15 $1.62K - $1.97K
6.16K $253M
COF
Capital One Financial Corp

Financial Services
-62
- 5.02%
$163.87 - $209.82 $10.2K - $13K
1.17K $210M
C
Citigroup Inc

Financial Services
-189
- 1.34%
$67.23 - $84.63 $12.7K - $16K
13.9K $985M
CI
Cigna Corp

Healthcare
-150
- 17.38%
$274.49 - $329.0 $41.2K - $49.4K
713 $234M
CCI
Crown Castle International Corp

Real Estate
-151
- 6.34%
$84.33 - $106.39 $12.7K - $16.1K
2.23K $233M
TSN
Tyson Foods, Inc.

Consumer Defensive
-281
- 4.12%
$54.27 - $63.81 $15.2K - $17.9K
6.54K $418M
CME
Cme Group Inc.

Financial Services
-132
- 7.02%
$225.82 - $266.54 $29.8K - $35.2K
1.75K $464M
Kenvue Inc
-222
- 1.56%
N/A
14K $335M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-45
- 6.32%
$442.66 - $534.52 $19.9K - $24.1K
667 $355M
XOM
Exxon Mobil Corp

Energy
-261
- 4.12%
$105.44 - $118.93 $27.5K - $31K
6.07K $722M
JNJ
Johnson & Johnson

Healthcare
-231
- 5.46%
$142.06 - $167.7 $32.8K - $38.7K
4K $663M
AIG
American International Group, Inc.

Financial Services
-148
- 2.73%
$70.5 - $86.94 $10.4K - $12.9K
5.28K $459M
RTX
Raytheon Technologies Corp

Industrials
-489
- 5.75%
$114.1 - $135.66 $55.8K - $66.3K
8.01K $1.06B
XLE
Energy Sector Spdr

ETFs
-1.38K
- 4.87%
$85.7 - $93.96 $118K - $129K
26.9K $2.51B
T
At&T Inc.

Communication Services
-769
- 3.28%
$21.56 - $28.28 $16.6K - $21.7K
22.7K $641M
CVS
Cvs Health Corp

Healthcare
-2.07K
- 9.82%
$44.22 - $68.64 $91.5K - $142K
19K $1.29B
IAU
Ishares Gold Trust

ETFs
-4.65K
- 2.57%
$49.74 - $58.96 $231K - $274K
176K $10.4B
Activity Summary
Buys All Purchases 44 New Holdings 8 Increased Positions 36 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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