Life Plan Investment Advisors, Inc. Portfolio Holdings

Life Plan Investment Advisors, Inc.

  • $162 Billion
  • Q4 2024

Life Plan Investment Advisors, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $162 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $10.5B, Vanguard Index Fds S&P 500 ETF with a value of $10.3B, Ishares Core S&P 500 ETF with a value of $6.28B, Vanguard Small Cap Value ETF with a value of $4.93B, and Schwab Strategic Tr Us Emergin with a value of $4.74B.

Examining the 13F form we can see an increase of $5.23B in the current position value, from $156B to 162B.

Life Plan Investment Advisors, Inc. is based out at Raleigh, NC

Below you can find more details about Life Plan Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $162 Billion
ETFs: $145 Billion
Technology: $6.93 Billion
Consumer Cyclical: $1.62 Billion
Consumer Defensive: $981 Million
Industrials: $937 Million
Communication Services: $917 Million
Healthcare: $877 Million
Energy: $731 Million
Other: $913 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.5 Billion 6.5% of portfolio
108,452
Q4 2024 Reduced 6.98%
$0
$10.3 Billion 6.35% of portfolio
19,051
Q4 2024 Reduced 0.04%
$0
$6.28 Billion 3.89% of portfolio
10,669
Q4 2024 Reduced 7.06%
$0
$4.93 Billion 3.05% of portfolio
24,878
Q4 2024 Reduced 3.36%
$0
$4.74 Billion 2.93% of portfolio
178,044
Q4 2024 Reduced 2.6%
$0
$4.67 Billion 2.89% of portfolio
180,740
Q4 2024 Added 91.85%
$0
$4.63 Billion 2.87% of portfolio
92,794
Q4 2024 Reduced 4.78%
$0
$4.55 Billion 2.82% of portfolio
11,091
Q4 2024 Added 3.58%
$0
$4.2 Billion 2.6% of portfolio
92,891
Q4 2024 Reduced 4.18%
$0
$4.17 Billion 2.58% of portfolio
83,230
Q4 2024 Added 27.71%
$0
$4.11 Billion 2.55% of portfolio
14,693
Q4 2024 Reduced 4.76%
$0
$3.88 Billion 2.4% of portfolio
23,968
Q4 2024 Reduced 3.05%
$0
$3.64 Billion 2.25% of portfolio
76,122
Q4 2024 Added 10.78%
$0
$3.6 Billion 2.23% of portfolio
194,664
Q4 2024 Added 97.52%
$0
$3.59 Billion 2.22% of portfolio
14,129
Q4 2024 Reduced 4.68%
$47B
$3.57 Billion 2.21% of portfolio
72,056
Q4 2024 Added 3.96%
$0
$3.34 Billion 2.07% of portfolio
19,742
Q4 2024 Added 7.1%
$0
$3.25 Billion 2.01% of portfolio
116,678
Q4 2024 Added 280.0%
$0
$2.94 Billion 1.82% of portfolio
33,038
Q4 2024 Reduced 2.2%
$0
$2.92 Billion 1.81% of portfolio
59,936
Q4 2024 Reduced 3.0%
$0
$2.85 Billion 1.77% of portfolio
36,286
Q4 2024 Reduced 1.91%
$0
$2.71 Billion 1.68% of portfolio
128,628
Q4 2024 Reduced 2.02%
$0
$2.57 Billion 1.59% of portfolio
64,896
Q4 2024 Reduced 0.62%
$0
$2.53 Billion 1.57% of portfolio
24,943
Q4 2024 Added 16.75%
$0
$2.41 Billion 1.49% of portfolio
29,756
Q4 2024 Added 54.79%
$0
$2.28 Billion 1.41% of portfolio
12,812
Q4 2024 Added 9.02%
$3.95T
$2.26 Billion 1.4% of portfolio
9,038
Q4 2024 Added 5.58%
$0
$2.2 Billion 1.36% of portfolio
42,950
Q4 2024 Added 2.68%
$0
$2.03 Billion 1.26% of portfolio
38,877
Q4 2024 Added 91.15%
$0
$1.89 Billion 1.17% of portfolio
36,079
Q4 2024 Added 51.24%
$0
$1.88 Billion 1.16% of portfolio
19,367
Q4 2024 Added 44.45%
$0
$1.63 Billion 1.01% of portfolio
15,315
Q4 2024 Added 13.69%
$335B
$1.59 Billion 0.98% of portfolio
11,851
Q4 2024 Added 30.16%
$0
$1.48 Billion 0.91% of portfolio
22,895
Q4 2024 Added 0.75%
$3.04T
$1.35 Billion 0.83% of portfolio
3,199
Q4 2024 Added 3.59%
$0
$1.32 Billion 0.82% of portfolio
30,026
Q4 2024 Added 10.74%
$0
$1.24 Billion 0.77% of portfolio
25,240
Q4 2024 Added 20.33%
$0
$1.24 Billion 0.77% of portfolio
6,508
Q4 2024 Added 9.97%
$0
$1.21 Billion 0.75% of portfolio
36,369
Q4 2024 Added 60.85%
$0
$1.17 Billion 0.73% of portfolio
15,199
Q4 2024 Added 19.43%
$0
$1.15 Billion 0.71% of portfolio
28,574
Q4 2024 Added 14.1%
$0
$1.11 Billion 0.69% of portfolio
12,100
Q4 2024 Added 5.16%
$0
$972 Million 0.6% of portfolio
17,536
Q4 2024 Added 40.06%
$2.21T
$917 Million 0.57% of portfolio
4,178
Q4 2024 Added 6.99%
$234B
$909 Million 0.56% of portfolio
4,135
Q3 2024 Added 0.46%
$0
$867 Million 0.54% of portfolio
13,531
Q4 2024 Added 32.79%
$0
$870 Million 0.54% of portfolio
3,619
Q4 2024 Added 7.48%
$0
$857 Million 0.53% of portfolio
5,374
Q4 2024 Reduced 4.48%
$0
$787 Million 0.49% of portfolio
34,656
Q4 2024 Added 47.54%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $162 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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