Life Plan Investment Advisors, Inc. Portfolio Holdings

Life Plan Investment Advisors, Inc.

  • $156 Billion
  • Q3 2024

Life Plan Investment Advisors, Inc. has filed its 13F form on January 21, 2025 for Q3 2024 where it was disclosed a total value porftolio of $156 Billion distributed in 95 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 $11.8B, Vanguard Index Fds S&P 500 ETF with a value of $10.1B, Ishares Core S&P 500 ETF with a value of $6.62B, Schwab Strategic Tr Us Emergin with a value of $5.33B, and Vanguard Small Cap Value ETF with a value of $5.17B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $139B to 156B.

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 $156 Billion
ETFs: $141 Billion
Technology: $6.04 Billion
Consumer Cyclical: $1.27 Billion
Industrials: $1.24 Billion
Healthcare: $959 Million
Consumer Defensive: $896 Million
Communication Services: $820 Million
Energy: $783 Million
Other: $881 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$1.99 Billion 1.28% of portfolio
8,560
Q3 2024 Reduced 1.11%
$3.19T
$1.33 Billion 0.85% of portfolio
3,088
Q3 2024 Added 1.71%
$351B
$1.11 Billion 0.71% of portfolio
9,105
Q3 2024 Reduced 1.47%
$201B
$914 Million 0.58% of portfolio
4,135
Q3 2024 Added 0.46%
$205B
$763 Million 0.49% of portfolio
4,048
Q3 2024 Added 0.47%
$2.35T
$728 Million 0.47% of portfolio
3,905
Q3 2024 Added 0.9%
$465B
$558 Million 0.36% of portfolio
4,761
Q3 2024 Reduced 0.46%
$387B
$468 Million 0.3% of portfolio
2,889
Q3 2024 Added 0.94%
$1.18T
$408 Million 0.26% of portfolio
2,460
Q3 2024 Reduced 5.09%
$1.39T
$412 Million 0.26% of portfolio
719
Q3 2024 Added 1.7%
$428B
$343 Million 0.22% of portfolio
846
Q3 2024 Reduced 3.42%
$419B
$346 Million 0.22% of portfolio
391
Q3 2024 Reduced 3.22%
$253B
$312 Million 0.2% of portfolio
3,864
Q3 2024 New
$705B
$269 Million 0.17% of portfolio
304
Q2 2024 Added 2.01%
$383B
$238 Million 0.15% of portfolio
1,372
Q3 2024 Added 0.96%
$610B
$237 Million 0.15% of portfolio
515
Q3 2024 Reduced 7.71%
$491B
$222 Million 0.14% of portfolio
379
Q3 2024 New
$310B
$225 Million 0.14% of portfolio
1,530
Q3 2024 Added 2.82%
$772B
$204 Million 0.13% of portfolio
967
Q3 2024 New
$251B
$208 Million 0.13% of portfolio
3,915
Q3 2024 New
$1.34T
$201 Million 0.13% of portfolio
769
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $156 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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