Life Plan Investment Advisors, Inc. Portfolio Holdings by Sector
Life Plan Investment Advisors, Inc.
- $201 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
AGG VOO VUG GSUS IAGG VEA SCHE IUSB 67 stocks |
$176 Million
89.98% of portfolio
|
  47  
|
  20  
|
  3  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TXN AVGO 3 stocks |
$4.96 Million
2.54% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.91 Million
1.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.46 Million
0.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$1.26 Million
0.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ LLY 3 stocks |
$1.18 Million
0.6% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$1.04 Million
0.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$1 Million
0.51% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$950,615
0.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$923,413
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$742,890
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$725,638
0.37% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$323,010
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$318,613
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$310,326
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$270,790
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$261,302
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$250,657
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$248,221
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$231,669
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$221,604
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|