Life Plan Financial, LLC Portfolio Holdings

Life Plan Financial, LLC

  • $115 Billion
  • Q1 2025

Life Plan Financial, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $10.4B, Consumer Staples Sector Spdr with a value of $7.99B, Spdr Portfolio with a value of $7.64B, Select Sector Spdr Fd Material with a value of $5.13B, and Vanguard Intermediate Term Tre with a value of $4.21B.

Examining the 13F form we can see an increase of $1.5B in the current position value, from $113B to 115B.

Life Plan Financial, LLC is based out at Mankato, MN

Below you can find more details about Life Plan Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $63.8 Billion
Technology: $11.2 Billion
Healthcare: $6.17 Billion
Financial Services: $5.83 Billion
Consumer Cyclical: $4.58 Billion
Communication Services: $4.46 Billion
Industrials: $3.98 Billion
Consumer Defensive: $3.85 Billion
Other: $5.06 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.7B
$10.4 Billion 9.06% of portfolio
176,273
Q1 2025 Reduced 2.57%
$0
$7.99 Billion 6.97% of portfolio
97,887
Q1 2025 Added 2.95%
$0
$7.64 Billion 6.66% of portfolio
94,999
Q1 2025 Reduced 1.08%
$0
$5.13 Billion 4.47% of portfolio
59,661
Q1 2025 Added 7.36%
$0
$4.21 Billion 3.67% of portfolio
70,888
Q1 2025 Added 3.09%
-
$4.11 Billion 3.59% of portfolio
-
Q1 2025 Added 2.34%
$0
$2.62 Billion 2.28% of portfolio
103,545
Q1 2025 Added 3.24%
$0
$2.62 Billion 2.28% of portfolio
113,263
Q1 2025 New
$0
$2.61 Billion 2.27% of portfolio
107,623
Q1 2025 Added 3.64%
$0
$2.61 Billion 2.27% of portfolio
107,861
Q1 2025 Added 3.24%
$0
$2.51 Billion 2.19% of portfolio
26,900
Q1 2025 Reduced 4.87%
$269B
$2.23 Billion 1.94% of portfolio
8,294
Q1 2025 Added 0.11%
$0
$2.09 Billion 1.83% of portfolio
45,235
Q1 2025 Added 3.3%
$0
$2.09 Billion 1.82% of portfolio
47,518
Q1 2025 Added 3.32%
$2.95T
$2.06 Billion 1.8% of portfolio
5,494
Q1 2025 Added 6.12%
$113B
$2.05 Billion 1.79% of portfolio
22,779
Q1 2025 Added 2.02%
$76.1B
$1.51 Billion 1.31% of portfolio
23,072
Q1 2025 Added 2.2%
$0
$1.4 Billion 1.22% of portfolio
4,520
Q1 2025 Reduced 4.46%
$957B
$1.36 Billion 1.19% of portfolio
8,824
Q1 2025 Reduced 2.42%
$0
$1.35 Billion 1.18% of portfolio
62,077
Q1 2025 Added 56.31%
$59.9B
$1.34 Billion 1.17% of portfolio
31,740
Q1 2025 Added 3.39%
$151B
$1.33 Billion 1.16% of portfolio
36,031
Q1 2025 Added 6.83%
$0
$1.32 Billion 1.15% of portfolio
52,301
Q1 2025 Reduced 19.72%
$87.6B
$1.29 Billion 1.12% of portfolio
18,994
Q1 2025 Reduced 9.82%
$55.9B
$1.17 Billion 1.02% of portfolio
6,859
Q1 2025 Reduced 6.5%
$94B
$1.16 Billion 1.01% of portfolio
9,530
Q1 2025 Added 19.47%
$185B
$1.12 Billion 0.98% of portfolio
24,744
Q1 2025 Added 4.56%
$185B
$1.06 Billion 0.93% of portfolio
8,009
Q1 2025 Reduced 5.75%
$53.1B
$1.04 Billion 0.91% of portfolio
3,979
Q1 2025 Added 11.24%
$264B
$1.04 Billion 0.9% of portfolio
11,794
Q1 2025 Reduced 1.3%
$0
$1.01 Billion 0.88% of portfolio
12,845
Q1 2025 Added 1.12%
$0
$1.01 Billion 0.88% of portfolio
41,689
Q1 2025 Added 2.58%
$6.65B
$993 Million 0.87% of portfolio
34,668
Q1 2025 Reduced 18.55%
$132B
$985 Million 0.86% of portfolio
13,871
Q1 2025 Reduced 1.34%
$235B
$970 Million 0.85% of portfolio
3,105
Q1 2025 Added 7.22%
$47.1B
$971 Million 0.85% of portfolio
23,227
Q1 2025 Added 8.03%
$35.6B
$979 Million 0.85% of portfolio
32,173
Q1 2025 Reduced 18.44%
$0
$965 Million 0.84% of portfolio
3,733
Q1 2025 Added 4.77%
$1.88T
$947 Million 0.83% of portfolio
4,980
Q1 2025 Reduced 8.39%
$44.5B
$887 Million 0.77% of portfolio
14,092
Q1 2025 Added 3.6%
$71B
$869 Million 0.76% of portfolio
13,690
Q1 2025 Added 35.91%
$28B
$821 Million 0.72% of portfolio
11,933
Q1 2025 Reduced 19.67%
$48.4B
$798 Million 0.7% of portfolio
4,198
Q1 2025 Reduced 6.59%
$134B
$768 Million 0.67% of portfolio
6,855
Q1 2025 Added 14.5%
$0
$754 Million 0.66% of portfolio
12,201
Q1 2025 Added 7.38%
$62.2B
$750 Million 0.65% of portfolio
6,839
Q1 2025 Reduced 21.44%
$0
$750 Million 0.65% of portfolio
33,963
Q1 2025 Added 4.72%
$440B
$722 Million 0.63% of portfolio
6,067
Q1 2025 Reduced 4.12%
$0
$679 Million 0.59% of portfolio
28,984
Q1 2025 Added 6.5%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $115 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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