Life Plan Financial, LLC Purchases and Sells in Q1 2025

Life Plan Financial, LLC

$115 Billion
Q1 2025

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLP	2.81K + 2.95%	N/A	97.9K $7.99B
IBDV	22.4K + 56.31%	$21.11 - $21.73 $472K - $486K	62.1K $1.35B
XLB	4.09K + 7.36%	$83.19 - $90.99 $340K - $372K	59.7K $5.13B
DUK	1.55K + 19.47%	$105.87 - $121.97 $164K - $189K	9.53K $1.16B
MDT	452 + 2.02%	$79.84 - $94.5 $36.1K - $42.7K	22.8K $2.05B
VGIT	2.12K + 3.09%	$57.44 - $59.4 $122K - $126K	70.9K $4.21B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTJ	113K New	$21.16 - $21.77 $2.4M - $2.47M	113K $2.62B
MSI	1.05K New	$411.73 - $482.1 $431K - $505K	1.05K $459M
HAS	6.15K New	$56.16 - $69.06 $345K - $424K	6.15K $378M
TMO	708 New	$497.6 - $606.74 $352K - $430K	708 $352M
LMT	760 New	$423.19 - $506.29 $322K - $385K	760 $340M
MDLZ	4.91K New	$56.12 - $68.15 $275K - $334K	4.91K $333M

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	-1.04K - 1.08%	$80.05 - $92.39 $83.1K - $95.9K	95K $7.64B
AOM	-9.59K - 20.16%	$42.93 - $44.71 $412K - $429K	38K $1.67B
BWA	-7.9K - 18.55%	$27.78 - $32.9 $219K - $260K	34.7K $993M
TER	-576 - 8.0%	$82.6 - $140.0 $47.6K - $80.6K	6.63K $547M
GLW	-7.22K - 61.37%	$44.91 - $54.25 $324K - $392K	4.54K $208M
GOOGL	-219 - 2.42%	$154.33 - $206.19 $33.8K - $45.2K	8.82K $1.36B

Activity Summary All Purchases 44 New Holdings 8 Increased Positions 36 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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