Life Plan Financial, LLC Sells in Q3 2025

Life Plan Financial, LLC

  • $126 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
-12.1K
- 54.68%
$26.94 - $29.62 $327K - $359K
10.1K $284M
KHC
Kraft Heinz CO

Consumer Defensive
-11.3K
- 50.54%
$25.63 - $28.94 $290K - $327K
11.1K $288M
BWA
Borgwarner Inc

Consumer Cyclical
-11.4K
- 47.46%
$34.53 - $44.44 $394K - $507K
12.6K $556M
VTR
Ventas, Inc.

Real Estate
-4.13K
- 55.72%
$62.76 - $69.99 $259K - $289K
3.28K $229M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-4.85K
- 12.89%
$45.4 - $47.61 $220K - $231K
32.8K $1.56B
CTVA
Corteva, Inc.

Basic Materials
-769
- 4.39%
$67.08 - $77.12 $51.6K - $59.3K
16.7K $1.13B
STZ
Constellation Brands, Inc.

Consumer Defensive
-107
- 3.38%
$131.78 - $176.09 $14.1K - $18.8K
3.06K $412M
Kenvue Inc
-639
- 3.38%
N/A
18.3K $297M
HRL
Hormel Foods Corp

Consumer Defensive
-362
- 2.63%
$24.31 - $31.54 $8.8K - $11.4K
13.4K $332M
EMR
Emerson Electric CO

Industrials
-425
- 5.51%
$128.6 - $149.63 $54.7K - $63.6K
7.3K $957M
EFX
Equifax Inc

Industrials
-135
- 11.98%
$234.03 - $265.73 $31.6K - $35.9K
992 $254M
COF
Capital One Financial Corp

Financial Services
-143
- 10.41%
$207.29 - $229.74 $29.6K - $32.9K
1.23K $262M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.03K
- 2.43%
$24.23 - $24.42 $24.8K - $25K
41.2K $1.01B
CCI
Crown Castle International Corp

Real Estate
-93
- 4.2%
$92.96 - $113.91 $8.65K - $10.6K
2.12K $204M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-344
- 2.63%
$78.96 - $80.04 $27.2K - $27.5K
12.7K $1.02B
GILD
Gilead Sciences, Inc.

Healthcare
-131
- 2.33%
$108.22 - $120.47 $14.2K - $15.8K
5.5K $610M
VO
Vanguard Mid Cap ETF

ETFs
-209
- 5.66%
$279.83 - $293.74 $58.5K - $61.4K
3.48K $1.02B
VEU
Vanguard Ftse All World Ex Us

ETFs
-596
- 7.02%
$66.38 - $71.68 $39.6K - $42.7K
7.9K $564M
JCI
Johnson Controls International PLC

Industrials
-128
- 3.66%
$103.24 - $111.73 $13.2K - $14.3K
3.37K $371M
QCOM
Qualcomm Inc

Technology
-92
- 3.67%
$145.84 - $173.55 $13.4K - $16K
2.41K $401M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.34K
- 6.9%
$24.46 - $26.5 $57.1K - $61.9K
31.5K $830M
HAS
Hasbro, Inc.

Consumer Cyclical
-307
- 2.38%
$73.92 - $81.85 $22.7K - $25.1K
12.6K $957M
DGRO
Ishares Core Dividend Growth E

ETFs
-642
- 5.28%
$64.12 - $68.08 $41.2K - $43.7K
11.5K $784M
LMT
Lockheed Martin Corp

Industrials
-36
- 4.99%
$410.74 - $499.21 $14.8K - $18K
686 $342M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16
- 0.82%
$108.46 - $120.63 $1.74K - $1.93K
1.93K $230M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-400
- 1.88%
$28.15 - $30.13 $11.3K - $12.1K
20.8K $617M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-342
- 7.64%
$362.31 - $405.74 $124K - $139K
4.13K $1.66B
MSFT
Microsoft Corp

Technology
-169
- 3.0%
$491.09 - $535.64 $83K - $90.5K
5.46K $2.83B
MSI
Motorola Solutions, Inc.

Technology
-13
- 1.33%
$408.73 - $490.3 $5.31K - $6.37K
966 $442M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.58K
- 5.46%
$25.29 - $28.33 $40.1K - $44.9K
27.4K $765M
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.03%
$291.67 - $316.99 $292 - $317
3.04K $924M
RTX
Raytheon Technologies Corp

Industrials
-412
- 8.16%
$144.19 - $167.33 $59.4K - $68.9K
4.64K $776M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8
- 1.18%
$404.94 - $499.99 $3.24K - $4K
670 $325M
WMT
Walmart Inc.

Consumer Defensive
-95
- 0.81%
$94.4 - $104.27 $8.97K - $9.91K
11.7K $1.21B
XLE
Energy Sector Spdr

ETFs
-740
- 2.82%
$84.25 - $91.99 $62.3K - $68.1K
25.5K $2.28B
AMAT
Applied Materials Inc

Technology
-1
- 0.02%
$156.25 - $204.95 $156 - $205
4.13K $845M
AMD
Advanced Micro Devices Inc

Technology
-71
- 1.33%
$134.8 - $184.42 $9.57K - $13.1K
5.28K $854M
JNJ
Johnson & Johnson

Healthcare
-157
- 3.97%
$155.17 - $185.42 $24.4K - $29.1K
3.8K $704M
C
Citigroup Inc

Financial Services
-763
- 6.2%
$85.57 - $103.49 $65.3K - $79K
11.5K $1.17B
AAPL
Apple Inc.

Technology
-117
- 3.4%
$202.38 - $256.87 $23.7K - $30.1K
3.32K $846M
GOOGL
Alphabet Inc.

Communication Services
-271
- 3.08%
$174.36 - $254.72 $47.3K - $69K
8.54K $2.08B
SPYG
Spdr Portfolio

ETFs
-3.04K
- 3.24%
$94.33 - $105.31 $286K - $320K
90.7K $9.48B
IAU
Ishares Gold Trust

ETFs
-8.69K
- 5.39%
$61.62 - $72.77 $535K - $632K
153K $11.1B
Activity Summary
Buys All Purchases 39 New Holdings 3 Increased Positions 36 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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