Life Plan Investment Advisors, Inc. Incresed Positions in Q3 2025

Life Plan Investment Advisors, Inc.

  • $238 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.61K
+ 18.66%
$76.16 - $78.59 $122K - $126K
10.2K $798M
Blackrock ETF Trust Ii
2.29K
+ 12.2%
N/A
21K $1.12B
JNJ
Johnson & Johnson

Healthcare
164
+ 5.6%
$155.17 - $185.42 $25.4K - $30.4K
3.1K $574M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
1.14K
+ 17.87%
$67.52 - $76.75 $77K - $87.5K
7.52K $563M
AVGO
Broadcom Inc.

Technology
72
+ 4.85%
$264.74 - $369.57 $19.1K - $26.6K
1.56K $513M
MSFT
Microsoft Corp

Technology
76
+ 2.59%
$491.09 - $535.64 $37.3K - $40.7K
3.01K $1.56B
Ge Vernova Inc
38
+ 4.58%
N/A
867 $533M
XOM
Exxon Mobil Corp

Energy
625
+ 13.27%
$105.83 - $117.22 $66.1K - $73.3K
5.34K $602M
GTIP
Goldman Sachs ETF Tr Access In

ETFs
1.79K
+ 29.05%
$49.05 - $50.22 $87.6K - $89.7K
7.94K $396M
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.22K
+ 26.01%
$25.67 - $27.21 $82.5K - $87.5K
15.6K $420M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.43K
+ 5.43%
$22.89 - $23.7 $55.5K - $57.5K
47.1K $1.11B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.35K
+ 27.99%
$49.78 - $50.75 $67K - $68.3K
6.16K $312M
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 6.58%
$357.4 - $423.42 $20.7K - $24.6K
939 $380M
MUB
Ishares National Muni Bond ETF

ETFs
170
+ 0.96%
$103.24 - $106.68 $17.6K - $18.1K
17.9K $1.9B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
345
+ 4.34%
$39.06 - $43.42 $13.5K - $15K
8.29K $360M
META
Meta Platforms, Inc.

Communication Services
53
+ 6.61%
$695.21 - $791.73 $36.8K - $42K
855 $628M
LLY
Eli Lilly & CO

Healthcare
48
+ 15.64%
$625.65 - $812.69 $30K - $39K
355 $271M
CVX
Chevron Corp

Energy
66
+ 4.34%
$145.57 - $161.83 $9.61K - $10.7K
1.59K $246M
IWP
Ishares Russell Mid Cap Growth

ETFs
107
+ 3.93%
$137.51 - $145.26 $14.7K - $15.5K
2.83K $403M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
877
+ 6.96%
$22.64 - $23.22 $19.9K - $20.4K
13.5K $312M
AMZN
Amazon Com Inc

Consumer Cyclical
90
+ 2.14%
$211.65 - $238.24 $19K - $21.4K
4.3K $944M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
151
+ 3.49%
$102.4 - $103.88 $15.5K - $15.7K
4.48K $463M
DUK
Duke Energy Corp

Utilities
26
+ 1.38%
$116.31 - $125.93 $3.02K - $3.27K
1.9K $236M
Capitol Ser Tr
295
+ 3.41%
N/A
8.94K $228M
NFLX
Netflix Inc

Communication Services
22
+ 12.72%
$1147.87 - $1297.18 $25.3K - $28.5K
195 $234M
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 6.3%
$915.95 - $994.57 $21.1K - $22.9K
388 $359M
IBM
International Business Machines Corp

Technology
43
+ 1.01%
$234.77 - $292.47 $10.1K - $12.6K
4.32K $1.22B
TXN
Texas Instruments Inc

Technology
3
+ 0.05%
N/A
6.58K $1.21B
Activity Summary
Buys All Purchases 89 New Holdings 10 Increased Positions 79 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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