Life Planning Partners, Inc Portfolio Holdings

Life Planning Partners, Inc

  • $107 Million
  • Q4 2024

Life Planning Partners, Inc has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $107 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $24M, Ishares Tr with a value of $8.44M, Vanguard Total Stock Market Et with a value of $7.82M, Ishares Short Term National Mu with a value of $5.97M, and Ishares Core Total Usd Bond Ma with a value of $4.38M.

Examining the 13F form we can see an decrease of $13.4B in the current position value, from $13.5B to 107M.

Below you can find more details about Life Planning Partners, Inc portfolio as well as his latest detailed transactions.

Portfolio value $107 Million
ETFs: $101 Million
Consumer Cyclical: $1.25 Million
Industrials: $1.1 Million
Financial Services: $1.03 Million
Healthcare: $284,000
Technology: $227,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$818B
$1.25 Million 1.16% of portfolio
3,089
Q4 2024 Reduced 99.75%
$335B
$560,000 0.52% of portfolio
12,742
Q4 2024 Reduced 97.72%
$370B
$284,000 0.26% of portfolio
1,603
Q4 2024 Reduced 99.44%
$720B
$254,000 0.24% of portfolio
1,062
Q4 2024 Reduced 99.58%
$2.8T
$227,000 0.21% of portfolio
540
Q4 2024 Reduced 99.76%
$683B
$217,000 0.2% of portfolio
479
Q4 2024 Reduced 99.78%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $107 Million
  • Prior Value $13.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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