Life Planning Partners, Inc Portfolio Holdings
Life Planning Partners, Inc
- $13.5 Billion
- Q4 2024
Life Planning Partners, Inc has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $13.5 Billion distributed in 166 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 $3.08B, Vanguard Total Stock Market Et with a value of $2.27B, Ishares Short Term National Mu with a value of $630M, Vanguard Small Cap ETF with a value of $628M, and Ishares Tr with a value of $593M.
Examining the 13F form we can see an increase of $13.4B in the current position value, from $111M to 13.5B.
Below you can find more details about Life Planning Partners, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$13.5 Billion
ETFs: $12 Billion
Consumer Cyclical: $541 Million
Financial Services: $253 Million
Technology: $228 Million
Consumer Defensive: $178 Million
Industrials: $136 Million
Healthcare: $93.7 Million
Energy: $39.8 Million
Other: $17.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 166
- Current Value $13.5 Billion
- Prior Value $111 Million
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 106 stocks
- Additional Purchases 60 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks