Life Planning Partners, Inc Portfolio Holdings by Sector
Life Planning Partners, Inc
- $107 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
ITOT IEFA SUB IUSB VEA IEMG MUB SPDW 46 stocks |
$93,301
88.85% of portfolio
|
- |
  46  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$7,819
7.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,247
1.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
XPO GXO 2 stocks |
$1,100
1.05% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$814
0.78% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$284
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$227
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$217
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|