Life Plan Financial, LLC Incresed Positions in Q4 2025

Life Plan Financial, LLC

  • $130 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
718
+ 7.83%
$235.69 - $263.41 $169K - $189K
9.88K $2.62B
XLB
Select Sector Spdr Fd Material

ETFs
72.1K
+ 109.93%
$84.72 - $89.9 $6.11M - $6.48M
138K $6.24B
EFX
Equifax Inc

Industrials
1.47K
+ 147.88%
$204.19 - $253.84 $300K - $372K
2.46K $534M
USB
Us Bancorp \De\

Financial Services
1.5K
+ 4.23%
$45.28 - $48.26 $67.9K - $72.4K
37K $1.97B
SLB
Schlumberger Limited

Energy
3.08K
+ 10.9%
$31.72 - $37.61 $97.7K - $116K
31.3K $1.2B
XLP
Consumer Staples Sector Spdr

ETFs
3.81K
+ 3.84%
N/A
103K $8.01B
QCOM
Qualcomm Inc

Technology
1.07K
+ 44.15%
$153.59 - $187.68 $164K - $200K
3.48K $595M
AMT
American Tower Corp

Real Estate
1.4K
+ 34.97%
$176.64 - $193.32 $248K - $271K
5.42K $951M
MRK
Merck & Co., Inc.

Healthcare
43
+ 0.61%
$82.49 - $92.93 $3.55K - $4K
7.14K $751M
CVS
Cvs Health Corp

Healthcare
833
+ 3.7%
$76.69 - $83.04 $63.9K - $69.2K
23.3K $1.85B
CMCSA
Comcast Corp

Communication Services
5.9K
+ 14.44%
$26.98 - $31.09 $159K - $183K
46.7K $1.4B
JNJ
Johnson & Johnson

Healthcare
106
+ 2.79%
$185.98 - $199.58 $19.7K - $21.2K
3.9K $808M
SPGI
S&P Global Inc.

Financial Services
23
+ 1.11%
$472.05 - $502.96 $10.9K - $11.6K
2.1K $1.1B
IBDV
Ishares Tr

Technology
2.9K
+ 2.43%
$22.03 - $22.24 $63.9K - $64.5K
122K $2.7B
SWAN
Amplify ETF Tr Blackswan Growt
186
+ 0.13%
N/A
141K $4.59B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.93K
+ 1.7%
$23.35 - $23.55 $45K - $45.4K
116K $2.71B
GNMA
Ishares Gnma Bond ETF

ETFs
636
+ 1.33%
$44.32 - $44.89 $28.2K - $28.6K
48.6K $2.16B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
674
+ 1.48%
$46.85 - $47.44 $31.6K - $32K
46.2K $2.17B
CTVA
Corteva, Inc.

Basic Materials
614
+ 3.67%
$61.0 - $66.48 $37.5K - $40.8K
17.4K $1.16B
VGIT
Vanguard Intermediate Term Tre

ETFs
618
+ 0.87%
$59.84 - $60.54 $37K - $37.4K
71.8K $4.31B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.06K
+ 0.98%
$24.24 - $24.37 $25.8K - $25.9K
110K $2.67B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
862
+ 0.83%
$25.38 - $25.57 $21.9K - $22K
105K $2.68B
DUK
Duke Energy Corp

Utilities
543
+ 5.32%
$121.57 - $129.03 $66K - $70.1K
10.8K $1.26B
VZ
Verizon Communications Inc

Communication Services
1.35K
+ 4.29%
$38.4 - $43.83 $51.8K - $59.1K
32.8K $1.34B
XLE
Energy Sector Spdr

ETFs
23.9K
+ 93.53%
$85.22 - $92.02 $2.03M - $2.2M
49.4K $2.21B
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.13K
+ 7.7%
$61.89 - $76.13 $132K - $162K
29.8K $1.74B
Activity Summary
Buys All Purchases 32 New Holdings 5 Increased Positions 27 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email