Life Plan Financial, LLC Reduced Holdings in Q4 2025

Life Plan Financial, LLC

  • $130 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-25.3K
- 23.31%
N/A
83.3K $2.02B
MSFT
Microsoft Corp

Technology
-119
- 2.18%
$496.82 - $542.07 $59.1K - $64.5K
5.34K $2.58B
BWA
Borgwarner Inc

Consumer Cyclical
-5.46K
- 43.19%
$41.21 - $46.01 $225K - $251K
7.18K $324M
EMR
Emerson Electric CO

Industrials
-1.76K
- 24.13%
$126.01 - $140.03 $222K - $246K
5.54K $735M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.53K
- 50.03%
$127.65 - $142.97 $196K - $219K
1.53K $211M
ADSK
Autodesk, Inc.

Technology
-242
- 6.35%
N/A
3.57K $1.06B
PANW
Palo Alto Networks Inc

Technology
-34
- 0.47%
$204.77 - $221.38 $6.96K - $7.53K
7.26K $1.34B
TER
Teradyne, Inc

Technology
-3.13K
- 37.38%
$132.08 - $187.59 $413K - $586K
5.23K $1.01B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-572
- 4.97%
$55.57 - $63.17 $31.8K - $36.1K
10.9K $588M
MSI
Motorola Solutions, Inc.

Technology
-143
- 14.8%
$379.98 - $462.26 $54.3K - $66.1K
823 $315M
LMT
Lockheed Martin Corp

Industrials
-81
- 11.81%
$452.1 - $514.24 $36.6K - $41.7K
605 $293M
MCD
Mcdonalds Corp

Consumer Cyclical
-164
- 5.4%
$293.81 - $310.11 $48.2K - $50.9K
2.88K $879M
VO
Vanguard Mid Cap ETF

ETFs
-92
- 2.64%
$286.27 - $296.23 $26.3K - $27.3K
3.39K $984M
T
At&T Inc.

Communication Services
-56
- 0.56%
$24.44 - $27.55 $1.37K - $1.54K
10K $248M
JCI
Johnson Controls International PLC

Industrials
-563
- 16.69%
$105.55 - $122.66 $59.4K - $69.1K
2.81K $336M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-185
- 4.48%
$394.96 - $425.89 $73.1K - $78.8K
3.95K $1.63B
AOM
Ishares Tr Core Moderate Alloc

ETFs
-792
- 2.42%
$47.0 - $48.26 $37.2K - $38.2K
32K $1.53B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-213
- 1.68%
$79.55 - $80.13 $16.9K - $17.1K
12.5K $997M
GD
General Dynamics Corp

Industrials
-2
- 0.06%
$330.59 - $353.77 $661 - $708
3.57K $1.2B
GILD
Gilead Sciences, Inc.

Healthcare
-657
- 11.95%
$110.56 - $125.2 $72.6K - $82.3K
4.84K $594M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.21K
- 3.83%
$25.85 - $27.19 $31.2K - $32.8K
30.3K $815M
SCHO
Schwab Short Term Us Treasury

ETFs
-499
- 1.21%
$24.31 - $24.46 $12.1K - $12.2K
40.7K $992M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-648
- 3.11%
$28.9 - $30.17 $18.7K - $19.6K
20.2K $607M
MDT
Medtronic PLC

Healthcare
-301
- 1.3%
$90.06 - $98.43 $27.1K - $29.6K
22.9K $2.2B
DGRO
Ishares Core Dividend Growth E

ETFs
-357
- 3.1%
$66.93 - $69.17 $23.9K - $24.7K
11.2K $775M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-380
- 1.52%
$26.44 - $27.53 $10K - $10.5K
24.5K $673M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-59
- 3.05%
$114.27 - $121.15 $6.74K - $7.15K
1.87K $225M
VEU
Vanguard Ftse All World Ex Us

ETFs
-294
- 3.72%
$70.2 - $73.89 $20.6K - $21.7K
7.6K $559M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-581
- 2.12%
$27.17 - $28.65 $15.8K - $16.6K
26.8K $765M
Kenvue Inc
-1.02K
- 5.58%
N/A
17.3K $298M
HAS
Hasbro, Inc.

Consumer Cyclical
-902
- 7.15%
$70.95 - $79.13 $64K - $71.4K
11.7K $960M
VTR
Ventas, Inc.

Real Estate
-265
- 8.08%
$67.45 - $78.0 $17.9K - $20.7K
3.01K $233M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-100
- 14.93%
$524.58 - $588.02 $52.5K - $58.8K
570 $330M
Lam Research Corp
-290
- 18.66%
N/A
1.26K $216M
XOM
Exxon Mobil Corp

Energy
-314
- 4.84%
$110.64 - $119.78 $34.7K - $37.6K
6.18K $743M
AIG
American International Group, Inc.

Financial Services
-12
- 0.27%
$76.15 - $84.05 $914 - $1.01K
4.48K $384M
AAPL
Apple Inc.

Technology
-81
- 2.44%
$245.27 - $275.25 $19.9K - $22.3K
3.24K $882M
COF
Capital One Financial Corp

Financial Services
-1
- 0.08%
$201.01 - $225.01 $201 - $225
1.23K $298M
SPYG
Spdr Portfolio

ETFs
-1.49K
- 1.64%
$102.4 - $109.39 $152K - $163K
89.2K $9.52B
C
Citigroup Inc

Financial Services
-1.16K
- 10.02%
$93.93 - $102.87 $109K - $119K
10.4K $1.21B
RTX
Raytheon Technologies Corp

Industrials
-127
- 2.74%
$157.0 - $179.44 $19.9K - $22.8K
4.51K $827M
AMZN
Amazon Com Inc

Consumer Cyclical
-12
- 0.22%
$213.04 - $254.0 $2.56K - $3.05K
5.52K $1.28B
TGT
Target Corp

Consumer Defensive
-80
- 0.93%
$85.53 - $97.77 $6.84K - $7.82K
8.53K $834M
DHR
Danaher Corp

Healthcare
-28
- 1.03%
$202.46 - $223.01 $5.67K - $6.24K
2.7K $617M
WMT
Walmart Inc.

Consumer Defensive
-44
- 0.38%
$101.18 - $109.03 $4.45K - $4.8K
11.7K $1.3B
AMD
Advanced Micro Devices Inc

Technology
-791
- 14.98%
$164.01 - $264.33 $130K - $209K
4.49K $961M
CAT
Caterpillar Inc

Industrials
-103
- 4.74%
$480.82 - $585.49 $49.5K - $60.3K
2.07K $1.18B
AMAT
Applied Materials Inc

Technology
-165
- 4.0%
$209.95 - $240.89 $34.6K - $39.7K
3.96K $1.02B
EXPE
Expedia Group, Inc.

Consumer Cyclical
-109
- 2.43%
$210.33 - $273.65 $22.9K - $29.8K
4.38K $1.24B
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
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