Life Plan Financial, LLC Portfolio Holdings

Life Plan Financial, LLC

  • $117 Billion
  • Q3 2024

Life Plan Financial, LLC has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $9.42B, Spdr Portfolio with a value of $8.39B, Consumer Staples Sector Spdr with a value of $7.86B, Select Sector Spdr Fd Material with a value of $5.23B, and Amplify ETF Tr Blackswan Growt with a value of $4.26B.

Examining the 13F form we can see an increase of $7.93B in the current position value, from $109B to 117B.

Life Plan Financial, LLC is based out at Mankato, MN

Below you can find more details about Life Plan Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $65.2 Billion
Technology: $12.1 Billion
Financial Services: $6.24 Billion
Healthcare: $5.86 Billion
Consumer Cyclical: $5.13 Billion
Communication Services: $4.5 Billion
Industrials: $4.28 Billion
Consumer Defensive: $3.28 Billion
Other: $5.26 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$4.26 Billion 3.66% of portfolio
-
Q3 2024 Reduced 0.49%
$344B
$2.32 Billion 1.99% of portfolio
8,463
Q3 2024 Added 27.44%
$3.27T
$2.23 Billion 1.91% of portfolio
5,179
Q3 2024 Added 1.97%
$108B
$1.94 Billion 1.66% of portfolio
21,505
Q3 2024 Added 6.59%
$102B
$1.85 Billion 1.59% of portfolio
23,735
Q3 2024 Added 6.7%
$1.17T
$1.55 Billion 1.33% of portfolio
9,344
Q3 2024 Reduced 1.26%
$7.54B
$1.54 Billion 1.32% of portfolio
42,418
Q3 2024 Added 12.82%
$58.1B
$1.38 Billion 1.18% of portfolio
21,937
Q3 2024 Added 12.14%
$169B
$1.38 Billion 1.18% of portfolio
33,023
Q3 2024 Added 5.57%
$37.5B
$1.36 Billion 1.17% of portfolio
38,814
Q3 2024 Added 7.26%
$56.7B
$1.28 Billion 1.1% of portfolio
3,740
Q3 2024 Added 44.96%
$72.6B
$1.16 Billion 1.0% of portfolio
25,372
Q3 2024 Added 32.97%
$2.33T
$1.13 Billion 0.97% of portfolio
6,055
Q3 2024 Reduced 1.05%
$172B
$1.06 Billion 0.91% of portfolio
8,720
Q3 2024 Reduced 0.97%
$167B
$1.02 Billion 0.88% of portfolio
22,772
Q3 2024 Reduced 3.29%
$53.1B
$997 Million 0.86% of portfolio
3,618
Q3 2024 Added 9.87%
$20.4B
$961 Million 0.82% of portfolio
7,172
Q3 2024 Reduced 18.36%
$138B
$941 Million 0.81% of portfolio
15,033
Q3 2024 Reduced 3.08%
$216B
$944 Million 0.81% of portfolio
3,099
Q3 2024 Reduced 2.12%
$74.6B
$879 Million 0.75% of portfolio
8,037
Q3 2024 Reduced 5.55%
$50.1B
$865 Million 0.74% of portfolio
10,323
Q3 2024 Reduced 27.59%
$53.5B
$773 Million 0.66% of portfolio
18,422
Q3 2024 Added 6.02%
$597B
$750 Million 0.64% of portfolio
1,630
Q3 2024 Reduced 11.89%
$443B
$732 Million 0.63% of portfolio
6,241
Q3 2024 Added 3.36%
$83.9B
$718 Million 0.62% of portfolio
6,229
Q3 2024 Added 7.84%
$32B
$694 Million 0.6% of portfolio
2,361
Q3 2024 Reduced 2.56%
$96.7B
$657 Million 0.56% of portfolio
7,431
Q3 2024 Added 33.68%
$4.15T
$587 Million 0.5% of portfolio
2,518
Q3 2024 Reduced 2.1%
$41.2B
$576 Million 0.49% of portfolio
7,457
Q3 2024 Added 22.59%
$164B
$553 Million 0.47% of portfolio
25,118
Q3 2024 Added 3.16%
$64.7B
$545 Million 0.47% of portfolio
2,259
Q3 2024 Added 30.43%
$85.5B
$551 Million 0.47% of portfolio
1,591
Q3 2024 Reduced 1.55%
$16.7B
$537 Million 0.46% of portfolio
6,402
Q3 2024 Added 2.48%
$40.5B
$540 Million 0.46% of portfolio
11,952
Q3 2024 Reduced 3.46%
$56.6B
$512 Million 0.44% of portfolio
2,135
Q3 2024 New
$41.3B
$509 Million 0.44% of portfolio
8,665
Q3 2024 New
$28.8B
$501 Million 0.43% of portfolio
3,386
Q3 2024 Reduced 3.12%
$252B
$490 Million 0.42% of portfolio
6,068
Q3 2024 Added 7.09%
$68.6B
$487 Million 0.42% of portfolio
1,906
Q3 2024 Reduced 42.8%
$73B
$462 Million 0.4% of portfolio
1,528
Q3 2024 Added 15.67%
$204B
$471 Million 0.4% of portfolio
2,870
Q3 2024 Reduced 5.03%
$118B
$460 Million 0.39% of portfolio
5,483
Q3 2024 Reduced 13.97%
$58.7B
$446 Million 0.38% of portfolio
3,483
Q3 2024 Reduced 9.3%
$17.3B
$440 Million 0.38% of portfolio
13,875
Q2 2024 Reduced 0.08%
$55.4B
$443 Million 0.38% of portfolio
6,044
Q3 2024 Reduced 43.74%
$150B
$426 Million 0.37% of portfolio
14,705
Q3 2024 Reduced 1.88%
$86.1B
$420 Million 0.36% of portfolio
1,903
Q3 2024 New
$179B
$417 Million 0.36% of portfolio
2,452
Q3 2024 Reduced 51.1%
$16.7B
$408 Million 0.35% of portfolio
6,852
Q3 2024 Added 13.82%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $117 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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