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CIK: 0001739485
Total reported value
$142.8M
$142.8M
88 檔
24.6%
The Q3 2024 SEC filing reveals that LifePlan Financial, LLC held a total portfolio value of $142.8M, covering 88 public equity positions.
LifePlan Financial, LLC executed strategic sector rebalancing during Q3 2024, establishing 5 new positions while fully exiting 7 holdings and trimming 14 positions.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SPYG, XLP) accounted for 24.6% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.08% | -1.88% | -1.91% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.20% | +0.80% | -1.96% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.75% | -0.08% | +1.83% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 4.49% | -0.22% | +3.57% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.66% | +0.04% | -0.49% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.47% | -0.14% | +1.48% | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 2.26% | -0.43% | -3.15% | |
| 8 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.17% | — | — | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.16% | -0.08% | +1.53% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.15% | -0.06% | +1.75% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.13% | -0.52% | +2.04% | |
| 12 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.12% | — | +1.98% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.99% | -0.60% | +27.44% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.91% | +0.03% | +1.97% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.76% | -0.07% | +12.08% | |
| 16 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.75% | -0.06% | +12.14% | |
| 17 | MDT | Medtronic plc | Stock-Healthcare | 1.66% | -0.14% | +6.59% | |
| 18 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.59% | +0.02% | +6.70% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.44% | +0.10% | -4.08% | |
| 20 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.43% | -0.09% | -3.00% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.06% | -1.26% | |
| 22 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.32% | — | +12.82% | |
| 23 | CVS | Cvs Health CORP | Stock-Healthcare | 1.18% | +0.45% | +12.14% | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.18% | -0.09% | +5.57% | |
| 25 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.17% | — | +7.26% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.10% | +0.76% | +44.96% | |
| 27 | USB | US Bancorp | Stock-Financials | 1.00% | +0.12% | +32.97% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.10% | -1.05% | |
| 29 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.94% | -0.03% | +0.67% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.91% | -0.03% | -2.24% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.12% | -0.97% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.88% | -0.53% | -3.29% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.88% | +0.04% | -1.63% | |
| 34 | ADSK | Autodesk Inc | Stock-Tech | 0.86% | -0.21% | +9.87% | |
| 35 | VTR | Ventas Inc | Stock-Real Estate | 0.85% | -0.02% | +30.69% | |
| 36 | TER | Teradyne Inc | Stock-Tech | 0.82% | +0.50% | -18.36% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.38% | -2.12% | |
| 38 | C | Citigroup Inc | Stock-Financials | 0.81% | +0.01% | -3.08% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.75% | -0.50% | EXIT | |
| 40 | FIS | Fidelity National Info Serv | Stock-Tech | 0.74% | — | -27.59% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | +0.03% | -3.47% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.68% | — | -3.35% | |
| 43 | SLB | Slb LTD | Stock-Energy | 0.66% | -0.27% | +6.02% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.02% | +0.87% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | — | -11.89% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.64% | +0.08% | -2.02% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.19% | +3.36% | |
| 48 | DUK | Duke Energy CORP | Stock-Utilities | 0.62% | -0.09% | +7.84% | |
| 49 | EFX | Equifax Inc | Stock-Industrials | 0.60% | -0.09% | -2.56% | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.56% | +0.05% | +33.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBTJ | Ishares Ibonds Dec 2029 Term | +2.2% | NEW | New buy |
| 2 | NXPI | NXP Semiconductors N.V. | +0.4% | NEW | New buy |
| 3 | CTVA | Corteva Inc | +0.4% | NEW | New buy |
| 4 | CRM | Salesforce Inc | +0.4% | +27.44% | Add |
| 5 | PYPL | Paypal Holdings Inc | +0.4% | +6.70% | Add |
| 6 | CME | Cme Group Inc | +0.4% | NEW | New buy |
| 7 | USB | US Bancorp | +0.3% | +32.97% | Add |
| 8 | VTR | Ventas Inc | +0.3% | +30.69% | Add |
| 9 | PANW | Palo Alto Networks Inc | +0.3% | +44.96% | Add |
| 10 | IAU | Ishares Gold Trust | +0.3% | -1.91% | Trim |
| 11 | XLB | Ss Materials Select Sector | +0.2% | +3.57% | Add |
| 12 | MDT | Medtronic plc | +0.2% | +6.59% | Add |
| 13 | BWA | Borgwarner Inc | +0.2% | +12.82% | Add |
| 14 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +1.83% | Add |
| 15 | NKE | Nike Inc -cl B | +0.2% | +33.68% | Add |
| 16 | JNJ | Johnson & Johnson | +0.2% | NEW | New buy |
| 17 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +12.08% | Add |
| 18 | GNMA | Ishares Gnma Bond ETF | +0.1% | +12.14% | Add |
| 19 | CVS | Cvs Health CORP | +0.1% | +12.14% | Add |
| 20 | ADSK | Autodesk Inc | +0.1% | +9.87% | Add |
| 21 | CTSH | Cognizant Tech Solutions-a | +0.1% | +22.59% | Add |
| 22 | KHC | Kraft Heinz Co/the | +0.1% | +7.26% | Add |
| 23 | RTX | Rtx CORP | +0.1% | -0.97% | Trim |
| 24 | BDX | Becton Dickinson And Co | +0.1% | +30.43% | Add |
| 25 | DUK | Duke Energy CORP | +0.1% | +7.84% | Add |
| 26 | MAS | Masco CORP | +0.1% | +2.48% | Add |
| 27 | MCD | Mcdonald's CORP | +0.1% | -2.12% | Trim |
| 28 | WMT | Walmart Inc | +0.1% | +7.09% | Add |
| 29 | EFX | Equifax Inc | +0.1% | -2.56% | Trim |
| 30 | CMCSA | Comcast Corp-class A | +0.1% | +5.57% | Add |
| 31 | SWAN | Amplify Blckswn Grow Trsry | 0% | -0.49% | Trim |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | -0.1% | +1.53% | Add |
| 33 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.1% | +1.75% | Add |
| 34 | VGIT | Vanguard Intermediate-term T | -0.1% | +1.48% | Add |
| 35 | LMT | Lockheed Martin CORP | -0.2% | EXIT | Sold out |
| 36 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 37 | SUI | Sun Communities Inc | -0.2% | EXIT | Sold out |
| 38 | INTC | Intel CORP | -0.2% | EXIT | Sold out |
| 39 | CSCO | Cisco Systems Inc | -0.3% | EXIT | Sold out |
| 40 | FIS | Fidelity National Info Serv | -0.3% | -27.59% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.26% | Trim |
| 42 | ECL | Ecolab Inc | -0.3% | -42.80% | Trim |
| 43 | WFC | Wells Fargo & Co | -0.3% | -41.45% | Trim |
| 44 | XLE | Ss Energy Select Sector | -0.3% | -3.15% | Trim |
| 45 | AIG | American International Group | -0.4% | -43.74% | Trim |
| 46 | IBDP | Ishares Ibonds Dec 2024 Term | -0.4% | EXIT | Sold out |
| 47 | TER | Teradyne Inc | -0.4% | -18.36% | Trim |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | -1.96% | Trim |
| 49 | QCOM | Qualcomm Inc | -0.6% | -51.10% | Trim |
| 50 | IBDU | Ishares Ibonds Dec 2029 Term | -1.9% | EXIT | Sold out |
According to official SEC Form 13F filings, LifePlan Financial, LLC reported a total U.S. public equity portfolio value of $142.8M across 88 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
IBTJ
市值: $2.5M
Top Position Liquidated / Trimmed
IBDU
前期市值: $2.0M
During Q3 2024, LifePlan Financial, LLC's top holdings by market value included IAU (8.1%)、SPYG (7.2%)、XLP (6.8%). The largest single position, IAU, represented 8.1% of total portfolio value.
In Q3 2024, LifePlan Financial, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 14 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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