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CIK: 0001739485
Total reported value
$142.8M
$142.8M
86 檔
23.6%
During the Q4 2024 filing period, LifePlan Financial, LLC (CIK: 0001739485) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $142.8M across 86 reported positions.
LifePlan Financial, LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 6 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 7.91% | -1.88% | -4.50% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.46% | +0.80% | -5.06% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.60% | -0.08% | +0.40% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 4.13% | -0.22% | +2.35% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.63% | +0.04% | -0.15% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.52% | -0.14% | +2.73% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 2.45% | -0.60% | -2.10% | |
| 8 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.21% | -0.06% | +1.71% | |
| 9 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.21% | -0.08% | — | |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.21% | -0.52% | +1.64% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.21% | -0.08% | +1.84% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 2.14% | -0.43% | -5.66% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | +0.03% | -0.04% | |
| 14 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.83% | -0.09% | +29.15% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.75% | -0.07% | +0.98% | |
| 16 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.74% | -0.06% | +1.00% | |
| 17 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.70% | +0.02% | -4.89% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 1.58% | -0.14% | +3.82% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.06% | -3.22% | |
| 20 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.44% | — | -33.73% | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.44% | +0.10% | -9.44% | |
| 22 | USB | US Bancorp | Stock-Financials | 1.30% | +0.12% | +21.00% | |
| 23 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.20% | — | +0.34% | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.18% | +0.76% | +96.15% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.12% | -0.09% | +2.13% | |
| 26 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.07% | — | +1.64% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.10% | -10.22% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.95% | — | +96.92% | |
| 29 | EMR | Emerson Electric Co | Stock-Industrials | 0.95% | -0.50% | EXIT | |
| 30 | ADSK | Autodesk Inc | Stock-Tech | 0.93% | -0.21% | -1.13% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.88% | -0.03% | -4.55% | |
| 32 | C | Citigroup Inc | Stock-Financials | 0.87% | +0.01% | -6.47% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.12% | -2.55% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.86% | -0.03% | +82.67% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.84% | -0.53% | +3.93% | |
| 36 | CVS | Cvs Health CORP | Stock-Healthcare | 0.84% | +0.45% | -3.98% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | +0.04% | -7.86% | |
| 38 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.83% | +0.43% | +110.49% | |
| 39 | TER | Teradyne Inc | Stock-Tech | 0.80% | +0.50% | +0.45% | |
| 40 | VTR | Ventas Inc | Stock-Real Estate | 0.77% | -0.02% | -3.27% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.76% | -0.09% | +28.06% | |
| 42 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.75% | -0.08% | — | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.38% | -6.55% | |
| 44 | SLB | Slb LTD | Stock-Energy | 0.73% | -0.27% | +16.71% | |
| 45 | CTVA | Corteva Inc | Stock-Materials | 0.68% | -0.08% | +56.98% | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.67% | +0.05% | +35.55% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | +0.03% | +165.94% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.62% | +0.08% | +87.22% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.62% | -0.02% | +185.73% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.62% | — | -9.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBDU | Ishares Ibonds Dec 2029 Term | +2.2% | NEW | New buy |
| 2 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.8% | NEW | New buy |
| 3 | WMT | Walmart Inc | +0.5% | +96.92% | Add |
| 4 | CRM | Salesforce Inc | +0.5% | -2.10% | Trim |
| 5 | AOM | Ishares Core 40/60 Moderate | +0.4% | +29.15% | Add |
| 6 | NXPI | NXP Semiconductors N.V. | +0.4% | +110.49% | Add |
| 7 | JNJ | Johnson & Johnson | +0.4% | +238.43% | Add |
| 8 | STZ | Constellation Brands Inc-a | +0.3% | +152.39% | Add |
| 9 | USB | US Bancorp | +0.3% | +21.00% | Add |
| 10 | CTVA | Corteva Inc | +0.2% | +56.98% | Add |
| 11 | EMR | Emerson Electric Co | +0.2% | +8.31% | Add |
| 12 | COF | Capital One Financial CORP | +0.2% | NEW | New buy |
| 13 | CCI | Crown Castle Inc | +0.2% | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.22% | Trim |
| 15 | DUK | Duke Energy CORP | +0.1% | +28.06% | Add |
| 16 | NKE | Nike Inc -cl B | +0.1% | +35.55% | Add |
| 17 | PYPL | Paypal Holdings Inc | +0.1% | -4.89% | Trim |
| 18 | GILD | Gilead Sciences Inc | +0.1% | +9.19% | Add |
| 19 | SWAN | Amplify Blckswn Grow Trsry | 0% | -0.15% | Trim |
| 20 | VZ | Verizon Communications Inc | 0% | +3.93% | Add |
| 21 | VO | Vanguard Mid-cap ETF | -0.1% | -7.86% | Trim |
| 22 | MAS | Masco CORP | -0.1% | -0.80% | Trim |
| 23 | SCHX | Schwab US Large-cap ETF | -0.1% | +165.94% | Add |
| 24 | AMD | Advanced Micro Devices | -0.1% | +14.22% | Add |
| 25 | WFC | Wells Fargo & Co | -0.1% | -34.67% | Trim |
| 26 | CMCSA | Comcast Corp-class A | -0.1% | +2.13% | Add |
| 27 | DGRO | Ishares Core Dividend Growth | -0.1% | -9.81% | Trim |
| 28 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -7.00% | Trim |
| 29 | MCD | Mcdonald's CORP | -0.1% | -6.55% | Trim |
| 30 | MDT | Medtronic plc | -0.1% | +3.82% | Add |
| 31 | SCHO | Schwab Short-term US Treas | -0.1% | +82.67% | Add |
| 32 | VTR | Ventas Inc | -0.1% | -3.27% | Trim |
| 33 | KHC | Kraft Heinz Co/the | -0.1% | +1.64% | Add |
| 34 | XLE | Ss Energy Select Sector | -0.1% | -5.66% | Trim |
| 35 | BWA | Borgwarner Inc | -0.1% | +0.34% | Add |
| 36 | XLP | Ss Consumer Staples Sel Sect | -0.2% | +0.40% | Add |
| 37 | IAU | Ishares Gold Trust | -0.2% | -4.50% | Trim |
| 38 | D | Dominion Energy Inc | -0.2% | EXIT | Sold out |
| 39 | EL | Estee Lauder Companies-cl A | -0.2% | EXIT | Sold out |
| 40 | CI | THE Cigna Group | -0.3% | -45.76% | Trim |
| 41 | EFX | Equifax Inc | -0.3% | -43.08% | Trim |
| 42 | CVS | Cvs Health CORP | -0.3% | -3.98% | Trim |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -56.32% | Trim |
| 44 | NEE | Nextera Energy Inc | -0.4% | EXIT | Sold out |
| 45 | XLB | Ss Materials Select Sector | -0.4% | +2.35% | Add |
| 46 | FIS | Fidelity National Info Serv | -0.4% | -49.93% | Trim |
| 47 | WELL | Welltower Inc | -0.4% | EXIT | Sold out |
| 48 | ECL | Ecolab Inc | -0.4% | EXIT | Sold out |
| 49 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.7% | -33.73% | Trim |
| 50 | IBTJ | Ishares Ibonds Dec 2029 Term | -2.2% | 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 86 disclosed positions in Q4 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.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SPYG, XLP) accounted for 23.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
IBDU
市值: $2.5M
Top Position Liquidated / Trimmed
IBTJ
前期市值: $2.5M
During Q4 2024, LifePlan Financial, LLC's top holdings by market value included IAU (7.9%)、SPYG (7.5%)、XLP (6.6%). The largest single position, IAU, represented 7.9% of total portfolio value.
In Q4 2024, LifePlan Financial, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 19 holdings, and fully liquidating 6 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.
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