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CIK: 0001739485
Total reported value
$142.8M
$142.8M
89 檔
24.8%
At the close of Q1 2025, LifePlan Financial, LLC disclosed equity holdings valued at approximately $142.8M, spread across 89 reported holdings.
In Q1 2025, LifePlan Financial, LLC displayed an active expansion posture, initiating 8 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 9.06% | -1.88% | -2.57% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.97% | -0.08% | +2.95% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.66% | +0.80% | -1.08% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 4.47% | -0.22% | +7.36% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.67% | -0.14% | +3.09% | |
| 6 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.59% | +0.04% | +2.34% | |
| 7 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.28% | — | — | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.28% | -0.08% | +3.24% | |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.27% | -0.06% | +3.23% | |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.27% | -0.52% | +3.64% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 2.19% | -0.43% | -4.87% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.94% | -0.60% | +0.11% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.83% | -0.07% | +3.30% | |
| 14 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.82% | -0.06% | +3.32% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | +0.03% | +6.12% | |
| 16 | MDT | Medtronic plc | Stock-Healthcare | 1.79% | -0.14% | +2.02% | |
| 17 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.45% | -0.09% | -20.16% | |
| 18 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.31% | +0.02% | +2.20% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.22% | +0.10% | -4.46% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.06% | -2.42% | |
| 21 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.18% | -0.08% | +56.31% | |
| 22 | USB | US Bancorp | Stock-Financials | 1.17% | +0.12% | +3.39% | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.16% | -0.09% | +6.83% | |
| 24 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.15% | — | -19.72% | |
| 25 | CVS | Cvs Health CORP | Stock-Healthcare | 1.12% | +0.45% | -9.82% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.02% | +0.76% | -6.50% | |
| 27 | DUK | Duke Energy CORP | Stock-Utilities | 1.01% | -0.09% | +19.47% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.98% | -0.53% | +4.56% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.93% | -0.12% | -5.75% | |
| 30 | ADSK | Autodesk Inc | Stock-Tech | 0.91% | -0.21% | +11.24% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | — | -1.30% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.88% | -0.03% | +2.58% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.88% | -0.03% | +1.12% | |
| 34 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.87% | — | -18.55% | |
| 35 | C | Citigroup Inc | Stock-Financials | 0.86% | +0.01% | -1.34% | |
| 36 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.85% | — | -18.44% | |
| 37 | SLB | Slb LTD | Stock-Energy | 0.85% | -0.27% | +8.03% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.85% | -0.38% | +7.22% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.84% | +0.04% | +4.77% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.10% | -8.39% | |
| 41 | CTVA | Corteva Inc | Stock-Materials | 0.77% | -0.08% | +3.60% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.76% | +0.05% | +35.91% | |
| 43 | VTR | Ventas Inc | Stock-Real Estate | 0.72% | -0.02% | -19.67% | |
| 44 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.70% | +0.43% | -6.59% | |
| 45 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.67% | -0.05% | +14.50% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.66% | — | +7.38% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.65% | +0.03% | +4.72% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.65% | -0.50% | EXIT | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.19% | -4.12% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.59% | +0.08% | +6.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBTJ | Ishares Ibonds Dec 2029 Term | +2.3% | NEW | New buy |
| 2 | IAU | Ishares Gold Trust | +1.2% | -2.57% | Trim |
| 3 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.4% | +56.31% | Add |
| 4 | MSI | Motorola Solutions Inc | +0.4% | NEW | New buy |
| 5 | XLP | Ss Consumer Staples Sel Sect | +0.4% | +2.95% | Add |
| 6 | XLB | Ss Materials Select Sector | +0.3% | +7.36% | Add |
| 7 | HAS | Hasbro Inc | +0.3% | NEW | New buy |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.3% | NEW | New buy |
| 9 | LMT | Lockheed Martin CORP | +0.3% | NEW | New buy |
| 10 | MDLZ | Mondelez International Inc-a | +0.3% | NEW | New buy |
| 11 | CVS | Cvs Health CORP | +0.3% | -9.82% | Trim |
| 12 | DUK | Duke Energy CORP | +0.3% | +19.47% | Add |
| 13 | CAT | Caterpillar Inc | +0.3% | NEW | New buy |
| 14 | AMT | American Tower CORP | +0.2% | NEW | New buy |
| 15 | MDT | Medtronic plc | +0.2% | +2.02% | Add |
| 16 | AMD | Advanced Micro Devices | +0.2% | +82.73% | Add |
| 17 | GILD | Gilead Sciences Inc | +0.2% | +14.50% | Add |
| 18 | VGIT | Vanguard Intermediate-term T | +0.2% | +3.09% | Add |
| 19 | VZ | Verizon Communications Inc | +0.1% | +4.56% | Add |
| 20 | SLB | Slb LTD | +0.1% | +8.03% | Add |
| 21 | MCD | Mcdonald's CORP | +0.1% | +7.22% | Add |
| 22 | CTVA | Corteva Inc | +0.1% | +3.60% | Add |
| 23 | T | At&t Inc | +0.1% | -3.28% | Trim |
| 24 | NKE | Nike Inc -cl B | +0.1% | +35.91% | Add |
| 25 | GNMA | Ishares Gnma Bond ETF | +0.1% | +3.32% | Add |
| 26 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +3.30% | Add |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +3.24% | Add |
| 28 | EXPE | Expedia Group Inc | -0.1% | -12.69% | Trim |
| 29 | NXPI | NXP Semiconductors N.V. | -0.1% | -6.59% | Trim |
| 30 | USB | US Bancorp | -0.1% | +3.39% | Add |
| 31 | MSFT | Microsoft CORP | -0.1% | +6.12% | Add |
| 32 | PANW | Palo Alto Networks Inc | -0.2% | -6.50% | Trim |
| 33 | IJR | Ishares Core S&p Small-cap E | -0.2% | EXIT | Sold out |
| 34 | AMZN | Amazon.com Inc | -0.2% | -8.39% | Trim |
| 35 | KHC | Kraft Heinz Co/the | -0.2% | -18.44% | Trim |
| 36 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | -4.46% | Trim |
| 37 | TRU | Transunion | -0.3% | EXIT | Sold out |
| 38 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.3% | -19.72% | Trim |
| 39 | EMR | Emerson Electric Co | -0.3% | -21.44% | Trim |
| 40 | GLW | Corning Inc | -0.3% | -61.37% | Trim |
| 41 | VEEV | Veeva Systems Inc-class A | -0.3% | EXIT | Sold out |
| 42 | TER | Teradyne Inc | -0.3% | -8.00% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -0.3% | -2.42% | Trim |
| 44 | KMX | Carmax Inc | -0.3% | EXIT | Sold out |
| 45 | BWA | Borgwarner Inc | -0.3% | -18.55% | Trim |
| 46 | AOM | Ishares Core 40/60 Moderate | -0.4% | -20.16% | Trim |
| 47 | PYPL | Paypal Holdings Inc | -0.4% | +2.20% | Add |
| 48 | CRM | Salesforce Inc | -0.5% | +0.11% | Add |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.8% | -1.08% | Trim |
| 50 | IBDU | 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 89 disclosed positions in Q1 2025.
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, XLP, SPYG) accounted for 24.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IBTJ
市值: $2.6M
Top Position Liquidated / Trimmed
IBDU
前期市值: $2.5M
During Q1 2025, LifePlan Financial, LLC's top holdings by market value included IAU (9.1%)、XLP (7.0%)、SPYG (6.7%). The largest single position, IAU, represented 9.1% of total portfolio value.
In Q1 2025, LifePlan Financial, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 17 holdings, and fully liquidating 5 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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