The Analysis of LifePlan Financial, LLC's Holdings
Currently, LifePlan Financial, LLC holds 83 types of securities in its portfolio with a total value $126.2M. In the most recent quarter, they have increased their positions in IBDV (+33.3K shares, valued at $738.3K), TER (+4.9K shares, valued at $673.6K), CAT (+1.3K shares, valued at $619.3K); decreased their positions in IAU (-8.7K shares, valued at $632.2K), BWA (-11.4K shares, valued at $501.7K), T (-12.1K shares, valued at $342.6K); initiated new positions in MRK (+7.1K shares, valued at $595.3K), GLD (+613 shares, valued at $217.9K), LRCX (+1.6K shares, valued at $208.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IAU ISHARES GOLD TR152.5K shares-5.39%2025-09-302025-11-13
SPYG SPDR SERIES TRUST90.7K shares-3.24%2025-09-302025-11-13 XLP SELECT SECTOR SPDR TR99.3K shares2.59%2025-09-302025-11-13 XLB SELECT SECTOR SPDR TR65.6K shares5.46%2025-09-302025-11-13 SWAN AMPLIFY ETF TR141.1K shares0.03%2025-09-302025-11-13 VGIT VANGUARD SCOTTSDALE FDS71.2K shares1.87%2025-09-302025-11-13 MSFT MICROSOFT CORP5.5K shares-3.00%2025-09-302025-11-13 IBDU ISHARES TR113.7K shares1.73%2025-09-302025-11-13 IBDT ISHARES TR104.3K shares1.96%2025-09-302025-11-13 IBDS ISHARES TR108.9K shares1.99%2025-09-302025-11-13 IBDV ISHARES TR119.5K shares38.70%2025-09-302025-11-13 IBDR ISHARES TR108.6K shares1.98%2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR25.5K shares-2.82%2025-09-302025-11-13 MDT MEDTRONIC PLC23.2K shares1.18%2025-09-302025-11-13 CRM SALESFORCE INC9.2K shares4.63%2025-09-302025-11-13 VMBS VANGUARD SCOTTSDALE FDS45.5K shares2.05%2025-09-302025-11-13 GNMA ISHARES TR48.0K shares2.23%2025-09-302025-11-13 GOOGL ALPHABET INC8.5K shares-3.08%2025-09-302025-11-13 NXPI NXP SEMICONDUCTORS N V8.6K shares15.20%2025-09-302025-11-13 PYPL PAYPAL HLDGS INC27.6K shares6.24%2025-09-302025-11-13 USB US BANCORP DEL35.5K shares5.69%2025-09-302025-11-13 CVS CVS HEALTH CORP22.5K shares7.76%2025-09-302025-11-13 MGK VANGUARD WORLD FD4.1K shares-7.64%2025-09-302025-11-13 AOM ISHARES TR32.8K shares-12.89%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC7.3K shares12.99%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC31.4K shares23.68%2025-09-302025-11-13 CMCSA COMCAST CORP NEW40.8K shares8.59%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW10.2K shares2.09%2025-09-302025-11-13 GD GENERAL DYNAMICS CORP3.6K shares6.65%2025-09-302025-11-13 AMZN AMAZON COM INC5.5K shares2.05%2025-09-302025-11-13 ADSK AUTODESK INC3.8K shares5.42%2025-09-302025-11-13 WMT WALMART INC11.7K shares-0.81%2025-09-302025-11-13 C CITIGROUP INC11.5K shares-6.20%2025-09-302025-11-13 TER TERADYNE INC8.4K shares141.24%2025-09-302025-11-13 CTVA CORTEVA INC16.7K shares-4.39%2025-09-302025-11-13 CAT CATERPILLAR INC2.2K shares148.68%2025-09-302025-11-13 NKE NIKE INC14.7K shares7.29%2025-09-302025-11-13 VO VANGUARD INDEX FDS3.5K shares-5.66%2025-09-302025-11-13 VCSH VANGUARD SCOTTSDALE FDS12.7K shares-2.63%2025-09-302025-11-13 SPGI S&P GLOBAL INC2.1K shares95.21%2025-09-302025-11-13 SCHO SCHWAB STRATEGIC TR41.2K shares-2.43%2025-09-302025-11-13 SLB SCHLUMBERGER LTD28.2K shares8.37%2025-09-302025-11-13 EXPE EXPEDIA GROUP INC4.5K shares82.20%2025-09-302025-11-13 EMR EMERSON ELEC CO7.3K shares-5.51%2025-09-302025-11-13 HAS HASBRO INC12.6K shares-2.38%2025-09-302025-11-13 MCD MCDONALDS CORP3.0K shares-0.03%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC5.3K shares-1.33%2025-09-302025-11-13 AAPL APPLE INC3.3K shares-3.40%2025-09-302025-11-13 AMAT APPLIED MATLS INC4.1K shares-0.02%2025-09-302025-11-13 SCHX SCHWAB STRATEGIC TR31.5K shares-6.90%2025-09-302025-11-13 DGRO ISHARES TR11.5K shares-5.28%2025-09-302025-11-13 RTX RTX CORPORATION4.6K shares-8.16%2025-09-302025-11-13 TGT TARGET CORP8.6K shares101.43%2025-09-302025-11-13 AMT AMERICAN TOWER CORP NEW4.0K shares64.36%2025-09-302025-11-13 SCHA SCHWAB STRATEGIC TR27.4K shares-5.46%2025-09-302025-11-13 XOM EXXON MOBIL CORP6.5K shares4.26%2025-09-302025-11-13 MDLZ MONDELEZ INTL INC11.5K shares144.94%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON3.8K shares-3.97%2025-09-302025-11-13 SCHD SCHWAB STRATEGIC TR24.9K shares0.48%2025-09-302025-11-13 SCHM SCHWAB STRATEGIC TR20.8K shares-1.88%2025-09-302025-11-13 GILD GILEAD SCIENCES INC5.5K shares-2.33%2025-09-302025-11-13 MRK MERCK & CO INC7.1K sharesnew addition2025-09-302025-11-13 VEU VANGUARD INTL EQUITY INDEX F7.9K shares-7.02%2025-09-302025-11-13 BWA BORGWARNER INC12.6K shares-47.46%2025-09-302025-11-13 DHR DANAHER CORPORATION2.7K shares0.41%2025-09-302025-11-13 MSI MOTOROLA SOLUTIONS INC966 shares-1.33%2025-09-302025-11-13 STZ CONSTELLATION BRANDS INC3.1K shares-3.38%2025-09-302025-11-13 QCOM QUALCOMM INC2.4K shares-3.67%2025-09-302025-11-13 JCI JOHNSON CTLS INTL PLC3.4K shares-3.66%2025-09-302025-11-13 AIG AMERICAN INTL GROUP INC4.5K shares-5.51%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP686 shares-4.99%2025-09-302025-11-13 HRL HORMEL FOODS CORP13.4K shares-2.63%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC670 shares-1.18%2025-09-302025-11-13 KVUE KENVUE INC18.3K shares-3.38%2025-09-302025-11-13 KHC KRAFT HEINZ CO11.1K shares-50.54%2025-09-302025-11-13 T AT&T INC10.1K shares-54.68%2025-09-302025-11-13 COF CAPITAL ONE FINL CORP1.2K shares-10.41%2025-09-302025-11-13 EFX EQUIFAX INC992 shares-11.98%2025-09-302025-11-13 IJR ISHARES TR1.9K shares-0.82%2025-09-302025-11-13 VTR VENTAS INC3.3K shares-55.72%2025-09-302025-11-13 GLD SPDR GOLD TR613 sharesnew addition2025-09-302025-11-13 LRCX LAM RESEARCH CORP1.6K sharesnew addition2025-09-302025-11-13 CCI CROWN CASTLE INC2.1K shares-4.20%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available