Lifeplan Financial, LLC Top Holdings and 13F Report (2024) → Top 5 Tech Stocks to Buy for 2024 (From Daily Market Alerts) (Ad) About Lifeplan Financial, LLCInvestment ActivityLifeplan Financial, LLC has $109.13 million in total holdings as of March 31, 2024.Lifeplan Financial, LLC owns shares of 94 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 7.22% of the portfolio was purchased this quarter.About 4.37% of the portfolio was sold this quarter.This quarter, Lifeplan Financial, LLC has purchased 89 new stocks and bought additional shares in 37 stocks.Lifeplan Financial, LLC sold shares of 50 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Gold Trust $8,305,923SPDR Portfolio S&P 500 Growth ETF $7,962,304Consumer Staples Select Sector SPDR Fund $6,114,909Materials Select Sector SPDR Fund $4,878,769Amplify BlackSwan Growth & Treasury Core ETF $3,937,926 Largest New Holdings this Quarter Corning $408,968 HoldingConstellation Brands $331,819 HoldingTransUnion $293,744 HoldingJohnson Controls International $272,319 HoldingDominion Energy $245,442 Holding Largest Purchases this Quarter Consumer Staples Select Sector SPDR Fund 14,217 shares (about $1.09M)iShares iBonds Dec 2029 Term Corporate ETF 24,573 shares (about $560.76K)Corning 12,408 shares (about $408.97K)Vanguard Intermediate-Term Treasury Index ETF 6,231 shares (about $364.83K)Constellation Brands 1,221 shares (about $331.82K) Largest Sales this Quarter Financial Select Sector SPDR Fund 21,556 shares (about $907.94K)iShares iBonds Dec 2024 Term Corporate ETF 18,984 shares (about $475.54K)Fidelity National Information Services 4,460 shares (about $330.83K)Amazon.com 1,567 shares (about $282.66K)Intel 6,265 shares (about $276.73K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLifeplan Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$8,305,923$210,050 ▲2.6%197,7137.6%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$7,962,304$26,846 ▼-0.3%108,8497.3%ETFXLPConsumer Staples Select Sector SPDR Fund$6,114,909$1,085,610 ▲21.6%80,0805.6%ETFXLBMaterials Select Sector SPDR Fund$4,878,769$242,443 ▲5.2%52,5224.5%ETFSWANAmplify BlackSwan Growth & Treasury Core ETF$3,937,926$46,242 ▼-1.2%141,0243.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,533,083$364,825 ▲11.5%60,3433.2%ETFXLEEnergy Select Sector SPDR Fund$2,996,026$137,839 ▼-4.4%31,7342.7%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$2,364,494$86,445 ▲3.8%94,9412.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$2,354,391$82,515 ▲3.6%98,9242.2%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$2,349,859$83,908 ▲3.7%94,7142.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,344,407$81,996 ▲3.6%98,2982.1%ETFMSFTMicrosoft$2,201,207$10,097 ▼-0.5%5,2322.0%Computer and TechnologyCRMSalesforce$2,072,079$21,986 ▼-1.0%6,8801.9%Computer and TechnologyMDTMedtronic$1,689,403$105,626 ▲6.7%19,3851.5%MedicalMGKVanguard Mega Cap Growth ETF$1,558,012$136,426 ▼-8.1%5,4361.4%ETFPYPLPayPal$1,547,938$167,341 ▲12.1%23,1071.4%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,516,047$560,756 ▲58.7%66,4351.4%ETFGOOGLAlphabet$1,460,701$1,811 ▲0.1%9,6781.3%Computer and TechnologyCVSCVS Health$1,460,445$136,226 ▼-8.5%18,3111.3%Retail/WholesaleVMBSVanguard Mortgage-Backed Securities ETF$1,438,494$280,730 ▲24.2%31,5391.3%ETFGNMAiShares GNMA Bond ETF$1,435,775$271,014 ▲23.3%33,0901.3%ETFAOMiShares Core Moderate Allocation ETF$1,384,848$1,241 ▲0.1%32,3711.3%ETFKHCKraft Heinz$1,305,621$64,501 ▲5.2%35,3831.2%Consumer StaplesCMCSAComcast$1,278,717$36,673 ▲3.0%29,4981.2%Consumer DiscretionaryFISFidelity National Information Services$1,246,929$330,833 ▼-21.0%16,8101.1%Business ServicesAMZNAmazon.com$1,231,995$282,655 ▼-18.7%6,8301.1%Retail/WholesaleBWABorgWarner$1,200,956$117,525 ▲10.8%34,5701.1%Auto/Tires/TrucksXLFFinancial Select Sector SPDR Fund$1,077,851$907,939 ▼-45.7%25,5901.0%ETFWFCWells Fargo & Company$1,057,886$106,820 ▼-9.2%18,2521.0%FinanceEMREmerson Electric$1,038,587$89,602 ▲9.4%9,1571.0%Industrial ProductsCCitigroup$1,023,286$125,342 ▲14.0%16,1810.9%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,007,813$28,837 ▲2.9%13,0360.9%ETFSLBSchlumberger$978,953$145,300 ▼-12.9%17,8610.9%Oils/EnergySCHOSchwab Short-Term U.S. Treasury ETF$966,466$35,386 ▲3.8%20,0470.9%ETFVOVanguard Mid-Cap ETF$963,710$26,485 ▲2.8%3,8570.9%ETFTERTeradyne$963,230$77,627 ▼-7.5%8,5370.9%Computer and TechnologyVZVerizon Communications$931,407$77,289 ▲9.0%22,1980.9%Computer and TechnologyQCOMQUALCOMM$875,112$109,876 ▼-11.2%5,1690.8%Computer and TechnologyUSBU.S. Bancorp$873,997$164,045 ▲23.1%19,5530.8%FinanceAIGAmerican International Group$868,019$141,804 ▼-14.0%11,1040.8%FinanceADSKAutodesk$849,750$260,941 ▲44.3%3,2630.8%Computer and TechnologyIBDPiShares iBonds Dec 2024 Term Corporate ETF$845,003$475,544 ▼-36.0%33,7330.8%ETFECLEcolab$814,153$162,323 ▼-16.6%3,5260.7%Basic MaterialsBRK.BBerkshire Hathaway$803,193$2,103 ▼-0.3%1,9100.7%FinanceSCHXSchwab US Large-Cap ETF$780,777$2,234 ▲0.3%12,5810.7%ETFPANWPalo Alto Networks$773,899$55,116 ▼-6.6%2,7240.7%Computer and TechnologyDGROiShares Core Dividend Growth ETF$741,252$21,540 ▲3.0%12,7670.7%ETFKMXCarMax$736,341$134,498 ▲22.3%8,4530.7%Retail/WholesaleSCHASchwab US Small-Cap ETF$712,651$19,056 ▲2.7%14,4730.7%ETFSCHDSchwab US Dividend Equity ETF$687,129$2,258 ▼-0.3%8,5220.6%ETFEFXEquifax$648,468$13,644 ▼-2.1%2,4240.6%Business ServicesSCHMSchwab U.S. Mid-Cap ETF$610,969$17,833 ▼-2.8%7,5030.6%ETFCIThe Cigna Group$587,460$9,803 ▼-1.6%1,6180.5%MedicalXOMExxon Mobil$563,764$234,805 ▲71.4%4,8500.5%Oils/EnergyMCDMcDonald's$552,904$243,041 ▲78.4%1,9610.5%Retail/WholesaleAMDAdvanced Micro Devices$552,480$77,791 ▼-12.3%3,0610.5%Computer and TechnologyDUKDuke Energy$532,098$12,282 ▼-2.3%5,5020.5%UtilitiesNKENIKE$518,300$41,257 ▼-7.4%5,5150.5%Consumer DiscretionaryRTXRTX$503,255$9,168 ▼-1.8%5,1600.5%AerospaceVEUVanguard FTSE All-World ex-US ETF$499,639$24,633 ▲5.2%8,5190.5%ETFGILDGilead Sciences$496,269$309,335 ▲165.5%6,7750.5%MedicalVTRVentas$494,832$90,607 ▲22.4%11,3650.5%FinanceEXPEExpedia Group$494,109$19,285 ▼-3.8%3,5870.5%Retail/WholesaleMASMasco$493,868$69,257 ▼-12.3%6,2610.5%ConstructionHRLHormel Foods$484,4830.0%13,8860.4%Consumer StaplesTYLTyler Technologies$483,236$10,200 ▼-2.1%1,1370.4%Computer and TechnologyBDXBecton, Dickinson and Company$452,895$93,549 ▼-17.1%1,8300.4%MedicalINTCIntel$449,165$276,725 ▼-38.1%10,1690.4%Computer and TechnologyCTSHCognizant Technology Solutions$448,022$59,585 ▼-11.7%6,1130.4%Computer and TechnologyMMM3M$446,396$123,981 ▼-21.7%4,2090.4%Multi-Sector ConglomeratesVEEVVeeva Systems$438,589$152,915 ▲53.5%1,8930.4%Computer and TechnologyTAT&T$438,046$52,061 ▼-10.6%24,8890.4%Computer and TechnologyELEstée Lauder Companies$437,324$3,545 ▼-0.8%2,8370.4%Consumer StaplesGLWCorning$408,968$408,968 ▲New Holding12,4080.4%Computer and TechnologyWELLWelltower$385,160$16,819 ▼-4.2%4,1220.4%FinanceGDGeneral Dynamics$382,209$85,029 ▼-18.2%1,3530.4%AerospaceTSNTyson Foods$353,966$42,755 ▼-10.8%6,0270.3%Consumer StaplesWMTWalmart$346,038$230,692 ▲200.0%5,7510.3%Retail/WholesaleSTZConstellation Brands$331,819$331,819 ▲New Holding1,2210.3%Consumer StaplesNEENextEra Energy$321,084$2,812 ▼-0.9%5,0240.3%UtilitiesPSXPhillips 66$306,916$12,251 ▼-3.8%1,8790.3%Oils/EnergyTRUTransUnion$293,744$293,744 ▲New Holding3,6810.3%Business ServicesCSCOCisco Systems$287,482$46,267 ▼-13.9%5,7600.3%Computer and TechnologyJCIJohnson Controls International$272,319$272,319 ▲New Holding4,1690.2%Industrial ProductsDDominion Energy$245,442$245,442 ▲New Holding4,9900.2%UtilitiesPFEPfizer$240,648$5,328 ▼-2.2%8,6720.2%MedicalSUISun Communities$239,545$28,545 ▼-10.6%1,8630.2%FinanceKKellanova$237,725$6,645 ▼-2.7%4,1500.2%Consumer DiscretionaryLRCXLam Research$235,120$35,948 ▼-13.3%2420.2%Computer and TechnologyLMTLockheed Martin$223,796$23,198 ▼-9.4%4920.2%AerospaceCOFCapital One Financial$223,782$6,402 ▼-2.8%1,5030.2%FinanceIJRiShares Core S&P Small-Cap ETF$216,840$2,542 ▼-1.2%1,9620.2%ETFJNJJohnson & Johnson$206,122$23,570 ▼-10.3%1,3030.2%MedicalCTVACorteva$205,940$205,940 ▲New Holding3,5710.2%Consumer StaplesDVADaVita$0$223,977 ▼-100.0%00.0%Medical More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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