Financial Life Planners Portfolio Holdings
Q3 2025•359 long positions•$148.7M portfolio value
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Holding359 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $30.6M 20.56% | +$985.2K Bought | — 50.9K shares | 49.3K → 50.9K +$985.2K | +3.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $27.4M 18.45% | +$1.0M Bought | — 41.0K shares | 39.4K → 41.0K +$1.0M | +3.94% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $14.5M 9.72% | -$211.4K Sold | 0.0% 77.5K shares | 78.6K → 77.5K −$211.4K | -1.44% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $6.3M 4.25% | -$316.5K Sold | 0.0% 24.8K shares | 26.1K → 24.8K −$316.5K | -4.77% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $5.8M 3.92% | +$383.4K Bought | 0.005% 40.7K shares | 38.0K → 40.7K +$383.4K | +7.05% | $127.24B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $5.3M 3.55% | +$404.2K Bought | 0.001% 28.9K shares | 26.7K → 28.9K +$404.2K | +8.3% | $432.76B Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $4.6M 3.1% | -$82.9K Sold | 0.0% 8.9K shares | 9.1K → 8.9K −$82.9K | -1.77% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $3.9M 2.6% | -$156.4K Sold | 0.0% 7.7K shares | 8.0K → 7.7K −$156.4K | -3.89% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $3.8M 2.55% | +$198.1K Bought | 0.007% 5.3K shares | 5.0K → 5.3K +$198.1K | +5.51% | $56.3B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 1.98% | +$3.2K Bought | — 7.3K shares | 7.3K → 7.3K +$3.2K | +0.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 1.9% | +$657.9K Bought | — 49.6K shares | 38.0K → 49.6K +$657.9K | +30.45% | — — | Q2 2025 Held for 5 months | |
Discount Stores Consumer Defensive | $2.6M 1.75% | +$13.0K Bought | 0.001% 2.8K shares | 2.8K → 2.8K +$13.0K | +0.5% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.57% | -$73.9K Sold | — 3.9K shares | 4.0K → 3.9K −$73.9K | -3.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.26% | +$36.0K Bought | — 2.8K shares | 2.8K → 2.8K +$36.0K | +1.96% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.9M 1.25% | -$23.3K Sold | 0.0% 8.4K shares | 8.5K → 8.4K −$23.3K | -1.24% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.14% | +$468.6K Bought | — 14.0K shares | 10.1K → 14.0K +$468.6K | +38.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.896% | -$86.2K Sold | — 2.9K shares | 3.1K → 2.9K −$86.2K | -6.08% | — — | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $1.2M 0.791% | +$19.2K Bought | 0.0% 981.0 shares | 965.0 → 981.0 +$19.2K | +1.66% | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.777% | -$9.5K Sold | — 56.2K shares | 56.6K → 56.2K −$9.5K | -0.82% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $888.1K 0.597% | +$36.7K Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$36.7K | +4.31% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $762.4K 0.513% | +$42.1K Bought | — 3.5K shares | 3.3K → 3.5K +$42.1K | +5.84% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $761.5K 0.512% | -$41.6K Sold | — 36.8K shares | 38.8K → 36.8K −$41.6K | -5.18% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $683.9K 0.46% | -$18.2K Sold | 0.0% 1.5K shares | 1.6K → 1.5K −$18.2K | -2.6% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $650.3K 0.437% | +$468.5 Bought | — 1.4K shares | 1.4K → 1.4K +$468.5 | +0.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $649.9K 0.437% | -$29.1K Sold | — 33.2K shares | 34.7K → 33.2K −$29.1K | -4.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $628.0K 0.422% | -$148.6K Sold | — 11.7K shares | 14.4K → 11.7K −$148.6K | -19.13% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $623.5K 0.419% | +$3.1K Bought | 0.0% 12.1K shares | 12.0K → 12.1K +$3.1K | +0.5% | $382.12B Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $566.9K 0.381% | +$4.0K Bought | 0.0% 3.4K shares | 3.4K → 3.4K +$4.0K | +0.71% | $223.98B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $538.8K 0.362% | +$51.6K Bought | 0.0% 1.6K shares | 1.4K → 1.6K +$51.6K | +10.58% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $514.8K 0.346% | +$116.4K Bought | 0.001% 2.6K shares | 2.0K → 2.6K +$116.4K | +29.21% | $79.1B Large Cap | Q4 2024 Held for 11 months | |
Financial - Capital Markets Financial Services | $483.8K 0.325% | +$106.6K Bought | 0.0% 608.0 shares | 474.0 → 608.0 +$106.6K | +28.27% | $241.07B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $458.1K 0.308% | +$1.4K Bought | — 5.8K shares | 5.8K → 5.8K +$1.4K | +0.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $455.1K 0.306% | +$479.5 Bought | — 949.0 shares | 948.0 → 949.0 +$479.5 | +0.11% | — — | Q4 2024 Held for 11 months | |
Independent Power Producers Utilities | $434.7K 0.292% | -$19.8K Sold | 0.001% 2.7K shares | 2.8K → 2.7K −$19.8K | -4.35% | $31.3B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $434.1K 0.292% | -$5.2K Sold | 0.0% 1.8K shares | 1.9K → 1.8K −$5.2K | -1.19% | $225.62B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $427.1K 0.287% | +$612.8 Bought | — 697.0 shares | 696.0 → 697.0 +$612.8 | +0.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $417.8K 0.281% | +$22.3K Bought | — 1.7K shares | 1.6K → 1.7K +$22.3K | +5.63% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $415.1K 0.279% | -$6.1K Sold | — 6.4K shares | 6.5K → 6.4K −$6.1K | -1.46% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $408.3K 0.275% | -$24.5K Sold | — 4.5K shares | 4.7K → 4.5K −$24.5K | -5.66% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $404.7K 0.272% | +$843.8 Bought | 0.0% 1.4K shares | 1.4K → 1.4K +$843.8 | +0.21% | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $391.9K 0.264% | — | — 8.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $391.4K 0.263% | -$17.2K Sold | — 19.9K shares | 20.7K → 19.9K −$17.2K | -4.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $385.8K 0.259% | +$1.8K Bought | — 4.3K shares | 4.3K → 4.3K +$1.8K | +0.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $361.4K 0.243% | -$60.5K Sold | — 1.8K shares | 2.1K → 1.8K −$60.5K | -14.33% | — — | Q4 2024 Held for 11 months | |
Software - Application Technology | $335.0K 0.225% | -$32.2K Sold | 0.0% 364.0 shares | 399.0 → 364.0 −$32.2K | -8.77% | $190.98B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $297.4K 0.2% | -$13.6K Sold | 0.0% 1.2K shares | 1.3K → 1.2K −$13.6K | -4.39% | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $286.4K 0.193% | +$11.7K Bought | 0.0% 908.0 shares | 871.0 → 908.0 +$11.7K | +4.25% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $255.4K 0.172% | +$1.2K Bought | 0.0% 886.0 shares | 882.0 → 886.0 +$1.2K | +0.45% | $76.9B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $249.0K 0.167% | +$249.0K Bought | — 5.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
Residential Construction Consumer Cyclical | $237.3K 0.16% | +$237.3K Bought | 0.0% 1.4K shares | — | — | $50.5B Large Cap | Q4 2024 Held for 11 months |
