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  Name: LifePlan Financial LLC
  City: MANKATO
  State: MN
  Zip: 56001
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $109,129,000
  Total Value Change : $9,282,000
  Securities Held Change : 5
   
All Securities Held : 94
  New Positions : 6
  Closed Positions : 1
  Increased Positions : 37
  Unchanged Positions : 1
  Decreased Positions : 50

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GLW)1 Year Chart         GLW Corning Inc 73 New $35.35 $409,000 12,408 0.37% 409,000 12,408 0.002    Communication Equipment
   (STZ)1 Year Chart         STZ Constellation Brands Inc 78 New $255.43 $332,000 1,221 0.3% 332,000 1,221 0.001    Beverage - Wineries &...
   (TRU)1 Year Chart         TRU Transunion 81 New $77.72 $294,000 3,681 0.27% 294,000 3,681 0.002    N/A
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... 83 New $69.02 $272,000 4,169 0.25% 272,000 4,169 0.001    Conglomerates
   (D)1 Year Chart         D Dominion Energy Inc 84 New $53.50 $245,000 4,990 0.22% 245,000 4,990 0.001    Electric Utilities
   (CTVA)1 Year Chart         CTVA Corteva, Inc. 93 New $56.45 $206,000 3,571 0.19% 206,000 3,571 0    N/A

      6 Records Found
  1    
Page 1 of 1
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