
LIFEPLAN FINANCIAL GROUP, INC
Latest 13F filing data - Q3 2020
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | SWK | 2K | $381.00K |
![]() | ACCO | 2K | $13.00K |
![]() | WFC | 2K | $54.00K |
![]() | MCD | 2K | $487.00K |
![]() | NLY | 2K | $15.00K |
![]() | IBM | 2K | $237.00K |
![]() | LMT | 2K | $739.00K |
![]() | BKE | 2K | $37.00K |
![]() | SO | 2K | $94.00K |
![]() | ED | 2K | $132.00K |
![]() | TPR | 2K | $27.00K |
![]() | PEP | 2K | $232.00K |
![]() | BMO | 2K | $94.00K |
![]() | DIS | 2K | $196.00K |
![]() | PEG | 2K | $86.00K |
![]() | BAM | 2K | $51.00K |
![]() | PNW | 2K | $113.00K |
![]() | KMB | 2K | $222.00K |
![]() | ORCL | 1K | $82.00K |
![]() | GE | 1K | $9.00K |

Stanley Black & Decker, Inc.
SWK
Shares Held
2K
Value
$381.00K

ACCO Brands Corporation
ACCO
Shares Held
2K
Value
$13.00K

Wells Fargo & Company
WFC
Shares Held
2K
Value
$54.00K

McDonald's Corporation
MCD
Shares Held
2K
Value
$487.00K

Annaly Capital Management, Inc.
NLY
Shares Held
2K
Value
$15.00K

International Business Machines Corporation
IBM
Shares Held
2K
Value
$237.00K

Lockheed Martin Corporation
LMT
Shares Held
2K
Value
$739.00K

The Buckle, Inc.
BKE
Shares Held
2K
Value
$37.00K

The Southern Company
SO
Shares Held
2K
Value
$94.00K

Consolidated Edison, Inc.
ED
Shares Held
2K
Value
$132.00K

Tapestry, Inc.
TPR
Shares Held
2K
Value
$27.00K

PepsiCo, Inc.
PEP
Shares Held
2K
Value
$232.00K

Bank of Montreal
BMO
Shares Held
2K
Value
$94.00K

The Walt Disney Company
DIS
Shares Held
2K
Value
$196.00K

Public Service Enterprise Group Incorporated
PEG
Shares Held
2K
Value
$86.00K

Brookfield Asset Management Ltd.
BAM
Shares Held
2K
Value
$51.00K

Pinnacle West Capital Corporation
PNW
Shares Held
2K
Value
$113.00K

Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$222.00K

Oracle Corporation
ORCL
Shares Held
1K
Value
$82.00K

GE Aerospace
GE
Shares Held
1K
Value
$9.00K
