
LIFEPLAN FINANCIAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CMCSA | 47K | $1.40M |
![]() | USB | 37K | $1.97M |
![]() | VZ | 33K | $1.34M |
![]() | SLB | 31K | $1.20M |
![]() | PYPL | 30K | $1.74M |
![]() | CVS | 23K | $1.85M |
![]() | MDT | 23K | $2.20M |
![]() | CTVA | 17K | $1.16M |
![]() | KVUE | 17K | $297.56K |
![]() | NKE | 15K | $927.36K |
![]() | HRL | 13K | $318.10K |
![]() | HAS | 12K | $960.14K |
![]() | WMT | 12K | $1.30M |
![]() | MDLZ | 11K | $588.25K |
![]() | DUK | 11K | $1.26M |
![]() | C | 10K | $1.21M |
![]() | T | 10K | $248.43K |
![]() | CMG | 10K | $366.45K |
![]() | CRM | 10K | $2.62M |
![]() | NXPI | 10K | $2.09M |

Comcast Corporation
CMCSA
Shares Held
47K
Value
$1.40M

U.S. Bancorp
USB
Shares Held
37K
Value
$1.97M

Verizon Communications Inc.
VZ
Shares Held
33K
Value
$1.34M

SLB N.V.
SLB
Shares Held
31K
Value
$1.20M

PayPal Holdings, Inc.
PYPL
Shares Held
30K
Value
$1.74M

CVS Health Corporation
CVS
Shares Held
23K
Value
$1.85M

Medtronic plc
MDT
Shares Held
23K
Value
$2.20M

Corteva, Inc.
CTVA
Shares Held
17K
Value
$1.16M

Kenvue Inc.
KVUE
Shares Held
17K
Value
$297.56K

NIKE, Inc.
NKE
Shares Held
15K
Value
$927.36K

Hormel Foods Corporation
HRL
Shares Held
13K
Value
$318.10K

Hasbro, Inc.
HAS
Shares Held
12K
Value
$960.14K

Walmart Inc.
WMT
Shares Held
12K
Value
$1.30M

Mondelez International, Inc.
MDLZ
Shares Held
11K
Value
$588.25K

Duke Energy Corporation
DUK
Shares Held
11K
Value
$1.26M

Citigroup Inc.
C
Shares Held
10K
Value
$1.21M

AT&T Inc.
T
Shares Held
10K
Value
$248.43K

Chipotle Mexican Grill, Inc.
CMG
Shares Held
10K
Value
$366.45K

Salesforce, Inc.
CRM
Shares Held
10K
Value
$2.62M

NXP Semiconductors N.V.
NXPI
Shares Held
10K
Value
$2.09M
