
LIFEPLAN FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CMCSA | 41K | $1.28M |
![]() | USB | 35K | $1.71M |
![]() | VZ | 31K | $1.38M |
![]() | SLB | 28K | $970.62K |
![]() | PYPL | 28K | $1.85M |
![]() | MDT | 23K | $2.21M |
![]() | CVS | 22K | $1.70M |
![]() | KVUE | 18K | $296.52K |
![]() | CTVA | 17K | $1.13M |
![]() | NKE | 15K | $1.02M |
![]() | HRL | 13K | $332.06K |
![]() | BWA | 13K | $555.54K |
![]() | HAS | 13K | $956.54K |
![]() | WMT | 12K | $1.21M |
![]() | C | 12K | $1.17M |
![]() | MDLZ | 12K | $718.40K |
![]() | KHC | 11K | $288.37K |
![]() | DUK | 10K | $1.26M |
![]() | T | 10K | $284.01K |
![]() | CRM | 9K | $2.17M |

Comcast Corporation
CMCSA
Shares Held
41K
Value
$1.28M

U.S. Bancorp
USB
Shares Held
35K
Value
$1.71M

Verizon Communications Inc.
VZ
Shares Held
31K
Value
$1.38M

SLB N.V.
SLB
Shares Held
28K
Value
$970.62K

PayPal Holdings, Inc.
PYPL
Shares Held
28K
Value
$1.85M

Medtronic plc
MDT
Shares Held
23K
Value
$2.21M

CVS Health Corporation
CVS
Shares Held
22K
Value
$1.70M

Kenvue Inc.
KVUE
Shares Held
18K
Value
$296.52K

Corteva, Inc.
CTVA
Shares Held
17K
Value
$1.13M

NIKE, Inc.
NKE
Shares Held
15K
Value
$1.02M

Hormel Foods Corporation
HRL
Shares Held
13K
Value
$332.06K

BorgWarner Inc.
BWA
Shares Held
13K
Value
$555.54K

Hasbro, Inc.
HAS
Shares Held
13K
Value
$956.54K

Walmart Inc.
WMT
Shares Held
12K
Value
$1.21M

Citigroup Inc.
C
Shares Held
12K
Value
$1.17M

Mondelez International, Inc.
MDLZ
Shares Held
12K
Value
$718.40K

The Kraft Heinz Company
KHC
Shares Held
11K
Value
$288.37K

Duke Energy Corporation
DUK
Shares Held
10K
Value
$1.26M

AT&T Inc.
T
Shares Held
10K
Value
$284.01K

Salesforce, Inc.
CRM
Shares Held
9K
Value
$2.17M
