LIFE PLANNING PARTNERS, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAC | 12K | $625.10K |
 | XPO | 6K | $825.39K |
 | GXO | 6K | $320.25K |
 | TSLA | 3K | $1.40M |
 | PLTR | 2K | $401.05K |
 | CVX | 2K | $284.78K |
 | ABBV | 2K | $371.16K |
 | PH | 2K | $1.20M |
 | JPM | 1K | $430.88K |
 | AAPL | 858 | $218.41K |
 | IBM | 745 | $210.21K |
 | MSFT | 591 | $306.13K |
 | BRK-B | 410 | $205.87K |
Bank of America Corporation
BAC
Shares Held
12K
Value
$625.10K
XPO Logistics, Inc.
XPO
Shares Held
6K
Value
$825.39K
GXO Logistics, Inc.
GXO
Shares Held
6K
Value
$320.25K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.40M
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$401.05K
Chevron Corporation
CVX
Shares Held
2K
Value
$284.78K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$371.16K
Parker-Hannifin Corporation
PH
Shares Held
2K
Value
$1.20M
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$430.88K
Apple Inc.
AAPL
Shares Held
858
Value
$218.41K
International Business Machines Corporation
IBM
Shares Held
745
Value
$210.21K
Microsoft Corporation
MSFT
Shares Held
591
Value
$306.13K
Berkshire Hathaway Inc.
BRK-B
Shares Held
410
Value
$205.87K