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Timothy Monaco

@Lifeplan Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$113.177MTotal holdings86
Assets growth rate-2.85%Assets growth rate (2-Q avg)2.23%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifeplan Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Lifeplan Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 113.177M in assets, with a quarterly growth rate of -2.85% and a 2-quarter average growth rate of 2.23%. The portfolio is managed by Timothy Monaco, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBDUIshares Tr
Recent Activity
New Position
2.21%
$2.5M
109,647 shares@ $22.81 avg price
IBDVIshares Tr
Recent Activity
New Position
0.75%
$848,291
39,714 shares@ $21.36 avg price
COFCapital One Finl Corp
Recent Activity
New Position
0.2%
$220,404
1,236 shares@ $178.33 avg price
CCICrown Castle Inc
Recent Activity
New Position
0.2%
$216,190
2,382 shares@ $90.76 avg price