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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
IBTJIshares Tr
Recent Activity
Exited
0%
$2.533M
107,736 shares@ $23.51 avg price
ECLEcolab Inc
Recent Activity
Exited
0%
$486,659
1,906 shares@ $255.34 avg price
WELLWelltower Inc
Recent Activity
Exited
0%
$445,928
3,483 shares@ $128.03 avg price
NEENextera Energy Inc
Recent Activity
Exited
0%
$406,336
4,807 shares@ $84.54 avg price
ELLauder Estee Cos Inc
Recent Activity
Exited
0%
$272,353
2,732 shares@ $99.69 avg price
DDominion Energy Inc
Recent Activity
Exited
0%
$204,172
3,533 shares@ $57.79 avg price