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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
AIGAmerican Intl Group Inc
Recent Activity
Decreased -10.17%
0.35%
$395,213
5,429 shares@ $72.8 avg price
TSNTyson Foods Inc
Recent Activity
Decreased -0.39%
0.35%
$392,028
6,825 shares@ $57.44 avg price
PFEPfizer Inc
Recent Activity
Decreased -6.34%
0.33%
$365,371
13,772 shares@ $26.53 avg price
VEEVVeeva Sys Inc
Recent Activity
Decreased -0.28%
0.33%
$363,943
1,731 shares@ $210.26 avg price
EFXEquifax Inc
Recent Activity
Decreased -43.07%
0.31%
$342,518
1,344 shares@ $254.85 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -34.67%
0.29%
$324,193
4,616 shares@ $70.24 avg price
SWKSSkyworks Solutions Inc
Recent Activity
Decreased -3.57%
0.29%
$322,884
3,641 shares@ $88.69 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -56.31%
0.29%
$322,735
712 shares@ $453.28 avg price
KVUEKenvue Inc
Recent Activity
Decreased -6%
0.27%
$303,234
14,203 shares@ $21.35 avg price
TRUTransunion
Recent Activity
Decreased -4.9%
0.26%
$291,295
3,142 shares@ $92.72 avg price