LifePlan Financial Group, Inc current holdings: USA Stocks
LifePlan Financial Group, Inc reported $0.01 billion in share positions in stocks (listed in the US), 25 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are SLV, PG, GLD.
- SLV: Country of operation United States; Class ISHARES; Shares 122,006; Value $2,221,000.
- PG: Country of operation United States; Class COM; Shares 18,793; Value $1,687,000.
- GLD: Country of operation United States; Class GOLD SHS; Shares 11,535; Value $1,449,000.
- T: Country of operation United States; Class COM; Shares 13,617; Value $553,000.
Form 13F-HR as filed (SEC CIK 1583104): quarter ended 2016-09-30, filed 2016-10-05. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
SLV
ISHARES SILVER TRUST | United States | ISHARES | 122,006 | $2,221,000 | 17.40% | 2016-09-30 | 2016-10-05 | +204.84% |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 18,793 | $1,687,000 | 13.22% | 2016-09-30 | 2016-10-05 | +65.26% |
|---|
GLD
SPDR GOLD TRUST | United States | GOLD SHS | 11,535 | $1,449,000 | 11.35% | 2016-09-30 | 2016-10-05 | +204.75% |
|---|
T
AT&T INC | United States | COM | 13,617 | $553,000 | 4.33% | 2016-09-30 | 2016-10-05 | -20.18% |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 7,773 | $518,000 | 4.06% | 2016-09-30 | 2016-10-05 | +403.05% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 1,905 | $457,000 | 3.58% | 2016-09-30 | 2016-10-05 | +113.67% |
|---|
PFE
PFIZER INC | United States | COM | 13,125 | $445,000 | 3.49% | 2016-09-30 | 2016-10-05 | -10.63% |
|---|
DTE
DTE ENERGY CO | United States | COM | 4,477 | $419,000 | 3.28% | 2016-09-30 | 2016-10-05 | +53.52% |
|---|
TU
TELUS CORP | | COM | 11,979 | $395,000 | 3.10% | 2016-09-30 | 2016-10-05 | -50.55% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 4,490 | $392,000 | 3.07% | 2016-09-30 | 2016-10-05 | |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 3,045 | $372,000 | 2.91% | 2016-09-30 | 2016-10-05 | +148.17% |
|---|
D
DOMINION RES INC VA NEW | United States | COM | 4,876 | $362,000 | 2.84% | 2016-09-30 | 2016-10-05 | -18.35% |
|---|
PKG
PACKAGING CORP AMER | United States | COM | 4,086 | $332,000 | 2.60% | 2016-09-30 | 2016-10-05 | +187.08% |
|---|
MO
ALTRIA GROUP INC | United States | COM | 5,025 | $318,000 | 2.49% | 2016-09-30 | 2016-10-05 | +8.68% |
|---|
WEC
WEC ENERGY GROUP INC | United States | COM | 5,085 | $304,000 | 2.38% | 2016-09-30 | 2016-10-05 | +71.31% |
|---|
OKE
ONEOK INC NEW | United States | COM | 5,735 | $295,000 | 2.31% | 2016-09-30 | 2016-10-05 | +69.02% |
|---|
SWK
STANLEY BLACK & DECKER INC | United States | COM | 2,349 | $289,000 | 2.26% | 2016-09-30 | 2016-10-05 | -27.80% |
|---|
ES
EVERSOURCE ENERGY | United States | COM | 5,167 | $280,000 | 2.19% | 2016-09-30 | 2016-10-05 | +17.94% |
|---|
SPG
SIMON PPTY GROUP INC NEW | United States | COM | 1,343 | $278,000 | 2.18% | 2016-09-30 | 2016-10-05 | -1.32% |
|---|
LNT
ALLIANT ENERGY CORP | United States | COM | 6,980 | $267,000 | 2.09% | 2016-09-30 | 2016-10-05 | +67.95% |
|---|
MCD
MCDONALDS CORP | United States | COM | 2,128 | $245,000 | 1.92% | 2016-09-30 | 2016-10-05 | +102.83% |
|---|
NI
NISOURCE INC | United States | COM | 10,123 | $244,000 | 1.91% | 2016-09-30 | 2016-10-05 | +63.09% |
|---|
BMO
BANK MONTREAL QUE | | COM | 3,488 | $229,000 | 1.79% | 2016-09-30 | 2016-10-05 | +158.67% |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 2,358 | $208,000 | 1.63% | 2016-09-30 | 2016-10-05 | +196.83% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 1,969 | $203,000 | 1.59% | 2016-09-30 | 2016-10-05 | +98.58% |
|---|
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