Planning Capital Management Corp Reduced Holdings in Q3 2024

Planning Capital Management Corp

  • $151 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-716
- 4.01%
$94.39 - $96.15 $67.6K - $68.8K
17.1K $1.65B
SQ
Block, Inc.

Technology
-651
- 83.35%
$57.21 - $72.07 $37.2K - $46.9K
130 $8.73M
WDAY
Workday, Inc.

Technology
-174
- 56.31%
$207.75 - $264.68 $36.1K - $46.1K
135 $33M
ITW
Illinois Tool Works Inc

Industrials
-194
- 31.91%
$233.14 - $263.97 $45.2K - $51.2K
414 $108M
PAYC
Paycom Software, Inc.

Technology
-289
- 53.82%
$140.16 - $173.86 $40.5K - $50.2K
248 $41.3M
FAST
Fastenal CO

Industrials
-597
- 69.5%
$62.09 - $71.83 $37.1K - $42.9K
262 $18.7M
SYK
Stryker Corp

Healthcare
-208
- 10.86%
$315.94 - $371.96 $65.7K - $77.4K
1.71K $617M
Solventum Corp
-687
- 89.34%
N/A
82 $5.72M
HXL
Hexcel Corp

Industrials
-500
- 66.67%
$59.36 - $69.03 $29.7K - $34.5K
250 $15.5M
FDL
First Tr Morningstar Dividend

ETFs
-777
- 93.17%
$37.66 - $42.06 $29.3K - $32.7K
57 $2.39M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-655
- 12.79%
$105.53 - $118.34 $69.1K - $77.5K
4.47K $523M
TXN
Texas Instruments Inc

Technology
-124
- 54.87%
$194.6 - $194.6 $24.1K - $24.1K
102 $21.2M
Gsk PLC
-648
- 32.88%
N/A
1.32K $54.1M
DEO
Diageo PLC

Consumer Defensive
-174
- 65.91%
$120.02 - $140.77 $20.9K - $24.5K
90 $12.6M
LRCX
Lam Research Corp

Technology
-16
- 66.67%
$731.56 - $1127.3 $11.7K - $18K
8 $6.78M
Proshares Tr
-300
- 10.34%
N/A
2.6K $103M
GTY
Getty Realty Corp

Real Estate
-600
- 62.96%
$26.57 - $32.57 $15.9K - $19.5K
353 $11.2M
FTNT
Fortinet, Inc.

Technology
-290
- 59.18%
$55.39 - $77.55 $16.1K - $22.5K
200 $15.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-108
- 9.61%
$100.09 - $100.69 $10.8K - $10.9K
1.02K $102M
NOC
Northrop Grumman Corp

Industrials
-26
- 63.41%
$423.73 - $533.14 $11K - $13.9K
15 $8.16M
COP
Conocophillips

Energy
-78
- 58.65%
$102.3 - $116.61 $7.98K - $9.1K
55 $5.76M
UPS
United Parcel Service Inc

Industrials
-62
- 34.64%
$123.32 - $147.38 $7.65K - $9.14K
117 $16M
TRV
Travelers Companies, Inc.

Financial Services
-49
- 50.0%
$201.87 - $242.35 $9.89K - $11.9K
49 $11.5M
IEMG
Ishares Inc

ETFs
-193
- 21.14%
$53.64 - $53.64 $10.4K - $10.4K
720 $41.3M
TFC
Truist Financial Corp

Financial Services
-187
- 95.9%
$38.22 - $44.94 $7.15K - $8.4K
8 $343K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-817
- 5.85%
$63.28 - $70.06 $51.7K - $57.2K
13.2K $922M
RTX
Raytheon Technologies Corp

Industrials
-190
- 22.22%
$99.55 - $123.34 $18.9K - $23.4K
665 $80.6M
PFE
Pfizer Inc

Healthcare
-336
- 6.83%
$27.7 - $31.39 $9.31K - $10.5K
4.58K $133M
GPC
Genuine Parts CO

Consumer Cyclical
-38
- 12.54%
$131.04 - $147.11 $4.98K - $5.59K
265 $37M
AON
Aon PLC

Financial Services
-29
- 27.88%
$293.16 - $351.06 $8.5K - $10.2K
75 $26M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-89
- 34.23%
$54.98 - $59.51 $4.89K - $5.3K
171 $10.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-108
- 23.95%
$64.35 - $75.71 $6.95K - $8.18K
343 $25.3M
AEP
American Electric Power CO Inc

Utilities
-42
- 95.45%
$87.11 - $104.95 $3.66K - $4.41K
2 $206K
EMR
Emerson Electric CO

Industrials
-26
- 6.65%
$98.19 - $118.87 $2.55K - $3.09K
365 $40M
NFLX
Netflix Inc

Communication Services
-28
- 5.54%
$598.55 - $722.26 $16.8K - $20.2K
477 $338M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-19
- 10.61%
$104.47 - $116.17 $1.98K - $2.21K
160 $17.3M
EIX
Edison International

Utilities
-29
- 76.32%
$71.19 - $87.72 $2.06K - $2.54K
9 $801K
CL
Colgate Palmolive CO

Consumer Defensive
-28
- 14.29%
$95.54 - $108.77 $2.68K - $3.05K
168 $17.5M
CORP
Pimco Investment Grade Corp Bd

ETFs
-47
- 6.41%
$94.36 - $100.01 $4.43K - $4.7K
686 $68.2M
Arm Holdings PLC
-5
- 26.32%
N/A
14 $2M
DOV
Dover Corp

Industrials
-9
- 14.52%
$172.5 - $193.03 $1.55K - $1.74K
53 $10.2M
PARA
Paramount Global

Communication Services
-71
- 8.37%
$9.98 - $11.95 $709 - $848
777 $8.25M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-607
- 10.68%
$19.4 - $21.93 $11.8K - $13.3K
5.08K $111M
PFG
Principal Financial Group Inc

Financial Services
-31
- 7.83%
$72.94 - $87.46 $2.26K - $2.71K
365 $31.4M
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 4.14%
$801.83 - $917.05 $4.81K - $5.5K
139 $123M
VIRT
Virtu Financial, Inc.

Financial Services
-200
- 23.92%
$21.68 - $32.43 $4.34K - $6.49K
636 $19.4M
SJM
J M Smucker CO

Consumer Defensive
-4
- 3.81%
$109.12 - $122.4 $436 - $490
101 $12.2M
AFL
Aflac Inc

Financial Services
-90
- 18.26%
$88.52 - $111.8 $7.97K - $10.1K
403 $45M
MA
Mastercard Inc

Financial Services
-89
- 10.36%
$429.6 - $500.99 $38.2K - $44.6K
770 $380M
Activity Summary
Buys All Purchases 391 New Holdings 212 Increased Positions 179 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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