Planning Capital Management Corp Portfolio Holdings

Planning Capital Management Corp

  • $151 Billion
  • Q3 2024

Planning Capital Management Corp has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 780 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $7.75B, Apple Inc. with a value of $6.29B, Lockheed Martin Corp with a value of $5.96B, Walmart Inc. with a value of $5.16B, and Johnson & Johnson with a value of $4.88B.

Examining the 13F form we can see an increase of $9.27B in the current position value, from $142B to 151B.

Planning Capital Management Corp is based out at Paoli, PA

Below you can find more details about Planning Capital Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $151 Billion
ETFs: $41.8 Billion
Consumer Defensive: $26.5 Billion
Technology: $14.8 Billion
Industrials: $14.4 Billion
Healthcare: $13.4 Billion
Consumer Cyclical: $9.15 Billion
Utilities: $8.67 Billion
Communication Services: $8.39 Billion
Other: $13 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.38T
$228 Million 0.15% of portfolio
398
Q3 2024 Added 19.52%
$144B
$232 Million 0.15% of portfolio
939
Q3 2024 Added 7.07%
$188B
$213 Million 0.14% of portfolio
1,758
Q3 2024 Added 2.27%
$146B
$214 Million 0.14% of portfolio
665
Q3 2024 Added 8.66%
$1.35T
$209 Million 0.14% of portfolio
798
Q3 2024 Added 95.59%
$373B
$190 Million 0.13% of portfolio
4,785
Q3 2024 Added 296.44%
$40.2B
$187 Million 0.12% of portfolio
17,708
Q3 2024 New
$5.46B
$187 Million 0.12% of portfolio
1,705
Q3 2024 Reduced 44.19%
$36.1B
$185 Million 0.12% of portfolio
985
Q3 2024 Reduced 57.89%
$19.8B
$177 Million 0.12% of portfolio
1,086
Q3 2024 Reduced 0.28%
$55.2B
$168 Million 0.11% of portfolio
1,531
Q3 2024 Added 3.17%
$71.6B
$172 Million 0.11% of portfolio
627
Q3 2024 Reduced 40.74%
$34B
$164 Million 0.11% of portfolio
922
Q3 2024 Reduced 0.54%
$159B
$163 Million 0.11% of portfolio
7,403
Q3 2024 Added 23.3%
$92.9B
$147 Million 0.1% of portfolio
2,875
Q3 2024 Reduced 1.71%
$36.9B
$154 Million 0.1% of portfolio
400
Q4 2023 New
$247B
$147 Million 0.1% of portfolio
2,763
Q3 2024 Added 84.08%
$10B
$147 Million 0.1% of portfolio
315
Q4 2023 New
$20.6B
$137 Million 0.09% of portfolio
550
Q3 2024 Added 10.0%
$123B
$137 Million 0.09% of portfolio
1,710
Q3 2024 Added 25.55%
$148B
$133 Million 0.09% of portfolio
4,580
Q3 2024 Reduced 6.83%
$51.1B
$134 Million 0.09% of portfolio
708
Q3 2024 Reduced 51.61%
$1.59B
$142 Million 0.09% of portfolio
2,462
Q3 2024 New
$120B
$140 Million 0.09% of portfolio
2,698
Q3 2024 Reduced 18.56%
$4.86B
$115 Million 0.08% of portfolio
12,651
Q3 2024 Added 0.84%
$417B
$123 Million 0.08% of portfolio
139
Q3 2024 Reduced 4.14%
$133B
$115 Million 0.08% of portfolio
1,532
Q3 2024 Added 95.91%
$88.2B
$127 Million 0.08% of portfolio
5,421
Q3 2024 Added 4.75%
$92.4B
$123 Million 0.08% of portfolio
60
Q3 2024 Added 9.09%
$33.2B
$119 Million 0.08% of portfolio
1,146
Q3 2024 Reduced 2.63%
$78.8B
$108 Million 0.07% of portfolio
414
Q3 2024 Reduced 31.91%
$39.2B
$107 Million 0.07% of portfolio
2,643
Q3 2024 Reduced 11.69%
$76.7B
$113 Million 0.07% of portfolio
402
Q3 2024 Added 20.72%
$200B
$106 Million 0.07% of portfolio
560
Q3 2024 Added 918.18%
$141B
$112 Million 0.07% of portfolio
3,007
Q3 2024 Added 2,819.42%
$690B
$99.2 Million 0.07% of portfolio
112
Q3 2024 Reduced 70.13%
$141B
$98.9 Million 0.07% of portfolio
842
Q3 2024 Reduced 56.55%
$214B
$104 Million 0.07% of portfolio
209
Q3 2024 Added 248.33%
$44.3B
$98.9 Million 0.07% of portfolio
817
Q3 2024 Added 19.62%
$106B
$91 Million 0.06% of portfolio
1,261
Q3 2024 Added 80.14%
$0
$96.9 Million 0.06% of portfolio
9,656
Q4 2023 New
$209B
$93.3 Million 0.06% of portfolio
190
Q3 2024 Added 18.75%
$219B
$88.5 Million 0.06% of portfolio
143
Q3 2024 Reduced 69.44%
$216B
$71.6 Million 0.05% of portfolio
80
Q3 2024 Reduced 69.58%
$54.7B
$73.6 Million 0.05% of portfolio
641
Q3 2024 Added 4.06%
$196B
$70.4 Million 0.05% of portfolio
429
Q3 2024 Added 1,161.76%
$178B
$80.6 Million 0.05% of portfolio
665
Q3 2024 Reduced 22.22%
$89.2B
$81 Million 0.05% of portfolio
917
Q3 2024 Reduced 47.12%
$44B
$77 Million 0.05% of portfolio
863
Q3 2024 Reduced 7.2%

Summary

  • Portfolio
  • No. of Stocks 780
  • Current Value $151 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 212 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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