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
$104B
$31.1 Million 0.02% of portfolio
80
Q4 2023 New
$169B
$33 Million 0.02% of portfolio
509
Q3 2024 New
$62.5B
$34.3 Million 0.02% of portfolio
138
Q3 2024 Reduced 9.21%
$28.6B
$26.9 Million 0.02% of portfolio
53
Q3 2024 Reduced 71.81%
$73.4B
$26 Million 0.02% of portfolio
75
Q3 2024 Reduced 27.88%
$147B
$24.4 Million 0.02% of portfolio
205
Q3 2024 Reduced 71.61%
$46.9B
$30.4 Million 0.02% of portfolio
170
Q4 2023 New
$40.6B
$23.3 Million 0.02% of portfolio
452
Q3 2024 Added 22,500.0%
$282B
$36.3 Million 0.02% of portfolio
176
Q3 2024 Added 134.67%
$29.8B
$37.5 Million 0.02% of portfolio
507
Q3 2024 Added 61.46%
$17.4B
$37 Million 0.02% of portfolio
265
Q3 2024 Reduced 12.54%
$1.88B
$27.2 Million 0.02% of portfolio
616
Q3 2024 Added 0.82%
$167B
$24.7 Million 0.02% of portfolio
26
Q1 2024 Reduced 49.02%
$8.07B
$23 Million 0.02% of portfolio
266
Q1 2024 Reduced 5.34%
$160B
$34 Million 0.02% of portfolio
165
Q3 2024 Added 96.43%
$3.02B
$34 Million 0.02% of portfolio
2,515
Q3 2024 New
$3.42B
$26.1 Million 0.02% of portfolio
185
Q4 2023 New
$47.5B
$24.1 Million 0.02% of portfolio
90
Q4 2023 New
$70.3B
$32.1 Million 0.02% of portfolio
71
Q3 2024 New
$239B
$37.2 Million 0.02% of portfolio
357
Q3 2024 Added 115.06%
$92B
$28.7 Million 0.02% of portfolio
60
Q3 2024 Added 566.67%
$11B
$34.4 Million 0.02% of portfolio
1,519
Q3 2024 New
$95.7B
$25.3 Million 0.02% of portfolio
343
Q3 2024 Reduced 23.95%
$1.46B
$36.4 Million 0.02% of portfolio
270
Q3 2024 Added 39.9%
$123B
$24.3 Million 0.02% of portfolio
234
Q3 2024 New
$4.74B
$22.7 Million 0.02% of portfolio
474
Q4 2023 New
$260B
$31.8 Million 0.02% of portfolio
116
Q3 2024 Reduced 85.46%
$9.21B
$24.7 Million 0.02% of portfolio
285
Q1 2024 Reduced 6.56%
$21.6B
$36.2 Million 0.02% of portfolio
988
Q3 2024 Added 0.51%
$114B
$26 Million 0.02% of portfolio
90
Q3 2024 Reduced 56.94%
$6.15B
$32.2 Million 0.02% of portfolio
988
Q4 2023 New
$5.12B
$29.6 Million 0.02% of portfolio
2,827
Q2 2024 Added 2.5%
$171B
$33.5 Million 0.02% of portfolio
197
Q3 2024 Added 137.35%
$42.1B
$34.5 Million 0.02% of portfolio
247
Q3 2024 Added 23.5%
$0
$26.7 Million 0.02% of portfolio
3,481
Q3 2024 Added 2,598.45%
$16.2B
$24 Million 0.02% of portfolio
758
Q3 2024 Added 0.93%
$11.7B
$27.1 Million 0.02% of portfolio
107
Q4 2023 New
$46.4B
$33 Million 0.02% of portfolio
135
Q3 2024 Reduced 56.31%
$7.66B
$30.2 Million 0.02% of portfolio
196
Q2 2024 Reduced 4.85%
$57.9B
$28.8 Million 0.02% of portfolio
160
Q1 2024 Added 45.45%
$20.2B
$31.4 Million 0.02% of portfolio
365
Q3 2024 Reduced 7.83%
$2.82B
$32.6 Million 0.02% of portfolio
807
Q1 2024 Reduced 3.58%
$3.59B
$25.4 Million 0.02% of portfolio
310
Q3 2024 Added 0.98%
$104B
$23.5 Million 0.02% of portfolio
101
Q3 2024 Reduced 9.82%
$12.6B
$24.8 Million 0.02% of portfolio
314
Q4 2023 New
$85.4B
$32.1 Million 0.02% of portfolio
412
Q3 2024 Added 186.11%
$36.5B
$27 Million 0.02% of portfolio
465
Q4 2023 New
$236B
$35.3 Million 0.02% of portfolio
130
Q3 2024 Reduced 70.05%
$61.8B
$29.9 Million 0.02% of portfolio
1,352
Q3 2024 Added 143.6%

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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