Planning Capital Management Corp has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 653 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $6.6B, Merck & Co., Inc. with a value of $5.3B, Lockheed Martin Corp with a value of $4.75B, Johnson & Johnson with a value of $4.41B, and Verizon Communications Inc with a value of $4.34B.
Examining the 13F form we can see an increase of $8.98B in the current position value, from $128B to 137B.
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
$137 Billion
ETFs: $37 Billion
Consumer Defensive: $23.4 Billion
Industrials: $15.2 Billion
Healthcare: $13.5 Billion
Consumer Cyclical: $9.68 Billion
Technology: $9.4 Billion
Utilities: $8.53 Billion
Communication Services: $7.41 Billion
Other: $11.9 Billion
Stock Holdings Table Market Cap. of $200 Billions or more