Planning Capital Management Corp Portfolio Holdings
Planning Capital Management Corp
- $137 Billion
- Q1 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 653
- Current Value $137 Billion
- Prior Value $128 Billion
- Filing
- Period Q1 2024
- Filing Date April 26, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 65 stocks
- Additional Purchases 140 stocks
- Sold out of 0 stocks
- Reduced holdings in 136 stocks