Planned Solutions, Inc. Purchases and Sells in Q1 2025

Planned Solutions, Inc.

$231 Million
Q1 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	10.3K + 21.28%	$100.34 - $100.68 $1.03M - $1.03M	58.5K $5.88M
JPIE	14.1K + 3.05%	$45.46 - $46.18 $641K - $651K	476K $21.9M
NVDA	9.12K + 73.27%	$106.98 - $149.43 $975K - $1.36M	21.6K $2.34M
IEFA	1.38K + 1.55%	$69.57 - $78.65 $95.9K - $108K	90.2K $6.89M
MOAT	6.96K + 2.38%	N/A	299K $25.7M
MINT	3.42K + 2.98%	$100.32 - $100.76 $343K - $345K	118K $11.9M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	677 New	$828.4 - $1058.6 $561K - $717K	677 $631K
IYW	4.21K New	$140.44 - $166.79 $591K - $702K	4.21K $592K
IWF	1.36K New	$360.07 - $417.26 $490K - $568K	1.36K $490K
SHEL	3.3K New	$62.84 - $73.29 $207K - $242K	3.3K $240K
DUK	1.85K New	$105.87 - $121.97 $196K - $226K	1.85K $225K
AEP	1.99K New	$90.32 - $109.27 $179K - $217K	1.99K $217K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-5.65K - 31.58%	$209.68 - $247.1 $1.19M - $1.4M	12.2K $2.72M
QQQ	-213 - 0.66%	$468.34 - $539.52 $99.8K - $115K	32.1K $15.1M
ESTC	-8.8K - 16.39%	$89.1 - $117.76 $784K - $1.04M	44.9K $4M
IVW	-3.1K - 17.62%	$92.45 - $106.69 $286K - $331K	14.5K $1.34M
SCHA	-583 - 1.03%	$23.16 - $27.04 $13.5K - $15.8K	56.3K $1.32M
ITW	-60 - 0.74%	$244.9 - $274.48 $14.7K - $16.5K	8.1K $2.01M

Activity Summary All Purchases 60 New Holdings 10 Increased Positions 50 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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