Planned Solutions, Inc. Purchases and Sells in Q3 2025

Planned Solutions, Inc.

$260 Million
Q3 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	15.2K + 9.29%	$135.0 - $146.02 $2.05M - $2.22M	179K $26.1M
IVW	6.61K + 6.23%	$108.97 - $121.65 $720K - $803K	113K $13.6M
FNDX	1.94K + 0.18%	$24.38 - $26.34 $47.2K - $51K	1.06M $28M
IEFA	9.75K + 10.45%	$81.7 - $87.53 $796K - $853K	103K $8.99M
NVDA	3.32K + 16.34%	$153.3 - $186.58 $509K - $619K	23.6K $4.41M
AAPL	932 + 4.96%	$202.38 - $256.87 $189K - $239K	19.7K $5.02M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	2.12K New	$174.36 - $254.72 $370K - $541K	2.12K $516K
CEG	961 New	$298.82 - $354.89 $287K - $341K	961 $316K
SHEL	3.84K New	$69.82 - $73.93 $268K - $284K	3.84K $274K
SHV	2.28K New	$110.06 - $110.49 $251K - $252K	2.28K $251K
EIX	4.44K New	$50.42 - $56.35 $224K - $250K	4.44K $245K
TSM	843 New	$224.68 - $282.71 $189K - $238K	843 $235K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOAT	-5.2K - 1.71%	N/A	299K $25.6M
LLY	-224 - 9.28%	$625.65 - $812.69 $140K - $182K	2.19K $1.67M
BIV	-1.91K - 2.99%	$76.16 - $78.59 $145K - $150K	61.9K $4.83M
VUG	-276 - 16.98%	$433.97 - $484.08 $120K - $134K	1.35K $646K
CALM	-190 - 4.68%	$94.1 - $119.16 $17.9K - $22.6K	3.87K $364K
QQQM	-380 - 13.27%	$225.11 - $247.9 $85.5K - $94.2K	2.48K $613K

Activity Summary All Purchases 73 New Holdings 15 Increased Positions 58 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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