Planned Solutions, Inc. Purchases in Q3 2025

Planned Solutions, Inc.

  • $260 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
15.2K
+ 9.29%
$135.0 - $146.02 $2.05M - $2.22M
179K $26.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.61K
+ 6.23%
$108.97 - $121.65 $720K - $803K
113K $13.6M
FNDX
Schwab Fundamental U S Large C

ETFs
1.94K
+ 0.18%
$24.38 - $26.34 $47.2K - $51K
1.06M $28M
IEFA
Ishares Tr

ETFs
9.75K
+ 10.45%
$81.7 - $87.53 $796K - $853K
103K $8.99M
NVDA
Nvidia Corp

Technology
3.32K
+ 16.34%
$153.3 - $186.58 $509K - $619K
23.6K $4.41M
AAPL
Apple Inc.

Technology
932
+ 4.96%
$202.38 - $256.87 $189K - $239K
19.7K $5.02M
JPIE
J P Morgan Exchange Traded Fd
24.1K
+ 5.1%
$46.01 - $46.55 $1.11M - $1.12M
498K $23.1M
GOOG
Alphabet Inc.

Communication Services
1.62K
+ 38.52%
$175.16 - $255.24 $283K - $412K
5.81K $1.41M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.88K
+ 27.13%
$100.37 - $100.74 $590K - $592K
27.6K $2.77M
GOOGL
Alphabet Inc.

Communication Services
2.12K
New
$174.36 - $254.72 $370K - $541K
2.12K $516K
IVV
Ishares Core S&P 500 ETF

ETFs
492
+ 31.02%
$620.67 - $670.08 $305K - $330K
2.08K $1.39M
CEG
Constellation Energy Corp

Utilities
961
New
$298.82 - $354.89 $287K - $341K
961 $316K
SHEL
Shell PLC

Energy
3.84K
New
$69.82 - $73.93 $268K - $284K
3.84K $274K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.54K
+ 1.31%
$23.82 - $25.84 $36.7K - $39.8K
120K $3.07M
SHV
Ishares Tr

ETFs
2.28K
New
$110.06 - $110.49 $251K - $252K
2.28K $251K
EIX
Edison International

Utilities
4.44K
New
$50.42 - $56.35 $224K - $250K
4.44K $245K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
843
New
$224.68 - $282.71 $189K - $238K
843 $235K
IWN
Ishares Russell2000 Val ETF

ETFs
1.3K
New
$157.1 - $178.94 $205K - $233K
1.3K $230K
STLG
Ishares Factors Us Growth Styl

ETFs
4.56K
+ 2.01%
N/A
231K $11.6M
T
At&T Inc.

Communication Services
8.07K
New
$26.94 - $29.62 $217K - $239K
8.07K $227K
EXC
Exelon Corp

Utilities
5K
New
$42.73 - $45.54 $214K - $228K
5K $225K
INTC
Intel Corp

Technology
6.65K
New
$19.31 - $35.5 $128K - $236K
6.65K $223K
NEU
Newmarket Corp

Basic Materials
250
New
$680.5 - $848.94 $170K - $212K
250 $207K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.04K
New
$163.62 - $210.2 $170K - $219K
1.04K $203K
CAT
Caterpillar Inc

Industrials
296
+ 45.96%
$390.92 - $477.15 $116K - $141K
940 $448K
FSK
Fs Kkr Capital Corp

Financial Services
13K
New
$14.93 - $22.48 $194K - $292K
13K $193K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.6K
+ 22.17%
$26.38 - $27.95 $148K - $156K
30.8K $841K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
882
+ 7.33%
$107.27 - $113.94 $94.6K - $100K
12.9K $1.47M
DVY
Ishares Tr

ETFs
554
+ 5.73%
$133.88 - $142.57 $74.2K - $79K
10.2K $1.45M
IWM
Ishares Russell 2000 ETF

ETFs
15
+ 0.24%
$214.92 - $244.84 $3.22K - $3.67K
6.22K $1.5M
JNJ
Johnson & Johnson

Healthcare
118
+ 2.84%
$155.17 - $185.42 $18.3K - $21.9K
4.27K $791K
STLD
Steel Dynamics Inc

Basic Materials
1.56K
New
N/A
1.56K $153K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.2K
+ 1.83%
$100.16 - $100.7 $120K - $121K
67K $6.75M
AMZN
Amazon Com Inc

Consumer Cyclical
536
+ 38.93%
$211.65 - $238.24 $113K - $128K
1.91K $420K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
173
+ 10.01%
$459.11 - $506.91 $79.4K - $87.7K
1.9K $956K
ORCL
Oracle Corp

Technology
200
+ 21.05%
$218.96 - $328.33 $43.8K - $65.7K
1.15K $323K
WFC
Wells Fargo & Company

Financial Services
1.17K
+ 35.5%
$77.05 - $85.16 $90K - $99.5K
4.46K $373K
GNMA
Ishares Gnma Bond ETF

ETFs
2.18K
+ 12.81%
$43.21 - $44.75 $94.3K - $97.7K
19.2K $852K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
942
+ 1.54%
$21.69 - $23.34 $20.4K - $22K
62.2K $1.45M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.72K
+ 19.69%
$50.53 - $50.82 $87K - $87.5K
10.5K $531K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.02%
$236.25 - $257.69 $236 - $258
5.11K $1.31M
FILL
Ishares Inc Msci Global Energy

ETFs
523
+ 1.39%
$23.87 - $25.82 $12.5K - $13.5K
38.2K $958K
CVX
Chevron Corp

Energy
162
+ 5.03%
$145.57 - $161.83 $23.6K - $26.2K
3.38K $525K
IDV
Ishares Tr

ETFs
489
+ 2.42%
$34.54 - $37.28 $16.9K - $18.2K
20.7K $757K
QCOM
Qualcomm Inc

Technology
179
+ 8.49%
$145.84 - $173.55 $26.1K - $31.1K
2.29K $380K
SNA
Snap On Inc

Industrials
25
+ 2.63%
$313.01 - $346.53 $7.83K - $8.66K
975 $337K
XOM
Exxon Mobil Corp

Energy
175
+ 4.26%
$105.83 - $117.22 $18.5K - $20.5K
4.29K $483K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25
+ 0.23%
$62.09 - $66.51 $1.55K - $1.66K
11K $717K
AMAT
Applied Materials Inc

Technology
2
+ 0.13%
$156.25 - $204.95 $313 - $410
1.59K $325K
Activity Summary
Buys All Purchases 73 New Holdings 15 Increased Positions 58 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Planned Solutions, Inc. Portfolio

Follow Planned Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email