Planned Solutions, Inc. Incresed Positions in Q1 2025

Planned Solutions, Inc.

  • $231 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.3K
+ 21.28%
$100.34 - $100.68 $1.03M - $1.03M
58.5K $5.88M
JPIE
J P Morgan Exchange Traded Fd
14.1K
+ 3.05%
$45.46 - $46.18 $641K - $651K
476K $21.9M
NVDA
Nvidia Corp

Technology
9.12K
+ 73.27%
$106.98 - $149.43 $975K - $1.36M
21.6K $2.34M
IEFA
Ishares Tr

ETFs
1.38K
+ 1.55%
$69.57 - $78.65 $95.9K - $108K
90.2K $6.89M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.96K
+ 2.38%
N/A
299K $25.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.42K
+ 2.98%
$100.32 - $100.76 $343K - $345K
118K $11.9M
FNDX
Schwab Fundamental U S Large C

ETFs
23.1K
+ 2.21%
$23.03 - $25.01 $532K - $578K
1.07M $24.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.74K
+ 10.3%
$18.36 - $20.51 $105K - $118K
61.4K $1.23M
FILL
Ishares Inc Msci Global Energy

ETFs
1.14K
+ 1.4%
$22.61 - $24.93 $25.7K - $28.3K
82.1K $2.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45
+ 2.35%
$442.66 - $534.52 $19.9K - $24.1K
1.96K $1.03M
JNJ
Johnson & Johnson

Healthcare
418
+ 11.49%
$142.06 - $167.7 $59.4K - $70.1K
4.06K $672K
QUAL
Ishares Msci Usa Quality Facto

ETFs
929
+ 26.61%
$168.16 - $186.21 $156K - $173K
4.42K $749K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.76K
+ 17.73%
$27.01 - $28.54 $102K - $107K
25K $688K
CVX
Chevron Corp

Energy
151
+ 4.57%
$146.71 - $167.97 $22.2K - $25.4K
3.45K $577K
BAC
Bank Of America Corp

Financial Services
2.32K
+ 30.19%
$39.61 - $47.74 $92.1K - $111K
10K $418K
V
Visa Inc.

Financial Services
75
+ 5.03%
$306.92 - $362.71 $23K - $27.2K
1.57K $549K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.39K
+ 25.84%
$50.48 - $51.04 $70K - $70.8K
6.76K $342K
VZ
Verizon Communications Inc

Communication Services
750
+ 13.47%
$37.81 - $46.49 $28.4K - $34.9K
6.32K $286K
IVE
Ishares S&P 500 Value ETF

ETFs
295
+ 23.28%
$185.78 - $198.58 $54.8K - $58.6K
1.56K $294K
XOM
Exxon Mobil Corp

Energy
35
+ 0.88%
$105.44 - $118.93 $3.69K - $4.16K
4K $475K
PG
Procter & Gamble CO

Consumer Defensive
218
+ 5.68%
$158.56 - $176.26 $34.6K - $38.4K
4.06K $691K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.26K
+ 11.26%
$25.81 - $28.52 $32.4K - $35.8K
12.4K $342K
LRGF
Ishares Tr

ETFs
1.59K
+ 9.15%
$56.95 - $63.95 $90.4K - $102K
19K $1.09M
NUE
Nucor Corp

Basic Materials
190
+ 9.23%
$114.48 - $142.52 $21.8K - $27.1K
2.25K $270K
CB
Chubb LTD

Financial Services
19
+ 1.99%
$257.71 - $301.99 $4.9K - $5.74K
972 $293K
WFC
Wells Fargo & Company

Financial Services
300
+ 9.55%
$66.78 - $81.42 $20K - $24.4K
3.44K $246K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
147
+ 2.41%
$95.85 - $99.25 $14.1K - $14.6K
6.25K $616K
GNMA
Ishares Gnma Bond ETF

ETFs
125
+ 0.69%
$42.17 - $44.04 $5.27K - $5.51K
18.2K $797K
SCHO
Schwab Short Term Us Treasury

ETFs
395
+ 1.17%
$24.1 - $24.33 $9.52K - $9.61K
34K $828K
SRLN
Ssga Active Trust

ETFs
441
+ 5.27%
$41.02 - $41.99 $18.1K - $18.5K
8.81K $362K
META
Meta Platforms, Inc.

Communication Services
65
+ 3.41%
$576.36 - $736.67 $37.5K - $47.9K
1.97K $1.14M
VTV
Vanguard Value ETF

ETFs
29
+ 0.81%
$167.73 - $179.21 $4.86K - $5.2K
3.59K $613K
IVV
Ishares Core S&P 500 ETF

ETFs
96
+ 6.47%
$554.06 - $615.85 $53.2K - $59.1K
1.58K $881K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.96K
+ 6.22%
$21.23 - $23.75 $148K - $165K
119K $2.55M
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 0.5%
N/A
2.44K $443K
Jpmorgan Hedged Equity Laddered Overlay ETF
2.84K
+ 2.95%
N/A
99.3K $0
Ishares Large Cap Deep Buffer ETF
2.33K
+ 1.28%
N/A
184K $0
Return Stacked U.S. Stocks & Managed Futures ETF
1.64K
+ 1.31%
N/A
127K $0
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.04%
$84.5 - $105.05 $169 - $210
5.42K $475K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
91
+ 1.7%
$196.12 - $229.48 $17.8K - $20.9K
5.45K $1.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.6%
$551.42 - $612.93 $2.76K - $3.06K
838 $468K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22
+ 0.2%
$57.21 - $65.8 $1.26K - $1.45K
10.9K $637K
MSFT
Microsoft Corp

Technology
358
+ 8.05%
$375.39 - $447.2 $134K - $160K
4.8K $1.8M
TSLA
Tesla, Inc.

Consumer Cyclical
163
+ 17.64%
$222.15 - $428.22 $36.2K - $69.8K
1.09K $281K
IWM
Ishares Russell 2000 ETF

ETFs
9
+ 0.13%
$198.1 - $229.79 $1.78K - $2.07K
7K $1.4M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
6.68K
+ 2.78%
$40.87 - $45.28 $273K - $303K
247K $10.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.78K
+ 2.88%
$96.88 - $111.25 $269K - $309K
99K $9.81M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.68K
+ 2.48%
$120.29 - $134.6 $442K - $495K
152K $18.4M
AVUV
American Centy ETF Tr Avantis

ETFs
2.47K
+ 2.46%
$84.95 - $100.62 $210K - $249K
103K $8.96M
Activity Summary
Buys All Purchases 60 New Holdings 10 Increased Positions 50 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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