Planned Solutions, Inc. Incresed Positions 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
MSFT
Microsoft Corp

Technology
705
+ 14.17%
$491.09 - $535.64 $346K - $378K
5.68K $2.94M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.54K
+ 1.31%
$23.82 - $25.84 $36.7K - $39.8K
120K $3.07M
STLG
Ishares Factors Us Growth Styl

ETFs
4.56K
+ 2.01%
N/A
231K $11.6M
CAT
Caterpillar Inc

Industrials
296
+ 45.96%
$390.92 - $477.15 $116K - $141K
940 $448K
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
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
HSY
Hershey CO

Consumer Defensive
2
+ 0.14%
$161.95 - $193.45 $324 - $387
1.46K $273K
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.04%
$94.4 - $104.27 $189 - $209
5.43K $559K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
218
+ 3.46%
$97.75 - $100.75 $21.3K - $22K
6.51K $652K
MRK
Merck & Co., Inc.

Healthcare
3
+ 0.05%
$77.6 - $87.37 $233 - $262
5.84K $490K
CINF
Cincinnati Financial Corp

Financial Services
60
+ 3.09%
$145.8 - $158.1 $8.75K - $9.49K
2K $316K
PSA
Public Storage

Real Estate
103
+ 10.88%
$271.94 - $298.09 $28K - $30.7K
1.05K $303K
PNC
Pnc Financial Services Group, Inc.

Financial Services
45
+ 4.06%
$185.88 - $207.44 $8.36K - $9.33K
1.15K $231K
VIG
Vanguard Dividend Appreciation

ETFs
68
+ 2.65%
N/A
2.64K $480K
VCTR
Victory Capital Holdings, Inc.

Financial Services
110
+ 3.35%
$63.69 - $72.67 $7.01K - $7.99K
3.39K $219K
SRLN
Ssga Active Trust

ETFs
244
+ 2.75%
$41.28 - $41.65 $10.1K - $10.2K
9.13K $379K
CSCO
Cisco Systems, Inc.

Technology
210
+ 3.64%
$66.2 - $71.79 $13.9K - $15.1K
5.98K $409K
ABT
Abbott Laboratories

Healthcare
89
+ 2.8%
$120.51 - $136.62 $10.7K - $12.2K
3.27K $437K
CF
Cf Industries Holdings, Inc.

Basic Materials
100
+ 2.95%
$80.91 - $98.75 $8.09K - $9.88K
3.49K $313K
Return Stacked U.S. Stocks & Managed Futures ETF
483
+ 0.37%
N/A
132K $0
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
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