Planned Solutions, Inc. Incresed Positions in Q3 2024

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
2.13K
+ 0.62%
$65.36 - $71.76 $139K - $153K
345K $24.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.59K
+ 1.8%
$113.41 - $125.62 $294K - $326K
147K $18.4M
AAPL
Apple Inc.

Technology
3.47K
+ 20.83%
$207.23 - $234.82 $720K - $815K
20.1K $4.69M
VEA
Vanguard Ftse Developed Market

ETFs
4.38K
+ 2.21%
$47.6 - $53.31 $209K - $234K
202K $10.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.07K
+ 2.64%
$74.26 - $78.84 $302K - $321K
158K $12.4M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
3.83K
+ 1.56%
$39.66 - $43.57 $152K - $167K
249K $10.9M
JPIE
J P Morgan Exchange Traded Fd
11.4K
+ 3.78%
$45.17 - $46.39 $515K - $529K
313K $14.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5K
+ 4.45%
$46.9 - $51.96 $234K - $260K
117K $6.04M
IEFA
Ishares Tr

ETFs
303
+ 0.35%
$70.09 - $78.74 $21.2K - $23.9K
87.3K $6.81M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.14K
+ 2.1%
$96.3 - $106.49 $206K - $227K
104K $10.9M
MSFT
Microsoft Corp

Technology
1.01K
+ 29.5%
$395.15 - $467.56 $400K - $473K
4.44K $1.91M
RPV
Invesco Exchange Traded Fd Tr

ETFs
905
+ 2.03%
$82.04 - $89.49 $74.2K - $81K
45.4K $4.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
124
+ 0.68%
$434.77 - $502.96 $53.9K - $62.4K
18.3K $8.93M
JNJ
Johnson & Johnson

Healthcare
967
+ 28.42%
$145.48 - $167.38 $141K - $162K
4.37K $708K
IBM
International Business Machines Corp

Technology
29
+ 0.78%
$175.1 - $223.38 $5.08K - $6.48K
3.77K $832K
LRGF
Ishares Tr

ETFs
2.28K
+ 14.5%
$52.89 - $58.77 $120K - $134K
18K $1.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.76K
+ 11.88%
$36.98 - $41.55 $102K - $115K
26K $1.07M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.53K
+ 30.75%
$77.02 - $85.06 $118K - $130K
6.49K $548K
DHI
Horton D R Inc

Consumer Cyclical
195
+ 8.27%
$135.21 - $197.06 $26.4K - $38.4K
2.55K $487K
IWM
Ishares Russell 2000 ETF

ETFs
20
+ 0.29%
$200.87 - $224.6 $4.02K - $4.49K
7K $1.55M
CSCO
Cisco Systems, Inc.

Technology
1.74K
+ 33.9%
$44.74 - $53.22 $77.8K - $92.6K
6.87K $365K
SNY
Sanofi

Healthcare
1.15K
+ 22.69%
$48.54 - $58.53 $55.8K - $67.3K
6.22K $358K
DVY
Ishares Tr

ETFs
29
+ 0.37%
$119.99 - $135.74 $3.48K - $3.94K
7.76K $1.05M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.22K
+ 26.75%
$25.45 - $29.53 $56.4K - $65.5K
10.5K $306K
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.03%
$66.91 - $81.4 $134 - $163
6.04K $487K
CALM
Cal Maine Foods Inc

Consumer Defensive
380
+ 10.33%
$61.82 - $74.9 $23.5K - $28.5K
4.06K $303K
XOM
Exxon Mobil Corp

Energy
605
+ 17.37%
$109.72 - $119.0 $66.4K - $72K
4.09K $479K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
502
+ 8.85%
$96.25 - $101.98 $48.3K - $51.2K
6.18K $625K
CF
Cf Industries Holdings, Inc.

Basic Materials
340
+ 11.57%
$69.38 - $85.8 $23.6K - $29.2K
3.28K $281K
IDV
Ishares Tr

ETFs
65
+ 0.31%
$27.62 - $30.64 $1.8K - $1.99K
20.9K $633K
SNA
Snap On Inc

Industrials
105
+ 13.21%
$255.35 - $289.77 $26.8K - $30.4K
900 $260K
SAN
Banco Santander, S.A.

Financial Services
9.18K
+ 90.64%
$4.37 - $5.16 $40.1K - $47.3K
19.3K $98K
GNMA
Ishares Gnma Bond ETF

ETFs
501
+ 2.98%
$42.68 - $45.25 $21.4K - $22.7K
17.3K $776K
ANET
Arista Networks, Inc.

Technology
16
+ 1.22%
$311.42 - $388.21 $4.98K - $6.21K
1.33K $510K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
444
+ 5.69%
$100.09 - $100.69 $44.4K - $44.7K
8.25K $830K
IVW
Ishares S&P 500 Growth ETF

ETFs
142
+ 1.49%
$84.77 - $97.13 $12K - $13.8K
9.7K $928K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.07%
$520.18 - $576.82 $520 - $577
1.49K $858K
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 4.85%
$801.83 - $917.05 $21.6K - $24.8K
584 $517K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29
+ 0.27%
$57.32 - $62.65 $1.66K - $1.82K
10.9K $678K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.02%
$175.46 - $203.3 $175 - $203
5.35K $1.09M
NUE
Nucor Corp

Basic Materials
353
+ 19.71%
$137.77 - $166.14 $48.6K - $58.6K
2.14K $322K
SCHO
Schwab Short Term Us Treasury

ETFs
525
+ 3.35%
$47.93 - $49.06 $25.2K - $25.8K
16.2K $794K
ABT
Abbott Laboratories

Healthcare
150
+ 6.8%
$100.07 - $118.13 $15K - $17.7K
2.36K $268K
RIO
Rio Tinto PLC

Basic Materials
290
+ 8.8%
$59.71 - $71.21 $17.3K - $20.7K
3.59K $255K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.05%
$160.76 - $177.82 $322 - $356
3.84K $664K
V
Visa Inc.

Financial Services
32
+ 1.95%
$253.74 - $291.56 $8.12K - $9.33K
1.67K $459K
SRLN
Ssga Active Trust

ETFs
617
+ 9.86%
$40.93 - $41.85 $25.3K - $25.8K
6.88K $287K
TTE
Total Energies Se

Energy
285
+ 8.76%
$68.61 - $68.61 $19.6K - $19.6K
3.54K $242K
TXN
Texas Instruments Inc

Technology
100
+ 6.95%
$194.6 - $194.6 $19.5K - $19.5K
1.54K $299K
Activity Summary
Buys All Purchases 617 New Holdings 559 Increased Positions 58 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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