Planned Solutions, Inc. New Holdings in Q3 2024

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.96K
New
$100.3 - $100.74 $598K - $601K
5.96K $600K
PSA
Public Storage

Real Estate
947
New
$283.13 - $365.01 $268K - $346K
947 $344K
GILD
Gilead Sciences, Inc.

Healthcare
3.16K
New
$66.59 - $83.99 $210K - $265K
3.16K $264K
TSLA
Tesla, Inc.

Consumer Cyclical
1K
New
$191.76 - $263.26 $192K - $264K
1K $262K
CINF
Cincinnati Financial Corp

Financial Services
1.91K
New
$115.7 - $138.2 $221K - $264K
1.91K $259K
CB
Chubb LTD

Financial Services
893
New
$252.51 - $292.2 $225K - $261K
893 $257K
RF
Regions Financial Corp

Financial Services
10.1K
New
$19.51 - $23.42 $197K - $236K
10.1K $235K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.44K
New
$109.16 - $155.35 $158K - $224K
1.44K $223K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.32K
New
$50.52 - $50.95 $218K - $220K
4.32K $219K
DUK
Duke Energy Corp

Utilities
1.85K
New
$99.35 - $117.71 $184K - $218K
1.85K $213K
O
Realty Income Corp

Real Estate
3.25K
New
$52.36 - $63.42 $170K - $206K
3.25K $205K
MA
Mastercard Inc

Financial Services
414
New
$429.6 - $500.99 $178K - $207K
414 $204K
EVR
Evercore Inc.

Financial Services
800
New
$211.0 - $258.67 $169K - $207K
800 $202K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.7K
New
$98.71 - $117.61 $167K - $199K
1.7K $199K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.84K
New
$49.93 - $51.15 $191K - $196K
3.84K $196K
TM
Toyota Motor Corp

Consumer Cyclical
1.1K
New
$167.18 - $207.59 $184K - $228K
1.1K $196K
MTH
Meritage Homes Corp

Consumer Cyclical
945
New
$152.23 - $213.69 $144K - $202K
945 $193K
VOT
Vanguard Mid Cap Growth Index

ETFs
793
New
$218.05 - $243.47 $173K - $193K
793 $193K
FAST
Fastenal CO

Industrials
2.7K
New
$62.09 - $71.83 $168K - $194K
2.7K $192K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
990
New
$162.45 - $195.17 $161K - $193K
990 $189K
CMF
Ishares California Muni Bond E

ETFs
3.2K
New
$56.65 - $58.17 $181K - $186K
3.2K $185K
SYF
Synchrony Financial

Financial Services
3.69K
New
$43.77 - $52.22 $162K - $193K
3.69K $184K
EOG
Eog Resources Inc

Energy
1.47K
New
$117.9 - $132.65 $173K - $195K
1.47K $180K
BX
Blackstone Inc.

Financial Services
1.17K
New
$120.77 - $159.66 $141K - $186K
1.17K $178K
WFC
Wells Fargo & Company

Financial Services
3.14K
New
$51.58 - $60.97 $162K - $192K
3.14K $177K
PEG
Public Service Enterprise Group Inc

Utilities
1.98K
New
$73.58 - $89.21 $145K - $176K
1.98K $176K
ITB
Ishares Tr

ETFs
1.37K
New
$97.52 - $128.64 $134K - $176K
1.37K $174K
VLO
Valero Energy Corp

Energy
1.27K
New
$132.81 - $163.48 $169K - $207K
1.27K $171K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.57K
New
$99.14 - $109.18 $156K - $171K
1.57K $171K
SHEL
Shell PLC

Energy
2.57K
New
$65.65 - $73.28 $168K - $188K
2.57K $169K
FNDA
Schwab Fundamental U S Small C

ETFs
2.82K
New
$54.26 - $60.01 $153K - $169K
2.82K $167K
QCOM
Qualcomm Inc

Technology
985
New
$156.12 - $209.64 $154K - $206K
985 $167K
SBUX
Starbucks Corp

Consumer Cyclical
1.68K
New
$72.51 - $98.6 $122K - $166K
1.68K $163K
AFL
Aflac Inc

Financial Services
1.45K
New
$88.52 - $111.8 $128K - $162K
1.45K $162K
GOOGL
Alphabet Inc.

Communication Services
979
New
$148.65 - $191.18 $146K - $187K
979 $162K
BKE
Buckle Inc

Consumer Cyclical
3.65K
New
$35.9 - $44.62 $131K - $163K
3.65K $160K
CEG
Constellation Energy Corp

Utilities
604
New
$167.08 - $262.86 $101K - $159K
604 $157K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.96K
New
$73.43 - $80.37 $144K - $158K
1.96K $157K
CBOE
Cboe Global Markets, Inc.

Financial Services
760
New
$168.57 - $213.65 $128K - $162K
760 $155K
DFAU
Dimensional ETF Tr

ETFs
3.91K
New
$35.8 - $39.69 $140K - $155K
3.91K $155K
ESNT
Essent Group Ltd.

Financial Services
2.39K
New
$54.95 - $64.53 $131K - $154K
2.39K $153K
IWN
Ishares Russell2000 Val ETF

ETFs
913
New
$150.05 - $171.34 $137K - $156K
913 $152K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
2.71K
New
$55.75 - $55.75 $151K - $151K
2.71K $151K
WSM
Williams Sonoma Inc

Consumer Cyclical
960
New
$128.47 - $280.94 $123K - $270K
960 $148K
HOLX
Hologic Inc

Healthcare
1.81K
New
$73.48 - $83.64 $133K - $152K
1.81K $147K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
843
New
$147.95 - $191.05 $125K - $161K
843 $146K
MATX
Matson, Inc.

Industrials
1.02K
New
$121.89 - $142.79 $124K - $146K
1.02K $145K
INGR
Ingredion Inc

Consumer Defensive
1.06K
New
$111.98 - $137.59 $118K - $145K
1.06K $144K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
3.2K
New
$36.06 - $46.59 $115K - $149K
3.2K $144K
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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