Planned Solutions, Inc. New Holdings in Q3 2025

Planned Solutions, Inc.

Stock	Shares change	Price Range	Shares Held
GOOGL Alphabet Inc. Communication Services	2.12K New	$174.36 - $254.72 $370K - $541K	2.12K $516K
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
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
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
FSK Fs Kkr Capital Corp Financial Services	13K New	$14.93 - $22.48 $194K - $292K	13K $193K
STLD Steel Dynamics Inc Basic Materials	1.56K New	N/A	1.56K $153K
Lam Research Corp Com New	1.72K New	N/A	1.72K $0

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