Planned Solutions, Inc. New Holdings in Q3 2024

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FDS
Factset Research Systems Inc

Financial Services
220
New
$397.04 - $469.48 $87.3K - $103K
220 $101K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
9.26K
New
$9.55 - $11.13 $88.4K - $103K
9.26K $100K
JXN
Jackson Financial Inc.

Financial Services
1.1K
New
$69.1 - $91.97 $76K - $101K
1.1K $100K
PNC
Pnc Financial Services Group, Inc.

Financial Services
544
New
$156.14 - $187.2 $84.9K - $102K
544 $100K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.87K
New
$51.78 - $52.98 $96.9K - $99.2K
1.87K $99K
FITB
Fifth Third Bancorp

Financial Services
2.3K
New
$36.01 - $43.64 $82.8K - $100K
2.3K $98K
VBK
Vanguard Small Cap Growth ETF

ETFs
365
New
$240.48 - $267.94 $87.8K - $97.8K
365 $97K
WPC
W. P. Carey Inc.

Real Estate
1.54K
New
$54.63 - $63.96 $84.3K - $98.7K
1.54K $96K
ISRG
Intuitive Surgical Inc

Healthcare
195
New
$416.14 - $494.01 $81.1K - $96.3K
195 $95K
PCAR
Paccar Inc

Industrials
965
New
$91.64 - $109.98 $88.4K - $106K
965 $95K
CTSH
Cognizant Technology Solutions Corp

Technology
1.23K
New
$66.89 - $77.87 $82.3K - $95.8K
1.23K $94K
RS
Reliance Steel & Aluminum CO

Basic Materials
320
New
$271.23 - $308.75 $86.8K - $98.8K
320 $92K
MELI
Mercadolibre Inc

Consumer Cyclical
45
New
$1591.44 - $2140.1 $71.6K - $96.3K
45 $92K
KEY
Keycorp

Financial Services
5.47K
New
$13.95 - $17.34 $76.2K - $94.8K
5.47K $91K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.53K
New
$57.96 - $65.72 $88.7K - $101K
1.53K $91K
MYRG
Myr Group Inc.

Industrials
900
New
$88.59 - $150.09 $79.7K - $135K
900 $91K
HD
Home Depot, Inc.

Consumer Cyclical
225
New
$333.64 - $405.2 $75.1K - $91.2K
225 $91K
UFPI
Ufp Industries Inc

Basic Materials
700
New
$107.65 - $135.34 $75.4K - $94.7K
700 $91K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
5K
New
$15.81 - $18.96 $79.1K - $94.8K
5K $90K
OC
Owens Corning

Industrials
515
New
$154.02 - $186.38 $79.3K - $96K
515 $90K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
170
New
$475.2 - $527.7 $80.8K - $89.7K
170 $89K
EXP
Eagle Materials Inc

Basic Materials
305
New
$212.39 - $292.18 $64.8K - $89.1K
305 $87K
MTG
Mgic Investment Corp

Financial Services
3.4K
New
$21.29 - $25.74 $72.4K - $87.5K
3.4K $87K
DDOG
Datadog, Inc.

Technology
750
New
$104.97 - $134.56 $78.7K - $101K
750 $86K
HSBC
Hsbc Holdings PLC

Financial Services
1.93K
New
$40.42 - $45.91 $77.8K - $88.4K
1.93K $86K
ALLY
Ally Financial Inc.

Financial Services
2.38K
New
$32.67 - $45.01 $77.8K - $107K
2.38K $84K
ESS
Essex Property Trust, Inc.

Real Estate
305
New
$272.82 - $272.82 $83.2K - $83.2K
305 $83K
WABC
Westamerica Bancorporation

Financial Services
1.69K
New
$47.62 - $57.4 $80.5K - $97K
1.69K $83K
GLD
Spdr Gold Trust

ETFs
338
New
$215.56 - $246.98 $72.9K - $83.5K
338 $82K
CMC
Commercial Metals CO

Basic Materials
1.45K
New
$48.67 - $60.35 $70.6K - $87.5K
1.45K $79K
IAU
Ishares Gold Trust

ETFs
1.59K
New
$44.06 - $50.5 $70.1K - $80.3K
1.59K $79K
EWBC
East West Bancorp Inc

Financial Services
955
New
$70.41 - $88.25 $67.2K - $84.3K
955 $79K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.13K
New
$63.28 - $70.06 $71.4K - $79.1K
1.13K $79K
APH
Amphenol Corp

Technology
1.2K
New
$58.39 - $70.41 $70.1K - $84.5K
1.2K $78K
PM
Philip Morris International Inc.

Consumer Defensive
650
New
$101.25 - $127.45 $65.8K - $82.8K
650 $78K
VUG
Vanguard Growth ETF

ETFs
204
New
$341.08 - $391.94 $69.6K - $80K
204 $78K
TROW
Price T Rowe Group Inc

Financial Services
710
New
$101.71 - $120.75 $72.2K - $85.7K
710 $77K
KMI
Kinder Morgan, Inc.

Energy
3.5K
New
$19.72 - $22.22 $69K - $77.7K
3.5K $77K
ICF
Ishares Tr

ETFs
1.16K
New
$56.77 - $67.33 $66.1K - $78.4K
1.16K $76K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
647
New
$105.53 - $118.34 $68.3K - $76.6K
647 $75K
SKX
Skechers Usa Inc

Consumer Cyclical
1.13K
New
$59.45 - $70.15 $67.2K - $79.3K
1.13K $75K
AVGO
Broadcom Inc.

Technology
440
New
$136.27 - $1745.86 $60K - $768K
440 $75K
AGCO
Agco Corp

Industrials
770
New
$84.99 - $103.52 $65.4K - $79.7K
770 $75K
EQR
Equity Residential

Real Estate
1K
New
$67.19 - $78.09 $67.2K - $78.1K
1K $74K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.01K
New
$64.35 - $75.71 $65.1K - $76.5K
1.01K $74K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
809
New
$83.76 - $91.82 $67.8K - $74.3K
809 $73K
EXC
Exelon Corp

Utilities
1.81K
New
$34.24 - $40.55 $62.1K - $73.6K
1.81K $73K
IYG
Ishares Tr

ETFs
1.03K
New
$64.2 - $71.76 $65.9K - $73.6K
1.03K $72K
ALL
Allstate Corp

Financial Services
378
New
$158.43 - $192.86 $59.9K - $72.9K
378 $71K
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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