Planned Solutions, Inc. New Holdings in Q3 2024

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
61
New
$107.72 - $119.96 $6.57K - $7.32K
61 $7K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
114
New
$58.03 - $65.37 $6.62K - $7.45K
114 $7K
FBP
First Bancorp

Financial Services
350
New
$17.74 - $21.83 $6.21K - $7.64K
350 $7K
FHN
First Horizon Corp

Financial Services
500
New
$14.63 - $17.45 $7.32K - $8.73K
500 $7K
WPM
Wheaton Precious Metals Corp.

Basic Materials
118
New
$52.04 - $64.22 $6.14K - $7.58K
118 $7K
IVT
Inven Trust Properties Corp.

Real Estate
249
New
$24.41 - $29.87 $6.08K - $7.44K
249 $7K
GOLD
Barrick Gold Corp

Basic Materials
306
New
$16.56 - $21.01 $5.07K - $6.43K
306 $6K
PIM
Putnam Master Intermediate Income Trust

Financial Services
1.84K
New
$3.2 - $3.45 $5.88K - $6.34K
1.84K $6K
MSI
Motorola Solutions, Inc.

Technology
14
New
$385.65 - $450.49 $5.4K - $6.31K
14 $6K
NKE
Nike, Inc.

Consumer Cyclical
71
New
$71.09 - $89.44 $5.05K - $6.35K
71 $6K
BTU
Peabody Energy Corp

Energy
231
New
$20.56 - $26.53 $4.75K - $6.13K
231 $6K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
149
New
$37.68 - $42.0 $5.61K - $6.26K
149 $6K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
112
New
$49.82 - $52.8 $5.58K - $5.91K
112 $5K
IYM
Ishares Tr

ETFs
34
New
$136.13 - $151.64 $4.63K - $5.16K
34 $5K
HON
Honeywell International Inc

Industrials
26
New
$196.73 - $220.21 $5.11K - $5.73K
26 $5K
ARLP
Alliance Resource Partners LP

Energy
200
New
$22.57 - $25.89 $4.51K - $5.18K
200 $5K
SUN
Sunoco LP

Energy
100
New
$50.23 - $58.53 $5.02K - $5.85K
100 $5K
FCX
Freeport Mcmoran Inc

Basic Materials
112
New
$39.52 - $51.92 $4.43K - $5.82K
112 $5K
IIM
Invesco Value Municipal Income Trust

Financial Services
464
New
$12.19 - $12.99 $5.66K - $6.03K
464 $5K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
22
New
$233.4 - $302.36 $5.13K - $6.65K
22 $5K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
220
New
$20.05 - $23.55 $4.41K - $5.18K
220 $5K
UUUU
Energy Fuels Inc

Energy
1K
New
$4.28 - $6.65 $4.28K - $6.65K
1K $5K
HPE
Hewlett Packard Enterprise CO

Technology
263
New
$16.1 - $21.44 $4.23K - $5.64K
263 $5K
TSN
Tyson Foods, Inc.

Consumer Defensive
100
New
$55.91 - $65.87 $5.59K - $6.59K
100 $5K
AIT
Applied Industrial Technologies Inc

Industrials
23
New
$183.8 - $224.77 $4.23K - $5.17K
23 $5K
OGE
Oge Energy Corp.

Utilities
133
New
$35.12 - $41.18 $4.67K - $5.48K
133 $5K
HAL
Halliburton CO

Energy
200
New
$27.81 - $36.44 $5.56K - $7.29K
200 $5K
SA
Seabridge Gold Inc

Basic Materials
350
New
$13.33 - $18.56 $4.67K - $6.5K
350 $5K
IEF
Ishares Barclays

ETFs
58
New
$92.67 - $99.14 $5.37K - $5.75K
58 $5K
NRZ
New Residential Investment Corp.

Real Estate
700
New
N/A
700 $5K
DAR
Darling Ingredients Inc.

Consumer Defensive
115
New
$33.99 - $41.78 $3.91K - $4.8K
115 $4K
EVGO
E Vgo Inc.

Consumer Cyclical
1K
New
$2.35 - $4.7 $2.35K - $4.7K
1K $4K
AMD
Advanced Micro Devices Inc

Technology
28
New
$128.67 - $183.96 $3.6K - $5.15K
28 $4K
SOUN
Soundhound Ai, Inc.

Technology
1K
New
$3.89 - $6.2 $3.89K - $6.2K
1K $4K
SAP
Sap Se

Technology
18
New
$197.21 - $231.0 $3.55K - $4.16K
18 $4K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
250
New
$14.15 - $17.51 $3.54K - $4.38K
250 $4K
HLN
Haleon PLC

Healthcare
440
New
$8.32 - $10.7 $3.66K - $4.71K
440 $4K
SCHR
Schwab Intermediate Term Us Tr

ETFs
90
New
$48.4 - $50.91 $4.36K - $4.58K
90 $4K
ACLS
Axcelis Technologies Inc

Technology
40
New
$96.98 - $155.02 $3.88K - $6.2K
40 $4K
HYLB
Xtrackers Usd High Yield Corp

ETFs
123
New
$35.26 - $36.92 $4.34K - $4.54K
123 $4K
OGN
Organon & Co.

Healthcare
240
New
$18.65 - $23.03 $4.48K - $5.53K
240 $4K
IDU
Ishares Tr U S Utils ETF

ETFs
38
New
$87.2 - $102.21 $3.31K - $3.88K
38 $3K
GE
General Electric CO

Industrials
21
New
$156.66 - $189.66 $3.29K - $3.98K
21 $3K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
75
New
$45.6 - $46.83 $3.42K - $3.51K
75 $3K
GHC
Graham Holdings CO

Consumer Defensive
4
New
$688.99 - $821.72 $2.76K - $3.29K
4 $3K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
64
New
$49.69 - $50.5 $3.18K - $3.23K
64 $3K
CHRD
Oasis Petroleum Inc.

Energy
27
New
$128.01 - $176.98 $3.46K - $4.78K
27 $3K
DHR
Danaher Corp

Healthcare
11
New
$239.25 - $280.76 $2.63K - $3.09K
11 $3K
BSX
Boston Scientific Corp

Healthcare
38
New
$72.96 - $84.0 $2.77K - $3.19K
38 $3K
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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