Planned Solutions, Inc. Reduced Holdings in Q3 2025

Planned Solutions, Inc.

  • $260 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.2K
- 1.71%
N/A
299K $25.6M
LLY
Eli Lilly & CO

Healthcare
-224
- 9.28%
$625.65 - $812.69 $140K - $182K
2.19K $1.67M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.91K
- 2.99%
$76.16 - $78.59 $145K - $150K
61.9K $4.83M
VUG
Vanguard Growth ETF

ETFs
-276
- 16.98%
$433.97 - $484.08 $120K - $134K
1.35K $646K
CALM
Cal Maine Foods Inc

Consumer Defensive
-190
- 4.68%
$94.1 - $119.16 $17.9K - $22.6K
3.87K $364K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-380
- 13.27%
$225.11 - $247.9 $85.5K - $94.2K
2.48K $613K
SNY
Sanofi

Healthcare
-340
- 7.08%
$45.07 - $51.35 $15.3K - $17.5K
4.46K $210K
CB
Chubb LTD

Financial Services
-40
- 4.12%
$265.99 - $289.59 $10.6K - $11.6K
930 $262K
VEA
Vanguard Ftse Developed Market

ETFs
-765
- 6.24%
$56.02 - $60.3 $42.9K - $46.1K
11.5K $688K
SCHO
Schwab Short Term Us Treasury

ETFs
-225
- 0.69%
$24.23 - $24.42 $5.45K - $5.49K
32.5K $793K
AEP
American Electric Power CO Inc

Utilities
-125
- 6.45%
$103.26 - $115.0 $12.9K - $14.4K
1.81K $204K
RF
Regions Financial Corp

Financial Services
-800
- 7.93%
$24.03 - $27.41 $19.2K - $21.9K
9.29K $244K
NUE
Nucor Corp

Basic Materials
-13
- 0.54%
$133.3 - $150.33 $1.73K - $1.95K
2.38K $322K
PKG
Packaging Corp Of America

Consumer Cyclical
-100
- 8.42%
$191.41 - $220.25 $19.1K - $22K
1.09K $237K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-409
- 3.48%
$30.13 - $33.37 $12.3K - $13.6K
11.4K $378K
GRMN
Garmin LTD

Technology
-75
- 4.84%
$211.13 - $246.22 $15.8K - $18.5K
1.47K $362K
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.59%
$282.78 - $316.06 $3.96K - $4.42K
2.34K $739K
LRGF
Ishares Tr

ETFs
-339
- 1.77%
$64.13 - $69.24 $21.7K - $23.5K
18.8K $1.3M
PHM
Pultegroup Inc

Consumer Cyclical
-142
- 4.04%
$108.0 - $141.42 $15.3K - $20.1K
3.38K $445K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-58
- 0.12%
$25.29 - $28.33 $1.47K - $1.64K
46.5K $1.3M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-5.47K
- 3.59%
$44.14 - $47.9 $242K - $262K
147K $6.99M
AVUV
American Centy ETF Tr Avantis

ETFs
-870
- 1.27%
$90.37 - $102.12 $78.6K - $88.8K
67.7K $6.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-742
- 3.33%
$546.99 - $602.2 $406K - $447K
21.5K $12.9M
Activity Summary
Buys All Purchases 73 New Holdings 15 Increased Positions 58 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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