Planned Solutions, Inc. Reduced Holdings in Q4 2024

Planned Solutions, Inc.

  • $231 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-185K
- 91.51%
$47.57 - $52.44 $8.81M - $9.71M
17.2K $821K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-94.8K
- 59.98%
$74.5 - $78.37 $7.06M - $7.43M
63.3K $4.73M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-60.3K
- 51.49%
$25.33 - $51.16 $1.53M - $3.09M
56.8K $1.47M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-39.1K
- 86.06%
$87.41 - $97.21 $3.42M - $3.8M
6.33K $571K
FILL
Ishares Inc Msci Global Energy

ETFs
-31.2K
- 27.82%
$22.16 - $26.33 $692K - $822K
81K $1.85M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-7.53K
- 7.26%
$103.6 - $112.52 $780K - $847K
96.2K $10.1M
LLY
Eli Lilly & CO

Healthcare
-303
- 10.4%
$727.2 - $932.06 $220K - $282K
2.61K $2.01M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-8.72K
- 3.5%
$42.95 - $45.72 $375K - $399K
241K $10.4M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.95K
- 1.67%
N/A
292K $25.1M
MOTI
Vaneck Morningstar Internation

ETFs
-8.02K
- 35.64%
$30.26 - $36.09 $243K - $289K
14.5K $438K
JNJ
Johnson & Johnson

Healthcare
-733
- 16.77%
$143.34 - $165.86 $105K - $122K
3.64K $525K
DHI
Horton D R Inc

Consumer Cyclical
-140
- 5.48%
$137.24 - $194.56 $19.2K - $27.2K
2.41K $337K
SNY
Sanofi

Healthcare
-1.15K
- 18.49%
$45.89 - $57.31 $52.8K - $65.9K
5.07K $244K
MRK
Merck & Co., Inc.

Healthcare
-438
- 10.95%
$96.31 - $114.76 $42.2K - $50.3K
3.56K $354K
NUE
Nucor Corp

Basic Materials
-85
- 3.96%
$115.78 - $167.74 $9.84K - $14.3K
2.06K $240K
XOM
Exxon Mobil Corp

Energy
-125
- 3.06%
$105.51 - $125.37 $13.2K - $15.7K
3.96K $426K
SAN
Banco Santander, S.A.

Financial Services
-8.05K
- 41.71%
$4.49 - $5.05 $36.1K - $40.7K
11.2K $51K
COST
Costco Wholesale Corp

Consumer Defensive
-60
- 10.27%
$873.59 - $994.69 $52.4K - $59.7K
524 $480K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-76
- 1.23%
$96.64 - $101.23 $7.34K - $7.69K
6.1K $591K
TIP
Ishares Tr Tips Bd ETF

ETFs
-37
- 0.52%
$106.33 - $110.69 $3.93K - $4.1K
7.06K $752K
ABT
Abbott Laboratories

Healthcare
-215
- 9.13%
$111.93 - $119.39 $24.1K - $25.7K
2.14K $242K
TXN
Texas Instruments Inc

Technology
-100
- 6.5%
N/A
1.44K $279K
CSCO
Cisco Systems, Inc.

Technology
-878
- 12.78%
$52.45 - $60.02 $46.1K - $52.7K
5.99K $354K
LRGF
Ishares Tr

ETFs
-606
- 3.37%
$58.25 - $63.26 $35.3K - $38.3K
17.4K $1.05M
IBM
International Business Machines Corp

Technology
-9
- 0.24%
$204.9 - $238.04 $1.84K - $2.14K
3.76K $826K
IWM
Ishares Russell 2000 ETF

ETFs
-11
- 0.16%
$216.13 - $242.4 $2.38K - $2.67K
6.99K $1.54M
WMT
Walmart Inc.

Consumer Defensive
-620
- 10.26%
$79.1 - $95.7 $49K - $59.3K
5.42K $489K
V
Visa Inc.

Financial Services
-180
- 10.77%
$273.87 - $320.91 $49.3K - $57.8K
1.49K $471K
IVV
Ishares Core S&P 500 ETF

ETFs
-6
- 0.4%
$570.51 - $610.59 $3.42K - $3.66K
1.48K $873K
WFC
Wells Fargo & Company

Financial Services
-4
- 0.13%
$54.98 - $77.35 $220 - $309
3.14K $220K
GOOG
Alphabet Inc.

Communication Services
-200
- 4.68%
$163.08 - $198.16 $32.6K - $39.6K
4.07K $775K
TSLA
Tesla, Inc.

Consumer Cyclical
-79
- 7.88%
$213.65 - $479.86 $16.9K - $37.9K
924 $373K
ESTC
Elastic N.V.

Technology
-1.08K
- 1.96%
$75.01 - $116.22 $80.6K - $125K
53.7K $5.32M
Activity Summary
Buys All Purchases 37 New Holdings 3 Increased Positions 34 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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