Planned Solutions, Inc. Reduced Holdings in Q2 2025

Planned Solutions, Inc.

  • $237 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-87K
- 87.84%
$86.05 - $107.7 $7.48M - $9.37M
12K $1.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-52.6K
- 44.42%
$100.04 - $100.54 $5.26M - $5.29M
65.8K $6.62M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-36.8K
- 62.93%
$100.35 - $100.71 $3.69M - $3.7M
21.7K $2.18M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-94.6K
- 38.27%
$36.14 - $44.23 $3.42M - $4.19M
153K $6.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9.89K
- 30.77%
$416.06 - $551.64 $4.12M - $5.46M
22.3K $12.3M
AVUV
American Centy ETF Tr Avantis

ETFs
-34.5K
- 33.46%
$75.17 - $91.21 $2.59M - $3.14M
68.5K $6.24M
FILL
Ishares Inc Msci Global Energy

ETFs
-44.4K
- 54.1%
$20.55 - $24.96 $913K - $1.11M
37.7K $893K
LLY
Eli Lilly & CO

Healthcare
-156
- 6.07%
$713.71 - $898.95 $111K - $140K
2.41K $1.88M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-2.49K
- 40.04%
$81.66 - $93.76 $204K - $234K
3.73K $350K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-231
- 11.79%
$483.48 - $539.8 $112K - $125K
1.73K $839K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-9.73K
- 17.29%
$20.42 - $25.3 $199K - $246K
46.5K $1.18M
CVX
Chevron Corp

Energy
-233
- 6.75%
$133.73 - $168.51 $31.2K - $39.3K
3.22K $461K
IWM
Ishares Russell 2000 ETF

ETFs
-796
- 11.38%
$174.82 - $215.79 $139K - $172K
6.2K $1.34M
SNY
Sanofi

Healthcare
-266
- 5.25%
$47.62 - $55.44 $12.7K - $14.7K
4.8K $231K
GNMA
Ishares Gnma Bond ETF

ETFs
-1.16K
- 6.39%
$42.91 - $44.21 $49.9K - $51.5K
17K $748K
IVE
Ishares S&P 500 Value ETF

ETFs
-295
- 18.89%
$168.34 - $195.42 $49.7K - $57.6K
1.27K $247K
TIP
Ishares Tr Tips Bd ETF

ETFs
-354
- 5.01%
$107.93 - $110.97 $38.2K - $39.3K
6.71K $738K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.32K
- 3.87%
$24.19 - $24.45 $31.9K - $32.2K
32.7K $797K
VZ
Verizon Communications Inc

Communication Services
-355
- 5.62%
$41.67 - $45.62 $14.8K - $16.2K
5.96K $258K
AEP
American Electric Power CO Inc

Utilities
-48
- 2.42%
$98.59 - $109.11 $4.73K - $5.24K
1.94K $201K
CB
Chubb LTD

Financial Services
-2
- 0.21%
$274.32 - $302.46 $549 - $605
970 $281K
Arista Networks Inc Com Shs
-64
- 1.2%
N/A
5.26K $0
MOTI
Vaneck Morningstar Internation

ETFs
-473
- 3.27%
$30.01 - $34.75 $14.2K - $16.4K
14K $485K
RF
Regions Financial Corp

Financial Services
-834
- 7.64%
$18.34 - $23.52 $15.3K - $19.6K
10.1K $237K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-650
- 5.24%
$24.38 - $30.18 $15.8K - $19.6K
11.8K $354K
WFC
Wells Fargo & Company

Financial Services
-150
- 4.36%
$60.98 - $80.12 $9.15K - $12K
3.29K $263K
JPIE
J P Morgan Exchange Traded Fd
-2.46K
- 0.52%
$45.12 - $46.32 $111K - $114K
474K $21.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-120
- 11.04%
$221.86 - $362.89 $26.6K - $43.5K
967 $307K
CAT
Caterpillar Inc

Industrials
-19
- 2.87%
$273.94 - $388.21 $5.2K - $7.38K
644 $250K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-186
- 0.29%
$75.05 - $77.34 $14K - $14.4K
63.8K $4.93M
IDV
Ishares Tr

ETFs
-432
- 2.09%
$27.79 - $34.84 $12K - $15.1K
20.2K $698K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-188
- 0.31%
$17.76 - $22.1 $3.34K - $4.15K
61.3K $1.35M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-338
- 6.21%
$180.84 - $240.32 $61.1K - $81.2K
5.11K $1.23M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-862
- 0.73%
$19.1 - $23.83 $16.5K - $20.5K
118K $2.81M
NVDA
Nvidia Corp

Technology
-1.24K
- 5.74%
$94.31 - $157.99 $117K - $195K
20.3K $3.21M
FNDX
Schwab Fundamental U S Large C

ETFs
-5.04K
- 0.47%
$20.84 - $24.54 $105K - $124K
1.06M $26.1M
Activity Summary
Buys All Purchases 54 New Holdings 19 Increased Positions 35 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 1
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