Planned Solutions, Inc. Portfolio Holdings

Planned Solutions, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $245 Million distributed in 662 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $25.5M, Schwab Fundamental U S Large C with a value of $24.8M, Ishares Core S&P Total U.S. St with a value of $18.4M, J P Morgan Exchange Traded Fd with a value of $14.5M, and Vanguard Bd Index Fd Inc Inter with a value of $12.4M.

Examining the 13F form we can see an increase of $38.2M in the current position value, from $207M to 245M.

Below you can find more details about Planned Solutions, Inc. portfolio as well as his latest detailed transactions.