Planned Solutions, Inc. has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $231 Million distributed in 111 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 $25.1M, Schwab Fundamental U S Large C with a value of $24.7M, J P Morgan Exchange Traded Fd with a value of $21.1M, Ishares Core S&P Total U.S. St with a value of $19.1M, and Invesco Qqq Trust, Series 1 with a value of $16.5M.
Examining the 13F form we can see an decrease of $14M in the current position value, from $245M to 231M.
Below you can find more details about Planned Solutions, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$231 Million
ETFs: $169 Million
Technology: $16.3 Million
Industrials: $6.62 Million
Financial Services: $4.52 Million
Healthcare: $4.28 Million
Consumer Cyclical: $2.58 Million
Communication Services: $2.12 Million
Consumer Defensive: $2.03 Million
Other: $2.23 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
