Planned Solutions, Inc. has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $231 Million distributed in 113 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 $25.7M, Schwab Fundamental U S Large C with a value of $24.9M, J P Morgan Exchange Traded Fd with a value of $21.9M, Ishares Core S&P Total U.S. St with a value of $18.4M, and Invesco Qqq Trust, Series 1 with a value of $15.1M.
Examining the 13F form we can see an increase of $235K in the current position value, from $231M 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: $170 Million
Technology: $13.4 Million
Industrials: $6.59 Million
Healthcare: $4.62 Million
Financial Services: $4.48 Million
Communication Services: $2.69 Million
Consumer Defensive: $2 Million
Consumer Cyclical: $1.98 Million
Other: $3.17 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
