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.
Portfolio value
$245 Million
ETFs: $170 Million
Technology: $18.2 Million
Industrials: $8.79 Million
Financial Services: $7.67 Million
Healthcare: $7.01 Million
Consumer Cyclical: $4.82 Million
Consumer Defensive: $2.96 Million
Basic Materials: $2.59 Million
Other: $8.08 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
