Planned Solutions, Inc. Portfolio Holdings

Planned Solutions, Inc.

  • $231 Million
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.76B
$417,000 0.18% of portfolio
4,060
Q3 2024 Added 10.33%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $231 Million
  • Prior Value $245 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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