Planned Solutions, Inc. Portfolio Holdings
Planned Solutions, Inc.
- $245 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 662
- Current Value $245 Million
- Prior Value $207 Million
- Filing
- Period Q3 2024
- Filing Date October 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 559 stocks
- Additional Purchases 58 stocks
- Sold out of 0 stocks
- Reduced holdings in 8 stocks