Planning Alternatives LTD has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $608 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $219M, Ishares Core S&P Mid Cap ETF with a value of $70.6M, Vanguard Ftse Developed Market with a value of $67.7M, Jpmorgan Diversified Return Us with a value of $57.8M, and Vanguard Dividend Appreciation with a value of $46.1M.

Examining the 13F form we can see an increase of $37.6M in the current position value, from $571M to 608M.

Below you can find more details about Planning Alternatives LTD portfolio as well as his latest detailed transactions.

Portfolio value $608 Million
ETFs: $587 Million
Technology: $12.8 Million
Consumer Defensive: $2.13 Million
Financial Services: $1.91 Million
Utilities: $1.73 Million
Industrials: $1.43 Million
Consumer Cyclical: $760,000
Healthcare: $347,000
Other: $278,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 49
  • Current Value $608 Million
  • Prior Value $571 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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