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

Summary

  • 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
Track This Portfolio

Track Planning Alternatives LTD Portfolio

Follow Planning Alternatives LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Alternatives LTD , based on Form 13F filings with the SEC.

News

Stay updated on Planning Alternatives LTD with notifications on news.