Planning Alternatives LTD Purchases and Sells in Q3 2025

Planning Alternatives LTD

$767 Million
Q3 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	6.27K + 1.06%	$110.74 - $122.12 $694K - $766K	599K $72.5M
VEA	19.3K + 1.5%	$56.02 - $60.3 $1.08M - $1.16M	1.3M $78.1M
IJH	7.19K + 0.57%	$62.09 - $66.51 $446K - $478K	1.27M $82.8M
AAPL	6.35K + 11.76%	$202.38 - $256.87 $1.29M - $1.63M	60.4K $15.4M
IJR	2.46K + 0.71%	$108.46 - $120.63 $267K - $297K	348K $41.3M
NVDA	6.7K + 59.59%	$153.3 - $186.58 $1.03M - $1.25M	17.9K $3.35M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HD	1.41K New	$357.4 - $423.42 $502K - $595K	1.41K $569K
JNJ	1.89K New	$155.17 - $185.42 $294K - $351K	1.89K $351K
ORCL	1.18K New	$218.96 - $328.33 $259K - $388K	1.18K $332K
PLTR	1.63K New	$130.68 - $186.97 $214K - $306K	1.63K $298K
TMO	560 New	$404.94 - $499.99 $227K - $280K	560 $271K
PEP	1.74K New	$133.81 - $152.16 $233K - $265K	1.74K $244K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPUS	-6.69K - 30.85%	$117.71 - $125.02 $788K - $837K	15K $1.86M
BND	-6.34K - 20.45%	$72.57 - $74.72 $460K - $474K	24.7K $1.84M
BRK-B	-471 - 16.64%	$459.11 - $506.91 $216K - $239K	2.36K $1.19M
PG	-893 - 36.39%	$150.47 - $161.22 $134K - $144K	1.56K $239K
V	-346 - 26.78%	$332.09 - $358.86 $115K - $124K	946 $322K
LLY	-141 - 19.26%	$625.65 - $812.69 $88.2K - $115K	591 $450K

Activity Summary All Purchases 47 New Holdings 9 Increased Positions 38 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.