Planning Alternatives LTD Purchases and Sells in Q2 2025

Planning Alternatives LTD

$711 Million
Q2 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	236K + 66.09%	$82.32 - $112.47 $19.4M - $26.5M	593K $66.7M
IVV	2.25K + 0.54%	$498.8 - $620.9 $1.12M - $1.4M	420K $261M
IJH	22.2K + 1.79%	$51.16 - $62.02 $1.14M - $1.38M	1.26M $78.2M
IJR	12.1K + 3.62%	$90.56 - $109.49 $1.09M - $1.32M	345K $37.7M
BND	22.6K + 270.21%	$72.02 - $73.82 $1.63M - $1.67M	31K $2.28M
SCHB	19.2K + 12.99%	$19.1 - $23.83 $367K - $458K	167K $3.99M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	6.87K New	$102.31 - $105.8 $703K - $727K	6.87K $718K
AVGO	2.14K New	$146.29 - $275.65 $313K - $589K	2.14K $589K
XOM	2.55K New	$99.93 - $119.04 $255K - $304K	2.55K $275K
MA	414 New	$479.92 - $590.74 $199K - $245K	414 $232K
DIS	1.87K New	$81.72 - $124.01 $153K - $232K	1.87K $231K
IVW	2.06K New	$82.96 - $110.1 $171K - $227K	2.06K $227K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPUS	-214K - 90.81%	$102.8 - $118.19 $22M - $25.3M	21.7K $2.56M
AAPL	-4.41K - 7.54%	$172.42 - $223.89 $760K - $987K	54K $11.1M
COMP	-11K - 6.11%	$5.8 - $8.98 $64K - $99K	170K $1.06M
CVX	-797 - 26.15%	$133.73 - $168.51 $107K - $134K	2.25K $322K
BRK-B	-91 - 3.12%	$483.48 - $539.8 $44K - $49.1K	2.83K $1.37M
EAGG	-3.75K - 8.67%	$46.41 - $47.7 $174K - $179K	39.5K $1.88M

Activity Summary All Purchases 30 New Holdings 9 Increased Positions 21 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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