Planning Alternatives LTD Incresed Positions in Q1 2025

Planning Alternatives LTD

  • $648 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
10.5K
+ 4.1%
N/A
266K $48.4M
XCEM
Columbia ETF Tr Ii

ETFs
39.5K
+ 13.78%
$29.18 - $30.72 $1.15M - $1.21M
326K $9.64M
COMP
Compass, Inc.

Technology
66.9K
+ 58.88%
$5.35 - $10.24 $358K - $685K
181K $1.58M
NVDA
Nvidia Corp

Technology
8.26K
+ 315.55%
$106.98 - $149.43 $884K - $1.23M
10.9K $1.18M
MSFT
Microsoft Corp

Technology
2.6K
+ 50.86%
$375.39 - $447.2 $977K - $1.16M
7.72K $2.9M
AMZN
Amazon Com Inc

Consumer Cyclical
3.68K
+ 184.33%
$190.26 - $242.06 $701K - $892K
5.68K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
583
+ 24.94%
$442.66 - $534.52 $258K - $312K
2.92K $1.56M
META
Meta Platforms, Inc.

Communication Services
807
+ 195.87%
$576.36 - $736.67 $465K - $594K
1.22K $702K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
8.87K
+ 25.79%
$45.92 - $47.58 $407K - $422K
43.3K $2.05M
PM
Philip Morris International Inc.

Consumer Defensive
456
+ 4.69%
$117.15 - $158.79 $53.4K - $72.4K
10.2K $1.61M
DTE
Dte Energy CO

Utilities
148
+ 0.96%
$117.6 - $138.27 $17.4K - $20.5K
15.6K $2.15M
LLY
Eli Lilly & CO

Healthcare
315
+ 55.75%
$725.72 - $929.72 $229K - $293K
880 $726K
CVX
Chevron Corp

Energy
1.29K
+ 72.89%
$146.71 - $167.97 $189K - $216K
3.05K $509K
V
Visa Inc.

Financial Services
633
+ 93.09%
$306.92 - $362.71 $194K - $230K
1.31K $460K
TSLA
Tesla, Inc.

Consumer Cyclical
1.29K
+ 211.86%
$222.15 - $428.22 $286K - $551K
1.89K $490K
ABBV
Abb Vie Inc.

Healthcare
762
+ 63.5%
$169.2 - $216.66 $129K - $165K
1.96K $411K
HON
Honeywell International Inc

Industrials
563
+ 39.4%
$202.75 - $226.52 $114K - $128K
1.99K $421K
CAT
Caterpillar Inc

Industrials
378
+ 38.22%
$326.75 - $407.63 $124K - $154K
1.37K $450K
PG
Procter & Gamble CO

Consumer Defensive
507
+ 32.48%
$158.56 - $176.26 $80.4K - $89.4K
2.07K $352K
ITW
Illinois Tool Works Inc

Industrials
234
+ 19.07%
$244.9 - $274.48 $57.3K - $64.2K
1.46K $362K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
370
+ 6.27%
$507.05 - $563.67 $188K - $209K
6.28K $3.22M
F
Ford Motor CO

Consumer Cyclical
2.46K
+ 6.24%
$9.12 - $10.43 $22.5K - $25.7K
41.9K $420K
BND
Vanguard Bd Index Fd Inc Total

ETFs
50
+ 0.6%
$71.17 - $73.66 $3.56K - $3.68K
8.38K $615K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.56K
+ 11.3%
$37.84 - $44.02 $96.7K - $113K
25.2K $966K
Ishares Bitcoin Trust ETF
2.63K
+ 22.67%
N/A
14.2K $0
VTI
Vanguard Total Stock Market Et

ETFs
46
+ 4.3%
$271.18 - $303.12 $12.5K - $13.9K
1.12K $306K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.59K
+ 5.37%
$120.24 - $134.3 $192K - $214K
31.3K $3.81M
MORN
Morningstar, Inc.

Financial Services
153
+ 6.79%
$282.49 - $334.73 $43.2K - $51.2K
2.41K $721K
AAPL
Apple Inc.

Technology
5.09K
+ 9.55%
$209.68 - $247.1 $1.07M - $1.26M
58.4K $13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.6K
+ 7.98%
$102.49 - $119.96 $2.52M - $2.95M
333K $34.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
48.4K
+ 4.06%
$57.21 - $65.8 $2.77M - $3.18M
1.24M $72.3M
IVV
Ishares Core S&P 500 ETF

ETFs
9.83K
+ 2.41%
$554.06 - $615.85 $5.44M - $6.05M
418K $235M
Activity Summary
Buys All Purchases 50 New Holdings 17 Increased Positions 33 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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