Planning Alternatives LTD Reduced Holdings in Q3 2024

Planning Alternatives LTD

  • $653 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
-23.6K
- 48.73%
$50.09 - $51.31 $1.18M - $1.21M
24.9K $1.27M
VIG
Vanguard Dividend Appreciation

ETFs
-176
- 0.07%
$182.15 - $182.15 $32.1K - $32.1K
252K $45.9M
F
Ford Motor CO

Consumer Cyclical
-2.91K
- 6.87%
$9.71 - $14.55 $28.2K - $42.3K
39.5K $416K
CVX
Chevron Corp

Energy
-22
- 1.23%
$137.88 - $161.97 $3.03K - $3.56K
1.76K $259K
PG
Procter & Gamble CO

Consumer Defensive
-131
- 7.0%
$160.76 - $177.82 $21.1K - $23.3K
1.74K $301K
TXN
Texas Instruments Inc

Technology
-25
- 2.32%
$194.6 - $194.6 $4.87K - $4.87K
1.05K $204K
JPM
Jpmorgan Chase & CO

Financial Services
-33
- 3.27%
$194.9 - $224.8 $6.43K - $7.42K
976 $205K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-426
- 5.26%
$46.9 - $51.96 $20K - $22.1K
7.68K $395K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-354
- 3.93%
$75.47 - $83.18 $26.7K - $29.4K
8.65K $718K
DGRO
Ishares Core Dividend Growth E

ETFs
-58
- 1.06%
$57.47 - $62.76 $3.33K - $3.64K
5.39K $338K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-464
- 4.33%
$95.81 - $109.03 $44.5K - $50.6K
10.3K $1.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-494
- 2.12%
$77.02 - $85.06 $38K - $42K
22.8K $1.93M
IWV
Ishares Russell 3000 ETF

ETFs
-52
- 0.67%
$294.75 - $326.73 $15.3K - $17K
7.72K $2.52M
IBM
International Business Machines Corp

Technology
-11
- 0.38%
$175.1 - $223.38 $1.93K - $2.46K
2.87K $634K
VT
Vanguard Total World Stk Index

ETFs
-136
- 0.5%
$107.72 - $119.96 $14.6K - $16.3K
26.9K $3.22M
PM
Philip Morris International Inc.

Consumer Defensive
-45
- 0.46%
$101.25 - $127.45 $4.56K - $5.74K
9.72K $1.18M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-180
- 0.31%
$59.93 - $66.52 $10.8K - $12K
58.1K $3.86M
VUG
Vanguard Growth ETF

ETFs
-456
- 1.13%
$341.08 - $391.94 $156K - $179K
40K $15.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.54K
- 2.91%
$61.11 - $67.85 $277K - $308K
151K $10.3M
VTV
Vanguard Value ETF

ETFs
-1.39K
- 2.7%
$159.75 - $174.57 $222K - $243K
50.1K $8.75M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-8.71K
- 2.28%
$36.98 - $41.55 $322K - $362K
373K $15.3M
VEA
Vanguard Ftse Developed Market

ETFs
-1.15K
- 0.08%
$47.6 - $53.31 $54.5K - $61K
1.35M $71.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.66K
- 0.64%
$520.18 - $576.82 $1.38M - $1.53M
411K $237M
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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