Planning Alternatives LTD Sells in Q2 2025

Planning Alternatives LTD

  • $711 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPUS
Jpmorgan Diversified Return Us

ETFs
-214K
- 90.81%
$102.8 - $118.19 $22M - $25.3M
21.7K $2.56M
AAPL
Apple Inc.

Technology
-4.41K
- 7.54%
$172.42 - $223.89 $760K - $987K
54K $11.1M
COMP
Compass, Inc.

Technology
-11K
- 6.11%
$5.8 - $8.98 $64K - $99K
170K $1.06M
CVX
Chevron Corp

Energy
-797
- 26.15%
$133.73 - $168.51 $107K - $134K
2.25K $322K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-91
- 3.12%
$483.48 - $539.8 $44K - $49.1K
2.83K $1.37M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-3.75K
- 8.67%
$46.41 - $47.7 $174K - $179K
39.5K $1.88M
LLY
Eli Lilly & CO

Healthcare
-148
- 16.82%
$713.71 - $898.95 $106K - $133K
732 $570K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.48K
- 2.3%
$24.32 - $27.87 $36.1K - $41.4K
63.1K $1.67M
ABBV
Abb Vie Inc.

Healthcare
-395
- 20.13%
$170.16 - $206.27 $67.2K - $81.5K
1.57K $290K
CSCO
Cisco Systems, Inc.

Technology
-2.31K
- 41.89%
$53.19 - $69.38 $123K - $160K
3.2K $221K
MCD
Mcdonalds Corp

Consumer Cyclical
-65
- 8.29%
$285.55 - $321.23 $18.6K - $20.9K
719 $210K
GGG
Graco Inc

Industrials
-400
- 4.53%
$74.02 - $87.26 $29.6K - $34.9K
8.44K $725K
GOOGL
Alphabet Inc.

Communication Services
-427
- 14.22%
$144.7 - $178.6 $61.8K - $76.3K
2.58K $453K
GOOG
Alphabet Inc.

Communication Services
-306
- 13.83%
$146.58 - $180.01 $44.9K - $55.1K
1.91K $338K
AXP
American Express CO

Financial Services
-189
- 17.86%
$231.39 - $318.98 $43.7K - $60.3K
869 $277K
ITW
Illinois Tool Works Inc

Industrials
-14
- 0.96%
$218.41 - $252.43 $3.06K - $3.53K
1.45K $357K
V
Visa Inc.

Financial Services
-21
- 1.6%
$308.27 - $373.31 $6.47K - $7.84K
1.29K $458K
TXN
Texas Instruments Inc

Technology
-11
- 0.61%
N/A
1.79K $347K
Linde PLC
-76
- 13.62%
N/A
482 $0
DGRO
Ishares Core Dividend Growth E

ETFs
-61
- 1.15%
$55.22 - $63.94 $3.37K - $3.9K
5.24K $335K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-65
- 0.44%
$20.42 - $25.3 $1.33K - $1.64K
14.7K $371K
MORN
Morningstar, Inc.

Financial Services
-15
- 0.62%
$255.31 - $313.93 $3.83K - $4.71K
2.39K $750K
HON
Honeywell International Inc

Industrials
-56
- 2.81%
$182.86 - $232.88 $10.2K - $13K
1.94K $450K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-178
- 0.7%
$22.92 - $28.05 $4.08K - $4.99K
25.3K $710K
IEFA
Ishares Tr

ETFs
-42
- 0.63%
$67.83 - $84.09 $2.85K - $3.53K
6.63K $553K
INTU
Intuit Inc

Technology
-22
- 4.93%
$544.07 - $787.63 $12K - $17.3K
424 $333K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-283
- 1.12%
$33.46 - $41.33 $9.47K - $11.7K
24.9K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
-397
- 6.99%
$167.32 - $223.3 $66.4K - $88.7K
5.28K $1.16M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-385
- 2.37%
$73.02 - $90.22 $28.1K - $34.7K
15.9K $1.42M
TSLA
Tesla, Inc.

Consumer Cyclical
-44
- 2.32%
$221.86 - $362.89 $9.76K - $16K
1.85K $587K
NFLX
Netflix Inc

Communication Services
-1
- 0.3%
$855.86 - $1339.13 $856 - $1.34K
328 $439K
META
Meta Platforms, Inc.

Communication Services
-14
- 1.15%
$484.66 - $738.09 $6.79K - $10.3K
1.21K $889K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.01K
- 2.33%
$19.6 - $24.44 $177K - $220K
378K $9.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
-579
- 3.15%
$496.48 - $617.85 $287K - $358K
17.8K $11M
MSFT
Microsoft Corp

Technology
-117
- 1.52%
$354.56 - $497.45 $41.5K - $58.2K
7.6K $3.78M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-25.8K
- 3.59%
$17.76 - $22.1 $458K - $570K
693K $15.3M
XCEM
Columbia ETF Tr Ii

ETFs
-1.78K
- 0.54%
$26.68 - $34.18 $47.4K - $60.7K
324K $11.1M
VUG
Vanguard Growth ETF

ETFs
-1.91K
- 4.81%
$329.49 - $438.4 $628K - $836K
37.7K $16.5M
VEA
Vanguard Ftse Developed Market

ETFs
-18.6K
- 1.43%
$45.65 - $57.01 $849K - $1.06M
1.28M $73.2M
Activity Summary
Buys All Purchases 30 New Holdings 9 Increased Positions 21 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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