Planning Alternatives LTD Portfolio Holdings
Planning Alternatives LTD
- $653 Million
- Q3 2024
Planning Alternatives LTD has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $653 Million distributed in 58 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $237M, Ishares Core S&P Mid Cap ETF with a value of $73.3M, Vanguard Ftse Developed Market with a value of $71.4M, Jpmorgan Diversified Return Us with a value of $61.9M, and Vanguard Dividend Appreciation with a value of $45.9M.
Examining the 13F form we can see an increase of $35.4M in the current position value, from $618M to 653M.
Below you can find more details about Planning Alternatives LTD portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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