Planning Alternatives LTD Portfolio Holdings by Sector
Planning Alternatives LTD
- $653 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV IJH VEA JPUS VIG IJR VUG SCHF 32 stocks |
$624,695
95.67% of portfolio
|
13
|
16
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,395
1.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,346
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DTE 1 stocks |
$1,981
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$1,179
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG ITW 2 stocks |
$1,094
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,076
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
COMP 1 stocks |
$999
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$947
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$776
0.12% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MORN 1 stocks |
$719
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$634
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN 2 stocks |
$500
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
LRCX 1 stocks |
$477
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$416
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VMO 1 stocks |
$400
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$386
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$350
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$312
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$301
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Conglomerates | Industrials
HON 1 stocks |
$288
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$259
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$215
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$205
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|