Planning Alternatives LTD Portfolio Holdings by Sector
Planning Alternatives LTD
- $711 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV IJH VEA SPMO VIG IJR VUG SCHF 36 stocks |
$671,168
94.42% of portfolio
|
13
|
16
|
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$11,081
1.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$3,782
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN 3 stocks |
$2,711
0.38% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DTE 1 stocks |
$2,063
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$1,900
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$1,680
0.24% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
COMP INTU 2 stocks |
$1,397
0.2% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,374
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GGG ITW GE 3 stocks |
$1,289
0.18% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,159
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1,041
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$1,021
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA 3 stocks |
$967
0.14% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$916
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$860
0.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MORN 1 stocks |
$750
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$739
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VMO 1 stocks |
$670
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$670
0.09% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$664
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$597
0.08% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$533
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$450
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$390
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$290
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$221
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$210
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$206
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|