Planning Alternatives LTD Incresed Positions in Q3 2025

Planning Alternatives LTD

  • $767 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.27K
+ 1.06%
$110.74 - $122.12 $694K - $766K
599K $72.5M
VEA
Vanguard Ftse Developed Market

ETFs
19.3K
+ 1.5%
$56.02 - $60.3 $1.08M - $1.16M
1.3M $78.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.19K
+ 0.57%
$62.09 - $66.51 $446K - $478K
1.27M $82.8M
AAPL
Apple Inc.

Technology
6.35K
+ 11.76%
$202.38 - $256.87 $1.29M - $1.63M
60.4K $15.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.46K
+ 0.71%
$108.46 - $120.63 $267K - $297K
348K $41.3M
NVDA
Nvidia Corp

Technology
6.7K
+ 59.59%
$153.3 - $186.58 $1.03M - $1.25M
17.9K $3.35M
XCEM
Columbia ETF Tr Ii

ETFs
5.06K
+ 1.56%
$33.85 - $36.86 $171K - $187K
329K $12M
MSFT
Microsoft Corp

Technology
1.39K
+ 18.29%
$491.09 - $535.64 $683K - $745K
9K $4.66M
MUB
Ishares National Muni Bond ETF

ETFs
5.02K
+ 73.08%
$103.24 - $106.68 $519K - $536K
11.9K $1.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
326
+ 4.72%
$567.77 - $614.76 $185K - $200K
7.23K $4.43M
GOOGL
Alphabet Inc.

Communication Services
1.05K
+ 40.89%
$174.36 - $254.72 $184K - $268K
3.63K $881K
AMZN
Amazon Com Inc

Consumer Cyclical
1.53K
+ 29.01%
$211.65 - $238.24 $324K - $365K
6.82K $1.5M
GOOG
Alphabet Inc.

Communication Services
859
+ 45.04%
$175.16 - $255.24 $150K - $219K
2.77K $673K
ABBV
Abb Vie Inc.

Healthcare
895
+ 57.12%
$184.85 - $231.54 $165K - $207K
2.46K $570K
VIG
Vanguard Dividend Appreciation

ETFs
1.44K
+ 0.54%
N/A
269K $49M
META
Meta Platforms, Inc.

Communication Services
352
+ 29.21%
$695.21 - $791.73 $245K - $279K
1.56K $1.14M
JPM
Jpmorgan Chase & CO

Financial Services
317
+ 12.43%
$282.78 - $316.06 $89.6K - $100K
2.87K $904K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.46K
+ 5.87%
$41.34 - $45.65 $60.4K - $66.7K
26.4K $1.19M
CAT
Caterpillar Inc

Industrials
53
+ 3.86%
$390.92 - $477.15 $20.7K - $25.3K
1.43K $680K
AVGO
Broadcom Inc.

Technology
30
+ 1.4%
$264.74 - $369.57 $7.94K - $11.1K
2.17K $715K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.16K
+ 5.47%
$46.86 - $48.27 $101K - $104K
41.7K $2M
CVX
Chevron Corp

Energy
601
+ 26.7%
$145.57 - $161.83 $87.5K - $97.3K
2.85K $442K
CSCO
Cisco Systems, Inc.

Technology
1.78K
+ 55.7%
$66.2 - $71.79 $118K - $128K
4.98K $340K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
450
+ 2.83%
$87.05 - $93.19 $39.2K - $41.9K
16.3K $1.52M
GE
General Electric CO

Industrials
143
+ 17.76%
$244.75 - $305.63 $35K - $43.7K
948 $285K
IEFA
Ishares Tr

ETFs
387
+ 5.84%
$81.7 - $87.53 $31.6K - $33.9K
7.02K $612K
AXP
American Express CO

Financial Services
130
+ 14.96%
$294.27 - $342.31 $38.3K - $44.5K
999 $331K
MA
Mastercard Inc

Financial Services
79
+ 19.08%
$550.18 - $598.96 $43.5K - $47.3K
493 $280K
NFLX
Netflix Inc

Communication Services
75
+ 22.87%
$1147.87 - $1297.18 $86.1K - $97.3K
403 $483K
ITW
Illinois Tool Works Inc

Industrials
72
+ 4.98%
$252.31 - $269.41 $18.2K - $19.4K
1.52K $396K
TXN
Texas Instruments Inc

Technology
176
+ 9.85%
N/A
1.96K $381K
INTU
Intuit Inc

Technology
80
+ 18.87%
$646.03 - $807.39 $51.7K - $64.6K
504 $344K
Ishares Bitcoin Trust ETF
8.91K
+ 61.5%
N/A
23.4K $0
Linde PLC
113
+ 23.44%
N/A
595 $0
Lam Research Corp
355
+ 5.34%
N/A
7.01K $0
HON
Honeywell International Inc

Industrials
154
+ 7.95%
$207.7 - $240.4 $32K - $37K
2.09K $439K
PM
Philip Morris International Inc.

Consumer Defensive
161
+ 1.54%
$157.77 - $183.27 $25.4K - $29.5K
10.6K $1.72M
Activity Summary
Buys All Purchases 47 New Holdings 9 Increased Positions 38 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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