Planning Alternatives LTD Reduced Holdings in Q3 2025

Planning Alternatives LTD

  • $767 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPUS
Jpmorgan Diversified Return Us

ETFs
-6.69K
- 30.85%
$117.71 - $125.02 $788K - $837K
15K $1.86M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.34K
- 20.45%
$72.57 - $74.72 $460K - $474K
24.7K $1.84M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-471
- 16.64%
$459.11 - $506.91 $216K - $239K
2.36K $1.19M
PG
Procter & Gamble CO

Consumer Defensive
-893
- 36.39%
$150.47 - $161.22 $134K - $144K
1.56K $239K
V
Visa Inc.

Financial Services
-346
- 26.78%
$332.09 - $358.86 $115K - $124K
946 $322K
LLY
Eli Lilly & CO

Healthcare
-141
- 19.26%
$625.65 - $812.69 $88.2K - $115K
591 $450K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-596
- 4.39%
$60.9 - $70.75 $36.3K - $42.2K
13K $811K
COST
Costco Wholesale Corp

Consumer Defensive
-53
- 18.09%
$915.95 - $994.57 $48.5K - $52.7K
240 $222K
IBM
International Business Machines Corp

Technology
-76
- 2.19%
$234.77 - $292.47 $17.8K - $22.2K
3.39K $955K
DIS
Walt Disney CO

Communication Services
-15
- 0.8%
$112.25 - $124.0 $1.68K - $1.86K
1.86K $212K
XOM
Exxon Mobil Corp

Energy
-98
- 3.84%
$105.83 - $117.22 $10.4K - $11.5K
2.45K $276K
VTI
Vanguard Total Stock Market Et

ETFs
-119
- 5.45%
$303.93 - $329.86 $36.2K - $39.3K
2.07K $677K
CATH
Global X Fds Global X S&P 500

ETFs
-20
- 0.7%
$75.38 - $81.32 $1.51K - $1.63K
2.85K $231K
DGRO
Ishares Core Dividend Growth E

ETFs
-27
- 0.51%
$64.12 - $68.08 $1.73K - $1.84K
5.22K $355K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-8
- 0.28%
$135.0 - $146.02 $1.08K - $1.17K
2.84K $413K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-187
- 0.74%
$28.15 - $30.13 $5.26K - $5.63K
25.1K $744K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-601
- 0.95%
$26.38 - $27.95 $15.9K - $16.8K
62.5K $1.71M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-90
- 0.61%
$25.29 - $28.33 $2.28K - $2.55K
14.6K $406K
F
Ford Motor CO

Consumer Cyclical
-405
- 0.97%
$10.82 - $12.09 $4.38K - $4.9K
41.5K $496K
COMP
Compass, Inc.

Technology
-30K
- 17.69%
$6.15 - $9.69 $185K - $291K
140K $1.12M
TSLA
Tesla, Inc.

Consumer Cyclical
-141
- 7.63%
$293.94 - $444.72 $41.4K - $62.7K
1.71K $759K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.41K
- 3.23%
$23.82 - $25.84 $129K - $140K
162K $4.16M
IWV
Ishares Russell 3000 ETF

ETFs
-66
- 0.86%
$351.04 - $379.81 $23.2K - $25.1K
7.61K $2.88M
VTV
Vanguard Value ETF

ETFs
-1.11K
- 2.29%
$175.51 - $186.57 $194K - $206K
47.2K $8.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.4K
- 1.5%
$21.69 - $23.34 $225K - $242K
682K $15.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.38K
- 1.42%
$24.46 - $26.5 $132K - $143K
373K $9.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
-368
- 2.06%
$617.65 - $666.84 $227K - $245K
17.5K $11.6M
VUG
Vanguard Growth ETF

ETFs
-438
- 1.16%
$433.97 - $484.08 $190K - $212K
37.3K $17.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-317
- 0.08%
$620.67 - $670.08 $197K - $212K
420K $281M
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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