Planning Alternatives LTD has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $618 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 $227M, Ishares Core S&P Mid Cap ETF with a value of $68.6M, Vanguard Ftse Developed Market with a value of $66.9M, Jpmorgan Diversified Return Us with a value of $56.4M, and Vanguard Dividend Appreciation with a value of $46.1M.

Examining the 13F form we can see an increase of $9.11M in the current position value, from $608M to 618M.

Below you can find more details about Planning Alternatives LTD portfolio as well as his latest detailed transactions.

Portfolio value $618 Million
ETFs: $592 Million
Technology: $15.8 Million
Financial Services: $2.46 Million
Consumer Defensive: $2.35 Million
Utilities: $1.71 Million
Industrials: $1.6 Million
Consumer Cyclical: $843,000
Healthcare: $793,000
Other: $279,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $618 Million
  • Prior Value $608 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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