Planning Alternatives LTD Portfolio Holdings

Planning Alternatives LTD

  • $648 Million
  • Q1 2025

Planning Alternatives LTD has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $648 Million distributed in 76 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 $235M, Ishares Core S&P Mid Cap ETF with a value of $72.3M, Vanguard Ftse Developed Market with a value of $66.2M, Vanguard Dividend Appreciation with a value of $48.4M, and Ishares Core S&P Sm Cap ETF with a value of $34.8M.

Examining the 13F form we can see an increase of $1.82M in the current position value, from $646M to 648M.

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

Portfolio value $648 Million
ETFs: $609 Million
Technology: $20.7 Million
Financial Services: $4.21 Million
Consumer Defensive: $3.11 Million
Consumer Cyclical: $2.63 Million
Utilities: $2.15 Million
Industrials: $1.97 Million
Communication Services: $1.82 Million
Other: $2.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $648 Million
  • Prior Value $646 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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