Planning Alternatives LTD Portfolio Holdings

Planning Alternatives LTD

  • $653 Million
  • Q3 2024

Planning Alternatives LTD has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $653 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 $237M, Ishares Core S&P Mid Cap ETF with a value of $73.3M, Vanguard Ftse Developed Market with a value of $71.4M, Jpmorgan Diversified Return Us with a value of $61.9M, and Vanguard Dividend Appreciation with a value of $45.9M.

Examining the 13F form we can see an increase of $35.4M in the current position value, from $618M to 653M.

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

Portfolio value $653 Million
ETFs: $625 Million
Technology: $17.4 Million
Financial Services: $2.71 Million
Consumer Defensive: $2.43 Million
Utilities: $1.98 Million
Industrials: $1.77 Million
Healthcare: $776,000
Consumer Cyclical: $766,000
Other: $474,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.65B
$999,000 0.15% of portfolio
163,665
Q2 2024 Added 16.13%
$9.55B
$477,000 0.07% of portfolio
585
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $653 Million
  • Prior Value $618 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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