Planning Capital Management Corp Portfolio Holdings

Planning Capital Management Corp

  • $142 Billion
  • Q2 2024

Planning Capital Management Corp has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 721 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $7.2B, Lockheed Martin Corp with a value of $5.07B, Walmart Inc. with a value of $4.99B, Merck & Co., Inc. with a value of $4.75B, and Apple Inc. with a value of $4.62B.

Examining the 13F form we can see an increase of $4.72B in the current position value, from $137B to 142B.

Planning Capital Management Corp is based out at Paoli, PA

Below you can find more details about Planning Capital Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $142 Billion
ETFs: $38.4 Billion
Consumer Defensive: $24.5 Billion
Industrials: $15 Billion
Healthcare: $13.6 Billion
Technology: $11.8 Billion
Consumer Cyclical: $9.31 Billion
Utilities: $8.48 Billion
Communication Services: $7.76 Billion
Other: $12 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.7B
$41.9 Million 0.03% of portfolio
784
Q2 2024 Reduced 42.48%
$26.3B
$38.6 Million 0.03% of portfolio
282
Q1 2024 Added 5,540.0%
$59.1B
$43.1 Million 0.03% of portfolio
391
Q2 2024 Added 0.26%
$15.7B
$42.1 Million 0.03% of portfolio
536
Q4 2023 New
$322B
$48 Million 0.03% of portfolio
1,207
Q2 2024 Added 0.08%
$40.8B
$48.7 Million 0.03% of portfolio
606
Q2 2024 Added 37.73%
$177B
$44.1 Million 0.03% of portfolio
226
Q2 2024 Added 0.44%
$103B
$29.5 Million 0.02% of portfolio
451
Q1 2024 Added 8.15%
$2.86B
$24 Million 0.02% of portfolio
813
Q1 2024 New
$1.27B
$23 Million 0.02% of portfolio
248
Q4 2023 New
$5.65B
$27 Million 0.02% of portfolio
2,827
Q2 2024 Added 2.5%
$12.4B
$22.3 Million 0.02% of portfolio
314
Q4 2023 New
$5.41B
$24.1 Million 0.02% of portfolio
266
Q1 2024 Reduced 5.34%
$2.02B
$23.6 Million 0.02% of portfolio
611
Q2 2024 Added 0.83%
$45.6B
$27.5 Million 0.02% of portfolio
57
Q2 2024 New
$47.6B
$29.8 Million 0.02% of portfolio
170
Q4 2023 New
$72.2B
$30.5 Million 0.02% of portfolio
104
Q4 2023 New
$109B
$21.8 Million 0.02% of portfolio
112
Q4 2023 New
$167B
$27.1 Million 0.02% of portfolio
60
Q1 2024 Reduced 85.54%
$1.48B
$25.4 Million 0.02% of portfolio
953
Q4 2023 New
$6.64B
$23.8 Million 0.02% of portfolio
196
Q2 2024 Reduced 4.85%
$243B
$25.4 Million 0.02% of portfolio
352
Q1 2024 Reduced 30.02%
$79.5B
$26.3 Million 0.02% of portfolio
80
Q4 2023 New
$99.1B
$24.6 Million 0.02% of portfolio
682
Q4 2023 New
$38.3B
$26.5 Million 0.02% of portfolio
200
Q4 2023 New
$32.3B
$22.8 Million 0.02% of portfolio
465
Q4 2023 New
$1.07B
$34.2 Million 0.02% of portfolio
877
Q4 2023 New
$4.92B
$22.1 Million 0.02% of portfolio
185
Q4 2023 New
$85.5B
$34.3 Million 0.02% of portfolio
161
Q1 2024 Reduced 13.44%
$45.3B
$28 Million 0.02% of portfolio
160
Q1 2024 Added 45.45%
$26.4B
$30.7 Million 0.02% of portfolio
1,218
Q2 2024 Added 16.44%
$4.94B
$24 Million 0.02% of portfolio
988
Q4 2023 New
$51.1B
$27.5 Million 0.02% of portfolio
10,057
Q4 2023 New
$17.5B
$22.9 Million 0.02% of portfolio
751
Q2 2024 Added 0.81%
$117B
$24.5 Million 0.02% of portfolio
288
Q4 2023 New
$103B
$25.9 Million 0.02% of portfolio
24
Q4 2023 New
$58.5B
$32.7 Million 0.02% of portfolio
152
Q1 2024 Reduced 11.63%
$251B
$27.4 Million 0.02% of portfolio
257
Q1 2024 Reduced 7.89%
$92.9B
$24.5 Million 0.02% of portfolio
179
Q2 2024 Added 1.13%
$73.2B
$33.3 Million 0.02% of portfolio
264
Q1 2024 Reduced 20.72%
$3.51B
$28 Million 0.02% of portfolio
807
Q1 2024 Reduced 3.58%
$7.08B
$23.2 Million 0.02% of portfolio
536
Q4 2023 New
$9.36B
$22.3 Million 0.02% of portfolio
107
Q4 2023 New
$5.13B
$34.8 Million 0.02% of portfolio
3,762
Q1 2024 New
$59.8B
$29.5 Million 0.02% of portfolio
490
Q1 2024 Reduced 0.2%
$81.8B
$28.3 Million 0.02% of portfolio
6,115
Q2 2024 Reduced 15.3%
$59.2B
$32.1 Million 0.02% of portfolio
661
Q2 2024 Added 131.93%
$146B
$21.3 Million 0.02% of portfolio
439
Q4 2023 New
$19.9B
$31.1 Million 0.02% of portfolio
396
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 721
  • Current Value $142 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 115 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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