Planning Capital Management Corp Portfolio Holdings

Planning Capital Management Corp

  • $151 Billion
  • Q3 2024

Planning Capital Management Corp has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 Billion distributed in 780 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $7.75B, Apple Inc. with a value of $6.29B, Lockheed Martin Corp with a value of $5.96B, Walmart Inc. with a value of $5.16B, and Johnson & Johnson with a value of $4.88B.

Examining the 13F form we can see an increase of $9.27B in the current position value, from $142B to 151B.

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 $151 Billion
ETFs: $41.8 Billion
Consumer Defensive: $26.5 Billion
Technology: $14.8 Billion
Industrials: $14.4 Billion
Healthcare: $13.4 Billion
Consumer Cyclical: $9.15 Billion
Utilities: $8.67 Billion
Communication Services: $8.39 Billion
Other: $13 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.9B
$2.81 Million 0.0% of portfolio
40
Q3 2024 New
$19.3B
$5.8 Million 0.0% of portfolio
148
Q3 2024 Added 2,366.67%
$63.5B
$2.08 Million 0.0% of portfolio
22
Q4 2023 New
$17.6B
$4.05 Million 0.0% of portfolio
125
Q4 2023 New
$62.7B
$5.28 Million 0.0% of portfolio
126
Q3 2024 New
$28.1B
$6.5 Million 0.0% of portfolio
97
Q3 2024 New
$40.6B
$2.57 Million 0.0% of portfolio
51
Q3 2024 Added 2.0%
$19B
$354,000 0.0% of portfolio
2
Q2 2024 New
$30.2B
$3.63 Million 0.0% of portfolio
50
Q3 2024 New
$12.1B
$1.59 Million 0.0% of portfolio
10
Q3 2024 New
$10.6B
$196,000 0.0% of portfolio
1
Q1 2024 New
$79.9B
$6.45 Million 0.0% of portfolio
52
Q3 2024 New
$11.5B
$26,000 0.0% of portfolio
1
Q3 2024 New
$22.5B
$181,000 0.0% of portfolio
1
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 780
  • Current Value $151 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 212 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
Track This Portfolio

Track Planning Capital Management Corp Portfolio

Follow Planning Capital Management Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Capital Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Planning Capital Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email