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