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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139M
$36.5 Million 0.02% of portfolio
5,000
Q3 2024 New
$68M
$13.5 Million 0.01% of portfolio
1,250
Q4 2023 New
$125M
$158,000 0.0% of portfolio
50
Q3 2024 New
$281M
$88,000 0.0% of portfolio
15
Q2 2024 New
$123M
$922,000 0.0% of portfolio
100
Q3 2024 New
$131M
$13,000 0.0% of portfolio
5
Q2 2024 New
$118M
$220,000 0.0% of portfolio
1,600
Q3 2024 New
$64.1M
$750,000 0.0% of portfolio
500
Q3 2024 New
$162M
$618,000 0.0% of portfolio
121
Q3 2024 New
$292M
$200,000 0.0% of portfolio
35
Q2 2024 New
$254M
$605,000 0.0% of portfolio
599
Q3 2024 New
$187M
$1.52 Million 0.0% of portfolio
1,000
Q2 2024 New
$277M
$47,000 0.0% of portfolio
10
Q2 2024 New
$97.1M
$258,000 0.0% of portfolio
150
Q3 2024 New
$201M
$774,000 0.0% of portfolio
530
Q3 2024 Added 1,666.67%
$76.4M
$610,000 0.0% of portfolio
200
Q3 2024 New
$186M
$408,000 0.0% of portfolio
300
Q3 2024 New
$163M
$159,000 0.0% of portfolio
35
Q3 2024 Added 600.0%
$214M
$249,000 0.0% of portfolio
250
Q2 2024 New
$74M
$82,000 0.0% of portfolio
112
Q3 2024 New
$131M
$640,000 0.0% of portfolio
253
Q3 2024 New
$243M
$27,000 0.0% of portfolio
30
Q2 2024 New
$175M
$467,000 0.0% of portfolio
100
Q3 2024 New
$156M
$996,000 0.0% of portfolio
1,100
Q2 2024 Added 1,000.0%
$107M
$102,000 0.0% of portfolio
115
Q2 2024 New
$154M
$210,000 0.0% of portfolio
600
Q2 2024 New
$142M
$380,000 0.0% of portfolio
1,000
Q3 2024 New
$261M
$284,000 0.0% of portfolio
200
Q3 2024 New
$212M
$551,000 0.0% of portfolio
150
Q2 2024 New
$225M
$24,000 0.0% of portfolio
7
Q2 2024 New
$287M
$4.43 Million 0.0% of portfolio
534
Q4 2023 New
$154M
$2.22 Million 0.0% of portfolio
500
Q3 2024 New
$222M
$277,000 0.0% of portfolio
31
Q3 2024 Added 3,000.0%

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
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