Planning Center, Inc. Portfolio Holdings by Sector
Planning Center, Inc.
- $555 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFSD DFAC DUHP DIHP DFIV DFUV DFIP DFAT 26 stocks |
$449,758
93.12% of portfolio
|
  18  
|
  3  
|
  6  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,528
1.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$6,279
1.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,968
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$2,758
0.57% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,799
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,490
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK ABBV 4 stocks |
$1,348
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1,128
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$1,066
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$941
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$858
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$817
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$534
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$457
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$442
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$405
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$402
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$395
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$349
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$281
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TMUS 1 stocks |
$278
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
UBFO 1 stocks |
$261
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$235
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
XEL 1 stocks |
$203
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|