Planning Directions Inc Purchases and Sells in Q3 2025

Planning Directions Inc

$188 Million
Q3 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	54.5K + 4.17%	$26.38 - $27.95 $1.44M - $1.52M	1.36M $37.2M
SHYG	22.7K + 27.06%	$42.75 - $43.37 $972K - $986K	107K $4.62M
UITB	14K + 6.17%	$46.38 - $47.74 $651K - $670K	241K $11.5M
IJR	915 + 1.75%	$108.46 - $120.63 $99.2K - $110K	53.2K $6.32M
VT	987 + 2.47%	$128.41 - $138.03 $127K - $136K	40.9K $5.64M
JEPQ	5.1K + 12.69%	$53.81 - $57.52 $274K - $293K	45.3K $2.6M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NEAR	18.4K New	$50.8 - $51.32 $934K - $944K	18.4K $943K
ITA	1.19K New	$184.73 - $209.26 $219K - $249K	1.19K $248K
BIV	2.96K New	$76.16 - $78.59 $226K - $233K	2.96K $231K
CAT	470 New	$390.92 - $477.15 $184K - $224K	470 $224K
FDVV	3.7K New	$52.42 - $55.71 $194K - $206K	3.7K $206K
AXP	610 New	$294.27 - $342.31 $180K - $209K	610 $202K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MGV	-3.1K - 6.6%	$129.46 - $137.85 $401K - $427K	43.8K $6.04M
VHT	-580 - 14.5%	$239.12 - $259.95 $139K - $151K	3.42K $888K
VIG	-495 - 0.73%	N/A	67.7K $12.3M
BSV	-1.42K - 0.73%	$78.11 - $79.07 $111K - $112K	193K $15.2M
SDY	-1.1K - 5.48%	$136.48 - $142.97 $150K - $157K	18.9K $2.65M
XLP	-473 - 2.85%	N/A	16.1K $1.22M

Activity Summary All Purchases 51 New Holdings 8 Increased Positions 43 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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