Planning Directions Inc Purchases in Q4 2025

Planning Directions Inc

  • $193 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UITB
Usaa ETF Tr Core Intermediate

ETFs
39.5K
+ 16.34%
$47.38 - $47.93 $1.87M - $1.89M
281K $13.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
19.7K
+ 10.2%
$78.65 - $79.19 $1.55M - $1.56M
213K $16.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
22.5K
+ 21.07%
$42.66 - $43.29 $960K - $974K
129K $5.52M
NEAR
Blackrock Short Maturity Bond

ETFs
13.9K
+ 75.46%
$51.08 - $51.37 $709K - $713K
32.3K $1.65M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.43K
+ 12.09%
$114.27 - $121.15 $735K - $779K
59.6K $6.97M
XLU
Utilities Sector Spdr

ETFs
6.67K
+ 115.01%
$87.89 - $92.9 $586K - $619K
12.5K $1.11M
USTB
Victory Portfolios Ii Victorys

ETFs
6.94K
New
$50.79 - $51.05 $352K - $354K
6.94K $352K
CEG
Constellation Energy Corp

Utilities
707
+ 45.15%
$335.74 - $401.43 $237K - $284K
2.27K $769K
VGT
Vanguard Information Technolog

ETFs
315
New
$736.33 - $801.52 $232K - $252K
315 $238K
TBUX
T Rowe Price Exchange Traded F

ETFs
4.33K
New
$49.81 - $50.02 $216K - $217K
4.33K $216K
GOOG
Alphabet Inc.

Communication Services
665
New
$237.49 - $291.74 $158K - $194K
665 $189K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.77K
+ 38.2%
$83.45 - $84.82 $147K - $150K
6.39K $534K
ITA
Ishares Tr

ETFs
564
+ 47.47%
$205.04 - $218.9 $116K - $123K
1.75K $360K
SPY
Spdr S&P 500 ETF Trust

ETFs
149
+ 29.04%
$653.02 - $687.39 $97.3K - $102K
662 $440K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
821
+ 4.93%
$72.75 - $76.17 $59.7K - $62.5K
17.5K $1.31M
FDVV
Fidelity High Dividend ETF

ETFs
1.4K
+ 37.84%
$54.66 - $56.68 $76.6K - $79.4K
5.1K $286K
AMAT
Applied Materials Inc

Technology
5
+ 0.15%
$209.95 - $240.89 $1.05K - $1.2K
3.25K $743K
VIG
Vanguard Dividend Appreciation

ETFs
396
+ 0.59%
N/A
68.1K $12.4M
GOOGL
Alphabet Inc.

Communication Services
36
+ 2.12%
$236.57 - $291.31 $8.52K - $10.5K
1.74K $479K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
790
+ 26.67%
$77.73 - $78.84 $61.4K - $62.3K
3.75K $292K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
844
+ 19.92%
$52.54 - $55.77 $44.3K - $47.1K
5.08K $278K
VTV
Vanguard Value ETF

ETFs
215
+ 2.4%
$182.87 - $189.72 $39.3K - $40.8K
9.18K $1.72M
CAT
Caterpillar Inc

Industrials
1
+ 0.21%
$480.82 - $585.49 $481 - $585
471 $260K
NEE
Nextera Energy Inc

Utilities
49
+ 1.63%
$78.18 - $86.03 $3.83K - $4.22K
3.06K $262K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.08K
+ 5.65%
$279.76 - $298.12 $301K - $321K
20.1K $5.63M
IYW
Ishares Dj Us Tech ETF

ETFs
123
+ 4.94%
$192.8 - $211.27 $23.7K - $26K
2.61K $520K
IWS
Ishares Russell Midcap Value E

ETFs
262
+ 11.48%
$135.66 - $140.93 $35.5K - $36.9K
2.54K $350K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
184
+ 0.41%
$56.33 - $59.22 $10.4K - $10.9K
45.5K $2.63M
XOM
Exxon Mobil Corp

Energy
2
+ 0.05%
$110.64 - $119.78 $221 - $240
4.2K $494K
IBM
International Business Machines Corp

Technology
5
+ 0.48%
$275.97 - $314.98 $1.38K - $1.57K
1.05K $312K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 8.09%
$910.94 - $954.99 $22.8K - $23.9K
334 $304K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
89
+ 0.79%
$117.88 - $120.77 $10.5K - $10.7K
11.4K $1.37M
DE
Deere & CO

Industrials
2
+ 0.28%
$439.11 - $480.78 $878 - $962
714 $339K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
207
+ 1.13%
$49.98 - $50.59 $10.3K - $10.5K
18.6K $932K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
179
+ 0.91%
$50.33 - $50.81 $9.01K - $9.09K
19.9K $1.01M
AGNC
Agnc Investment Corp.

Real Estate
221
+ 1.8%
$9.88 - $10.34 $2.18K - $2.29K
12.5K $126K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
33
+ 1.18%
$83.65 - $86.6 $2.76K - $2.86K
2.84K $244K
WSFS
Wsfs Financial Corp

Financial Services
19
+ 0.31%
$50.35 - $55.45 $957 - $1.05K
6.2K $337K
DGRO
Ishares Core Dividend Growth E

ETFs
19
+ 0.54%
$66.93 - $69.17 $1.27K - $1.31K
3.55K $242K
ITOT
Ishares Core S&P Total U.S. St

ETFs
6
+ 0.32%
$142.79 - $150.05 $857 - $900
1.9K $277K
RYU
Invesco S&P 500 Equal Weight U

ETFs
2.89K
New
N/A
2.89K $0
Coherent Corp
2.8K
New
N/A
2.8K $0
Capital Southwest Corp
50K
New
N/A
50K $0
FIGB
Fidelity Merrimack Str Tr
1.89K
+ 40.26%
N/A
6.58K $0
VUSB
Vanguard Bd Index Fds
130
+ 1.82%
N/A
7.28K $0
J P Morgan Exchange Traded F
4.1K
New
N/A
4.1K $0
Roundhill ETF Trust
4.25K
New
N/A
4.25K $0
META
Meta Platforms, Inc.

Communication Services
60
+ 19.87%
$609.01 - $751.67 $36.5K - $45.1K
362 $220K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
13
+ 0.27%
$92.34 - $95.43 $1.2K - $1.24K
4.82K $454K
Activity Summary
Buys All Purchases 54 New Holdings 10 Increased Positions 44 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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