Planning Directions Inc Purchases in Q2 2025

Planning Directions Inc

  • $175 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
620
+ 3.35%
$216.28 - $284.39 $134K - $176K
19.1K $5.44M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
12.1K
New
$56.88 - $70.77 $690K - $858K
12.1K $858K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
15.8K
+ 15.89%
$49.82 - $50.25 $786K - $793K
115K $5.76M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.08K
+ 6.25%
$90.56 - $109.49 $278K - $337K
52.3K $5.71M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.28K
+ 10.94%
$40.82 - $43.14 $338K - $357K
84K $3.62M
WSFS
Wsfs Financial Corp

Financial Services
6.16K
New
$45.9 - $55.54 $283K - $342K
6.16K $338K
DELL
Dell Technologies Inc.

Technology
2.53K
New
$71.63 - $125.98 $181K - $318K
2.53K $309K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.93K
New
$75.29 - $91.16 $220K - $267K
2.93K $263K
VO
Vanguard Mid Cap ETF

ETFs
234
+ 3.05%
$228.54 - $279.83 $53.5K - $65.5K
7.9K $2.21M
AMAT
Applied Materials Inc

Technology
707
+ 27.91%
$126.95 - $183.52 $89.8K - $130K
3.24K $593K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.7K
+ 36.12%
$55.54 - $69.09 $94.6K - $118K
6.42K $443K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
761
+ 1.93%
$45.88 - $54.4 $34.9K - $41.4K
40.2K $2.19M
IYW
Ishares Dj Us Tech ETF

ETFs
101
+ 4.48%
$122.57 - $173.27 $12.4K - $17.5K
2.36K $408K
IYC
Ishares U.S. Consumer Discreti

ETFs
6
+ 0.14%
$79.19 - $99.64 $475 - $598
4.23K $421K
XLU
Utilities Sector Spdr

ETFs
35
+ 0.58%
$73.09 - $82.77 $2.56K - $2.9K
6.05K $493K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
45
+ 1.63%
$73.0 - $85.5 $3.29K - $3.85K
2.81K $235K
JEPI
J P Morgan Exchange Traded Fd

ETFs
425
+ 0.76%
$51.14 - $57.0 $21.7K - $24.2K
56.6K $3.22M
MA
Mastercard Inc

Financial Services
1
+ 0.27%
$479.92 - $590.74 $480 - $591
370 $207K
FVD
First Tr Value Line Divid Inde

ETFs
56
+ 0.5%
$40.62 - $45.12 $2.27K - $2.53K
11.2K $502K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10
+ 0.22%
$85.42 - $94.39 $854 - $944
4.59K $430K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
175
+ 0.9%
$48.46 - $50.2 $8.48K - $8.79K
19.7K $976K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
151
+ 0.84%
$48.13 - $49.85 $7.27K - $7.53K
18.2K $891K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.2K
+ 2.13%
$24.32 - $27.87 $662K - $759K
1.31M $34.6M
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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