Planning Directions Inc Purchases in Q1 2025

Planning Directions Inc

  • $232 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
752
New
$330.16 - $365.55 $248K - $275K
752 $262K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.19K
New
$39.96 - $43.3 $247K - $268K
6.19K $255K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
5.99K
New
$38.5 - $43.78 $231K - $262K
5.99K $246K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.53K
+ 8.76%
$56.17 - $59.71 $254K - $270K
56.2K $3.21M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.11K
New
$73.78 - $76.59 $229K - $238K
3.11K $237K
NKE
Nike, Inc.

Consumer Cyclical
3.5K
New
$63.29 - $81.72 $222K - $286K
3.5K $222K
EXC
Exelon Corp

Utilities
4.41K
New
$37.3 - $46.08 $164K - $203K
4.41K $203K
MA
Mastercard Inc

Financial Services
369
New
$504.67 - $576.31 $186K - $213K
369 $202K
HCA
Hca Healthcare, Inc.

Healthcare
582
New
$296.7 - $345.55 $173K - $201K
582 $201K
VT
Vanguard Total World Stk Index

ETFs
2.22K
+ 5.46%
$115.08 - $123.97 $255K - $275K
42.8K $4.97M
MSFT
Microsoft Corp

Technology
814
+ 28.72%
$375.39 - $447.2 $306K - $364K
3.65K $1.37M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.32K
+ 19.11%
$51.45 - $58.51 $325K - $370K
39.4K $2.04M
NEE
Nextera Energy Inc

Utilities
2.42K
+ 72.28%
$66.96 - $76.16 $162K - $184K
5.77K $408K
WMT
Walmart Inc.

Consumer Defensive
2K
+ 21.23%
$84.5 - $105.05 $169K - $210K
11.4K $1M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.38K
+ 27.28%
$79.17 - $82.04 $109K - $113K
6.42K $525K
XOM
Exxon Mobil Corp

Energy
136
+ 3.12%
$105.44 - $118.93 $14.3K - $16.2K
4.49K $534K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.36K
+ 7.48%
$49.69 - $50.76 $67.4K - $68.9K
19.5K $974K
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 13.31%
$890.62 - $1076.86 $36.5K - $44.2K
349 $330K
NSC
Norfolk Southern Corp

Industrials
173
+ 19.64%
$227.69 - $259.76 $39.4K - $44.9K
1.05K $249K
DE
Deere & CO

Industrials
9
+ 1.23%
$408.57 - $509.27 $3.68K - $4.58K
739 $346K
WM
Waste Management Inc

Industrials
3
+ 0.29%
$200.54 - $233.78 $602 - $701
1.02K $237K
IBM
International Business Machines Corp

Technology
6
+ 0.62%
$217.4 - $264.74 $1.3K - $1.59K
976 $242K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10
+ 0.22%
$87.68 - $94.52 $877 - $945
4.58K $428K
META
Meta Platforms, Inc.

Communication Services
38
+ 10.83%
$576.36 - $736.67 $21.9K - $28K
389 $224K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14
+ 0.3%
$58.01 - $64.46 $812 - $902
4.72K $292K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
96
+ 0.54%
$49.25 - $50.66 $4.73K - $4.86K
18K $895K
GOOGL
Alphabet Inc.

Communication Services
346
+ 19.84%
$154.33 - $206.19 $53.4K - $71.3K
2.09K $323K
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.45%
$222.66 - $268.42 $1.56K - $1.88K
1.57K $365K
PAVE
Global X Fds Us Infrastructure

ETFs
13
+ 0.16%
$37.31 - $43.82 $485 - $570
8K $301K
CEG
Constellation Energy Corp

Utilities
38
+ 2.58%
$201.63 - $347.44 $7.66K - $13.2K
1.51K $304K
BX
Blackstone Inc.

Financial Services
105
+ 6.65%
$136.53 - $186.74 $14.3K - $19.6K
1.68K $235K
IYW
Ishares Dj Us Tech ETF

ETFs
32
+ 1.44%
$140.44 - $166.79 $4.49K - $5.34K
2.25K $316K
AMAT
Applied Materials Inc

Technology
5
+ 0.2%
$145.06 - $195.51 $725 - $978
2.53K $367K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$542.38 - $646.34 $542 - $646
566 $306K
SCHA
Schwab Strategic Tr Us Small C

ETFs
36
+ 0.18%
$23.16 - $27.04 $834 - $973
20.3K $476K
AMZN
Amazon Com Inc

Consumer Cyclical
330
+ 4.76%
$190.26 - $242.06 $62.8K - $79.9K
7.26K $1.38M
COIN
Coinbase Global, Inc.

Technology
136
+ 3.35%
$172.23 - $301.3 $23.4K - $41K
4.19K $722K
AAPL
Apple Inc.

Technology
773
+ 1.79%
$209.68 - $247.1 $162K - $191K
44K $9.77M
Activity Summary
Buys All Purchases 89 New Holdings 42 Increased Positions 47 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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