Planning Directions Inc Incresed Positions in Q3 2025

Planning Directions Inc

  • $188 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
54.5K
+ 4.17%
$26.38 - $27.95 $1.44M - $1.52M
1.36M $37.2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
22.7K
+ 27.06%
$42.75 - $43.37 $972K - $986K
107K $4.62M
UITB
Usaa ETF Tr Core Intermediate

ETFs
14K
+ 6.17%
$46.38 - $47.74 $651K - $670K
241K $11.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
915
+ 1.75%
$108.46 - $120.63 $99.2K - $110K
53.2K $6.32M
VT
Vanguard Total World Stk Index

ETFs
987
+ 2.47%
$128.41 - $138.03 $127K - $136K
40.9K $5.64M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.1K
+ 12.69%
$53.81 - $57.52 $274K - $293K
45.3K $2.6M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.52K
+ 37.28%
$69.02 - $73.57 $312K - $333K
16.7K $1.22M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
3.92K
+ 3.4%
$50.05 - $50.36 $196K - $197K
119K $5.97M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.71K
+ 2.59%
$78.96 - $80.04 $135K - $137K
67.7K $5.41M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.83K
+ 65.39%
$81.75 - $84.54 $150K - $155K
4.63K $389K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.29%
$567.77 - $614.76 $3.97K - $4.3K
2.4K $1.47M
PLTR
Palantir Technologies Inc.

Technology
75
+ 3.8%
$130.68 - $186.97 $9.8K - $14K
2.05K $373K
MSFT
Microsoft Corp

Technology
75
+ 2.63%
$491.09 - $535.64 $36.8K - $40.2K
2.93K $1.52M
IWS
Ishares Russell Midcap Value E

ETFs
471
+ 26.01%
$132.83 - $140.61 $62.6K - $66.2K
2.28K $318K
IYW
Ishares Dj Us Tech ETF

ETFs
133
+ 5.65%
$171.38 - $197.01 $22.8K - $26.2K
2.49K $487K
XAR
Spdr S&P Aerospace & Defense E

ETFs
7
+ 0.22%
$205.52 - $234.96 $1.44K - $1.64K
3.15K $740K
AMAT
Applied Materials Inc

Technology
8
+ 0.25%
$156.25 - $204.95 $1.25K - $1.64K
3.25K $664K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
392
+ 23.17%
$132.9 - $142.03 $52.1K - $55.7K
2.08K $293K
VB
Vanguard Small Cap ETF

ETFs
28
+ 0.9%
$237.58 - $259.17 $6.65K - $7.26K
3.15K $799K
DELL
Dell Technologies Inc.

Technology
59
+ 2.34%
$120.96 - $141.77 $7.14K - $8.36K
2.58K $366K
WMT
Walmart Inc.

Consumer Defensive
211
+ 3.92%
$94.4 - $104.27 $19.9K - $22K
5.59K $575K
NSC
Norfolk Southern Corp

Industrials
4
+ 0.45%
$259.49 - $300.41 $1.04K - $1.2K
895 $268K
SCHA
Schwab Strategic Tr Us Small C

ETFs
30
+ 0.22%
$25.29 - $28.33 $759 - $850
13.9K $387K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.42%
$215.01 - $273.02 $1.08K - $1.37K
1.2K $301K
BX
Blackstone Inc.

Financial Services
8
+ 0.54%
$152.77 - $188.68 $1.22K - $1.51K
1.5K $256K
PAVE
Global X Fds Us Infrastructure

ETFs
10
+ 0.12%
$44.02 - $47.63 $440 - $476
8.01K $381K
DGRO
Ishares Core Dividend Growth E

ETFs
275
+ 8.44%
$64.12 - $68.08 $17.6K - $18.7K
3.53K $240K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
32
+ 0.5%
$68.24 - $73.73 $2.18K - $2.36K
6.45K $473K
CEG
Constellation Energy Corp

Utilities
55
+ 3.64%
$298.82 - $354.89 $16.4K - $19.5K
1.57K $515K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
154
+ 0.85%
$48.5 - $50.19 $7.47K - $7.73K
18.3K $918K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
224
+ 4.89%
$92.18 - $95.14 $20.6K - $21.3K
4.81K $457K
IBM
International Business Machines Corp

Technology
127
+ 13.83%
$234.77 - $292.47 $29.8K - $37.1K
1.05K $294K
IYC
Ishares U.S. Consumer Discreti

ETFs
4
+ 0.09%
$98.12 - $105.85 $392 - $423
4.24K $444K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
273
+ 9.33%
$86.07 - $90.74 $23.5K - $24.8K
3.2K $286K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27
+ 0.64%
$49.43 - $54.52 $1.33K - $1.47K
4.24K $229K
NEE
Nextera Energy Inc

Utilities
21
+ 0.7%
$69.77 - $77.54 $1.47K - $1.63K
3.01K $227K
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.43%
$282.78 - $316.06 $848 - $948
701 $221K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
46
+ 0.23%
$49.09 - $50.58 $2.26K - $2.33K
19.7K $994K
WSFS
Wsfs Financial Corp

Financial Services
19
+ 0.31%
$53.34 - $59.17 $1.01K - $1.12K
6.18K $333K
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.44%
$150.47 - $161.22 $1.05K - $1.13K
1.6K $245K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.32%
$915.95 - $994.57 $916 - $995
309 $286K
DE
Deere & CO

Industrials
3
+ 0.42%
$457.26 - $524.37 $1.37K - $1.57K
712 $325K
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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