Planning Directions Inc New Holdings in Q1 2025

Planning Directions Inc

  • $232 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
48K
New
$117.15 - $158.79 $5.62M - $7.62M
48K $7.62M
QCOM
Qualcomm Inc

Technology
30.6K
New
$151.94 - $175.86 $4.65M - $5.38M
30.6K $4.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
75.7K
New
$42.38 - $43.28 $3.21M - $3.28M
75.7K $3.22M
PFE
Pfizer Inc

Healthcare
96.1K
New
$25.01 - $27.13 $2.4M - $2.61M
96.1K $2.44M
WPC
W. P. Carey Inc.

Real Estate
37.2K
New
$53.5 - $65.05 $1.99M - $2.42M
37.2K $2.35M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
27.7K
New
$47.66 - $57.45 $1.32M - $1.59M
27.7K $1.51M
IWP
Ishares Russell Mid Cap Growth

ETFs
10.3K
New
$114.9 - $139.6 $1.18M - $1.44M
10.3K $1.21M
TSLA
Tesla, Inc.

Consumer Cyclical
3.62K
New
$222.15 - $428.22 $805K - $1.55M
3.62K $938K
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.11K
New
$169.43 - $182.84 $866K - $935K
5.11K $885K
V
Visa Inc.

Financial Services
2.45K
New
$306.92 - $362.71 $750K - $887K
2.45K $856K
FXO
First Tr Exchange Traded Fd Fi

ETFs
14.7K
New
$50.93 - $57.24 $749K - $841K
14.7K $779K
IWD
Ishares Russell 1000 Val ETF

ETFs
3.97K
New
$182.82 - $196.21 $726K - $780K
3.97K $747K
FDN
First Tr Fd Dow Jones

ETFs
3.31K
New
$221.38 - $266.86 $732K - $882K
3.31K $734K
XLK
Technology Sector Spdr

ETFs
3.49K
New
$206.38 - $242.18 $720K - $845K
3.49K $720K
QTEC
First Trust Nasdaq 100 Technol

ETFs
3.44K
New
$173.56 - $210.67 $597K - $724K
3.44K $596K
NFLX
Netflix Inc

Communication Services
599
New
$828.4 - $1058.6 $496K - $634K
599 $558K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.5K
New
$360.07 - $417.26 $541K - $627K
1.5K $542K
UNH
Unitedhealth Group Inc

Healthcare
909
New
$461.52 - $548.18 $420K - $498K
909 $476K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.2K
New
$42.5 - $46.71 $432K - $475K
10.2K $460K
USO
United States Oil Fund, LP

ETFs
5.93K
New
$70.89 - $84.34 $420K - $500K
5.93K $458K
RTX
Raytheon Technologies Corp

Industrials
3.39K
New
$114.1 - $135.66 $387K - $460K
3.39K $449K
PDI
Pimco Dynamic Income Fund

Financial Services
20.4K
New
$18.51 - $20.05 $377K - $408K
20.4K $403K
O
Realty Income Corp

Real Estate
6.75K
New
$51.67 - $58.49 $349K - $395K
6.75K $391K
JPM
Jpmorgan Chase & CO

Financial Services
1.56K
New
$225.19 - $279.95 $351K - $437K
1.56K $382K
VEA
Vanguard Ftse Developed Market

ETFs
7.2K
New
$47.4 - $52.99 $341K - $381K
7.2K $365K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
45.5K
New
$7.89 - $8.07 $359K - $368K
45.5K $362K
VTI
Vanguard Total Stock Market Et

ETFs
1.26K
New
$271.18 - $303.12 $341K - $381K
1.26K $345K
SPMD
Spdr Portfolio

ETFs
6.53K
New
$50.21 - $57.73 $328K - $377K
6.53K $334K
PLTR
Palantir Technologies Inc.

Technology
3.9K
New
$64.98 - $124.62 $254K - $486K
3.9K $329K
DIS
Walt Disney CO

Communication Services
3.31K
New
$96.87 - $114.0 $320K - $377K
3.31K $326K
IWS
Ishares Russell Midcap Value E

ETFs
2.43K
New
$122.59 - $135.24 $298K - $329K
2.43K $306K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
687
New
$408.78 - $448.82 $281K - $308K
687 $288K
PSA
Public Storage

Real Estate
936
New
$288.99 - $313.98 $270K - $294K
936 $280K
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
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
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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