Planning Directions Inc New Holdings in Q3 2024

Planning Directions Inc

Stock	Shares change	Price Range	Shares Held
JMUB Jp Morgan Tr Mun ETF (De) ETFs	18K New	$50.15 - $51.27 $901K - $922K	18K $921K
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	17.8K New	$49.93 - $51.15 $887K - $908K	17.8K $907K
COIN Coinbase Global, Inc. Technology	2.14K New	$147.09 - $265.15 $314K - $566K	2.14K $380K
NEE Nextera Energy Inc Utilities	3.23K New	$69.9 - $84.97 $226K - $275K	3.23K $273K
VCIT Vanguard Intermediate Term Cor ETFs	3.16K New	$79.29 - $84.02 $251K - $266K	3.16K $264K
HCA Hca Healthcare, Inc. Healthcare	582 New	$315.12 - $406.43 $183K - $237K	582 $236K
BX Blackstone Inc. Financial Services	1.54K New	$120.77 - $159.66 $186K - $246K	1.54K $235K
PEG Public Service Enterprise Group Inc Utilities	2.6K New	$73.58 - $89.21 $191K - $231K	2.6K $231K
NSC Norfolk Southern Corp Industrials	877 New	$213.75 - $259.69 $187K - $228K	877 $217K
IBM International Business Machines Corp Technology	964 New	$175.1 - $223.38 $169K - $215K	964 $213K
META Meta Platforms, Inc. Communication Services	351 New	$453.41 - $572.44 $159K - $201K	351 $200K
J P Morgan Exchange Traded F	3.08K New	N/A	3.08K $0
RYU Invesco S&P 500 Equal Weight U ETFs	2.99K New	N/A	2.99K $0

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