Planning Directions Inc Reduced Holdings in Q3 2025

Planning Directions Inc

  • $188 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
-3.1K
- 6.6%
$129.46 - $137.85 $401K - $427K
43.8K $6.04M
VHT
Vanguard Health Care ETF

ETFs
-580
- 14.5%
$239.12 - $259.95 $139K - $151K
3.42K $888K
VIG
Vanguard Dividend Appreciation

ETFs
-495
- 0.73%
N/A
67.7K $12.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.42K
- 0.73%
$78.11 - $79.07 $111K - $112K
193K $15.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.1K
- 5.48%
$136.48 - $142.97 $150K - $157K
18.9K $2.65M
XLP
Consumer Staples Sector Spdr

ETFs
-473
- 2.85%
N/A
16.1K $1.22M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-748
- 1.32%
$55.61 - $57.37 $41.6K - $42.9K
55.9K $3.19M
MCD
Mcdonalds Corp

Consumer Cyclical
-162
- 8.82%
$291.67 - $316.99 $47.3K - $51.4K
1.68K $509K
AMZN
Amazon Com Inc

Consumer Cyclical
-89
- 1.32%
$211.65 - $238.24 $18.8K - $21.2K
6.68K $1.47M
IYH
Ishares Tr

ETFs
-795
- 5.96%
$54.36 - $58.96 $43.2K - $46.9K
12.5K $736K
IVV
Ishares Core S&P 500 ETF

ETFs
-53
- 8.67%
$620.67 - $670.08 $32.9K - $35.5K
558 $373K
VBK
Vanguard Small Cap Growth ETF

ETFs
-115
- 7.85%
$276.51 - $305.12 $31.8K - $35.1K
1.35K $401K
VUSB
Vanguard Bd Index Fds
-284
- 3.82%
N/A
7.15K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-141
- 0.57%
N/A
24.7K $0
PEP
Pepsico Inc

Consumer Defensive
-111
- 5.37%
$133.81 - $152.16 $14.9K - $16.9K
1.96K $274K
HD
Home Depot, Inc.

Consumer Cyclical
-108
- 9.22%
$357.4 - $423.42 $38.6K - $45.7K
1.06K $431K
IYJ
Ishares Tr

ETFs
-143
- 1.93%
$142.42 - $148.18 $20.4K - $21.2K
7.25K $1.06M
FVD
First Tr Value Line Divid Inde

ETFs
-249
- 2.22%
$44.73 - $46.86 $11.1K - $11.7K
11K $508K
XLU
Utilities Sector Spdr

ETFs
-248
- 4.1%
$81.14 - $87.32 $20.1K - $21.7K
5.8K $505K
XOM
Exxon Mobil Corp

Energy
-56
- 1.32%
$105.83 - $117.22 $5.93K - $6.56K
4.2K $473K
HCA
Hca Healthcare, Inc.

Healthcare
-24
- 4.12%
$334.32 - $426.2 $8.02K - $10.2K
558 $237K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-18
- 0.94%
$135.0 - $146.02 $2.43K - $2.63K
1.89K $275K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-7
- 0.77%
$362.31 - $405.74 $2.54K - $2.84K
898 $361K
VTV
Vanguard Value ETF

ETFs
-194
- 2.12%
$175.51 - $186.57 $34K - $36.2K
8.96K $1.67M
VOE
Vanguard Mid Cap Value Index F

ETFs
-140
- 1.75%
$164.63 - $174.58 $23K - $24.4K
7.88K $1.37M
GOOGL
Alphabet Inc.

Communication Services
-47
- 2.69%
$174.36 - $254.72 $8.19K - $12K
1.7K $413K
VOT
Vanguard Mid Cap Growth Index

ETFs
-58
- 0.3%
$282.75 - $294.19 $16.4K - $17.1K
19.1K $5.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-348
- 2.02%
$148.97 - $165.88 $51.8K - $57.7K
16.9K $2.78M
VUG
Vanguard Growth ETF

ETFs
-652
- 5.33%
$433.97 - $484.08 $283K - $316K
11.6K $5.55M
NVDA
Nvidia Corp

Technology
-377
- 2.36%
$153.3 - $186.58 $57.8K - $70.3K
15.6K $2.91M
AAPL
Apple Inc.

Technology
-134
- 0.31%
$202.38 - $256.87 $27.1K - $34.4K
43.1K $11M
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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