Planning Directions Inc Reduced Holdings in Q3 2024

Planning Directions Inc

  • $164 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-17.5K
- 7.14%
$76.38 - $78.87 $1.33M - $1.38M
227K $17.9M
VIG
Vanguard Dividend Appreciation

ETFs
-2.04K
- 2.55%
$182.15 - $182.15 $371K - $371K
77.8K $14.2M
MSFT
Microsoft Corp

Technology
-562
- 17.08%
$395.15 - $467.56 $222K - $263K
2.73K $1.17M
XLP
Consumer Staples Sector Spdr

ETFs
-1.27K
- 6.02%
$76.04 - $76.04 $96.6K - $96.6K
19.8K $1.51M
PEP
Pepsico Inc

Consumer Defensive
-702
- 24.03%
$161.9 - $179.3 $114K - $126K
2.22K $377K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-311
- 25.35%
$285.48 - $330.24 $88.8K - $103K
916 $294K
BA
Boeing CO

Industrials
-80
- 3.19%
$152.04 - $190.6 $12.2K - $15.2K
2.43K $369K
COST
Costco Wholesale Corp

Consumer Defensive
-106
- 26.7%
$801.83 - $917.05 $85K - $97.2K
291 $257K
HD
Home Depot, Inc.

Consumer Cyclical
-468
- 24.92%
$333.64 - $405.2 $156K - $190K
1.41K $571K
STZ
Constellation Brands, Inc.

Consumer Defensive
-280
- 22.24%
$236.42 - $259.82 $66.2K - $72.7K
979 $252K
PG
Procter & Gamble CO

Consumer Defensive
-465
- 19.35%
$160.76 - $177.82 $74.8K - $82.7K
1.94K $335K
XOM
Exxon Mobil Corp

Energy
-593
- 10.81%
$109.72 - $119.0 $65.1K - $70.6K
4.89K $573K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.85K
- 3.44%
$76.94 - $79.54 $220K - $227K
80.1K $6.36M
IYH
Ishares Tr

ETFs
-1.7K
- 8.19%
$60.29 - $66.38 $102K - $113K
19K $1.24M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-467
- 11.01%
$113.41 - $125.62 $53K - $58.7K
3.78K $474K
VUG
Vanguard Growth ETF

ETFs
-356
- 2.69%
$341.08 - $391.94 $121K - $140K
12.9K $4.95M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-336
- 9.96%
$69.31 - $77.34 $23.3K - $26K
3.04K $232K
IVV
Ishares Core S&P 500 ETF

ETFs
-46
- 5.25%
$520.18 - $576.82 $23.9K - $26.5K
830 $478K
VUSB
Vanguard Bd Index Fds
-19K
- 44.27%
N/A
23.9K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.58K
- 4.52%
N/A
33.3K $0
VB
Vanguard Small Cap ETF

ETFs
-278
- 7.17%
$214.77 - $237.72 $59.7K - $66.1K
3.6K $853K
VBK
Vanguard Small Cap Growth ETF

ETFs
-33
- 2.06%
$240.48 - $267.94 $7.94K - $8.84K
1.57K $419K
XLU
Utilities Sector Spdr

ETFs
-955
- 12.48%
$67.67 - $80.78 $64.6K - $77.1K
6.7K $541K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-87
- 1.84%
$83.76 - $91.82 $7.29K - $7.99K
4.64K $423K
FVD
First Tr Value Line Divid Inde

ETFs
-714
- 5.38%
$40.45 - $45.49 $28.9K - $32.5K
12.5K $570K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-36
- 1.75%
$475.2 - $527.7 $17.1K - $19K
2.02K $1.07M
VHT
Vanguard Health Care ETF

ETFs
-197
- 3.11%
$261.88 - $288.1 $51.6K - $56.8K
6.15K $1.73M
WMT
Walmart Inc.

Consumer Defensive
-1.12K
- 10.55%
$66.91 - $81.4 $74.9K - $91.2K
9.5K $767K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-48
- 1.39%
$139.03 - $157.34 $6.67K - $7.55K
3.41K $536K
VBR
Vanguard Small Cap Value ETF

ETFs
-240
- 2.78%
$179.99 - $201.6 $43.2K - $48.4K
8.4K $1.69M
VTV
Vanguard Value ETF

ETFs
-246
- 2.22%
$159.75 - $174.57 $39.3K - $42.9K
10.8K $1.89M
IYJ
Ishares Tr

ETFs
-21
- 0.23%
$118.32 - $133.67 $2.48K - $2.81K
9.15K $1.22M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-45
- 0.33%
$104.5 - $114.97 $4.7K - $5.17K
13.5K $1.54M
VOE
Vanguard Mid Cap Value Index F

ETFs
-61
- 0.64%
$149.02 - $167.67 $9.09K - $10.2K
9.45K $1.58M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.04K
- 4.39%
$125.95 - $142.04 $131K - $148K
22.6K $3.22M
MGV
Vanguard Mega Cap Value

ETFs
-2.12K
- 3.89%
$118.0 - $128.28 $250K - $272K
52.4K $6.72M
AAPL
Apple Inc.

Technology
-754
- 1.72%
$207.23 - $234.82 $156K - $177K
43.1K $10M
Activity Summary
Buys All Purchases 37 New Holdings 13 Increased Positions 24 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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