Planning Directions Inc Reduced Holdings in Q1 2025

Planning Directions Inc

  • $232 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-56.3K
- 22.26%
$76.94 - $78.28 $4.33M - $4.41M
197K $15.4M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.61K
- 16.57%
$126.86 - $146.45 $458K - $529K
18.2K $2.31M
VIG
Vanguard Dividend Appreciation

ETFs
-3.74K
- 5.0%
N/A
71K $12.9M
MGV
Vanguard Mega Cap Value

ETFs
-3.51K
- 6.95%
$123.61 - $133.01 $434K - $467K
47K $6.05M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.85K
- 5.12%
$77.7 - $78.94 $299K - $304K
71.3K $5.62M
PANW
Palo Alto Networks Inc

Technology
-576
- 20.98%
$167.82 - $208.28 $96.7K - $120K
2.17K $370K
IYJ
Ishares Tr

ETFs
-723
- 8.01%
$127.48 - $142.0 $92.2K - $103K
8.31K $1.08M
VB
Vanguard Small Cap ETF

ETFs
-137
- 4.06%
$217.89 - $252.64 $29.9K - $34.6K
3.24K $718K
IYH
Ishares Tr

ETFs
-2.07K
- 12.96%
$58.32 - $62.76 $121K - $130K
13.9K $845K
VO
Vanguard Mid Cap ETF

ETFs
-144
- 1.84%
$251.87 - $277.95 $36.3K - $40K
7.66K $1.98M
IYC
Ishares U.S. Consumer Discreti

ETFs
-406
- 8.76%
$85.71 - $101.2 $34.8K - $41.1K
4.23K $373K
VHT
Vanguard Health Care ETF

ETFs
-445
- 8.21%
$254.06 - $273.83 $113K - $122K
4.98K $1.32M
BA
Boeing CO

Industrials
-252
- 14.76%
$148.15 - $186.25 $37.3K - $46.9K
1.46K $248K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-29
- 3.03%
$307.43 - $357.48 $8.92K - $10.4K
928 $286K
XLP
Consumer Staples Sector Spdr

ETFs
-525
- 2.85%
N/A
17.9K $1.36M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-158
- 5.16%
$120.29 - $134.6 $19K - $21.3K
2.91K $354K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-23
- 0.69%
$157.71 - $180.77 $3.63K - $4.16K
3.33K $535K
FVD
First Tr Value Line Divid Inde

ETFs
-414
- 3.57%
$42.61 - $45.51 $17.6K - $18.8K
11.2K $498K
XLU
Utilities Sector Spdr

ETFs
-281
- 4.47%
$74.7 - $80.27 $21K - $22.6K
6.01K $473K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.18K
- 4.47%
N/A
25.2K $0
VUSB
Vanguard Bd Index Fds
-630
- 7.08%
N/A
8.27K $0
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-224
- 7.5%
$69.81 - $78.9 $15.6K - $17.7K
2.76K $215K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-730
- 5.5%
$107.24 - $116.37 $78.3K - $85K
12.5K $1.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-75
- 10.9%
$442.66 - $534.52 $33.2K - $40.1K
613 $326K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-388
- 1.79%
$128.74 - $138.67 $50K - $53.8K
21.3K $2.89M
MCD
Mcdonalds Corp

Consumer Cyclical
-45
- 2.16%
$279.74 - $321.29 $12.6K - $14.5K
2.04K $635K
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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