Planning Directions Inc Sells in Q2 2025

Planning Directions Inc

  • $175 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-13.4K
- 91.94%
$335.24 - $380.78 $4.48M - $5.09M
1.17K $429K
PG
Procter & Gamble CO

Consumer Defensive
-26.2K
- 94.28%
$157.66 - $172.39 $4.14M - $4.53M
1.59K $253K
SPY
Spdr S&P 500 ETF Trust

ETFs
-7.12K
- 93.28%
$496.48 - $617.85 $3.54M - $4.4M
513 $316K
PEP
Pepsico Inc

Consumer Defensive
-22.3K
- 91.53%
$128.02 - $151.37 $2.86M - $3.38M
2.07K $272K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15.6K
- 90.24%
$114.78 - $133.31 $1.8M - $2.09M
1.69K $225K
VBK
Vanguard Small Cap Growth ETF

ETFs
-7.04K
- 82.77%
$219.76 - $276.94 $1.55M - $1.95M
1.47K $405K
AAPL
Apple Inc.

Technology
-789
- 1.79%
$172.42 - $223.89 $136K - $177K
43.2K $8.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.83K
- 43.36%
$456.74 - $568.03 $836K - $1.04M
2.39K $1.36M
VOE
Vanguard Mid Cap Value Index F

ETFs
-4.88K
- 37.82%
$141.87 - $164.49 $692K - $802K
8.02K $1.32M
VTV
Vanguard Value ETF

ETFs
-3.61K
- 28.25%
$153.67 - $176.74 $554K - $637K
9.16K $1.62M
VIG
Vanguard Dividend Appreciation

ETFs
-2.8K
- 3.94%
N/A
68.2K $12.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.99K
- 29.62%
$162.76 - $195.77 $486K - $585K
7.1K $1.38M
WMT
Walmart Inc.

Consumer Defensive
-6.02K
- 52.82%
$81.79 - $99.98 $492K - $602K
5.38K $525K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.23K
- 7.33%
$77.94 - $79.5 $407K - $415K
66K $5.25M
VUG
Vanguard Growth ETF

ETFs
-3.16K
- 20.56%
$329.49 - $438.4 $1.04M - $1.39M
12.2K $5.36M
VHT
Vanguard Health Care ETF

ETFs
-976
- 19.61%
$236.71 - $261.92 $231K - $256K
4K $993K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.63K
- 56.46%
$79.56 - $82.92 $289K - $301K
2.8K $231K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.96K
- 58.59%
$39.89 - $49.46 $238K - $295K
4.21K $208K
NEE
Nextera Energy Inc

Utilities
-2.78K
- 48.18%
$64.11 - $75.0 $178K - $208K
2.99K $207K
JPM
Jpmorgan Chase & CO

Financial Services
-862
- 55.26%
$210.28 - $289.91 $181K - $250K
698 $202K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.28K
- 6.0%
$121.58 - $136.74 $156K - $175K
20K $2.72M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-6.46K
- 31.79%
$20.42 - $25.3 $132K - $163K
13.9K $350K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.22K
- 9.7%
$107.61 - $119.09 $131K - $145K
11.3K $1.34M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.35K
- 1.2%
$77.74 - $78.78 $183K - $185K
194K $15.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-372
- 23.74%
$210.83 - $235.28 $78.4K - $87.5K
1.2K $265K
XLP
Consumer Staples Sector Spdr

ETFs
-1.31K
- 7.33%
N/A
16.6K $1.26M
MCD
Mcdonalds Corp

Consumer Cyclical
-199
- 9.77%
$285.55 - $321.23 $56.8K - $63.9K
1.84K $536K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-995
- 34.24%
$108.12 - $135.04 $108K - $134K
1.91K $258K
IYH
Ishares Tr

ETFs
-542
- 3.9%
$53.97 - $60.17 $29.3K - $32.6K
13.3K $753K
XOM
Exxon Mobil Corp

Energy
-234
- 5.21%
$99.93 - $119.04 $23.4K - $27.9K
4.26K $459K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-89
- 14.52%
$483.48 - $539.8 $43K - $48K
524 $254K
IWS
Ishares Russell Midcap Value E

ETFs
-623
- 25.6%
$110.58 - $132.14 $68.9K - $82.3K
1.81K $239K
PLTR
Palantir Technologies Inc.

Technology
-1.93K
- 49.4%
$74.01 - $144.25 $143K - $278K
1.98K $269K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-1.48K
- 0.65%
$45.95 - $47.33 $68.1K - $70.1K
227K $10.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-119
- 16.3%
$498.8 - $620.9 $59.4K - $73.9K
611 $379K
IYJ
Ishares Tr

ETFs
-910
- 10.96%
$115.07 - $142.31 $105K - $130K
7.4K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 11.75%
$908.13 - $1056.85 $37.2K - $43.3K
308 $304K
NSC
Norfolk Southern Corp

Industrials
-163
- 15.46%
$206.34 - $257.46 $33.6K - $42K
891 $228K
GOOGL
Alphabet Inc.

Communication Services
-344
- 16.46%
$144.7 - $178.6 $49.8K - $61.4K
1.75K $307K
BX
Blackstone Inc.

Financial Services
-191
- 11.35%
$120.07 - $151.11 $22.9K - $28.9K
1.49K $223K
META
Meta Platforms, Inc.

Communication Services
-87
- 22.37%
$484.66 - $738.09 $42.2K - $64.2K
302 $222K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-354
- 1.41%
N/A
24.8K $0
VUSB
Vanguard Bd Index Fds
-840
- 10.15%
N/A
7.43K $0
DE
Deere & CO

Industrials
-30
- 4.06%
$412.99 - $531.48 $12.4K - $15.9K
709 $360K
VB
Vanguard Small Cap ETF

ETFs
-123
- 3.8%
$193.73 - $237.37 $23.8K - $29.2K
3.12K $738K
IBM
International Business Machines Corp

Technology
-58
- 5.94%
$221.03 - $294.78 $12.8K - $17.1K
918 $270K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-23
- 2.48%
$273.67 - $366.17 $6.29K - $8.42K
905 $331K
MSFT
Microsoft Corp

Technology
-791
- 21.68%
$354.56 - $497.45 $280K - $393K
2.86K $1.42M
AMZN
Amazon Com Inc

Consumer Cyclical
-490
- 6.75%
$167.32 - $223.3 $82K - $109K
6.77K $1.48M
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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