Planning Directions Inc Portfolio Holdings

Planning Directions Inc

  • $175 Million
  • Q2 2025

Planning Directions Inc has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $175 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $34.6M, Vanguard Bd Index Fd Inc Short with a value of $15.3M, Vanguard Dividend Appreciation with a value of $12.4M, Usaa ETF Tr Core Intermediate with a value of $10.7M, and Apple Inc. with a value of $8.86M.

Examining the 13F form we can see an decrease of $56.8M in the current position value, from $232M to 175M.

Below you can find more details about Planning Directions Inc portfolio as well as his latest detailed transactions.

Portfolio value $175 Million
ETFs: $150 Million
Technology: $15.9 Million
Consumer Cyclical: $2.71 Million
Consumer Defensive: $1.35 Million
Financial Services: $1.22 Million
Industrials: $892,000
Healthcare: $838,000
Utilities: $694,000
Other: $988,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$8.86 Million 5.07% of portfolio
43,186
Q2 2025 Reduced 1.79%
$456B
$2.52 Million 1.44% of portfolio
15,962
Q2 2025 Reduced 43.4%
$2.26T
$1.48 Million 0.85% of portfolio
6,768
Q2 2025 Reduced 6.75%
$3.95T
$1.42 Million 0.81% of portfolio
2,857
Q2 2025 Reduced 21.68%
$222B
$536,000 0.31% of portfolio
1,837
Q2 2025 Reduced 9.77%
$281B
$525,000 0.3% of portfolio
5,376
Q2 2025 Reduced 52.82%
$442B
$459,000 0.26% of portfolio
4,258
Q2 2025 Reduced 5.21%
$405B
$429,000 0.25% of portfolio
1,172
Q2 2025 Reduced 91.94%
$1.21T
$307,000 0.18% of portfolio
1,746
Q2 2025 Reduced 16.46%
$439B
$304,000 0.17% of portfolio
308
Q2 2025 Reduced 11.75%
$202B
$272,000 0.16% of portfolio
2,067
Q2 2025 Reduced 91.53%
$367B
$269,000 0.15% of portfolio
1,975
Q2 2025 Reduced 49.4%
$621B
$254,000 0.15% of portfolio
524
Q2 2025 Reduced 14.52%
$210B
$270,000 0.15% of portfolio
918
Q2 2025 Reduced 5.94%
$368B
$253,000 0.14% of portfolio
1,593
Q2 2025 Reduced 94.28%
$1.78T
$222,000 0.13% of portfolio
302
Q2 2025 Reduced 22.37%
$859B
$202,000 0.12% of portfolio
698
Q2 2025 Reduced 55.26%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $175 Million
  • Prior Value $232 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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