Planning Directions Inc Portfolio Holdings
Planning Directions Inc
- $164 Million
- Q3 2024
Planning Directions Inc has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $164 Million distributed in 81 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 $31.1M, Vanguard Bd Index Fd Inc Short with a value of $17.9M, Vanguard Dividend Appreciation with a value of $14.2M, Apple Inc. with a value of $10M, and Usaa ETF Tr Core Intermediate with a value of $8.02M.
Examining the 13F form we can see an increase of $20.3M in the current position value, from $144M to 164M.
Below you can find more details about Planning Directions Inc portfolio as well as his latest detailed transactions.
Portfolio value
$164 Million
ETFs: $141 Million
Technology: $13.9 Million
Consumer Cyclical: $2.6 Million
Consumer Defensive: $1.99 Million
Industrials: $1.1 Million
Utilities: $887,000
Financial Services: $817,000
Healthcare: $640,000
Other: $1.07 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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