Planning Directions Inc Portfolio Holdings

Planning Directions Inc

  • $232 Million
  • Q1 2025

Planning Directions Inc has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $232 Million distributed in 117 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 $35.8M, Vanguard Bd Index Fd Inc Short with a value of $15.4M, Vanguard Dividend Appreciation with a value of $12.9M, Usaa ETF Tr Core Intermediate with a value of $10.7M, and Apple Inc. with a value of $9.77M.

Examining the 13F form we can see an increase of $61.7M in the current position value, from $170M to 232M.

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

Portfolio value $232 Million
ETFs: $171 Million
Technology: $20.9 Million
Consumer Defensive: $17.3 Million
Consumer Cyclical: $8.87 Million
Healthcare: $3.42 Million
Real Estate: $3.02 Million
Financial Services: $2.77 Million
Industrials: $1.53 Million
Other: $3.14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$255,000 0.11% of portfolio
6,189
Q1 2025 New
$51.9B
$249,000 0.11% of portfolio
1,054
Q1 2025 Added 19.64%
$0
$246,000 0.11% of portfolio
5,988
Q1 2025 New
$91.5B
$262,000 0.11% of portfolio
752
Q1 2025 New
$109B
$248,000 0.11% of portfolio
1,455
Q1 2025 Reduced 14.76%
$0
$237,000 0.1% of portfolio
3,107
Q1 2025 New
$71B
$222,000 0.1% of portfolio
3,503
Q1 2025 New
$95.8B
$237,000 0.1% of portfolio
1,024
Q1 2025 Added 0.29%
$217B
$242,000 0.1% of portfolio
976
Q1 2025 Added 0.62%
$1.25T
$224,000 0.1% of portfolio
389
Q1 2025 Added 10.83%
$93.4B
$235,000 0.1% of portfolio
1,683
Q1 2025 Added 6.65%
$99B
$201,000 0.09% of portfolio
582
Q1 2025 New
$523B
$202,000 0.09% of portfolio
369
Q1 2025 New
$46.6B
$203,000 0.09% of portfolio
4,410
Q1 2025 New
$0
$215,000 0.09% of portfolio
2,761
Q1 2025 Reduced 7.5%
$0
$0 0.0% of portfolio
25,167
Q1 2025 Reduced 4.47%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $232 Million
  • Prior Value $170 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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