Planning Capital Management Corp Purchases in Q2 2024

Planning Capital Management Corp

  • $142 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
1.52K
+ 2.1%
$58.85 - $68.9 $89.4K - $105K
73.7K $4.99B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.64K
+ 725.55%
$170.63 - $199.67 $451K - $527K
3.01K $592M
MSFT
Microsoft Corp

Technology
917
+ 31.81%
$389.33 - $452.85 $357K - $415K
3.8K $1.7B
INTU
Intuit Inc

Technology
714
+ 243.69%
$562.97 - $670.27 $402K - $479K
1.01K $662M
AVGO
Broadcom Inc.

Technology
257
+ 254.46%
$1204.71 - $1828.87 $310K - $470K
358 $576M
CAT
Caterpillar Inc

Industrials
1.28K
+ 919.42%
$321.47 - $379.3 $411K - $485K
1.42K $472M
UNH
Unitedhealth Group Inc

Healthcare
785
+ 172.91%
$439.2 - $524.63 $345K - $412K
1.24K $631M
MDT
Medtronic PLC

Healthcare
5.14K
+ 1328.68%
$78.71 - $87.02 $405K - $447K
5.53K $435M
CMCSA
Comcast Corp

Communication Services
10K
+ 1145.08%
$36.9 - $42.28 $369K - $423K
10.9K $426M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.58K
+ 141.84%
$105.7 - $113.43 $379K - $406K
6.11K $674M
KO
Coca Cola CO

Consumer Defensive
2.93K
+ 4.5%
$58.06 - $64.15 $170K - $188K
68K $4.33B
V
Visa Inc.

Financial Services
1.49K
+ 48.79%
$262.47 - $281.5 $391K - $419K
4.54K $1.19B
PG
Procter & Gamble CO

Consumer Defensive
1.69K
+ 7.28%
$155.33 - $168.56 $262K - $284K
24.9K $4.1B
LMT
Lockheed Martin Corp

Industrials
421
+ 4.04%
$447.57 - $471.51 $188K - $199K
10.9K $5.07B
XOM
Exxon Mobil Corp

Energy
2.72K
+ 26.32%
$108.36 - $122.2 $295K - $332K
13.1K $1.5B
IEFA
Ishares Tr

ETFs
3.69K
+ 23.15%
$70.77 - $76.19 $261K - $281K
19.7K $1.43B
SPY
Spdr S&P 500 ETF Trust

ETFs
369
+ 23.7%
$495.16 - $548.49 $183K - $202K
1.93K $1.05B
NVDA
Nvidia Corp

Technology
4.82K
+ 927.94%
$118.11 - $1224.4 $569K - $5.9M
5.34K $659M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$151.94 - $186.86 $152 - $187
6.09K $1.12B
VB
Vanguard Small Cap ETF

ETFs
740
+ 132.62%
$210.76 - $226.94 $156K - $168K
1.3K $283M
VUG
Vanguard Growth ETF

ETFs
369
New
$322.46 - $377.11 $119K - $139K
369 $138M
VIG
Vanguard Dividend Appreciation

ETFs
731
New
$173.33 - $185.29 $127K - $135K
731 $133M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.52K
New
$77.95 - $84.63 $119K - $129K
1.52K $125M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.91K
+ 38.38%
$56.67 - $60.99 $108K - $116K
6.87K $418M
MMM
3 M CO

Industrials
2.28K
+ 7.85%
$90.54 - $105.26 $206K - $240K
31.3K $3.2B
Proshares Tr
2.9K
New
N/A
2.9K $117M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29
+ 0.62%
$455.1 - $504.28 $13.2K - $14.6K
4.71K $2.36B
DPZ
Dominos Pizza Inc

Consumer Cyclical
145
+ 80.11%
$471.28 - $533.64 $68.3K - $77.4K
326 $168M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
792
+ 325.93%
$95.11 - $97.92 $75.3K - $77.6K
1.04K $100M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
284
+ 93.73%
$245.29 - $268.7 $69.7K - $76.3K
587 $154M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
714
+ 174.15%
$100.13 - $100.67 $71.5K - $71.9K
1.12K $113M
PAYC
Paycom Software, Inc.

Technology
497
+ 1242.5%
$140.99 - $207.82 $70.1K - $103K
537 $76.8M
VGT
Vanguard Information Technolog

ETFs
93
+ 59.24%
$479.9 - $588.82 $44.6K - $54.8K
250 $144M
FSLR
First Solar, Inc.

Technology
150
+ 42.86%
$166.73 - $300.71 $25K - $45.1K
500 $113M
UBER
Uber Technologies, Inc

Technology
702
+ 877.5%
$63.52 - $77.16 $44.6K - $54.2K
782 $56.8M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
498
+ 163.28%
$95.76 - $100.68 $47.7K - $50.1K
803 $77.1M
Solventum Corp
769
New
N/A
769 $40.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
345
+ 328.57%
$87.78 - $94.67 $30.3K - $32.7K
450 $41.3M
MSCI
Msci Inc.

Financial Services
57
New
$446.0 - $554.83 $25.4K - $31.6K
57 $27.5M
SHOP
Shopify Inc.

Technology
522
+ 62.14%
$56.97 - $78.19 $29.7K - $40.8K
1.36K $90M
CRWD
Crowd Strike Holdings, Inc.

Technology
8
+ 2.46%
$282.64 - $390.43 $2.26K - $3.12K
333 $128M
IBRX
Immunity Bio, Inc.

Healthcare
1.42K
+ 10.61%
$4.82 - $9.15 $6.82K - $12.9K
14.8K $93.3M
EQT
Eqt Corp

Energy
543
+ 123.41%
$36.04 - $41.92 $19.6K - $22.8K
983 $36.3M
MLM
Martin Marietta Materials Inc

Basic Materials
41
+ 85.42%
$534.99 - $621.53 $21.9K - $25.5K
89 $48.2M
FCX
Freeport Mcmoran Inc

Basic Materials
376
+ 131.93%
$47.26 - $54.86 $17.8K - $20.6K
661 $32.1M
PRMW
Primo Water Corp

Consumer Defensive
749
New
$17.51 - $22.91 $13.1K - $17.2K
749 $16.4M
DD
Du Pont De Nemours, Inc.

Basic Materials
166
+ 37.73%
$72.5 - $82.16 $12K - $13.6K
606 $48.7M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
171
New
$74.43 - $92.22 $12.7K - $15.8K
171 $14.1M
SNOW
Snowflake Inc.

Technology
184
+ 42.59%
$124.21 - $165.04 $22.9K - $30.4K
616 $83.2M
Activity Summary
Buys All Purchases 237 New Holdings 115 Increased Positions 122 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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