Planned Solutions, Inc. has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $231 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $25.7M, Schwab Fundamental U S Large C with a value of $24.9M, J P Morgan Exchange Traded Fd with a value of $21.9M, Ishares Core S&P Total U.S. St with a value of $18.4M, and Invesco Qqq Trust, Series 1 with a value of $15.1M.

Examining the 13F form we can see an increase of $235K in the current position value, from $231M to 231M.

Below you can find more details about Planned Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $231 Million
ETFs: $170 Million
Technology: $13.4 Million
Industrials: $6.59 Million
Healthcare: $4.62 Million
Financial Services: $4.48 Million
Communication Services: $2.69 Million
Consumer Defensive: $2 Million
Consumer Cyclical: $1.98 Million
Other: $3.17 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $231 Million
  • Prior Value $231 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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