Planning Directions Inc Incresed Positions in Q4 2024

Planning Directions Inc

  • $170 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UITB
Usaa ETF Tr Core Intermediate

ETFs
49.7K
+ 29.69%
$45.83 - $48.07 $2.28M - $2.39M
217K $9.97M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
25.8K
+ 11.34%
$77.02 - $78.58 $1.98M - $2.02M
253K $19.5M
AAPL
Apple Inc.

Technology
57
+ 0.13%
$221.69 - $259.02 $12.6K - $14.8K
43.2K $10.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
794K
+ 216.08%
$26.93 - $84.95 $21.4M - $67.4M
1.16M $31.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.97K
+ 17.13%
$113.92 - $127.38 $680K - $760K
40.8K $4.7M
COIN
Coinbase Global, Inc.

Technology
1.92K
+ 90.02%
$163.17 - $343.62 $314K - $660K
4.06K $1.01M
AMZN
Amazon Com Inc

Consumer Cyclical
1.9K
+ 37.73%
$180.88 - $232.93 $343K - $442K
6.93K $1.52M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.3K
+ 27.91%
$57.53 - $60.83 $649K - $686K
51.7K $2.97M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
973
+ 48.17%
$521.84 - $558.82 $508K - $544K
2.99K $1.61M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.33K
+ 33.66%
$53.94 - $58.15 $450K - $485K
33.1K $1.87M
NVDA
Nvidia Corp

Technology
1.73K
+ 16.74%
$117.0 - $148.88 $202K - $257K
12K $1.62M
VT
Vanguard Total World Stk Index

ETFs
2.29K
+ 5.96%
$117.09 - $123.07 $268K - $281K
40.6K $4.77M
VO
Vanguard Mid Cap ETF

ETFs
561
+ 7.74%
$261.5 - $284.63 $147K - $160K
7.81K $2.06M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.89K
+ 59.61%
$80.13 - $83.77 $151K - $158K
5.05K $405K
IYW
Ishares Dj Us Tech ETF

ETFs
277
+ 14.24%
$148.14 - $166.23 $41K - $46K
2.22K $354K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
1.37K
+ 1.71%
$49.93 - $50.24 $68.2K - $68.6K
81.2K $4.05M
IYC
Ishares U.S. Consumer Discreti

ETFs
4
+ 0.09%
$85.96 - $101.28 $344 - $405
4.63K $445K
BX
Blackstone Inc.

Financial Services
37
+ 2.4%
$148.45 - $199.05 $5.49K - $7.36K
1.58K $272K
MGK
Vanguard Mega Cap Growth ETF

ETFs
41
+ 4.48%
$316.94 - $357.88 $13K - $14.7K
957 $328K
PANW
Palo Alto Networks Inc

Technology
1.37K
+ 100.0%
$181.96 - $405.9 $250K - $557K
2.75K $499K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 5.84%
$873.59 - $994.69 $14.9K - $16.9K
308 $282K
VBK
Vanguard Small Cap Growth ETF

ETFs
13
+ 0.83%
$264.18 - $304.19 $3.43K - $3.95K
1.58K $442K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.36%
$571.78 - $647.97 $1.14K - $1.3K
565 $351K
MSFT
Microsoft Corp

Technology
106
+ 3.89%
$406.35 - $454.46 $43.1K - $48.2K
2.83K $1.19M
DE
Deere & CO

Industrials
3
+ 0.41%
$389.45 - $466.0 $1.17K - $1.4K
730 $309K
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.2K
+ 100.96%
$25.33 - $51.16 $258K - $522K
20.3K $524K
AMAT
Applied Materials Inc

Technology
505
+ 24.96%
$161.44 - $213.89 $81.5K - $108K
2.53K $411K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13
+ 0.76%
$126.68 - $134.74 $1.65K - $1.75K
1.73K $220K
IBM
International Business Machines Corp

Technology
6
+ 0.62%
$204.9 - $238.04 $1.23K - $1.43K
970 $213K
WM
Waste Management Inc

Industrials
4
+ 0.39%
$201.79 - $228.46 $807 - $914
1.02K $206K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
187
+ 1.05%
$49.79 - $51.14 $9.31K - $9.56K
17.9K $899K
NSC
Norfolk Southern Corp

Industrials
4
+ 0.46%
$230.6 - $277.0 $922 - $1.11K
881 $206K
PEG
Public Service Enterprise Group Inc

Utilities
8
+ 0.31%
$81.87 - $94.51 $655 - $756
2.6K $219K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
156
+ 0.87%
$50.02 - $51.24 $7.8K - $7.99K
18.1K $909K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.43%
$385.02 - $431.37 $2.31K - $2.59K
1.42K $550K
NEE
Nextera Energy Inc

Utilities
116
+ 3.59%
$69.77 - $85.43 $8.09K - $9.91K
3.35K $240K
Activity Summary
Buys All Purchases 38 New Holdings 1 Increased Positions 37 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Planning Directions Inc Portfolio

Follow Planning Directions Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Directions Inc, based on Form 13F filings with the SEC.

News

Stay updated on Planning Directions Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email