Planning Directions Inc Incresed Positions in Q2 2024

Planning Directions Inc

  • $144 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
8.7K
+ 43.87%
$104.94 - $113.51 $913K - $988K
28.5K $3.21M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
16.3K
+ 26.51%
$49.72 - $50.18 $810K - $817K
77.7K $3.88M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12K
+ 49.0%
$55.45 - $57.39 $664K - $687K
36.4K $2.06M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.27K
+ 3.5%
$75.81 - $76.76 $627K - $635K
245K $18.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.2K
+ 107.42%
$50.84 - $55.56 $570K - $623K
21.7K $1.2M
NVDA
Nvidia Corp

Technology
8.83K
+ 944.6%
$118.11 - $1224.4 $1.04M - $10.8M
9.77K $1.21M
PANW
Palo Alto Networks Inc

Technology
170
+ 14.13%
$265.2 - $340.82 $45.1K - $57.9K
1.37K $465K
MSFT
Microsoft Corp

Technology
25
+ 0.77%
$389.33 - $452.85 $9.73K - $11.3K
3.29K $1.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.4K
+ 4.01%
$75.81 - $80.15 $1.02M - $1.08M
348K $27.1M
AMAT
Applied Materials Inc

Technology
3
+ 0.16%
$189.46 - $247.83 $568 - $743
1.93K $454K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.25%
$704.88 - $870.75 $705 - $871
397 $337K
NVO
Novo Nordisk A S

Healthcare
4
+ 0.14%
$122.71 - $146.91 $491 - $588
2.92K $416K
IYW
Ishares Dj Us Tech ETF

ETFs
11
+ 0.59%
$124.75 - $153.46 $1.37K - $1.69K
1.86K $280K
CEG
Constellation Energy Corp

Utilities
39
+ 2.72%
$180.9 - $231.27 $7.06K - $9.02K
1.47K $294K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.23%
$497.53 - $549.64 $995 - $1.1K
876 $479K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
285
+ 9.08%
$102.13 - $110.88 $29.1K - $31.6K
3.43K $365K
SCHA
Schwab Strategic Tr Us Small C

ETFs
524
+ 5.74%
$45.24 - $49.04 $23.7K - $25.7K
9.66K $458K
AXP
American Express CO

Financial Services
2
+ 0.22%
$217.5 - $243.08 $435 - $486
907 $210K
VOT
Vanguard Mid Cap Growth Index

ETFs
437
+ 2.81%
$218.75 - $234.97 $95.6K - $103K
16K $3.67M
VBK
Vanguard Small Cap Growth ETF

ETFs
67
+ 4.37%
$237.63 - $258.31 $15.9K - $17.3K
1.6K $400K
WM
Waste Management Inc

Industrials
3
+ 0.3%
$200.55 - $213.34 $602 - $640
1.01K $216K
XAR
Spdr S&P Aerospace & Defense E

ETFs
4
+ 0.12%
$132.1 - $144.92 $528 - $580
3.46K $483K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15
+ 0.89%
$114.71 - $121.51 $1.72K - $1.82K
1.7K $202K
IYC
Ishares U.S. Consumer Discreti

ETFs
6
+ 0.13%
$76.27 - $81.91 $458 - $491
4.62K $375K
CAT
Caterpillar Inc

Industrials
2
+ 0.31%
$321.47 - $379.3 $643 - $759
637 $212K
PEP
Pepsico Inc

Consumer Defensive
28
+ 0.97%
$163.33 - $183.11 $4.57K - $5.13K
2.92K $481K
VO
Vanguard Mid Cap ETF

ETFs
97
+ 1.38%
$234.99 - $248.98 $22.8K - $24.2K
7.14K $1.73M
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.42%
$214.27 - $249.28 $1.5K - $1.74K
1.66K $364K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.43%
$325.1 - $368.03 $2.6K - $2.94K
1.88K $646K
Activity Summary
Buys All Purchases 31 New Holdings 1 Increased Positions 30 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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