Planning Directions Inc Reduced Holdings in Q4 2024

Planning Directions Inc

  • $170 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-3.12K
- 4.01%
N/A
74.7K $13.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.02K
- 6.27%
$77.86 - $79.27 $391K - $398K
75.1K $5.86M
MGV
Vanguard Mega Cap Value

ETFs
-1.91K
- 3.64%
$124.06 - $133.48 $236K - $254K
50.5K $6.31M
VHT
Vanguard Health Care ETF

ETFs
-724
- 11.78%
$250.81 - $283.3 $182K - $205K
5.42K $1.38M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-949
- 4.19%
$131.66 - $144.0 $125K - $137K
21.7K $2.87M
IYH
Ishares Tr

ETFs
-3.05K
- 16.05%
$57.53 - $65.24 $175K - $199K
16K $929K
VTV
Vanguard Value ETF

ETFs
-737
- 6.8%
$168.32 - $181.87 $124K - $134K
10.1K $1.71M
XLP
Consumer Staples Sector Spdr

ETFs
-1.41K
- 7.12%
N/A
18.4K $1.4M
XOM
Exxon Mobil Corp

Energy
-535
- 10.94%
$105.51 - $125.37 $56.4K - $67.1K
4.36K $468K
VBR
Vanguard Small Cap Value ETF

ETFs
-379
- 4.51%
$197.36 - $217.3 $74.8K - $82.4K
8.02K $1.59M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-712
- 18.86%
$124.26 - $134.12 $88.5K - $95.5K
3.06K $394K
PEP
Pepsico Inc

Consumer Defensive
-178
- 8.02%
$151.29 - $176.1 $26.9K - $31.3K
2.04K $310K
BA
Boeing CO

Industrials
-720
- 29.67%
$138.14 - $180.72 $99.5K - $130K
1.71K $302K
VOE
Vanguard Mid Cap Value Index F

ETFs
-68
- 0.72%
$160.89 - $176.18 $10.9K - $12K
9.38K $1.52M
LOW
Lowes Companies Inc

Consumer Cyclical
-102
- 6.14%
$244.52 - $284.07 $24.9K - $29K
1.56K $385K
XLU
Utilities Sector Spdr

ETFs
-407
- 6.08%
$74.89 - $82.93 $30.5K - $33.8K
6.29K $476K
FVD
First Tr Value Line Divid Inde

ETFs
-952
- 7.59%
$43.4 - $46.7 $41.3K - $44.5K
11.6K $506K
MCD
Mcdonalds Corp

Consumer Cyclical
-43
- 2.02%
$288.47 - $316.54 $12.4K - $13.6K
2.08K $603K
VB
Vanguard Small Cap ETF

ETFs
-222
- 6.17%
$233.76 - $261.58 $51.9K - $58.1K
3.38K $811K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-455
- 8.39%
$61.68 - $67.87 $28.1K - $30.9K
4.97K $309K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-43
- 5.88%
$442.29 - $483.08 $19K - $20.8K
688 $311K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-52
- 1.71%
$70.1 - $76.53 $3.65K - $3.98K
2.99K $211K
PG
Procter & Gamble CO

Consumer Defensive
-49
- 2.53%
$161.05 - $179.7 $7.89K - $8.81K
1.89K $316K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-73
- 1.57%
$88.59 - $94.57 $6.47K - $6.9K
4.57K $405K
IYJ
Ishares Tr

ETFs
-122
- 1.33%
$132.97 - $143.93 $16.2K - $17.6K
9.03K $1.21M
VUSB
Vanguard Bd Index Fds
-15K
- 62.78%
N/A
8.9K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-6.98K
- 20.96%
N/A
26.3K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-4
- 0.48%
$570.51 - $610.59 $2.28K - $2.44K
826 $486K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-54
- 1.58%
$153.8 - $176.52 $8.31K - $9.53K
3.35K $555K
GOOGL
Alphabet Inc.

Communication Services
-67
- 3.7%
$161.86 - $196.66 $10.8K - $13.2K
1.74K $330K
WMT
Walmart Inc.

Consumer Defensive
-100
- 1.05%
$79.1 - $95.7 $7.91K - $9.57K
9.4K $849K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-516
- 2.31%
$129.96 - $144.97 $67.1K - $74.8K
21.8K $3.04M
VUG
Vanguard Growth ETF

ETFs
-322
- 2.5%
$378.79 - $428.11 $122K - $138K
12.6K $5.16M
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
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