Planning Directions Inc Portfolio Holdings
Planning Directions Inc
- $170 Million
- Q4 2024
Planning Directions Inc has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $170 Million distributed in 77 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $31.7M, Vanguard Bd Index Fd Inc Short with a value of $19.5M, Vanguard Dividend Appreciation with a value of $13.6M, Apple Inc. with a value of $10.8M, and Usaa ETF Tr Core Intermediate with a value of $9.97M.
Examining the 13F form we can see an increase of $6.18M in the current position value, from $164M to 170M.
Below you can find more details about Planning Directions Inc portfolio as well as his latest detailed transactions.
Portfolio value
$170 Million
ETFs: $146 Million
Technology: $15.8 Million
Consumer Cyclical: $3.06 Million
Consumer Defensive: $1.76 Million
Industrials: $1.02 Million
Utilities: $790,000
Financial Services: $583,000
Communication Services: $537,000
Other: $873,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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