The Analysis of PLANNING ALTERNATIVES LTD /ADV's Holdings
Currently, PLANNING ALTERNATIVES LTD /ADV holds 88 types of securities in its portfolio with a total value $778.7M. In the most recent quarter, they have increased their positions in AAPL (+6.4K shares, valued at $1.6M), NVDA (+6.7K shares, valued at $1.2M), VEA (+19.3K shares, valued at $1.2M); decreased their positions in JPUS (-6.7K shares, valued at $829.2K), BND (-6.3K shares, valued at $471.8K), SPY (-368 shares, valued at $245.1K); initiated new positions in HD (+1.4K shares, valued at $569.3K), JNJ (+1.9K shares, valued at $350.9K), ORCL (+1.2K shares, valued at $332.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR419.8K shares-0.08%2025-09-302025-11-12
IJH ISHARES TR1.3M shares0.57%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS1.3M shares1.50%2025-09-302025-11-12 SPMO INVESCO EXCH TRADED FD TR II599.2K shares1.06%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS269.0K shares0.54%2025-09-302025-11-12 IJR ISHARES TR347.7K shares0.71%2025-09-302025-11-12 VUG VANGUARD INDEX FDS37.3K shares-1.16%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR682.5K shares-1.50%2025-09-302025-11-12 AAPL APPLE INC60.4K shares11.76%2025-09-302025-11-12 XCEM COLUMBIA ETF TR II329.5K shares1.56%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR17.5K shares-2.06%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR372.9K shares-1.42%2025-09-302025-11-12 VTV VANGUARD INDEX FDS47.2K shares-2.29%2025-09-302025-11-12 ESGU ISHARES TR32.5K shares3.46%2025-09-302025-11-12 MSFT MICROSOFT CORP9.0K shares18.29%2025-09-302025-11-12 VOO VANGUARD INDEX FDS7.2K shares4.72%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR162.0K shares-3.23%2025-09-302025-11-12 NVDA NVIDIA CORPORATION17.9K shares59.59%2025-09-302025-11-12 IWV ISHARES TR7.6K shares-0.86%2025-09-302025-11-12 DTE DTE ENERGY CO15.6K shares0.00%2025-09-302025-11-12 EAGG ISHARES TR41.7K shares5.47%2025-09-302025-11-12 JPUS J P MORGAN EXCHANGE TRADED F15.0K shares-30.85%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS24.7K shares-20.45%2025-09-302025-11-12 IWF ISHARES TR3.9K shares0.00%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC10.6K shares1.54%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR62.5K shares-0.95%2025-09-302025-11-12 IBIT ISHARES BITCOIN TRUST ETF23.4K shares61.50%2025-09-302025-11-12 ESGD ISHARES TR16.3K shares2.83%2025-09-302025-11-12 AMZN AMAZON COM INC6.8K shares29.01%2025-09-302025-11-12 MUB ISHARES TR11.9K shares73.08%2025-09-302025-11-12 ESML ISHARES TR26.4K shares5.87%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares-16.64%2025-09-302025-11-12 META META PLATFORMS INC1.6K shares29.21%2025-09-302025-11-12 IJS ISHARES TR10.3K shares0.00%2025-09-302025-11-12 NEAR ISHARES U S ETF TR22.0K shares0.00%2025-09-302025-11-12 COMP COMPASS INC139.6K shares-17.69%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS3.4K shares-2.19%2025-09-302025-11-12 LRCX LAM RESEARCH CORP7.0K shares5.34%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.2.9K shares12.43%2025-09-302025-11-12 GOOGL ALPHABET INC3.6K shares40.89%2025-09-302025-11-12 MDLZ MONDELEZ INTL INC13.0K shares-4.39%2025-09-302025-11-12 TSLA TESLA INC1.7K shares-7.63%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR25.1K shares-0.74%2025-09-302025-11-12 GGG GRACO INC8.4K shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC2.2K shares1.40%2025-09-302025-11-12 VMO INVESCO MUN OPPORTUNITY TR73.0K shares0.00%2025-09-302025-11-12 CAT CATERPILLAR INC1.4K shares3.86%2025-09-302025-11-12 VTI VANGUARD INDEX FDS2.1K shares-5.45%2025-09-302025-11-12 GOOG ALPHABET INC2.8K shares45.04%2025-09-302025-11-12 IEFA ISHARES TR7.0K shares5.84%2025-09-302025-11-12 ABBV ABBVIE INC2.5K shares57.12%2025-09-302025-11-12 HD HOME DEPOT INC1.4K sharesnew addition2025-09-302025-11-12 MORN MORNINGSTAR INC2.4K shares0.00%2025-09-302025-11-12 QQQ INVESCO QQQ TR873 shares0.00%2025-09-302025-11-12 F FORD MTR CO41.5K shares-0.97%2025-09-302025-11-12 NFLX NETFLIX INC403 shares22.87%2025-09-302025-11-12 LLY ELI LILLY & CO591 shares-19.26%2025-09-302025-11-12 CVX CHEVRON CORP NEW2.9K shares26.70%2025-09-302025-11-12 HON HONEYWELL INTL INC2.1K shares7.95%2025-09-302025-11-12 ITOT ISHARES TR2.8K shares-0.28%2025-09-302025-11-12 SCHA SCHWAB STRATEGIC TR14.6K shares-0.61%2025-09-302025-11-12 ITW ILLINOIS TOOL WKS INC1.5K shares4.98%2025-09-302025-11-12 TXN TEXAS INSTRS INC2.0K shares9.85%2025-09-302025-11-12 DGRO ISHARES TR5.2K shares-0.51%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON1.9K sharesnew addition2025-09-302025-11-12 INTU INTUIT504 shares18.87%2025-09-302025-11-12 CSCO CISCO SYS INC5.0K shares55.70%2025-09-302025-11-12 ORCL ORACLE CORP1.2K sharesnew addition2025-09-302025-11-12 AXP AMERICAN EXPRESS CO999 shares14.96%2025-09-302025-11-12 V VISA INC946 shares-26.78%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC1.6K sharesnew addition2025-09-302025-11-12 GE GE AEROSPACE948 shares17.76%2025-09-302025-11-12 LIN LINDE PLC595 shares23.44%2025-09-302025-11-12 MA MASTERCARD INCORPORATED493 shares19.08%2025-09-302025-11-12 IWD ISHARES TR1.4K shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP2.5K shares-3.84%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC560 sharesnew addition2025-09-302025-11-12 IVW ISHARES TR2.1K shares0.00%2025-09-302025-11-12 PEP PEPSICO INC1.7K sharesnew addition2025-09-302025-11-12 PG PROCTER AND GAMBLE CO1.6K shares-36.39%2025-09-302025-11-12 CATH GLOBAL X FDS2.9K shares-0.70%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW240 shares-18.09%2025-09-302025-11-12 AGG ISHARES TR2.2K sharesnew addition2025-09-302025-11-12 DIS DISNEY WALT CO1.9K shares-0.80%2025-09-302025-11-12 JPST J P MORGAN EXCHANGE TRADED F4.2K shares0.00%2025-09-302025-11-12 WMT WALMART INC2.0K sharesnew addition2025-09-302025-11-12 MCD MCDONALDS CORP661 shares-8.07%2025-09-302025-11-12 ORGN ORIGIN MATERIALS INC30.9K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available