Sponsored

The Analysis of PLANNING DIRECTIONS INC's Holdings & P&L

Currently, PLANNING DIRECTIONS INC holds 106 types of securities in its portfolio with a total value $197.6M. In the most recent quarter, they have increased their positions in IVE (+106.0K shares, valued at $22.4M), JPIE (+229.9K shares, valued at $10.6M), ISTB (+95.6K shares, valued at $4.6M); decreased their positions in SCHD (-859.6K shares, valued at $26.4M), BSV (-130.8K shares, valued at $10.3M), SHYG (-94.8K shares, valued at $4.0M); initiated new positions in IVE (+106.0K shares, valued at $22.4M), JPIE (+229.9K shares, valued at $10.6M), ISTB (+95.6K shares, valued at $4.6M).

1M P&L

+5.4M+2.65%

3M P&L

-26.9M-11.43%

HY P&L

-18.2M-8.02%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A167.5M

86.2%

2Consumer Electronics10.9M

5.6%

3Semiconductors2.8M

1.4%

Top Industries by Stock Count

1N/A67 stocks

67.0%

2Software - Infrastructure3 stocks

3.0%

3Banks - Regional2 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVE ISHARES TR106.0K sharesnew addition2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR485.0K shares-63.93%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS69.0K shares1.39%2026-03-312026-04-15

UITB VICTORY PORTFOLIOS II298.7K shares6.36%2026-03-312026-04-15

AAPL APPLE INC42.8K shares0.54%2026-03-312026-04-15

JPIE J P MORGAN EXCHANGE TRADED F229.9K sharesnew addition2026-03-312026-04-15

MGV VANGUARD WORLD FD44.4K shares2.75%2026-03-312026-04-15

BSV VANGUARD BD INDEX FDS81.7K shares-61.55%2026-03-312026-04-15

Sponsored

FLDR FIDELITY MERRIMACK STR TR119.9K shares5.60%2026-03-312026-04-15

VT VANGUARD INTL EQUITY INDEX F38.6K shares-3.48%2026-03-312026-04-15

VOT VANGUARD INDEX FDS20.7K shares2.76%2026-03-312026-04-15

IJR ISHARES TR37.6K shares-36.89%2026-03-312026-04-15

ISTB ISHARES TR95.6K sharesnew addition2026-03-312026-04-15

VUG VANGUARD INDEX FDS10.2K shares-3.95%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS52.9K shares-17.42%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F61.9K shares10.29%2026-03-312026-04-15

Sponsored

NVDA NVIDIA CORPORATION15.8K shares2.34%2026-03-312026-04-15

JEPQ J P MORGAN EXCHANGE TRADED F49.2K shares8.19%2026-03-312026-04-15

SDY SPDR SERIES TRUST17.9K shares-0.66%2026-03-312026-04-15

IUSG ISHARES TR14.9K shares-0.88%2026-03-312026-04-15

NEAR ISHARES U S ETF TR41.8K shares29.44%2026-03-312026-04-15

VTV VANGUARD INDEX FDS10.1K shares10.17%2026-03-312026-04-15

VO VANGUARD INDEX FDS6.3K shares-11.03%2026-03-312026-04-15

JIRE J P MORGAN EXCHANGE TRADED F19.7K shares12.67%2026-03-312026-04-15

Sponsored

SHYG ISHARES TR34.5K shares-73.34%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.3K shares-1.31%2026-03-312026-04-15

ACWV ISHARES INC11.4K shares0.00%2026-03-312026-04-15

AMZN AMAZON COM INC6.5K shares-0.93%2026-03-312026-04-15

VBR VANGUARD INDEX FDS6.1K shares-6.56%2026-03-312026-04-15

XLP SELECT SECTOR SPDR TR15.7K shares0.04%2026-03-312026-04-15

MSFT MICROSOFT CORP3.5K shares19.62%2026-03-312026-04-15

VOE VANGUARD INDEX FDS6.9K shares-2.82%2026-03-312026-04-15

Sponsored

AMAT APPLIED MATLS INC3.3K shares0.09%2026-03-312026-04-15

JMUB J P MORGAN EXCHANGE TRADED F20.1K shares0.89%2026-03-312026-04-15

IYJ ISHARES TR6.8K shares-2.44%2026-03-312026-04-15

VHT VANGUARD WORLD FD3.0K shares-2.51%2026-03-312026-04-15

XAR SPDR SERIES TRUST3.2K shares0.79%2026-03-312026-04-15

VB VANGUARD INDEX FDS2.9K shares-3.59%2026-03-312026-04-15

WMT WALMART INC5.9K shares5.55%2026-03-312026-04-15

VCIT VANGUARD SCOTTSDALE FDS8.8K shares37.23%2026-03-312026-04-15

Sponsored

ITA ISHARES TR3.3K shares86.19%2026-03-312026-04-15

XOM EXXON MOBIL CORP4.2K shares-0.19%2026-03-312026-04-15

CEG CONSTELLATION ENERGY CORP2.5K shares12.05%2026-03-312026-04-15

COHERENT CORP COHERENT CORP2.9K shares3.57%2026-03-312026-04-15

RSPS INVESCO EXCHANGE TRADED FD T21.6K shares-6.46%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS12.6K shares-31.86%2026-03-312026-04-15

COIN COINBASE GLOBAL INC3.5K shares2.92%2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR12.9K shares3.61%2026-03-312026-04-15

Sponsored

IWD ISHARES TR2.8K sharesnew addition2026-03-312026-04-15

IYH ISHARES TR8.8K shares-12.12%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.7K shares-2.88%2026-03-312026-04-15

VXUS VANGUARD STAR FDS6.2K shares0.10%2026-03-312026-04-15

USMV ISHARES TR4.7K shares-1.91%2026-03-312026-04-15

MCD MCDONALDS CORP1.4K shares-1.71%2026-03-312026-04-15

WSFS WSFS FINL CORP6.5K shares5.33%2026-03-312026-04-15

FVD FIRST TR EXCHANGE-TRADED FD9.0K shares-0.71%2026-03-312026-04-15

Sponsored

VBK VANGUARD INDEX FDS1.4K shares1.95%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T626 shares-5.44%2026-03-312026-04-15

DE DEERE & CO716 shares0.28%2026-03-312026-04-15

DELL DELL TECHNOLOGIES INC2.4K shares0.41%2026-03-312026-04-15

VIGI VANGUARD WHITEHALL FDS4.5K shares68.83%2026-03-312026-04-15

IWS ISHARES TR2.7K shares6.60%2026-03-312026-04-15

SCHA SCHWAB STRATEGIC TR13.3K shares0.09%2026-03-312026-04-15

IYC ISHARES TR4.0K shares0.10%2026-03-312026-04-15

Sponsored

VWO VANGUARD INTL EQUITY INDEX F7.1K shares40.00%2026-03-312026-04-15

MGK VANGUARD WORLD FD1.0K shares15.71%2026-03-312026-04-15

VUSB VANGUARD BD INDEX FDS7.3K shares0.15%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL744 shares41.98%2026-03-312026-04-15

PAVE GLOBAL X FDS7.0K shares-0.50%2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC2.1K shares-0.92%2026-03-312026-04-15

USTB VICTORY PORTFOLIOS II6.7K shares-3.50%2026-03-312026-04-15

CAT CATERPILLAR INC472 shares0.21%2026-03-312026-04-15

Sponsored

COST COSTCO WHOLESALE CORPORATION335 shares0.30%2026-03-312026-04-15

IYW ISHARES TR1.8K shares-29.91%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS2.1K shares3.01%2026-03-312026-04-15

PPA INVESCO EXCHANGE TRADED FD T1.8K sharesnew addition2026-03-312026-04-15

BIV VANGUARD BD INDEX FDS3.8K shares0.67%2026-03-312026-04-15

BA BOEING CO1.5K shares0.00%2026-03-312026-04-15

FIGB FIDELITY MERRIMACK STR TR6.6K shares1.03%2026-03-312026-04-15

NEE NEXTERA ENERGY INC3.1K shares0.59%2026-03-312026-04-15

Sponsored

FDVV FIDELITY COVINGTON TRUST5.1K shares0.80%2026-03-312026-04-15

LOW LOWES COS INC1.2K shares0.42%2026-03-312026-04-15

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST5.8K shares35.40%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC1.9K shares29.02%2026-03-312026-04-15

HD HOME DEPOT INC844 shares-11.06%2026-03-312026-04-15

HCA HCA HEALTHCARE INC558 shares0.00%2026-03-312026-04-15

DGRO ISHARES TR3.7K shares5.38%2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP903 shares0.44%2026-03-312026-04-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.57%2026-03-312026-04-15

ITOT ISHARES TR1.8K shares-5.42%2026-03-312026-04-15

PEP PEPSICO INC1.6K shares1.58%2026-03-312026-04-15

IJH ISHARES TR3.3K sharesnew addition2026-03-312026-04-15

PG PROCTER & GAMBLE CO1.6K shares-3.11%2026-03-312026-04-15

EFAV ISHARES TR2.4K shares-14.48%2026-03-312026-04-15

VGT VANGUARD WORLD FD315 shares0.00%2026-03-312026-04-15

TBUX T ROWE PRICE ETF INC4.4K shares1.02%2026-03-312026-04-15

Sponsored

EXC EXELON CORP4.4K sharesnew addition2026-03-312026-04-15

JPLD J P MORGAN EXCHANGE TRADED F4.1K shares1.02%2026-03-312026-04-15

ACNB ACNB CORP4.4K shares0.00%2026-03-312026-04-15

RSPU INVESCO EXCHANGE TRADED FD T2.6K shares-10.09%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO708 shares0.43%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON850 sharesnew addition2026-03-312026-04-15

LOAR LOAR HOLDINGS INC3.6K sharesnew addition2026-03-312026-04-15

AGNC AGNC INVT CORP17.5K shares40.20%2026-03-312026-04-15

Sponsored

CRMD CORMEDIX INC20.0K shares0.00%2026-03-312026-04-15

CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP50.0K shares0.00%2026-03-312026-04-15

IVE

ISHARES TR

New

Shares106.0K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

-63.93%

Shares485.0K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

1.39%

Shares69.0K

Event2026-03-31

Filed2026-04-15

UITB

VICTORY PORTFOLIOS II

6.36%

Shares298.7K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

0.54%

Shares42.8K

Event2026-03-31

Filed2026-04-15

JPIE

J P MORGAN EXCHANGE TRADED F

New

Shares229.9K

Event2026-03-31

Filed2026-04-15

MGV

VANGUARD WORLD FD

2.75%

Shares44.4K

Event2026-03-31

Filed2026-04-15

BSV

VANGUARD BD INDEX FDS

-61.55%

Shares81.7K

Event2026-03-31

Filed2026-04-15

FLDR

FIDELITY MERRIMACK STR TR

5.60%

Shares119.9K

Event2026-03-31

Filed2026-04-15

VANGUARD INTL EQUITY INDEX F

-3.48%

Shares38.6K

Event2026-03-31

Filed2026-04-15

VOT

VANGUARD INDEX FDS

2.76%

Shares20.7K

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

-36.89%

Shares37.6K

Event2026-03-31

Filed2026-04-15

ISTB

ISHARES TR

New

Shares95.6K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

-3.95%

Shares10.2K

Event2026-03-31

Filed2026-04-15

VCSH

VANGUARD SCOTTSDALE FDS

-17.42%

Shares52.9K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

10.29%

Shares61.9K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

2.34%

Shares15.8K

Event2026-03-31

Filed2026-04-15

JEPQ

J P MORGAN EXCHANGE TRADED F

8.19%

Shares49.2K

Event2026-03-31

Filed2026-04-15

SDY

SPDR SERIES TRUST

-0.66%

Shares17.9K

Event2026-03-31

Filed2026-04-15

IUSG

ISHARES TR

-0.88%

Shares14.9K

Event2026-03-31

Filed2026-04-15

NEAR

ISHARES U S ETF TR

29.44%

Shares41.8K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

10.17%

Shares10.1K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-11.03%

Shares6.3K

Event2026-03-31

Filed2026-04-15

JIRE

J P MORGAN EXCHANGE TRADED F

12.67%

Shares19.7K

Event2026-03-31

Filed2026-04-15

SHYG

ISHARES TR

-73.34%

Shares34.5K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-1.31%

Shares2.3K

Event2026-03-31

Filed2026-04-15

ACWV

ISHARES INC

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-0.93%

Shares6.5K

Event2026-03-31

Filed2026-04-15

VBR

VANGUARD INDEX FDS

-6.56%

Shares6.1K

Event2026-03-31

Filed2026-04-15

XLP

SELECT SECTOR SPDR TR

0.04%

Shares15.7K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

19.62%

Shares3.5K

Event2026-03-31

Filed2026-04-15

VOE

VANGUARD INDEX FDS

-2.82%

Shares6.9K

Event2026-03-31

Filed2026-04-15

AMAT

APPLIED MATLS INC

0.09%

Shares3.3K

Event2026-03-31

Filed2026-04-15

JMUB

J P MORGAN EXCHANGE TRADED F

0.89%

Shares20.1K

Event2026-03-31

Filed2026-04-15

IYJ

ISHARES TR

-2.44%

Shares6.8K

Event2026-03-31

Filed2026-04-15

VHT

VANGUARD WORLD FD

-2.51%

Shares3.0K

Event2026-03-31

Filed2026-04-15

XAR

SPDR SERIES TRUST

0.79%

Shares3.2K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-3.59%

Shares2.9K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

5.55%

Shares5.9K

Event2026-03-31

Filed2026-04-15

VCIT

VANGUARD SCOTTSDALE FDS

37.23%

Shares8.8K

Event2026-03-31

Filed2026-04-15

ITA

ISHARES TR

86.19%

Shares3.3K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-0.19%

Shares4.2K

Event2026-03-31

Filed2026-04-15

CEG

CONSTELLATION ENERGY CORP

12.05%

Shares2.5K

Event2026-03-31

Filed2026-04-15

COHERENT CORP

3.57%

Shares2.9K

Event2026-03-31

Filed2026-04-15

RSPS

INVESCO EXCHANGE TRADED FD T

-6.46%

Shares21.6K

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

-31.86%

Shares12.6K

Event2026-03-31

Filed2026-04-15

COIN

COINBASE GLOBAL INC

2.92%

Shares3.5K

Event2026-03-31

Filed2026-04-15

XLU

SELECT SECTOR SPDR TR

3.61%

Shares12.9K

Event2026-03-31

Filed2026-04-15

IWD

ISHARES TR

New

Shares2.8K

Event2026-03-31

Filed2026-04-15

IYH

ISHARES TR

-12.12%

Shares8.8K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-2.88%

Shares1.7K

Event2026-03-31

Filed2026-04-15

VXUS

VANGUARD STAR FDS

0.10%

Shares6.2K

Event2026-03-31

Filed2026-04-15

USMV

ISHARES TR

-1.91%

Shares4.7K

Event2026-03-31

Filed2026-04-15

MCD

MCDONALDS CORP

-1.71%

Shares1.4K

Event2026-03-31

Filed2026-04-15

WSFS

WSFS FINL CORP

5.33%

Shares6.5K

Event2026-03-31

Filed2026-04-15

FVD

FIRST TR EXCHANGE-TRADED FD

-0.71%

Shares9.0K

Event2026-03-31

Filed2026-04-15

VBK

VANGUARD INDEX FDS

1.95%

Shares1.4K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-5.44%

Shares626

Event2026-03-31

Filed2026-04-15

DEERE & CO

0.28%

Shares716

Event2026-03-31

Filed2026-04-15

DELL

DELL TECHNOLOGIES INC

0.41%

Shares2.4K

Event2026-03-31

Filed2026-04-15

VIGI

VANGUARD WHITEHALL FDS

68.83%

Shares4.5K

Event2026-03-31

Filed2026-04-15

IWS

ISHARES TR

6.60%

Shares2.7K

Event2026-03-31

Filed2026-04-15

SCHA

SCHWAB STRATEGIC TR

0.09%

Shares13.3K

Event2026-03-31

Filed2026-04-15

IYC

ISHARES TR

0.10%

Shares4.0K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

40.00%

Shares7.1K

Event2026-03-31

Filed2026-04-15

MGK

VANGUARD WORLD FD

15.71%

Shares1.0K

Event2026-03-31

Filed2026-04-15

VUSB

VANGUARD BD INDEX FDS

0.15%

Shares7.3K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

41.98%

Shares744

Event2026-03-31

Filed2026-04-15

PAVE

GLOBAL X FDS

-0.50%

Shares7.0K

Event2026-03-31

Filed2026-04-15

PANW

PALO ALTO NETWORKS INC

-0.92%

Shares2.1K

Event2026-03-31

Filed2026-04-15

USTB

VICTORY PORTFOLIOS II

-3.50%

Shares6.7K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

0.21%

Shares472

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

0.30%

Shares335

Event2026-03-31

Filed2026-04-15

IYW

ISHARES TR

-29.91%

Shares1.8K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

3.01%

Shares2.1K

Event2026-03-31

Filed2026-04-15

PPA

INVESCO EXCHANGE TRADED FD T

New

Shares1.8K

Event2026-03-31

Filed2026-04-15

BIV

VANGUARD BD INDEX FDS

0.67%

Shares3.8K

Event2026-03-31

Filed2026-04-15

BOEING CO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-15

FIGB

FIDELITY MERRIMACK STR TR

1.03%

Shares6.6K

Event2026-03-31

Filed2026-04-15

NEE

NEXTERA ENERGY INC

0.59%

Shares3.1K

Event2026-03-31

Filed2026-04-15

FDVV

FIDELITY COVINGTON TRUST

0.80%

Shares5.1K

Event2026-03-31

Filed2026-04-15

LOW

LOWES COS INC

0.42%

Shares1.2K

Event2026-03-31

Filed2026-04-15

ROUNDHILL ETF TRUST

35.40%

Shares5.8K

Event2026-03-31

Filed2026-04-15

PLTR

PALANTIR TECHNOLOGIES INC

29.02%

Shares1.9K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

-11.06%

Shares844

Event2026-03-31

Filed2026-04-15

HCA

HCA HEALTHCARE INC

0.00%

Shares558

Event2026-03-31

Filed2026-04-15

DGRO

ISHARES TR

5.38%

Shares3.7K

Event2026-03-31

Filed2026-04-15

NSC

NORFOLK SOUTHN CORP

0.44%

Shares903

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

0.57%

Shares1.1K

Event2026-03-31

Filed2026-04-15

ITOT

ISHARES TR

-5.42%

Shares1.8K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

1.58%

Shares1.6K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

-3.11%

Shares1.6K

Event2026-03-31

Filed2026-04-15

EFAV

ISHARES TR

-14.48%

Shares2.4K

Event2026-03-31

Filed2026-04-15

VGT

VANGUARD WORLD FD

0.00%

Shares315

Event2026-03-31

Filed2026-04-15

TBUX

T ROWE PRICE ETF INC

1.02%

Shares4.4K

Event2026-03-31

Filed2026-04-15

EXC

EXELON CORP

New

Shares4.4K

Event2026-03-31

Filed2026-04-15

JPLD

J P MORGAN EXCHANGE TRADED F

1.02%

Shares4.1K

Event2026-03-31

Filed2026-04-15

ACNB

ACNB CORP

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-15

RSPU

INVESCO EXCHANGE TRADED FD T

-10.09%

Shares2.6K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

0.43%

Shares708

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

New

Shares850

Event2026-03-31

Filed2026-04-15

LOAR

LOAR HOLDINGS INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-15

AGNC

AGNC INVT CORP

40.20%

Shares17.5K

Event2026-03-31

Filed2026-04-15

CRMD

CORMEDIX INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-15

CAPITAL SOUTHWEST CORP

0.00%

Shares50.0K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available