The Analysis of PLANNING DIRECTIONS INC's Holdings

Currently, PLANNING DIRECTIONS INC holds 93 types of securities in its portfolio with a total value $191.6M. In the most recent quarter, they have increased their positions in SCHD (+54.5K shares, valued at $1.5M), SHYG (+22.7K shares, valued at $984.4K), NEAR (+18.4K shares, valued at $943.1K); decreased their positions in MGV (-3.1K shares, valued at $426.7K), VUG (-652 shares, valued at $312.7K), SDY (-1.1K shares, valued at $153.6K); initiated new positions in NEAR (+18.4K shares, valued at $943.1K), ITA (+1.2K shares, valued at $248.5K), BIV (+3.0K shares, valued at $231.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR1.4M shares4.17%2025-09-302025-11-13

BSV VANGUARD BD INDEX FDS192.9K shares-0.73%2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS67.7K shares-0.73%2025-09-302025-11-13

UITB VICTORY PORTFOLIOS II241.4K shares6.17%2025-09-302025-11-13

AAPL APPLE INC43.1K shares-0.31%2025-09-302025-11-13

IJR ISHARES TR53.2K shares1.75%2025-09-302025-11-13

MGV VANGUARD WORLD FD43.8K shares-6.60%2025-09-302025-11-13

FLDR FIDELITY MERRIMACK STR TR119.0K shares3.40%2025-09-302025-11-13

Sponsored

VT VANGUARD INTL EQUITY INDEX F40.9K shares2.47%2025-09-302025-11-13

VOT VANGUARD INDEX FDS19.1K shares-0.30%2025-09-302025-11-13

VUG VANGUARD INDEX FDS11.6K shares-5.33%2025-09-302025-11-13

VCSH VANGUARD SCOTTSDALE FDS67.7K shares2.59%2025-09-302025-11-13

SHYG ISHARES TR106.8K shares27.06%2025-09-302025-11-13

JEPI J P MORGAN EXCHANGE TRADED F55.9K shares-1.32%2025-09-302025-11-13

NVDA NVIDIA CORPORATION15.6K shares-2.36%2025-09-302025-11-13

IUSG ISHARES TR16.9K shares-2.02%2025-09-302025-11-13

Sponsored

SDY SPDR SERIES TRUST18.9K shares-5.48%2025-09-302025-11-13

JEPQ J P MORGAN EXCHANGE TRADED F45.3K shares12.69%2025-09-302025-11-13

VO VANGUARD INDEX FDS8.1K shares2.03%2025-09-302025-11-13

VTV VANGUARD INDEX FDS9.0K shares-2.12%2025-09-302025-11-13

MSFT MICROSOFT CORP2.9K shares2.63%2025-09-302025-11-13

VOO VANGUARD INDEX FDS2.4K shares0.29%2025-09-302025-11-13

AMZN AMAZON COM INC6.7K shares-1.32%2025-09-302025-11-13

VOE VANGUARD INDEX FDS7.9K shares-1.75%2025-09-302025-11-13

Sponsored

VBR VANGUARD INDEX FDS6.6K shares-7.30%2025-09-302025-11-13

ACWV ISHARES INC11.3K shares0.00%2025-09-302025-11-13

XLP SELECT SECTOR SPDR TR16.1K shares-2.85%2025-09-302025-11-13

JIRE J P MORGAN EXCHANGE TRADED F16.7K shares37.28%2025-09-302025-11-13

COIN COINBASE GLOBAL INC3.4K shares0.00%2025-09-302025-11-13

IYJ ISHARES TR7.3K shares-1.93%2025-09-302025-11-13

JMUB J P MORGAN EXCHANGE TRADED F19.7K shares0.23%2025-09-302025-11-13

NEAR ISHARES U S ETF TR18.4K sharesnew addition2025-09-302025-11-13

Sponsored

VTEB VANGUARD MUN BD FDS18.3K shares0.85%2025-09-302025-11-13

VHT VANGUARD WORLD FD3.4K shares-14.50%2025-09-302025-11-13

VB VANGUARD INDEX FDS3.1K shares0.90%2025-09-302025-11-13

XAR SPDR SERIES TRUST3.2K shares0.22%2025-09-302025-11-13

IYH ISHARES TR12.5K shares-5.96%2025-09-302025-11-13

RSPS INVESCO EXCHANGE TRADED FD T24.7K shares-0.57%2025-09-302025-11-13

AMAT APPLIED MATLS INC3.2K shares0.25%2025-09-302025-11-13

CRMD CORMEDIX INC50.0K shares0.00%2025-09-302025-11-13

Sponsored

WMT WALMART INC5.6K shares3.92%2025-09-302025-11-13

CEG CONSTELLATION ENERGY CORP1.6K shares3.64%2025-09-302025-11-13

MCD MCDONALDS CORP1.7K shares-8.82%2025-09-302025-11-13

FVD FIRST TR EXCHANGE-TRADED FD11.0K shares-2.22%2025-09-302025-11-13

XLU SELECT SECTOR SPDR TR5.8K shares-4.10%2025-09-302025-11-13

IYW ISHARES TR2.5K shares5.65%2025-09-302025-11-13

VXUS VANGUARD STAR FDS6.5K shares0.50%2025-09-302025-11-13

XOM EXXON MOBIL CORP4.2K shares-1.32%2025-09-302025-11-13

Sponsored

USMV ISHARES TR4.8K shares4.89%2025-09-302025-11-13

IYC ISHARES TR4.2K shares0.09%2025-09-302025-11-13

PANW PALO ALTO NETWORKS INC2.2K shares0.00%2025-09-302025-11-13

HD HOME DEPOT INC1.1K shares-9.22%2025-09-302025-11-13

GOOGL ALPHABET INC1.7K shares-2.69%2025-09-302025-11-13

VBK VANGUARD INDEX FDS1.4K shares-7.85%2025-09-302025-11-13

VCIT VANGUARD SCOTTSDALE FDS4.6K shares65.39%2025-09-302025-11-13

SCHA SCHWAB STRATEGIC TR13.9K shares0.22%2025-09-302025-11-13

Sponsored

PAVE GLOBAL X FDS8.0K shares0.12%2025-09-302025-11-13

PLTR PALANTIR TECHNOLOGIES INC2.0K shares3.80%2025-09-302025-11-13

IVV ISHARES TR558 shares-8.67%2025-09-302025-11-13

DELL DELL TECHNOLOGIES INC2.6K shares2.34%2025-09-302025-11-13

MGK VANGUARD WORLD FD898 shares-0.77%2025-09-302025-11-13

VUSB VANGUARD BD INDEX FDS7.1K shares-3.82%2025-09-302025-11-13

SPY SPDR S&P 500 ETF TR513 shares0.00%2025-09-302025-11-13

WSFS WSFS FINL CORP6.2K shares0.31%2025-09-302025-11-13

Sponsored

DE DEERE & CO712 shares0.42%2025-09-302025-11-13

IWS ISHARES TR2.3K shares26.01%2025-09-302025-11-13

BA BOEING CO1.5K shares0.00%2025-09-302025-11-13

LOW LOWES COS INC1.2K shares0.42%2025-09-302025-11-13

IBM INTERNATIONAL BUSINESS MACHS1.0K shares13.83%2025-09-302025-11-13

VYM VANGUARD WHITEHALL FDS2.1K shares23.17%2025-09-302025-11-13

VIGI VANGUARD WHITEHALL FDS3.2K shares9.33%2025-09-302025-11-13

COST COSTCO WHSL CORP NEW309 shares0.32%2025-09-302025-11-13

Sponsored

ITOT ISHARES TR1.9K shares-0.94%2025-09-302025-11-13

PEP PEPSICO INC2.0K shares-5.37%2025-09-302025-11-13

NSC NORFOLK SOUTHN CORP895 shares0.45%2025-09-302025-11-13

BRK.B BERKSHIRE HATHAWAY INC DEL524 shares0.00%2025-09-302025-11-13

BX BLACKSTONE INC1.5K shares0.54%2025-09-302025-11-13

ITA ISHARES TR1.2K sharesnew addition2025-09-302025-11-13

PG PROCTER AND GAMBLE CO1.6K shares0.44%2025-09-302025-11-13

DGRO ISHARES TR3.5K shares8.44%2025-09-302025-11-13

Sponsored

EFAV ISHARES TR2.8K shares0.00%2025-09-302025-11-13

HCA HCA HEALTHCARE INC558 shares-4.12%2025-09-302025-11-13

BIV VANGUARD BD INDEX FDS3.0K sharesnew addition2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F4.2K shares0.64%2025-09-302025-11-13

NEE NEXTERA ENERGY INC3.0K shares0.70%2025-09-302025-11-13

CAT CATERPILLAR INC470 sharesnew addition2025-09-302025-11-13

META META PLATFORMS INC302 shares0.00%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.701 shares0.43%2025-09-302025-11-13

Sponsored

MA MASTERCARD INCORPORATED370 shares0.00%2025-09-302025-11-13

FDVV FIDELITY COVINGTON TRUST3.7K sharesnew addition2025-09-302025-11-13

FIGB FIDELITY MERRIMACK STR TR4.7K sharesnew addition2025-09-302025-11-13

AXP AMERICAN EXPRESS CO610 sharesnew addition2025-09-302025-11-13

AGNC AGNC INVT CORP12.2K sharesnew addition2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available