Planning Alternatives Ltd Buys First Trust Enhanced Short Maturity ETF, Philip Morris International Inc, Mondelez International Inc, Sells Schwab U.S. Broad Market, iShares iBoxx $ Investment Grade Corporate Bond, iShares Russell 3000

Investment company Planning Alternatives Ltd buys First Trust Enhanced Short Maturity ETF, Philip Morris International Inc, Mondelez International Inc, Altria Group Inc, DTE Energy Co, sells Schwab U.S. Broad Market, iShares iBoxx $ Investment Grade Corporate Bond, iShares Russell 3000, Schwab U.S. Mid Cap, iShares MBS ETF, PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun, IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, Honeywell International Inc, Cisco Systems Inc, McDonald's Corp, Invesco Municipal Opportunity Trust, Chevron Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Planning Alternatives Ltd . As of 2019Q1, Planning Alternatives Ltd owns 44 stocks with a total value of $528 million. These are the details of the buys and sells.

For the details of PLANNING ALTERNATIVES LTD 's stock buys and sells, go to https://www.gurufocus.com/guru/planning+alternatives+ltd+/current-portfolio/portfolio

These are the top 5 holdings of PLANNING ALTERNATIVES LTD
  1. iShares Core S&P 500 (IVV) - 349,857 shares, 18.84% of the total portfolio. Shares reduced by 11.25%
  2. First Trust Enhanced Short Maturity ETF (FTSM) - 1,121,218 shares, 12.73% of the total portfolio. New Position
  3. Vanguard FTSE Developed Markets (VEA) - 1,590,493 shares, 12.30% of the total portfolio. Shares reduced by 5.37%
  4. Vanguard Div Appreciation (VIG) - 358,834 shares, 7.45% of the total portfolio. Shares reduced by 16.38%
  5. Vanguard Total Bond Market ETF (BND) - 443,018 shares, 6.81% of the total portfolio. Shares added by 12.20%
New Purchase: First Trust Enhanced Short Maturity ETF (FTSM)

Planning Alternatives Ltd initiated holding in First Trust Enhanced Short Maturity ETF. The purchase prices were between $59.84 and $60.09, with an estimated average price of $59.97. The stock is now traded at around $60.04. The impact to a portfolio due to this purchase was 12.73%. The holding were 1,121,218 shares as of .

New Purchase: Philip Morris International Inc (PM)

Planning Alternatives Ltd initiated holding in Philip Morris International Inc. The purchase prices were between $66.44 and $91.91, with an estimated average price of $80.26. The stock is now traded at around $84.84. The impact to a portfolio due to this purchase was 0.28%. The holding were 16,914 shares as of .

New Purchase: Mondelez International Inc (MDLZ)

Planning Alternatives Ltd initiated holding in Mondelez International Inc. The purchase prices were between $39.74 and $49.92, with an estimated average price of $45.79. The stock is now traded at around $51.22. The impact to a portfolio due to this purchase was 0.25%. The holding were 26,522 shares as of .

New Purchase: Altria Group Inc (MO)

Planning Alternatives Ltd initiated holding in Altria Group Inc. The purchase prices were between $43.33 and $57.43, with an estimated average price of $51. The stock is now traded at around $53.35. The impact to a portfolio due to this purchase was 0.18%. The holding were 16,862 shares as of .

New Purchase: DTE Energy Co (DTE)

Planning Alternatives Ltd initiated holding in DTE Energy Co. The purchase prices were between $107.89 and $125.91, with an estimated average price of $118.47. The stock is now traded at around $124.81. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,430 shares as of .

Sold Out: iShares iBoxx $ Investment Grade Corporate Bond (LQD)

Planning Alternatives Ltd sold out a holding in iShares iBoxx $ Investment Grade Corporate Bond. The sale prices were between $112.82 and $119.15, with an estimated average price of $115.77.

Sold Out: iShares MBS ETF (MBB)

Planning Alternatives Ltd sold out a holding in iShares MBS ETF. The sale prices were between $104.56 and $106.49, with an estimated average price of $105.16.

Sold Out: IQ Hedge MultiIQ Hedge Multi-Strategy Tracker (QAI)

Planning Alternatives Ltd sold out a holding in IQ Hedge MultiIQ Hedge Multi-Strategy Tracker. The sale prices were between $28.88 and $30.14, with an estimated average price of $29.7.

Sold Out: Cisco Systems Inc (CSCO)

Planning Alternatives Ltd sold out a holding in Cisco Systems Inc. The sale prices were between $41.07 and $53.99, with an estimated average price of $48.46.

Sold Out: McDonald's Corp (MCD)

Planning Alternatives Ltd sold out a holding in McDonald's Corp. The sale prices were between $173.97 and $189.9, with an estimated average price of $181.41.

Sold Out: Honeywell International Inc (HON)

Planning Alternatives Ltd sold out a holding in Honeywell International Inc. The sale prices were between $130.07 and $158.92, with an estimated average price of $147.99.



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