PC
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Planning Capital Management Corp13F | |
| Planning Capital Management Corp | |
| Last update 2024-11-06 | 778 Stocks (206 new) |
| Value $151.00 Mil | Turnover 14 % |
Planning Capital Management Co... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYG | SPDR Portfolio S&P 500 Growth ETF | 93,449 | 7,750.6 | +3.97% | 5.140 | +0.20% | 0.030 | +22.22% | +11.90% | 39,144.7 | ||
AAPL | Apple Inc | 26,978 | 6,285.9 | +23.01% | 4.170 | +0.78% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
LMT | Lockheed Martin Corp | 10,203 | 5,964.2 | -5.99% | 3.950 | -0.21% | 0.000 | -9.29% | -12.22% | 98,183.7 | Aerospace & Defense | |
WMT | Walmart Inc | 63,957 | 5,164.6 | -13.26% | 3.420 | -0.47% | 0.000 | +1.04% | +7.47% | 770,908.4 | Retail - Defensive | |
JNJ | Johnson & Johnson | 30,124 | 4,882.0 | +1.04% | 3.240 | +0.03% | 0.000 | +10.38% | +19.20% | 408,357.9 | Drug Manufacturers | |
MCD | McDonald's Corp | 15,714 | 4,785.1 | +5.13% | 3.170 | +0.15% | 0.000 | -6.35% | +2.75% | 210,562.8 | Restaurants | |
PG | Procter & Gamble Co | 27,296 | 4,727.6 | +9.75% | 3.130 | +0.28% | 0.000 | +0.23% | -3.45% | 372,336.7 | Consumer Packaged Goods | |
KO | Coca-Cola Co | 65,749 | 4,724.7 | -3.26% | 3.130 | -0.10% | 0.000 | -4.04% | +12.60% | 297,383.4 | Beverages - Non-Alcoholic | |
VZ | Verizon Communications Inc | 95,506 | 4,289.2 | -5.13% | 2.840 | -0.15% | 0.000 | +2.26% | +13.19% | 181,636.3 | Telecommunication Services | |
SO | Southern Co | 45,325 | 4,087.4 | -15.58% | 2.710 | -0.46% | 0.000 | +5.22% | +17.36% | 104,518.4 | Utilities - Regulated |
Planning Capital Management Corp's Historical Top Holdings Breakdowns
Planning Capital Management Corp's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MMM | 3M Co | 2024-09-30 | Reduce Reduce | -1.96% | 99.69 ($122.42) 139.44 | $149.30 | 21.96% | Reduce -86.68% | 4,169 | -27,137 | |
SCHB | Schwab U.S. Broad Market ETF | 2024-09-30 | Add Add | +1.47% | 19.98 ($21.35) 22.17 | $24.48 | 14.66% | Add 197.97% | 150,783 | 33,393 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Add Add | +1.00% | 25.67 ($27.24) 28.35 | $27.28 | 0.15% | Add 201.09% | 80,421 | 17,904 | |
AAPL | Apple Inc | 2024-09-30 | Add Add | +0.78% | 207.23 ($223.32) 234.82 | $213.76 | -4.28% | Add 23.01% | 26,978 | 5,046 | |
QQQM | Invesco NASDAQ 100 ETF | 2024-09-30 | Add Add | +0.67% | 178.94 ($194.76) 207 | $232.59 | 19.42% | Add 167.69% | 8,044 | 5,039 | |
VOO | Vanguard S&P 500 ETF | 2024-09-30 | Reduce Reduce | -0.56% | 475.2 ($508.3) 527.7 | $583.26 | 14.75% | Reduce -33.53% | 3,132 | -1,580 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2024-09-30 | Add Add | +0.53% | 103.87 ($111.81) 117.59 | $140.77 | 25.90% | Add 111.1% | 12,896 | 6,787 | |
NVDA | NVIDIA Corp | 2024-09-30 | Add Add | +0.53% | 98.91 ($118.12) 134.91 | $173.74 | 47.09% | Add 124.25% | 11,964 | 6,629 | |
K | Kellanova Co | 2024-09-30 | Reduce Reduce | -0.48% | 56.19 ($71.18) 80.81 | $79.86 | 12.19% | Reduce -19.61% | 48,247 | -11,766 | |
CMCSA | Comcast Corp | 2024-09-30 | Add Add | +0.47% | 37.33 ($39.48) 41.77 | $35.37 | -10.41% | Add 156.07% | 27,865 | 16,983 |
Planning Capital Management Corp Total Holding History ($B)
Planning Capital Management Corp's Asset Allocation
Planning Capital Management Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Planning Capital Management Corp's Hypothetical Growth since 2024-09-30
Planning Capital Management Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Planning Capital Management Corp's Holdings Heat Map
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Planning Capital Management Corp's Holdings Bubble Chart
Planning Capital Management Corp News
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