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Planning Capital Management Corp

13F
Planning Capital Management Corp
Last update 2024-11-06 778 Stocks (206 new)
Value $151.00 Mil Turnover 14 %
Countries:
Planning Capital Management Co... Top Holdings of 2024-09-30 View Full List
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
+31.29%
+11.31%
38,941.1
 
AAPL
Apple Inc
26,978
6,285.9
+23.01%
4.170
+0.78%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
LMT
Lockheed Martin Corp
10,203
5,964.2
-5.99%
3.950
-0.21%
0.000
+1.17%
-3.87%
107,900.3
Aerospace & Defense
WMT
Walmart Inc
63,957
5,164.6
-13.26%
3.420
-0.47%
0.000
+3.78%
+6.44%
763,486.6
Retail - Defensive
JNJ
Johnson & Johnson
30,124
4,882.0
+1.04%
3.240
+0.03%
0.000
+5.64%
+15.54%
395,462.2
Drug Manufacturers
MCD
McDonald's Corp
15,714
4,785.1
+5.13%
3.170
+0.15%
0.000
-3.66%
+3.19%
211,463.8
Restaurants
PG
Procter & Gamble Co
27,296
4,727.6
+9.75%
3.130
+0.28%
0.000
-5.83%
-5.74%
363,474.4
Consumer Packaged Goods
KO
Coca-Cola Co
65,749
4,724.7
-3.26%
3.130
-0.10%
0.000
-3.03%
+14.18%
301,600.0
Beverages - Non-Alcoholic
VZ
Verizon Communications Inc
95,506
4,289.2
-5.13%
2.840
-0.15%
0.000
+0.57%
+11.64%
179,148.7
Telecommunication Services
SO
Southern Co
45,325
4,087.4
-15.58%
2.710
-0.46%
0.000
+5.94%
+17.10%
104,287.4
Utilities - Regulated

Planning Capital Management Corp's Historical Top Holdings Breakdowns

Planning Capital Management Corp's Top Stock Picks View Full List
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
$152.82
24.83%
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
$24.25
13.58%
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
$26.95
-1.06%
Add 201.09%
80,421
17,904
AAPL
Apple Inc
2024-09-30
Add
Add
+0.78%
207.23 ($223.32) 234.82
$212.48
-4.85%
Add 23.01%
26,978
5,046
QQQM
Invesco NASDAQ 100 ETF
2024-09-30
Add
Add
+0.67%
178.94 ($194.76) 207
$232.22
19.23%
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
$577.95
13.70%
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
$139.84
25.07%
Add 111.1%
12,896
6,787
NVDA
NVIDIA Corp
2024-09-30
Add
Add
+0.53%
98.91 ($118.12) 134.91
$171.38
45.09%
Add 124.25%
11,964
6,629
K
Kellanova Co
2024-09-30
Reduce
Reduce
-0.48%
56.19 ($71.18) 80.81
$79.77
12.07%
Reduce -19.61%
48,247
-11,766
CMCSA
Comcast Corp
2024-09-30
Add
Add
+0.47%
37.33 ($39.48) 41.77
$35.01
-11.32%
Add 156.07%
27,865
16,983

Planning Capital Management Corp Total Holding History ($B)

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Planning Capital Management Corp's Asset Allocation

To

Planning Capital Management Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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 %

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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