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 | +25.27% | +11.68% | 39,068.8 | ||
AAPL | Apple Inc | 26,978 | 6,285.9 | +23.01% | 4.170 | +0.78% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
LMT | Lockheed Martin Corp | 10,203 | 5,964.2 | -5.99% | 3.950 | -0.21% | 0.000 | -8.90% | -12.46% | 97,912.9 | Aerospace & Defense | |
WMT | Walmart Inc | 63,957 | 5,164.6 | -13.26% | 3.420 | -0.47% | 0.000 | +1.00% | +6.45% | 763,566.4 | Retail - Defensive | |
JNJ | Johnson & Johnson | 30,124 | 4,882.0 | +1.04% | 3.240 | +0.03% | 0.000 | +9.76% | +18.87% | 406,867.0 | Drug Manufacturers | |
MCD | McDonald's Corp | 15,714 | 4,785.1 | +5.13% | 3.170 | +0.15% | 0.000 | -5.86% | +4.02% | 213,165.6 | Restaurants | |
PG | Procter & Gamble Co | 27,296 | 4,727.6 | +9.75% | 3.130 | +0.28% | 0.000 | -3.84% | -3.77% | 371,094.1 | Consumer Packaged Goods | |
KO | Coca-Cola Co | 65,749 | 4,724.7 | -3.26% | 3.130 | -0.10% | 0.000 | -4.98% | +12.70% | 297,683.1 | Beverages - Non-Alcoholic | |
VZ | Verizon Communications Inc | 95,506 | 4,289.2 | -5.13% | 2.840 | -0.15% | 0.000 | +1.95% | +12.56% | 180,624.4 | Telecommunication Services | |
SO | Southern Co | 45,325 | 4,087.4 | -15.58% | 2.710 | -0.46% | 0.000 | +5.27% | +17.52% | 104,661.4 | 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 | $150.82 | 23.20% | 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 | $27.38 | 0.51% | Add 201.09% | 80,421 | 17,904 | |
AAPL | Apple Inc | 2024-09-30 | Add Add | +0.78% | 207.23 ($223.32) 234.82 | $214.15 | -4.11% | Add 23.01% | 26,978 | 5,046 | |
QQQM | Invesco NASDAQ 100 ETF | 2024-09-30 | Add Add | +0.67% | 178.94 ($194.76) 207 | $232.10 | 19.17% | 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 | $582.86 | 14.67% | 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 | $141.36 | 26.43% | Add 111.1% | 12,896 | 6,787 | |
NVDA | NVIDIA Corp | 2024-09-30 | Add Add | +0.53% | 98.91 ($118.12) 134.91 | $170.78 | 44.58% | Add 124.25% | 11,964 | 6,629 | |
K | Kellanova Co | 2024-09-30 | Reduce Reduce | -0.48% | 56.19 ($71.18) 80.81 | $79.90 | 12.25% | Reduce -19.61% | 48,247 | -11,766 | |
CMCSA | Comcast Corp | 2024-09-30 | Add Add | +0.47% | 37.33 ($39.48) 41.77 | $35.79 | -9.35% | Add 156.07% | 27,865 | 16,983 |
Planning Capital Management Corp Total Holding History ($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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