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PLANNING ALTERNATIVES LTD /ADV13F | |
| PLANNING ALTERNATIVES LTD /ADV | |
| Last update 2025-05-09 | 76 Stocks (17 new) |
| Value $652.00 Mil | Turnover 9 % |
PLANNING ALTERNATIVES LTD /ADV... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 417,913 | 234,825.5 | +2.41% | 36.000 | +0.85% | 0.040 | +22.72% | +7.98% | 636,566.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,239,165 | 72,305.3 | +4.06% | 11.080 | +0.43% | 0.080 | +17.98% | +1.77% | 96,632.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,302,890 | 66,225.9 | -4.07% | 10.150 | -0.41% | 0.050 | +13.77% | +20.72% | 159,422.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 265,727 | 51,548.4 | +4.10% | 7.900 | +0.31% | 0.060 | +14.92% | +6.24% | 89,370.9 | ||
IJR | iShares Core S&P Small-Cap ETF | 333,141 | 34,836.5 | +7.98% | 5.340 | +0.39% | 0.050 | +18.69% | -2.48% | 81,332.4 | ||
SPMO | Invesco S&P 500 Momentum ETF | 356,975 | 33,030.9 | New Holding | 5.060 | +5.06% | 0.550 | +32.98% | +20.50% | 10,483.7 | ||
JPUS |
JPMorgan Diversified Return U.S. Equity ETF
JPMorgan Diversified Return U.S. Equity ETF
| 236,118 | 27,200.7 | -55.13% | 4.170 | -5.09% | 7.540 | +11.16% | +5.30% | 374.5 | ||
VUG | Vanguard Growth ETF | 39,648 | 14,702.3 | -0.64% | 2.250 | -0.02% | 0.010 | +31.56% | +9.91% | 165,246.7 | ||
SCHF | Schwab International Equity ETF | 718,640 | 14,214.7 | -2.18% | 2.180 | -0.05% | 0.030 | +13.17% | +20.14% | 48,907.2 | ||
AAPL | Apple Inc | 58,417 | 12,976.2 | +9.55% | 1.990 | +0.17% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware |
PLANNING ALTERNATIVES LTD /ADV's Historical Top Holdings Breakdowns
PLANNING ALTERNATIVES LTD /ADV'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPUS |
JPMorgan Diversified Return U.S. Equity ETF
JPMorgan Diversified Return U.S. Equity ETF
| 2025-03-31 | Reduce Reduce | -5.09% | 111.89 ($116.24) 118.79 | $118.90 | 2.29% | Reduce -55.13% | 236,118 | -290,081 | |
SPMO | Invesco S&P 500 Momentum ETF | 2025-03-31 | New Buy New Buy | +5.06% | 91.76 ($97.86) 103.26 | $114.04 | 16.53% | New holding | 356,975 | 356,975 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.85% | 554.06 ($590.51) 615.85 | $631.73 | 6.98% | Add 2.41% | 417,913 | 9,826 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.43% | 57.21 ($62.1) 65.8 | $63.04 | 1.51% | Add 4.06% | 1,239,165 | 48,397 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.41% | 47.4 ($50.6) 52.99 | $57.01 | 12.67% | Reduce -4.07% | 1,302,890 | -55,274 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.39% | 102.49 ($112.84) 119.96 | $111.61 | -1.09% | Add 7.98% | 333,141 | 24,607 | |
VT | Vanguard Total World Stock ETF | 2025-03-31 | Sold Out Sold Out | -0.33% | 115.08 ($119.66) 123.97 | $130.19 | 8.80% | Sold Out | 0 | -18,320 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Add Add | +0.31% | 190.34 ($198.85) 205.23 | $206.17 | 3.68% | Add 4.1% | 265,727 | 10,470 | |
XCEM | Columbia EM Core ex-China ETF | 2025-03-31 | Add Add | +0.18% | 29.18 ($30.01) 30.72 | $34.74 | 15.76% | Add 13.78% | 326,169 | 39,496 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -0.18% | 21.75 ($23.28) 24.28 | $24.91 | 7.00% | Reduce -11.74% | 387,244 | -51,499 |
PLANNING ALTERNATIVES LTD /ADV Total Holding History ($B)
PLANNING ALTERNATIVES LTD /ADV's Asset Allocation
PLANNING ALTERNATIVES LTD /ADV Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PLANNING ALTERNATIVES LTD /ADV's Hypothetical Growth since 2025-03-31
PLANNING ALTERNATIVES LTD /ADV's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PLANNING ALTERNATIVES LTD /ADV's Holdings Heat Map
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PLANNING ALTERNATIVES LTD /ADV's Holdings Bubble Chart
PLANNING ALTERNATIVES LTD /ADV News
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