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PLANNING DIRECTIONS INC13F | |
| PLANNING DIRECTIONS INC | |
| Last update 2025-04-30 | 117 Stocks (42 new) |
| Value $234.00 Mil | Turnover 31 % |
PLANNING DIRECTIONS INC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 1,280,082 | 35,791.1 | +10.24% | 15.300 | +1.42% | 0.050 | +7.08% | -0.29% | 71,133.2 | ||
BSV | Vanguard Short-Term Bond ETF | 196,641 | 15,393.0 | -22.26% | 6.580 | -2.52% | 0.040 | +0.41% | +1.59% | 38,474.6 | ||
VIG | Vanguard Dividend Appreciation FTF | 70,955 | 13,764.5 | -5.00% | 5.890 | -0.42% | 0.020 | +12.25% | +5.68% | 89,713.3 | ||
UITB | VICTORY PTF II | 228,823 | 10,740.9 | +5.45% | 4.590 | +0.24% | 0.440 | +1.26% | +1.79% | 2,341.5 | ||
AAPL | Apple Inc | 43,975 | 9,768.3 | +1.79% | 4.180 | +0.07% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
PM | Philip Morris International Inc | 47,983 | 7,616.3 | New Holding | 3.260 | +3.26% | 0.000 | +1.47% | +39.58% | 257,245.6 | Tobacco Products | |
MGV | Vanguard Mega Cap Value ETF | 46,967 | 6,051.2 | -6.95% | 2.590 | -0.25% | 0.070 | +9.55% | +5.80% | 9,110.2 | ||
VUG | Vanguard Growth ETF | 15,387 | 5,706.1 | +22.33% | 2.440 | +0.45% | 0.000 | +27.20% | +8.98% | 164,247.8 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 71,251 | 5,624.6 | -5.12% | 2.400 | -0.17% | 0.020 | +1.12% | +1.74% | 34,991.5 | ||
HD | The Home Depot Inc | 14,534 | 5,326.5 | +926.41% | 2.280 | +2.06% | 0.000 | +5.33% | -3.42% | 369,128.2 | Retail - Cyclical |
PLANNING DIRECTIONS INC's Historical Top Holdings Breakdowns
PLANNING DIRECTIONS INC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
PM | Philip Morris International Inc | 2025-03-31 | New Buy New Buy | +3.26% | 117.15 ($141.65) 158.79 | $165.27 | 16.67% | New holding | 47,983 | 47,983 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Reduce Reduce | -2.52% | 76.94 ($77.63) 78.28 | $78.50 | 1.12% | Reduce -22.26% | 196,641 | -56,309 | |
HD | The Home Depot Inc | 2025-03-31 | Add Add | +2.06% | 347.25 ($389.72) 424.87 | $371.01 | -4.80% | Add 926.41% | 14,534 | 13,118 | |
QCOM | Qualcomm Inc | 2025-03-31 | New Buy New Buy | +2.01% | 151.94 ($163) 175.86 | $157.99 | -3.07% | New holding | 30,611 | 30,611 | |
PG | Procter & Gamble Co | 2025-03-31 | Add Add | +1.89% | 158.56 ($167.49) 176.26 | $158.32 | -5.47% | Add 1373.9% | 27,842 | 25,953 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +1.68% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Add 1121.76% | 7,636 | 7,011 | |
PEP | PepsiCo Inc | 2025-03-31 | Add Add | +1.43% | 142.64 ($148.84) 156.42 | $146.04 | -1.88% | Add 1095.93% | 24,409 | 22,368 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +1.42% | 27.01 ($27.88) 28.54 | $27.24 | -2.30% | Add 10.24% | 1,280,082 | 118,878 | |
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +1.38% | 42.38 ($42.91) 43.28 | $43.05 | 0.33% | New holding | 75,733 | 75,733 | |
PFE | Pfizer Inc | 2025-03-31 | New Buy New Buy | +1.04% | 25.01 ($26.17) 27.13 | $25.14 | -3.94% | New holding | 96,107 | 96,107 |
PLANNING DIRECTIONS INC Total Holding History ($B)
PLANNING DIRECTIONS INC's Asset Allocation
PLANNING DIRECTIONS INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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PLANNING DIRECTIONS INC's Hypothetical Growth since 2025-03-31
PLANNING DIRECTIONS INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PLANNING DIRECTIONS INC's Holdings Heat Map
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PLANNING DIRECTIONS INC's Holdings Bubble Chart
PLANNING DIRECTIONS INC News
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