PD

PLANNING DIRECTIONS INC

13F
PLANNING DIRECTIONS INC
Last update 2025-04-30 117 Stocks (42 new)
Value $234.00 Mil Turnover 31 %
Countries:
Top Holdings: SCHD(15.30%)BSV(6.58%)VIG(5.89%)UITB(4.59%)AAPL(4.18%)
Summary Stock Picks Current Portfolio
PLANNING DIRECTIONS INC Top Holdings of 2025-03-31 View Full List
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
-6.97%
-3.94%
67,622.1
 
BSV 		Vanguard Short-Term Bond ETF
196,641
15,393.0
-22.26%
6.580
-2.52%
0.040
+1.29%
+2.11%
34,538.5
 
VIG 		Vanguard Dividend Appreciation FTF
70,955
13,764.5
-5.00%
5.890
-0.42%
0.020
-2.69%
+0.36%
85,050.6
 
UITB 		VICTORY PTF II
228,823
10,740.9
+5.45%
4.590
+0.24%
0.440
-0.05%
+1.44%
2,408.6
 
AAPL 		Apple Inc
43,975
9,768.3
+1.79%
4.180
+0.07%
0.000
-17.59%
-19.10%
3,018,381.1
Hardware
PM 		Philip Morris International Inc
47,983
7,616.3
New Holding
3.260
+3.26%
0.000
+14.11%
+46.39%
271,830.2
Tobacco Products
MGV 		Vanguard Mega Cap Value ETF
46,967
6,051.2
-6.95%
2.590
-0.25%
0.070
-3.38%
+1.25%
8,660.9
 
VUG 		Vanguard Growth ETF
15,387
5,706.1
+22.33%
2.440
+0.45%
0.000
-1.96%
-0.63%
141,943.4
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
71,251
5,624.6
-5.12%
2.400
-0.17%
0.020
+1.20%
+2.21%
35,000.1
 
HD 		The Home Depot Inc
14,534
5,326.5
+926.41%
2.280
+2.06%
0.000
-3.14%
-4.06%
368,588.3
Retail - Cyclical

PLANNING DIRECTIONS INC's Historical Top Holdings Breakdowns

PLANNING DIRECTIONS INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PM 		Philip Morris International Inc2025-03-31New Buy
+3.26%
●
117.15 ($141.65) 158.79
$174.64
23.29%
New holding
47,983
47,983
BSV 		Vanguard Short-Term Bond ETF2025-03-31Reduce
-2.52%
●
76.94 ($77.63) 78.28
$77.94
0.40%
Reduce -22.26%
196,641
-56,309
HD 		The Home Depot Inc2025-03-31Add
+2.06%
●
347.25 ($389.72) 424.87
$370.84
-4.84%
Add 926.41%
14,534
13,118
QCOM 		Qualcomm Inc2025-03-31New Buy
+2.01%
●
151.94 ($163) 175.86
$151.31
-7.17%
New holding
30,611
30,611
PG 		Procter & Gamble Co2025-03-31Add
+1.89%
●
158.56 ($167.49) 176.26
$165.43
-1.23%
Add 1373.9%
27,842
25,953
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+1.68%
●
551.42 ($587.78) 612.93
$582.86
-0.84%
Add 1121.76%
7,636
7,011
PEP 		PepsiCo Inc2025-03-31Add
+1.43%
●
142.64 ($148.84) 156.42
$130.15
-12.56%
Add 1095.93%
24,409
22,368
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+1.42%
●
27.01 ($27.88) 28.54
$26.01
-6.71%
Add 10.24%
1,280,082
118,878
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF2025-03-31New Buy
+1.38%
●
42.38 ($42.91) 43.28
$42.30
-1.42%
New holding
75,733
75,733
PFE 		Pfizer Inc2025-03-31New Buy
+1.04%
●
25.01 ($26.17) 27.13
$23.04
-11.96%
New holding
96,107
96,107

PLANNING DIRECTIONS INC Total Holding History ($B)

To

PLANNING DIRECTIONS INC's Asset Allocation

To

PLANNING DIRECTIONS INC Past Portfolios

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

Top Ranked Articles

  • 1

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

  • 1

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