PP
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PROFESSIONAL PLANNING13F | |
| PROFESSIONAL PLANNING | |
| Last update 2021-11-16 | 124 Stocks (5 new) |
| Value $209.00 Mil | Turnover 3 % |
PROFESSIONAL PLANNING Top Holdings of 2021-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 184,441 | 26,098.0 | -3.44% | 12.460 | -0.41% | 0.000 | -13.09% | -19.04% | 3,042,270.2 | Hardware | |
AMZN | Amazon.com Inc | 141,240 | 23,198.0 | -3.49% | 11.080 | -0.40% | 0.000 | -16.37% | -16.99% | 1,932,723.7 | Retail - Cyclical | |
MSFT | Microsoft Corp | 45,047 | 12,699.0 | -5.46% | 6.060 | -0.32% | 0.000 | -6.52% | -7.81% | 2,882,972.7 | Software | |
QQQ | PowerShares QQQ Trust Ser 1 | 31,379 | 11,232.0 | +1.41% | 5.360 | +0.07% | 0.010 | -9.29% | -10.38% | 293,313.3 | ||
V | Visa Inc | 39,149 | 8,720.0 | -4.93% | 4.160 | -0.22% | 0.000 | +8.62% | +6.23% | 646,565.9 | Credit Services | |
MA | Mastercard Inc | 25,060 | 8,712.0 | -4.88% | 4.160 | -0.22% | 0.000 | +0.84% | -2.38% | 467,214.1 | Credit Services | |
TSLA | Tesla Inc | 21,870 | 5,653.0 | -1.96% | 2.700 | -0.05% | 0.000 | -36.33% | -37.51% | 811,688.1 | Vehicles & Parts | |
COST | Costco Wholesale Corp | 11,003 | 4,944.0 | -5.17% | 2.360 | -0.11% | 0.000 | +6.89% | +7.00% | 434,508.0 | Retail - Defensive | |
GOOGL | Alphabet Inc | 35,580 | 4,756.0 | +0.62% | 2.270 | +0.01% | 0.000 | -16.03% | -15.87% | 1,952,256.1 | Interactive Media | |
NVDA | NVIDIA Corp | 210,000 | 4,350.0 | -3.47% | 2.080 | -0.07% | 0.000 | -15.97% | -17.55% | 2,701,324.0 | Semiconductors |
PROFESSIONAL PLANNING's Historical Top Holdings Breakdowns
PROFESSIONAL PLANNING Total Holding History ($B)
PROFESSIONAL PLANNING's Asset Allocation
PROFESSIONAL PLANNING Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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PROFESSIONAL PLANNING's Hypothetical Growth since 2021-09-30
PROFESSIONAL PLANNING's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PROFESSIONAL PLANNING's Holdings Heat Map
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PROFESSIONAL PLANNING's Holdings Bubble Chart
PROFESSIONAL PLANNING News
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