The Analysis of PLANNING DIRECTIONS INC's Holdings

Currently, PLANNING DIRECTIONS INC holds 101 types of securities in its portfolio with a total value $198.4M. In the most recent quarter, they have increased their positions in UITB (+39.5K shares, valued at $1.9M), BSV (+19.7K shares, valued at $1.6M), SHYG (+22.5K shares, valued at $964.4K); decreased their positions in SCHD (-17.1K shares, valued at $468.9K), VUG (-911 shares, valued at $444.4K), CRMD (-30.0K shares, valued at $348.9K); initiated new positions in N/A (+2.8K shares, valued at $516.8K), USTB (+6.9K shares, valued at $352.6K), VGT (+315 shares, valued at $237.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR1.3M shares-1.26%2025-12-312026-01-21

BSV VANGUARD BD INDEX FDS212.5K shares10.20%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS68.1K shares0.59%2025-12-312026-01-21

UITB VICTORY PORTFOLIOS II280.8K shares16.34%2025-12-312026-01-21

AAPL APPLE INC42.6K shares-1.02%2025-12-312026-01-21

IJR ISHARES TR59.6K shares12.09%2025-12-312026-01-21

MGV VANGUARD WORLD FD43.2K shares-1.45%2025-12-312026-01-21

FLDR FIDELITY MERRIMACK STR TR113.5K shares-4.58%2025-12-312026-01-21

Sponsored

VT VANGUARD INTL EQUITY INDEX F40.0K shares-2.26%2025-12-312026-01-21

VOT VANGUARD INDEX FDS20.1K shares5.65%2025-12-312026-01-21

SHYG ISHARES TR129.2K shares21.07%2025-12-312026-01-21

VUG VANGUARD INDEX FDS10.7K shares-7.87%2025-12-312026-01-21

VCSH VANGUARD SCOTTSDALE FDS64.0K shares-5.49%2025-12-312026-01-21

JEPI J P MORGAN EXCHANGE TRADED F56.1K shares0.42%2025-12-312026-01-21

NVDA NVIDIA CORPORATION15.5K shares-0.67%2025-12-312026-01-21

JEPQ J P MORGAN EXCHANGE TRADED F45.5K shares0.41%2025-12-312026-01-21

Sponsored

IUSG ISHARES TR15.0K shares-11.34%2025-12-312026-01-21

SDY SPDR SERIES TRUST18.0K shares-4.95%2025-12-312026-01-21

VO VANGUARD INDEX FDS7.1K shares-11.43%2025-12-312026-01-21

VTV VANGUARD INDEX FDS9.2K shares2.40%2025-12-312026-01-21

NEAR ISHARES U S ETF TR32.3K shares75.46%2025-12-312026-01-21

AMZN AMAZON COM INC6.6K shares-1.35%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares-1.50%2025-12-312026-01-21

MSFT MICROSOFT CORP2.9K shares-1.60%2025-12-312026-01-21

Sponsored

VBR VANGUARD INDEX FDS6.6K shares-0.18%2025-12-312026-01-21

ACWV ISHARES INC11.4K shares0.79%2025-12-312026-01-21

JIRE J P MORGAN EXCHANGE TRADED F17.5K shares4.93%2025-12-312026-01-21

VOE VANGUARD INDEX FDS7.1K shares-9.56%2025-12-312026-01-21

XLP SELECT SECTOR SPDR TR15.7K shares-2.63%2025-12-312026-01-21

IYJ ISHARES TR6.9K shares-4.30%2025-12-312026-01-21

JMUB J P MORGAN EXCHANGE TRADED F19.9K shares0.91%2025-12-312026-01-21

VTEB VANGUARD MUN BD FDS18.6K shares1.13%2025-12-312026-01-21

Sponsored

VHT VANGUARD WORLD FD3.1K shares-10.26%2025-12-312026-01-21

AMAT APPLIED MATLS INC3.3K shares0.15%2025-12-312026-01-21

CEG CONSTELLATION ENERGY CORP2.3K shares45.15%2025-12-312026-01-21

COIN COINBASE GLOBAL INC3.4K shares0.00%2025-12-312026-01-21

VB VANGUARD INDEX FDS3.0K shares-6.01%2025-12-312026-01-21

XAR SPDR SERIES TRUST3.1K shares-0.16%2025-12-312026-01-21

RSPS INVESCO EXCHANGE TRADED FD T23.1K shares-6.36%2025-12-312026-01-21

IYH ISHARES TR10.0K shares-20.26%2025-12-312026-01-21

Sponsored

WMT WALMART INC5.6K shares0.00%2025-12-312026-01-21

ALPHABET INC ALPHABET INC1.7K shares2.12%2025-12-312026-01-21

VCIT VANGUARD SCOTTSDALE FDS6.4K shares38.20%2025-12-312026-01-21

XLU SELECT SECTOR SPDR TR12.5K shares115.01%2025-12-312026-01-21

IYW ISHARES TR2.6K shares4.94%2025-12-312026-01-21

COHERENT CORP COHERENT CORP2.8K sharesnew addition2025-12-312026-01-21

XOM EXXON MOBIL CORP4.2K shares0.05%2025-12-312026-01-21

VXUS VANGUARD STAR FDS6.2K shares-4.62%2025-12-312026-01-21

Sponsored

USMV ISHARES TR4.8K shares0.27%2025-12-312026-01-21

SPY SPDR S&P 500 ETF TR662 shares29.04%2025-12-312026-01-21

MCD MCDONALDS CORP1.4K shares-16.00%2025-12-312026-01-21

FVD FIRST TR EXCHANGE-TRADED FD9.0K shares-17.83%2025-12-312026-01-21

IYC ISHARES TR4.0K shares-6.11%2025-12-312026-01-21

VBK VANGUARD INDEX FDS1.3K shares-1.33%2025-12-312026-01-21

PANW PALO ALTO NETWORKS INC2.2K shares0.00%2025-12-312026-01-21

SCHA SCHWAB STRATEGIC TR13.3K shares-4.33%2025-12-312026-01-21

Sponsored

ITA ISHARES TR1.8K shares47.47%2025-12-312026-01-21

MGK VANGUARD WORLD FD891 shares-0.78%2025-12-312026-01-21

VUSB VANGUARD BD INDEX FDS7.3K shares1.82%2025-12-312026-01-21

IWS ISHARES TR2.5K shares11.48%2025-12-312026-01-21

USTB VICTORY PORTFOLIOS II6.9K sharesnew addition2025-12-312026-01-21

WSFS WSFS FINL CORP6.2K shares0.31%2025-12-312026-01-21

PAVE GLOBAL X FDS7.0K shares-12.28%2025-12-312026-01-21

DE DEERE & CO714 shares0.28%2025-12-312026-01-21

Sponsored

HD HOME DEPOT INC949 shares-10.81%2025-12-312026-01-21

BA BOEING CO1.5K shares0.00%2025-12-312026-01-21

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.48%2025-12-312026-01-21

DELL DELL TECHNOLOGIES INC2.4K shares-5.65%2025-12-312026-01-21

VYM VANGUARD WHITEHALL FDS2.1K shares-1.06%2025-12-312026-01-21

BIV VANGUARD BD INDEX FDS3.8K shares26.67%2025-12-312026-01-21

FDVV FIDELITY COVINGTON TRUST5.1K shares37.84%2025-12-312026-01-21

COST COSTCO WHSL CORP NEW334 shares8.09%2025-12-312026-01-21

Sponsored

LOW LOWES COS INC1.2K shares-0.75%2025-12-312026-01-21

FIGB FIDELITY MERRIMACK STR TR6.6K shares40.26%2025-12-312026-01-21

ITOT ISHARES TR1.9K shares0.32%2025-12-312026-01-21

VWO VANGUARD INTL EQUITY INDEX F5.1K shares19.92%2025-12-312026-01-21

CAT CATERPILLAR INC471 shares0.21%2025-12-312026-01-21

IVV ISHARES TR389 shares-30.29%2025-12-312026-01-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL524 shares0.00%2025-12-312026-01-21

PLTR PALANTIR TECHNOLOGIES INC1.5K shares-28.05%2025-12-312026-01-21

Sponsored

HCA HCA HEALTHCARE INC558 shares0.00%2025-12-312026-01-21

NSC NORFOLK SOUTHN CORP899 shares0.45%2025-12-312026-01-21

DGRO ISHARES TR3.6K shares0.54%2025-12-312026-01-21

NEE NEXTERA ENERGY INC3.1K shares1.63%2025-12-312026-01-21

EFAV ISHARES TR2.8K shares1.18%2025-12-312026-01-21

VIGI VANGUARD WHITEHALL FDS2.7K shares-17.04%2025-12-312026-01-21

META META PLATFORMS INC362 shares19.87%2025-12-312026-01-21

VGT VANGUARD WORLD FD315 sharesnew addition2025-12-312026-01-21

Sponsored

CRMD CORMEDIX INC20.0K shares-60.00%2025-12-312026-01-21

PG PROCTER AND GAMBLE CO1.6K shares0.50%2025-12-312026-01-21

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST4.2K sharesnew addition2025-12-312026-01-21

PEP PEPSICO INC1.6K shares-18.87%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.705 shares0.57%2025-12-312026-01-21

RSPU INVESCO EXCHANGE TRADED FD T2.9K sharesnew addition2025-12-312026-01-21

TBUX T ROWE PRICE ETF INC4.3K sharesnew addition2025-12-312026-01-21

JPLD J P MORGAN EXCHANGE TRADED F4.1K sharesnew addition2025-12-312026-01-21

Sponsored

ACNB ACNB CORP4.4K sharesnew addition2025-12-312026-01-21

BLACKSTONE INC BLACKSTONE INC1.4K shares-7.87%2025-12-312026-01-21

ALPHABET INC ALPHABET INC665 sharesnew addition2025-12-312026-01-21

AGNC AGNC INVT CORP12.5K shares1.80%2025-12-312026-01-21

CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP50.0K sharesnew addition2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available