Planned Solutions, Inc. Top Holdings and 13F Report (2025) About Planned Solutions, Inc.Investment ActivityPlanned Solutions, Inc. has $246.98 million in total holdings as of March 31, 2025.Planned Solutions, Inc. owns shares of 112 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.30% of the portfolio was purchased this quarter.About 1.79% of the portfolio was sold this quarter.This quarter, Planned Solutions, Inc. has purchased 110 new stocks and bought additional shares in 50 stocks.Planned Solutions, Inc. sold shares of 16 stocks and completely divested from 8 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $26,318,704Schwab Fundamental U.S. Large Company Index ETF $25,191,468JPMorgan Income ETF $21,929,348iShares Core S&P Total U.S. Stock Market ETF $18,524,670Invesco QQQ $15,074,292 Largest New Holdings this Quarter 64110L106 - Netflix $631,323 Holding464287721 - iShares U.S. Technology ETF $591,252 Holding464287614 - iShares Russell 1000 Growth ETF $491,548 Holding38149W614 - GOLDMAN SACHS SMALL CAP CORE EQUITY ETF $268,764 Holding780259305 - Shell $241,824 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 10,256 shares (about $1.03M)NVIDIA 9,115 shares (about $987.88K)JPMorgan Income ETF 14,103 shares (about $649.72K)Netflix 677 shares (about $631.32K)VanEck Morningstar Wide Moat ETF 6,955 shares (about $612.04K) Largest Sales this Quarter Apple 5,652 shares (about $1.26M)Elastic 8,795 shares (about $783.63K)iShares S&P 500 Growth ETF 3,098 shares (about $287.59K)Invesco QQQ 213 shares (about $99.88K)McKesson 90 shares (about $60.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlanned Solutions, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMOATVanEck Morningstar Wide Moat ETF$26,318,704$612,040 ▲2.4%299,07610.7%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$25,191,468$545,863 ▲2.2%1,066,98310.2%ETFJPIEJPMorgan Income ETF$21,929,348$649,725 ▲3.1%476,0018.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$18,524,670$448,387 ▲2.5%151,8297.5%ETFQQQInvesco QQQ$15,074,292$99,879 ▼-0.7%32,1476.1%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$11,912,598$344,321 ▲3.0%118,3924.8%ETFJVALJPMorgan US Value Factor ETF$10,241,799$276,851 ▲2.8%247,2674.1%ETFSPGPInvesco S&P 500 GARP ETF$9,889,434$277,267 ▲2.9%99,0134.0%ETFAVUVAvantis U.S. Small Cap Value ETF$8,979,477$215,397 ▲2.5%103,0113.6%ETFIEFAiShares Core MSCI EAFE ETF$6,823,744$104,245 ▲1.6%90,2022.8%ETFJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$5,925,388$169,551 ▲2.9%99,2862.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$5,884,994$1,032,476 ▲21.3%58,4582.4%ETFIVVBiShares Large Cap Deep Buffer ETF$5,400,509$68,257 ▲1.3%184,1922.2%ETFITWIllinois Tool Works$5,232,267$14,881 ▼-0.3%21,0972.1%IndustrialsBIVVanguard Intermediate-Term Bond ETF$4,897,402$52,144 ▲1.1%63,9602.0%ETFESTCElastic$3,997,917$783,635 ▼-16.4%44,8701.6%Computer and TechnologyRETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF$2,808,125$36,272 ▲1.3%127,1221.1%ETFAAPLApple$2,720,705$1,255,505 ▼-31.6%12,2481.1%Computer and TechnologySCHBSchwab US Broad Market ETF$2,559,008$149,870 ▲6.2%118,8581.0%ETFNVDANVIDIA$2,336,131$987,884 ▲73.3%21,5550.9%Computer and TechnologyLLYEli Lilly and Company$2,122,589$33,036 ▼-1.5%2,5700.9%MedicalFILLiShares MSCI Global Energy Producers ETF$2,041,909$28,252 ▲1.4%82,1030.8%ETFMSFTMicrosoft$1,802,879$134,381 ▲8.1%4,8030.7%Computer and TechnologyIWMiShares Russell 2000 ETF$1,395,753$1,795 ▲0.1%6,9970.6%FinanceIVWiShares S&P 500 Growth ETF$1,344,643$287,587 ▼-17.6%14,4850.5%ETFSCHASchwab US Small-Cap ETF$1,318,220$13,660 ▼-1.0%56,2620.5%ETFDVYiShares Select Dividend ETF$1,295,243$30,350 ▼-2.3%9,6450.5%ETFSCHFSchwab International Equity ETF$1,215,348$113,498 ▲10.3%61,4430.5%ETFMETAMeta Platforms$1,136,006$37,463 ▲3.4%1,9710.5%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,100,691$18,395 ▲1.7%5,4450.4%ETFLRGFiShares U.S. Equity Factor ETF$1,096,942$91,913 ▲9.1%18,9520.4%ETFBRK.BBerkshire Hathaway$1,043,857$23,966 ▲2.3%1,9600.4%FinanceIBMInternational Business Machines$934,4640.0%3,7580.4%Computer and TechnologyIVViShares Core S&P 500 ETF$887,342$53,949 ▲6.5%1,5790.4%ETFVEAVanguard FTSE Developed Markets ETF$871,887$1,017 ▼-0.1%17,1530.4%ETFSCHOSchwab Short-Term U.S. Treasury ETF$828,597$9,614 ▲1.2%34,0430.3%ETFGNMAiShares GNMA Bond ETF$799,228$5,487 ▲0.7%18,2060.3%ETFTIPiShares TIPS Bond ETF$784,4060.0%7,0610.3%ETFQUALiShares MSCI USA Quality Factor ETF$755,334$158,757 ▲26.6%4,4200.3%ETFSCHDSchwab US Dividend Equity ETF$698,433$105,184 ▲17.7%24,9800.3%ETFPGProcter & Gamble$691,641$37,156 ▲5.7%4,0580.3%Consumer StaplesJNJJohnson & Johnson$672,468$69,320 ▲11.5%4,0550.3%MedicalIDViShares International Select Dividend ETF$641,430$25,095 ▼-3.8%20,6780.3%ETFIJHiShares Core S&P Mid-Cap ETF$638,628$1,284 ▲0.2%10,9450.3%ETFGOOGAlphabet$636,3250.0%4,0730.3%Computer and TechnologyNFLXNetflix$631,323$631,323 ▲New Holding6770.3%Consumer DiscretionaryMCDMcDonald's$629,4260.0%2,0150.3%Retail/WholesaleVTVVanguard Value ETF$620,482$5,009 ▲0.8%3,5920.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$617,915$14,540 ▲2.4%6,2470.3%FinanceAXONAxon Enterprise$615,8870.0%1,1710.2%AerospaceIYWiShares U.S. Technology ETF$591,252$591,252 ▲New Holding4,2100.2%ManufacturingCVXChevron$577,881$25,263 ▲4.6%3,4540.2%EnergyRPVInvesco S&P 500 Pure Value ETF$575,156$9,420 ▼-1.6%6,2280.2%ETFJPMJPMorgan Chase & Co.$574,7380.0%2,3430.2%FinanceVVisa$549,042$26,278 ▲5.0%1,5670.2%Business ServicesIWFiShares Russell 1000 Growth ETF$491,548$491,548 ▲New Holding1,3610.2%ETFMOTIVanEck Morningstar International Moat ETF$481,8220.0%14,4800.2%ETFWMTWalmart$476,033$176 ▲0.0%5,4220.2%Retail/WholesaleXOMExxon Mobil$475,601$4,163 ▲0.9%3,9990.2%EnergyVIGVanguard Dividend Appreciation ETF$472,380$2,328 ▲0.5%2,4350.2%ETFSPYSPDR S&P 500 ETF Trust$468,571$2,796 ▲0.6%8380.2%FinanceCOSTCostco Wholesale$462,392$33,096 ▼-6.7%4890.2%Retail/WholesaleLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$428,4560.0%3,9420.2%FinanceBACBank of America$418,232$96,984 ▲30.2%10,0220.2%FinanceINTUIntuit$412,6010.0%6720.2%Computer and TechnologyARISTA NETWORKS INC COM SHS$412,5040.0%5,3240.2%StockCALMCal-Maine Foods$369,0540.0%4,0600.1%Basic MaterialsSRLNSPDR Blackstone Senior Loan ETF$362,494$18,139 ▲5.3%8,8130.1%ETFCSCOCisco Systems$356,314$13,576 ▼-3.7%5,7740.1%Computer and TechnologyGILDGilead Sciences$353,7420.0%3,1570.1%MedicalWELLWelltower$353,4550.0%2,3070.1%FinanceJAAAJanus Henderson AAA CLO ETF$342,525$70,330 ▲25.8%6,7550.1%ETFSCHESchwab Emerging Markets Equity ETF$342,155$34,629 ▲11.3%12,4100.1%ETFGRMNGarmin$336,3340.0%1,5490.1%Computer and TechnologyGSThe Goldman Sachs Group$327,7740.0%6000.1%FinanceSNASnap-on$320,1600.0%9500.1%Consumer DiscretionaryPHMPulteGroup$314,2600.0%3,0570.1%ConstructionMCKMcKesson$311,594$60,569 ▼-16.3%4630.1%MedicalMRKMerck & Co., Inc.$310,839$8,976 ▼-2.8%3,4630.1%MedicalDHID.R. Horton$306,8920.0%2,4140.1%ConstructionIVEiShares S&P 500 Value ETF$297,686$56,221 ▲23.3%1,5620.1%ETFCBChubb$293,534$5,738 ▲2.0%9720.1%FinanceVZVerizon Communications$286,630$34,020 ▲13.5%6,3190.1%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$286,6270.0%2,1060.1%ETFABTAbbott Laboratories$284,0040.0%2,1410.1%MedicalPSAPublic Storage$283,4280.0%9470.1%FinanceTMOThermo Fisher Scientific$282,1390.0%5670.1%MedicalCINFCincinnati Financial$281,9970.0%1,9090.1%FinanceTSLATesla$281,707$42,243 ▲17.6%1,0870.1%Auto/Tires/TrucksSNYSanofi$281,0710.0%5,0680.1%MedicalVTRVentas$273,4590.0%3,9770.1%FinanceNUENucor$270,645$22,865 ▲9.2%2,2490.1%Basic MaterialsGOLDMAN SACHS SMALL CAP CORE EQUITY ETF$268,764$268,764 ▲New Holding5,7650.1%ETFTXNTexas Instruments$258,4090.0%1,4380.1%Computer and TechnologyADBEAdobe$256,5820.0%6690.1%Computer and TechnologyCFCF Industries$256,2540.0%3,2790.1%Basic MaterialsWFCWells Fargo & Company$246,958$21,537 ▲9.6%3,4400.1%FinanceSHELShell$241,824$241,824 ▲New Holding3,3000.1%EnergyRFRegions Financial$237,2700.0%10,9190.1%FinanceVHTVanguard Health Care ETF$236,9330.0%8950.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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