Planning Directions Inc Top Holdings and 13F Report (2025) About Planning Directions IncInvestment ActivityPlanning Directions Inc has $215.91 million in total holdings as of June 30, 2025.Planning Directions Inc owns shares of 110 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 8.90% of the portfolio was purchased this quarter.About 4.93% of the portfolio was sold this quarter.This quarter, Planning Directions Inc has purchased 106 new stocks and bought additional shares in 56 stocks.Planning Directions Inc sold shares of 36 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares S&P 500 Value ETF $26,150,918Vanguard Dividend Appreciation ETF $16,077,092JPMorgan Income ETF $15,419,619Schwab US Dividend Equity ETF $14,564,664VictoryShares Core Intermediate Bond ETF $14,233,392 Largest New Holdings this Quarter 04626A103 - ASTERA LABS INC $422,643 Holding512807306 - LAM RESEARCH CORP $335,894 Holding573874104 - Marvell Technology $321,721 Holding464287200 - iShares Core S&P 500 ETF $278,297 Holding67092P201 - Nuveen ESG Large-Cap Growth ETF $227,489 Holding Largest Purchases this Quarter JPMorgan Income ETF 104,911 shares (about $4.83M)Vanguard Growth ETF 50,098 shares (about $4.32M)iShares S&P 500 Value ETF 9,210 shares (about $2.09M)Vanguard Mid-Cap ETF 15,616 shares (about $1.26M)Vanguard Information Technology ETF 6,893 shares (about $823.90K) Largest Sales this Quarter Apple 8,989 shares (about $2.60M)Vanguard Short-Term Bond ETF 20,080 shares (about $1.56M)NVIDIA 5,279 shares (about $1.06M)Schwab US Dividend Equity ETF 25,740 shares (about $816.22K)Fidelity Low Duration Bond Factor ETF 9,436 shares (about $472.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlanning Directions Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVEiShares S&P 500 Value ETF$26,150,918$2,091,220 ▲8.7%115,17212.1%ETFVIGVanguard Dividend Appreciation ETF$16,077,092$251,763 ▼-1.5%67,9457.4%ETFJPIEJPMorgan Income ETF$15,419,619$4,831,154 ▲45.6%334,8457.1%ETFSCHDSchwab US Dividend Equity ETF$14,564,664$816,216 ▼-5.3%459,3086.7%ETFUITBVictoryShares Core Intermediate Bond ETF$14,233,392$243,323 ▲1.7%303,8866.6%ETFAAPLApple$9,796,657$2,601,080 ▼-21.0%33,8564.5%TechnologyMGVVanguard Mega Cap Value ETF$6,805,793$447,530 ▼-6.2%41,6383.2%ETFVOTVanguard Mid-Cap Growth ETF$6,750,847$413,505 ▲6.5%22,0403.1%ETFVTVanguard Total World Stock ETF$6,032,501$23,228 ▼-0.4%38,4362.8%ETFIJRiShares Core S&P Small-Cap ETF$5,726,818$145,195 ▲2.6%38,6142.7%ETFFLDRFidelity Low Duration Bond Factor ETF$5,535,783$472,836 ▼-7.9%110,4732.6%ETFVUGVanguard Growth ETF$5,197,554$4,315,474 ▲489.2%60,3382.4%ETFISTBiShares Core 1-5 Year USD Bond ETF$5,104,164$489,833 ▲10.6%105,7862.4%ETFBSVVanguard Short-Term Bond ETF$4,801,803$1,564,425 ▼-24.6%61,6332.2%ETFJEPIJPMorgan Equity Premium Income ETF$3,899,582$402,644 ▲11.5%69,0441.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,798,097$379,343 ▼-9.1%48,0591.8%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,386,703$363,476 ▲12.0%55,1041.6%ETFSDYSPDR S&P Dividend ETF$2,847,878$127,983 ▲4.7%18,7141.3%ETFIUSGiShares Core S&P U.S. Growth ETF$2,738,421$56,992 ▼-2.0%14,5591.3%ETFNEARiShares Short Duration Bond Active ETF$2,366,102$250,106 ▲11.8%46,7061.1%ETFAMATApplied Materials$2,356,371$2,169 ▲0.1%3,2591.1%TechnologyNVDANVIDIA$2,113,978$1,056,289 ▼-33.3%10,5651.0%TechnologyVTVVanguard Value ETF$2,061,021$142,312 ▼-6.5%9,4571.0%ETFVOVanguard Mid-Cap ETF$1,769,820$1,258,195 ▲245.9%21,9660.8%ETFJIREJPMorgan International Research Enhanced Equity ETF$1,576,852$47,101 ▼-2.9%19,1160.7%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,495,175$33,759 ▲2.3%35,2550.7%ETFVBRVanguard Small-Cap Value ETF$1,457,754$34,020 ▼-2.3%5,9990.7%ETFACWViShares MSCI Global Min Vol Factor ETF$1,355,981$15,390 ▼-1.1%11,2780.6%ETFVOEVanguard Mid-Cap Value ETF$1,310,998$56,708 ▼-4.1%6,6350.6%ETFAMZNAmazon.com$1,305,388$250,495 ▼-16.1%5,4770.6%Consumer DiscretionaryXLPConsumer Staples Select Sector SPDR Fund$1,221,481$81,659 ▼-6.3%14,7040.6%ETFMSFTMicrosoft$1,205,488$81,684 ▼-6.3%3,2320.6%TechnologyVOOVanguard S&P 500 ETF$1,156,199$445,855 ▼-27.8%1,6830.5%ETFCOHRCoherent$1,143,9630.0%2,9000.5%TechnologyIYJiShares U.S. Industrials ETF$1,091,141$37,160 ▼-3.3%6,5480.5%ETFXARSPDR S&P Aerospace & Defense ETF$1,051,682$151,538 ▲16.8%3,7060.5%ETFDELLDell Technologies$1,037,763$18,555 ▼-1.8%2,4050.5%TechnologyJ P MORGAN EXCHANGE TRADED F$1,025,785$9,321 ▲0.9%20,2500.5%MUNICIPAL ETFVGTVanguard Information Technology ETF$861,547$823,896 ▲2,188.3%7,2080.4%ETFITAiShares U.S. Aerospace & Defense ETF$811,500$20,609 ▲2.6%3,3470.4%ETFVBVanguard Small-Cap ETF$785,418$78,511 ▼-9.1%2,5910.4%ETFVHTVanguard Health Care ETF$782,925$112,145 ▼-12.5%2,6180.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$734,047$8,927 ▲1.2%8,8810.3%ETFPANWPalo Alto Networks$733,1930.0%2,1500.3%TechnologyVIGIVanguard International Dividend Appreciation ETF$725,122$306,858 ▲73.4%7,7650.3%ETFIWDiShares Russell 1000 Value ETF$710,229$42,177 ▲6.3%2,9300.3%ETFWALMART INC$670,176$2,265 ▲0.3%5,9170.3%COMVTEBVanguard Tax-Exempt Bond ETF$644,703$5,362 ▲0.8%12,7460.3%ETFGOOGLAlphabet$609,711$7,505 ▲1.2%1,7060.3%Communication ServicesXLUUtilities Select Sector SPDR Fund$595,333$9,794 ▲1.7%13,1300.3%ETFXOMExxonMobil$573,889$273 ▲0.0%4,1980.3%EnergyIYHiShares U.S. Healthcare ETF$559,399$29,752 ▼-5.1%8,3480.3%ETFCEGConstellation Energy$522,370$110,286 ▼-17.4%2,1030.2%UtilitiesVWOVanguard FTSE Emerging Markets ETF$517,673$92,994 ▲21.9%8,6730.2%ETFCOINCoinbase Global$515,7580.0%3,5280.2%FinanceRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$515,282$132,568 ▼-20.5%17,1880.2%ETFCATCaterpillar$503,0920.0%4720.2%IndustrialsWSFSWSFS Financial$502,083$1,458 ▲0.3%6,5440.2%FinanceVBKVanguard Small-Cap Growth ETF$490,453$6,218 ▼-1.3%1,3410.2%ETFVXUSVanguard Total International Stock ETF$469,191$57,281 ▼-10.9%5,4880.2%ETFSPYSPDR S&P 500 ETF Trust$467,934$746 ▲0.2%6270.2%ETFIWSiShares Russell Mid-Cap Value ETF$459,357$13,002 ▲2.9%2,7910.2%ETFDEDeere & Company$455,505$1,269 ▲0.3%7180.2%IndustrialsIYWiShares U.S. Technology ETF$450,488$11,098 ▼-2.4%1,7860.2%ETFMGKVanguard Mega Cap Growth ETF$444,787$354,159 ▲390.8%5,0600.2%ETFSCHASchwab US Small-Cap ETF$433,961$46,753 ▼-9.7%12,0110.2%ETFASTERA LABS INC$422,643$422,643 ▲New Holding8750.2%COMPAVEGlobal X U.S. Infrastructure Development ETF$411,9970.0%6,9920.2%ETFIYCiShares U.S. Consumer Discretionary ETF$403,104$506 ▲0.1%3,9870.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$390,985$65,309 ▼-14.3%4,0530.2%ETFVUSBVanguard Ultra-Short Bond ETF$383,939$21,056 ▲5.8%7,7130.2%ETFMCDMcDonald's$375,480$1,622 ▲0.4%1,3890.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$372,2900.0%7440.2%FinanceJ P MORGAN EXCHANGE TRADED F$358,619$142,278 ▲65.8%6,8710.2%JPMORGAM LTD DURFDVVFidelity High Dividend ETF$353,148$42,990 ▲13.9%5,8570.2%ETFPPAInvesco Aerospace & Defense ETF$344,901$25,267 ▲7.9%1,9520.2%ETFUSTBVictoryShares Short-Term Bond ETF$342,584$3,847 ▲1.1%6,7680.2%ETFVYMVanguard High Dividend Yield ETF$337,699$2,054 ▲0.6%2,1370.2%ETFLAM RESEARCH CORP$335,894$335,894 ▲New Holding7750.2%COM NEWROUNDHILL ETF TRUST$324,775$17,369 ▲5.7%6,0770.2%ROUNDHILL S&P500MRVLMarvell Technology$321,721$321,721 ▲New Holding1,0800.1%TechnologyBIVVanguard Intermediate-Term Bond ETF$299,807$10,124 ▲3.5%3,9090.1%ETFHDHome Depot$297,886$353 ▲0.1%8450.1%Consumer DiscretionaryNEENextEra Energy$296,979$26,942 ▲10.0%3,3840.1%UtilitiesITOTiShares Core S&P Total U.S. Stock Market ETF$295,757$657 ▲0.2%1,8000.1%ETFIJHiShares Core S&P Mid-Cap ETF$291,921$34,929 ▲13.6%3,7860.1%ETFLOAR HOLDINGS INC$287,9390.0%3,5720.1%COM SHSFIGBFidelity Investment Grade Bond ETF$287,479$2,827 ▲1.0%6,7120.1%ETFNSCNorfolk Southern$285,339$1,258 ▲0.4%9070.1%IndustrialsIVViShares Core S&P 500 ETF$278,297$278,297 ▲New Holding3720.1%ETFFVDFirst Trust Value Line Dividend Index Fund$270,250$161,745 ▼-37.4%5,6090.1%ETFLOWLowe's Companies$265,038$1,323 ▲0.5%1,2020.1%Consumer DiscretionaryACNBACNB$263,2320.0%4,4330.1%FinanceIBMInternational Business Machines$260,746$36,285 ▼-12.2%9270.1%TechnologyPALANTIR TECHNOLOGIES INC$254,107$32,084 ▲14.5%2,1780.1%CL AJPMJPMorgan Chase & Co.$232,954$1,309 ▲0.6%7120.1%FinanceNULGNuveen ESG Large-Cap Growth ETF$227,489$227,489 ▲New Holding1,9430.1%ETFAXPAmerican Express$226,999$226,999 ▲New Holding6710.1%FinancePEPPepsiCo$220,108$1,895 ▲0.9%1,6260.1%Consumer StaplesHCAHCA Healthcare$217,4220.0%5580.1%HealthcareShowing largest 100 holdings. 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