Planning Directions Inc Top Holdings and 13F Report (2024) → He cracked the code to crypto… (From Weiss Ratings) (Ad) About Planning Directions IncInvestment ActivityPlanning Directions Inc has $143.94 million in total holdings as of March 31, 2024.Planning Directions Inc owns shares of 76 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 6.77% of the portfolio was purchased this quarter.About 6.96% of the portfolio was sold this quarter.This quarter, Planning Directions Inc has purchased 69 new stocks and bought additional shares in 33 stocks.Planning Directions Inc sold shares of 30 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $26,982,694Vanguard Short-Term Bond ETF $18,124,804Vanguard Dividend Appreciation ETF $14,894,469Apple $7,530,213Vanguard Mega Cap Value ETF $6,878,861 Largest New Holdings this Quarter JPMorgan Nasdaq Equity Premium Income ETF $566,407 HoldingConstellation Energy $265,016 HoldingiShares U.S. Technology ETF $250,245 HoldingCaterpillar $232,831 HoldingWaste Management $215,232 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 26,313 shares (about $2.12M)Fidelity Low Duration Bond Factor ETF 29,758 shares (about $1.49M)iShares U.S. Healthcare ETF 15,124 shares (about $936.19K)JPMorgan Equity Premium Income ETF 16,177 shares (about $936.01K)JPMorgan Nasdaq Equity Premium Income ETF 10,443 shares (about $566.41K) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 25,031 shares (about $1.94M)SPDR S&P Dividend ETF 10,080 shares (about $1.32M)Utilities Select Sector SPDR Fund 18,639 shares (about $1.22M)Vanguard Short-Term Bond ETF 7,939 shares (about $608.68K)Vanguard Growth ETF 1,387 shares (about $477.42K) 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 PortfolioSectorSCHDSchwab US Dividend Equity ETF$26,982,694$2,121,619 ▲8.5%334,64818.7%ETFBSVVanguard Short-Term Bond ETF$18,124,804$608,684 ▼-3.2%236,40012.6%ETFVIGVanguard Dividend Appreciation ETF$14,894,469$432,057 ▼-2.8%81,56410.3%ETFAAPLApple$7,530,213$22,978 ▼-0.3%43,9135.2%Computer and TechnologyMGVVanguard Mega Cap Value ETF$6,878,861$456,169 ▼-6.2%57,5594.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,672,226$1,935,143 ▼-22.5%86,3054.6%ETFVUGVanguard Growth ETF$4,702,587$477,418 ▼-9.2%13,6623.3%ETFVOTVanguard Mid-Cap Growth ETF$3,667,316$271,636 ▲8.0%15,5532.5%ETFSDYSPDR S&P Dividend ETF$3,433,208$1,322,887 ▼-27.8%26,1602.4%ETFFLDRFidelity Low Duration Bond Factor ETF$3,070,118$1,487,013 ▲93.9%61,4392.1%ETFIUSGiShares Core S&P U.S. Growth ETF$2,730,087$57,199 ▼-2.1%23,2921.9%ManufacturingVUSBVanguard Ultra-Short Bond ETF$2,308,300$223,769 ▼-8.8%46,5851.6%ETFVTVanguard Total World Stock ETF$2,191,959$246,522 ▲12.7%19,8371.5%ETFXLPConsumer Staples Select Sector SPDR Fund$1,937,803$452,207 ▼-18.9%25,3771.3%ETFVTVVanguard Value ETF$1,855,392$171,485 ▼-8.5%11,3931.3%ETFVOVanguard Mid-Cap ETF$1,759,152$45,971 ▲2.7%7,0411.2%ETFVBRVanguard Small-Cap Value ETF$1,758,905$28,205 ▲1.6%9,1671.2%ETFVHTVanguard Health Care ETF$1,748,449$122,010 ▼-6.5%6,4631.2%ETFVOEVanguard Mid-Cap Value ETF$1,601,455$294,348 ▼-15.5%10,2721.1%ETFACWViShares MSCI Global Min Vol Factor ETF$1,490,357$18,212 ▼-1.2%14,1571.0%ETFJEPIJPMorgan Equity Premium Income ETF$1,413,591$936,010 ▲196.0%24,4311.0%ETFRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$1,405,291$464,907 ▼-24.9%42,6751.0%ETFIYHiShares U.S. Healthcare ETF$1,402,674$936,189 ▲200.7%22,6601.0%ETFMSFTMicrosoft$1,373,581$17,249 ▲1.3%3,2651.0%Computer and TechnologyIYJiShares U.S. Industrials ETF$1,239,035$82,468 ▼-6.2%9,8560.9%ETFVOOVanguard S&P 500 ETF$1,053,206$3,365 ▲0.3%2,1910.7%ETFAMZNAmazon.com$1,042,596$1,082 ▲0.1%5,7800.7%Retail/WholesaleVBVanguard Small-Cap ETF$931,700$192,009 ▼-17.1%4,0760.6%ETFNVDANVIDIA$844,456$24,385 ▲3.0%9350.6%Computer and TechnologyMCDMcDonald's$812,644$4,794 ▲0.6%2,8820.6%Retail/WholesaleHDHome Depot$717,343$2,685 ▲0.4%1,8700.5%Retail/WholesaleFVDFirst Trust Value Line Dividend Index Fund$700,154$108,444 ▼-13.4%16,5800.5%ETFWMTWalmart$649,018$433,300 ▲200.9%10,7860.5%Retail/WholesaleXOMExxon Mobil$646,096$12,555 ▼-1.9%5,5580.4%Oils/EnergyXLUUtilities Select Sector SPDR Fund$591,683$1,223,608 ▼-67.4%9,0130.4%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$566,407$566,407 ▲New Holding10,4430.4%ETFBABoeing$560,473$12,738 ▼-2.2%2,9040.4%AerospaceUSMViShares MSCI USA Min Vol Factor ETF$514,005$12,955 ▼-2.5%6,1500.4%ETFPEPPepsiCo$506,359$2,625 ▲0.5%2,8930.4%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$497,943$1,383 ▲0.3%4,3190.3%ETFXARSPDR S&P Aerospace & Defense ETF$484,904$17,002 ▼-3.4%3,4510.3%ETFIVViShares Core S&P 500 ETF$459,583$526 ▲0.1%8740.3%ETFSCHASchwab US Small-Cap ETF$449,862$739 ▲0.2%9,1360.3%ETFSTZConstellation Brands$427,130$83,415 ▼-16.3%1,5720.3%Consumer StaplesLOWLowe's Companies$419,683$2,037 ▲0.5%1,6480.3%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$399,887$25,547 ▼-6.0%1,5340.3%ETFPGProcter & Gamble$399,670$974 ▲0.2%2,4630.3%Consumer StaplesAMATApplied Materials$396,388$412 ▲0.1%1,9220.3%Computer and TechnologyIYCiShares U.S. Consumer Discretionary ETF$378,475$492 ▲0.1%4,6170.3%ETFNVONovo Nordisk A/S$374,473$14,383 ▲4.0%2,9160.3%MedicalIJHiShares Core S&P Mid-Cap ETF$370,232$300,741 ▲432.8%6,0950.3%ETFMGKVanguard Mega Cap Growth ETF$357,820$9,748 ▼-2.7%1,2480.2%ETFIJRiShares Core S&P Small-Cap ETF$347,032$88,526 ▲34.2%3,1400.2%ETFPANWPalo Alto Networks$341,808$49,723 ▼-12.7%1,2030.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$326,319$523 ▲0.2%6240.2%FinancePAVEGlobal X U.S. Infrastructure Development ETF$317,666$4,936 ▼-1.5%7,9800.2%ETFBRK.BBerkshire Hathaway$307,4000.0%7310.2%FinanceDEDeere & Company$306,209$1,231 ▲0.4%7460.2%Industrial ProductsVGTVanguard Information Technology ETF$295,074$1,048 ▲0.4%5630.2%ETFCOSTCostco Wholesale$290,448$5,868 ▲2.1%3960.2%Retail/WholesaleEFAViShares MSCI EAFE Min Vol Factor ETF$279,795$49,834 ▼-15.1%3,9470.2%ETFGOOGLAlphabet$272,731$12,074 ▲4.6%1,8070.2%Computer and TechnologyLLYEli Lilly and Company$268,034$777 ▲0.3%3450.2%MedicalCEGConstellation Energy$265,016$265,016 ▲New Holding1,4340.2%Oils/EnergyIYWiShares U.S. Technology ETF$250,245$250,245 ▲New Holding1,8530.2%ManufacturingMRKMerck & Co., Inc.$245,829$36,947 ▼-13.1%1,8630.2%MedicalCATCaterpillar$232,831$232,831 ▲New Holding6350.2%Industrial ProductsNSCNorfolk Southern$220,894$1,274 ▲0.6%8670.2%TransportationWMWaste Management$215,232$215,232 ▲New Holding1,0100.1%Business ServicesCRMDCorMedix$212,0000.0%50,0000.1%MedicalAXPAmerican Express$206,047$206,047 ▲New Holding9050.1%FinanceIBMInternational Business Machines$206,017$206,017 ▲New Holding1,0790.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$204,382$204,382 ▲New Holding1,6890.1%ETFPEGPublic Service Enterprise Group$203,840$203,840 ▲New Holding3,0520.1%UtilitiesHCAHCA Healthcare$201,335$201,335 ▲New Holding6040.1%MedicalBXBlackstone$200,117$200,117 ▲New Holding1,5230.1%FinanceCOINCoinbase Global$0$566,457 ▼-100.0%00.0%FinanceVPUVanguard Utilities ETF$0$249,261 ▼-100.0%00.0%ETFNKENIKE$0$212,457 ▼-100.0%00.0%Consumer DiscretionaryCISOCISO Global$0$12,255 ▼-100.0%00.0%Computer and Technology 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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