Planning Directions Inc Top Holdings and 13F Report (2025) About Planning Directions IncInvestment ActivityPlanning Directions Inc has $172.33 million in total holdings as of December 31, 2024.Planning Directions Inc owns shares of 77 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 18.19% of the portfolio was purchased this quarter.About 2.88% of the portfolio was sold this quarter.This quarter, Planning Directions Inc has purchased 81 new stocks and bought additional shares in 37 stocks.Planning Directions Inc sold shares of 34 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $31,724,086Vanguard Short-Term Bond ETF $19,545,440Vanguard Dividend Appreciation ETF $14,626,795Apple $10,818,646VictoryShares Core Intermediate Bond ETF $9,973,084 Largest New Holdings this Quarter Vanguard Total International Stock ETF $277,030 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 793,825 shares (about $21.69M)VictoryShares Core Intermediate Bond ETF 49,673 shares (about $2.28M)Vanguard Short-Term Bond ETF 25,754 shares (about $1.99M)iShares Core S&P Small-Cap ETF 5,970 shares (about $687.86K)JPMorgan Equity Premium Income ETF 11,281 shares (about $649.00K) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 15,017 shares (about $745.11K)Vanguard Dividend Appreciation ETF 3,120 shares (about $610.99K)Vanguard Short-Term Corporate Bond ETF 5,022 shares (about $391.77K)Vanguard Mega Cap Value ETF 1,905 shares (about $237.95K)Invesco S&P 500 Equal Weight Consumer Staples ETF 6,984 shares (about $210.22K) 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$31,724,086$21,687,294 ▲216.1%1,161,20418.4%ETFBSVVanguard Short-Term Bond ETF$19,545,440$1,990,011 ▲11.3%252,95011.3%ETFVIGVanguard Dividend Appreciation ETF$14,626,795$610,992 ▼-4.0%74,6918.5%ETFAAPLApple$10,818,646$14,274 ▲0.1%43,2026.3%Computer and TechnologyUITBVictoryShares Core Intermediate Bond ETF$9,973,084$2,282,970 ▲29.7%216,9955.8%ETFMGVVanguard Mega Cap Value ETF$6,305,028$237,952 ▼-3.6%50,4773.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$5,858,421$391,768 ▼-6.3%75,0983.4%ETFVUGVanguard Growth ETF$5,162,526$132,162 ▼-2.5%12,5783.0%ETFVTVanguard Total World Stock ETF$4,772,438$268,562 ▲6.0%40,6232.8%ETFIJRiShares Core S&P Small-Cap ETF$4,704,419$687,861 ▲17.1%40,8302.7%ETFVOTVanguard Mid-Cap Growth ETF$4,342,507$242,082 ▲5.9%17,1132.5%ETFFLDRFidelity Low Duration Bond Factor ETF$4,052,384$68,155 ▲1.7%81,1612.4%ETFIUSGiShares Core S&P U.S. Growth ETF$3,036,056$71,905 ▼-2.3%21,7871.8%ManufacturingJEPIJPMorgan Equity Premium Income ETF$2,973,919$649,000 ▲27.9%51,6931.7%ETFSDYSPDR S&P Dividend ETF$2,865,446$125,366 ▼-4.2%21,6911.7%ETFVOVanguard Mid-Cap ETF$2,062,411$148,183 ▲7.7%7,8081.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,866,016$469,873 ▲33.7%33,0971.1%ETFVTVVanguard Value ETF$1,711,299$124,775 ▼-6.8%10,1081.0%ETFNVDANVIDIA$1,615,140$231,655 ▲16.7%12,0270.9%Computer and TechnologyVOOVanguard S&P 500 ETF$1,612,446$524,193 ▲48.2%2,9930.9%ETFVBRVanguard Small-Cap Value ETF$1,588,782$75,109 ▼-4.5%8,0170.9%ETFAMZNAmazon.com$1,519,934$416,402 ▲37.7%6,9280.9%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$1,518,113$11,001 ▼-0.7%9,3840.9%ETFACWViShares MSCI Global Min Vol Factor ETF$1,448,311$24,351 ▼-1.7%13,2630.8%ETFXLPConsumer Staples Select Sector SPDR Fund$1,447,538$110,920 ▼-7.1%18,4140.8%ETFVHTVanguard Health Care ETF$1,375,529$183,674 ▼-11.8%5,4220.8%ETFIYJiShares U.S. Industrials ETF$1,205,411$16,289 ▼-1.3%9,0280.7%ETFMSFTMicrosoft$1,194,332$44,672 ▲3.9%2,8340.7%Computer and TechnologyCOINCoinbase Global$1,007,353$477,233 ▲90.0%4,0570.6%FinanceIYHiShares U.S. Healthcare ETF$929,390$177,720 ▼-16.1%15,9500.5%ETFJMUBJPMorgan Municipal ETF$909,339$7,824 ▲0.9%18,1320.5%ETFVTEBVanguard Tax-Exempt Bond ETF$899,475$9,374 ▲1.1%17,9430.5%ETFWMTWalmart$849,180$9,035 ▼-1.1%9,3990.5%Retail/WholesaleVBVanguard Small-Cap ETF$811,408$53,341 ▼-6.2%3,3770.5%ETFRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$792,967$210,222 ▼-21.0%26,3440.5%ETFMCDMcDonald's$603,324$12,467 ▼-2.0%2,0810.4%Retail/WholesaleXARSPDR S&P Aerospace & Defense ETF$555,993$8,954 ▼-1.6%3,3530.3%ETFHDHome Depot$550,911$2,334 ▲0.4%1,4160.3%Retail/WholesaleSCHASchwab US Small-Cap ETF$524,712$263,610 ▲101.0%20,2910.3%ETFFVDFirst Trust Value Line Dividend Index Fund$506,028$41,544 ▼-7.6%11,5960.3%ETFPANWPalo Alto Networks$499,662$249,831 ▲100.0%2,7460.3%Computer and TechnologyIVViShares Core S&P 500 ETF$486,314$2,355 ▼-0.5%8260.3%ETFXLUUtilities Select Sector SPDR Fund$476,155$30,805 ▼-6.1%6,2910.3%ETFXOMExxon Mobil$468,559$57,548 ▼-10.9%4,3560.3%Oils/EnergyIYCiShares U.S. Consumer Discretionary ETF$445,375$385 ▲0.1%4,6330.3%ETFVBKVanguard Small-Cap Growth ETF$442,668$3,640 ▲0.8%1,5810.3%ETFVUSBVanguard Ultra-Short Bond ETF$441,745$745,107 ▼-62.8%8,9030.3%ETFAMATApplied Materials$411,067$82,116 ▲25.0%2,5280.2%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$405,340$6,482 ▼-1.6%4,5650.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$405,083$151,294 ▲59.6%5,0470.2%ETFCRMDCorMedix$405,0000.0%50,0000.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$394,131$91,587 ▼-18.9%3,0640.2%ETFLOWLowe's Companies$385,060$25,177 ▼-6.1%1,5600.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$366,2400.0%6250.2%FinanceIYWiShares U.S. Technology ETF$354,394$44,180 ▲14.2%2,2220.2%ManufacturingVGTVanguard Information Technology ETF$351,368$1,244 ▲0.4%5650.2%ETFGOOGLAlphabet$330,188$12,685 ▼-3.7%1,7440.2%Computer and TechnologyCEGConstellation Energy$329,5780.0%1,4730.2%Oils/EnergyMGKVanguard Mega Cap Growth ETF$328,656$14,080 ▲4.5%9570.2%ETFPAVEGlobal X U.S. Infrastructure Development ETF$322,7960.0%7,9880.2%ETFPGProcter & Gamble$316,670$8,214 ▼-2.5%1,8890.2%Consumer StaplesBRK.BBerkshire Hathaway$311,857$19,491 ▼-5.9%6880.2%FinancePEPPepsiCo$310,416$27,072 ▼-8.0%2,0410.2%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$309,626$28,352 ▼-8.4%4,9690.2%ETFDEDeere & Company$309,248$1,271 ▲0.4%7300.2%Industrial ProductsBABoeing$302,099$127,423 ▼-29.7%1,7070.2%AerospaceCOSTCostco Wholesale$281,894$15,559 ▲5.8%3080.2%Retail/WholesaleVXUSVanguard Total International Stock ETF$277,030$277,030 ▲New Holding4,7010.2%ETFBXBlackstone$272,007$6,378 ▲2.4%1,5780.2%FinanceNEENextEra Energy$240,019$8,316 ▲3.6%3,3480.1%UtilitiesVYMVanguard High Dividend Yield ETF$220,486$1,659 ▲0.8%1,7280.1%ETFPEGPublic Service Enterprise Group$219,919$676 ▲0.3%2,6030.1%UtilitiesIBMInternational Business Machines$213,283$1,319 ▲0.6%9700.1%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$211,086$3,677 ▼-1.7%2,9850.1%ETFNSCNorfolk Southern$206,817$939 ▲0.5%8810.1%TransportationWMWaste Management$205,984$807 ▲0.4%1,0210.1%Business ServicesMETAMeta Platforms$205,6840.0%3510.1%Computer and TechnologySTZConstellation Brands$0$252,374 ▼-100.0%00.0%Consumer StaplesAXPAmerican Express$0$246,344 ▼-100.0%00.0%FinanceHCAHCA Healthcare$0$236,400 ▼-100.0%00.0%MedicalRSPUInvesco S&P 500 Equal Weight Utilities ETF$0$205,374 ▼-100.0%00.0%ETFJ P MORGAN EXCHANGE TRADED F$0$202,028 ▼-100.0%00.0%EQUITY FOCUS 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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