$108 Million is the total value of PLANNING DIRECTIONS INC's 58 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STZ | New | CONSTELLATION BRANDS INCcl a | $277,000 | – | 1,286 | +100.0% | 0.26% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $237,000 | – | 1,175 | +100.0% | 0.22% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $221,000 | – | 1,460 | +100.0% | 0.20% | – |
| AMZN | New | AMAZON COM INC | $220,000 | – | 110 | +100.0% | 0.20% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $216,000 | – | 1,009 | +100.0% | 0.20% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $208,000 | – | 710 | +100.0% | 0.19% | – |
| LOW | New | LOWES COS INC | $206,000 | – | 1,794 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 23 | Q3 2023 | 6.2% |
| ISHARES TR | 23 | Q3 2023 | 8.5% |
| SPDR SER TR | 23 | Q3 2023 | 5.5% |
| ISHARES TR | 23 | Q3 2023 | 1.8% |
| VANGUARD INDEX FDS | 23 | Q3 2023 | 1.8% |
| EXXON MOBIL CORP | 23 | Q3 2023 | 1.2% |
| ISHARES TR | 23 | Q3 2023 | 1.0% |
| ISHARES TR | 23 | Q3 2023 | 0.6% |
| VANGUARD BD INDEX FDS | 22 | Q3 2023 | 34.0% |
| VANGUARD SPECIALIZED FUNDS | 22 | Q3 2023 | 13.6% |
View PLANNING DIRECTIONS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-19 |
| 13F-HR | 2022-01-27 |
View PLANNING DIRECTIONS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.