$131 Thousand is the total value of PLANNING DIRECTIONS INC's 73 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PEP | PEPSICO INC | $550 | -99.9% | 3,046 | 0.0% | 0.42% | +4.7% | |
WMT | WALMART INC | $513 | -99.9% | 3,619 | 0.0% | 0.39% | +3.4% | |
PAVE | GLOBAL X FDSus infr dev etf | $254 | -99.9% | 9,593 | 0.0% | 0.19% | +8.4% | |
PANW | PALO ALTO NETWORKS INC | $233 | -99.9% | 1,671 | 0.0% | 0.18% | -19.5% | |
CRMD | CORMEDIX INC | $211 | -99.9% | 50,000 | 0.0% | 0.16% | +40.0% | |
WTER | ALKALINE WTR CO INC | $2 | -100.0% | 11,000 | 0.0% | 0.00% | -33.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
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.