Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR SER TR (SPYG) | 90,236 | +13,246 | $6,601 |
SPYG | 90,236 | +13,246 | $6,601 |
MERCK & CO INC | 40,152 | -1,907 | $5,298 |
MRK | 40,152 | -1,907 | $5,298 |
LOCKHEED MARTIN CORP | 10,432 | +153 | $4,745 |
LMT | 10,432 | +153 | $4,745 |
JOHNSON & JOHNSON | 27,887 | +1,102 | $4,411 |
JNJ | 27,887 | +1,102 | $4,411 |
WALMART INC | 72,213 | +48,153 | $4,345 |
WMT | 72,213 | +48,153 | $4,345 |
VERIZON COMMUNICATIONS INC | 103,347 | +7,555 | $4,336 |
VZ | 103,347 | +7,555 | $4,336 |
SOUTHERN CO | 55,933 | +1,491 | $4,013 |
SO | 55,933 | +1,491 | $4,013 |
COCA COLA CO | 65,038 | +868 | $3,979 |
KO | 65,038 | +868 | $3,979 |
MCDONALDS CORP | 14,092 | +65 | $3,973 |
MCD | 14,092 | +65 | $3,973 |
KIMBERLY CLARK CORP | 30,468 | +1,464 | $3,941 |
KMB | 30,468 | +1,464 | $3,941 |
VANGUARD INDEX FDS (VTI) | 14,736 | +22 | $3,830 |
VTI | 14,736 | +22 | $3,830 |
APPLE INC | 21,959 | -2,435 | $3,766 |
AAPL | 21,959 | -2,435 | $3,766 |
PROCTER AND GAMBLE CO | 23,184 | +1,768 | $3,762 |
PG | 23,184 | +1,768 | $3,762 |
DTE ENERGY CO | 32,778 | +1,218 | $3,676 |
DTE | 32,778 | +1,218 | $3,676 |
KELLANOVA | 62,865 | +4,635 | $3,602 |
K | 62,865 | +4,635 | $3,602 |
GENERAL DYNAMICS CORP | 12,632 | +1,107 | $3,568 |
GD | 12,632 | +1,107 | $3,568 |
AIR PRODS & CHEMS INC | 14,458 | +997 | $3,503 |
APD | 14,458 | +997 | $3,503 |
SCHWAB STRATEGIC TR | 54,187 | -3,361 | $3,308 |
SCHB | 54,187 | -3,361 | $3,308 |
3M CO | 29,028 | +3,584 | $3,079 |
MMM | 29,028 | +3,584 | $3,079 |
ARCHER DANIELS MIDLAND CO | 38,660 | +4,873 | $2,428 |
ADM | 38,660 | +4,873 | $2,428 |
VANGUARD INDEX FDS (VOO) | 4,683 | +6 | $2,251 |
VOO | 4,683 | +6 | $2,251 |
PIMCO ETF TR (LDUR) | 23,405 | -1,536 | $2,220 |
LDUR | 23,405 | -1,536 | $2,220 |
SCHWAB STRATEGIC TR | 26,210 | -11,521 | $2,113 |
SCHD | 26,210 | -11,521 | $2,113 |
ISHARES TR (ACWI) | 17,493 | +4,112 | $1,926 |
ACWI | 17,493 | +4,112 | $1,926 |
AMAZON COM INC | 9,615 | -672 | $1,734 |
AMZN | 9,615 | -672 | $1,734 |
PACER FDS TR | 28,325 | +2,308 | $1,646 |
COWZ | 28,325 | +2,308 | $1,646 |
MICROSOFT CORP | 2,883 | -363 | $1,213 |
MSFT | 2,883 | -363 | $1,213 |
VERTIV HOLDINGS CO | 14,739 | +14,739 | $1,204 |
VRT | 14,739 | +14,739 | $1,204 |
EXXON MOBIL CORP | 10,331 | +11 | $1,201 |
XOM | 10,331 | +11 | $1,201 |
ISHARES TR (IEFA) | 15,957 | +5,269 | $1,184 |
IEFA | 15,957 | +5,269 | $1,184 |
SPDR SER TR (SPTM) | 16,026 | +3,561 | $1,028 |
SPTM | 16,026 | +3,561 | $1,028 |
SCHWAB STRATEGIC TR | 12,029 | -1,661 | $980 |
SCHM | 12,029 | -1,661 | $980 |
ISHARES TR (IWV) | 3,185 | -110 | $956 |
IWV | 3,185 | -110 | $956 |
ALPHABET INC | 6,086 | -835 | $927 |
GOOG | 6,086 | -835 | $927 |
GOLDMAN SACHS ETF TR (GBIL) | 8,540 | +3,444 | $862 |
GBIL | 8,540 | +3,444 | $862 |
VISA INC | 3,052 | +100 | $852 |
V | 3,052 | +100 | $852 |
STRYKER CORPORATION | 2,315 | +36 | $829 |
SYK | 2,315 | +36 | $829 |
SPDR S&P 500 ETF TR (SPY) | 1,557 | -73 | $815 |
SPY | 1,557 | -73 | $815 |
ISHARES TR (IJK) | 8,020 | +1,788 | $732 |
IJK | 8,020 | +1,788 | $732 |
CITIGROUP INC | 11,206 | +1,648 | $709 |
C | 11,206 | +1,648 | $709 |
JPMORGAN CHASE & CO | 2,932 | -992 | $587 |
JPM | 2,932 | -992 | $587 |
CHEVRON CORP NEW | 3,709 | +299 | $585 |
CVX | 3,709 | +299 | $585 |
ISHARES TR (IJR) | 5,243 | +1,482 | $579 |
IJR | 5,243 | +1,482 | $579 |
GENERAL MTRS CO | 12,291 | UNCH | $557 |
GM | 12,291 | UNCH | $557 |
DISNEY WALT CO | 4,369 | -66 | $535 |
DIS | 4,369 | -66 | $535 |
SCHWAB STRATEGIC TR | 5,629 | -47 | $522 |
SCHG | 5,629 | -47 | $522 |
ISHARES TR (IWR) | 5,863 | -43 | $493 |
IWR | 5,863 | -43 | $493 |
NVIDIA CORPORATION | 519 | -220 | $469 |
NVDA | 519 | -220 | $469 |
MAGNA INTL INC | 7,859 | +601 | $428 |
MGA | 7,859 | +601 | $428 |
MASTERCARD INCORPORATED | 859 | -32 | $414 |
MA | 859 | -32 | $414 |
See Full List: All Stocks Held By Planning Capital Management Corp
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Planning Capital Management Corp
Size ($ in 1000's)
At 03/31/2024: $136,931 At 12/31/2023: $127,940 Planning Capital Management Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Planning Capital Management Corp 13F filings. Link to 13F filings: SEC filings |