HoldingsChannel.com
Planning Solutions Group LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 84,867 +1,315 $25,015
     IVV84,867+1,315$25,015
ISHARES TR (IEFA) 228,452 -2,560 $14,027
     IEFA228,452-2,560$14,027
ISHARES INC (IEMG) 254,118 +10,248 $13,072
     IEMG254,118+10,248$13,072
SPDR INDEX SHS FDS (SPEM) 238,633 -1,488 $8,541
     SPEM238,633-1,488$8,541
VANGUARD WHITEHALL FDS INC (VYM) 88,738 +1,202 $7,754
     VYM88,738+1,202$7,754
VANGUARD INTL EQUITY INDEX F (VEU) 137,625 +12,630 $7,018
     VEU137,625+12,630$7,018
ISHARES TR (AOM) 168,077 -8,168 $6,558
     AOM168,077-8,168$6,558
ISHARES TR (EFAV) 79,696 -1,391 $5,789
     EFAV79,696-1,391$5,789
APPLE INC 20,700 -185 $4,097
     AAPL20,700-185$4,097
BB&T CORP 79,474 +1,330 $3,905
     BBT79,474+1,330$3,905
ISHARES TR (EEM) 83,135 -2,263 $3,567
     EEM83,135-2,263$3,567
FIRST TR EXCHANGE TRADED FD (FPE) 166,995 -2,235 $3,238
     FPE166,995-2,235$3,238
LGI HOMES INC 43,502 UNCH $3,107
     LGIH43,502UNCH$3,107
ISHARES TR (IJR) 38,769 +1,503 $3,035
     IJR38,769+1,503$3,035
SPDR INDEX SHS FDS (SPDW) 92,979 -434 $2,751
     SPDW92,979-434$2,751
PEPSICO INC 20,578 -115 $2,698
     PEP20,578-115$2,698
ISHARES TR (ITOT) 38,856 -480 $2,589
     ITOT38,856-480$2,589
INVESCO QQQ TR 12,625 +43 $2,358
     QQQ12,625+43$2,358
JOHNSON & JOHNSON 16,754 +68 $2,333
     JNJ16,754+68$2,333
MICROSOFT CORP 15,432 -583 $2,067
     MSFT15,432-583$2,067
COLGATE PALMOLIVE CO 28,402 UNCH $2,036
     CL28,402UNCH$2,036
BANK AMER CORP      $1,991
     BAC58,324+16,114$1,691
     BAC.PRL219UNCH$300
PIMCO DYNAMIC INCOME FD 59,951 +5,995 $1,927
     PDI59,951+5,995$1,927
SPDR S&P 500 ETF TR (SPY) 6,543 -18 $1,917
     SPY6,543-18$1,917
AMAZON COM INC 965 +1 $1,827
     AMZN965+1$1,827
FIRST TR EXCHANGE TRADED FD (FBT) 12,877 +1,068 $1,814
     FBT12,877+1,068$1,814
FIRST TR EXCHANGE TRADED FD (FDN) 11,251 +388 $1,618
     FDN11,251+388$1,618
CISCO SYS INC 25,509 -482 $1,396
     CSCO25,509-482$1,396
PROCTER AND GAMBLE CO 12,121 +100 $1,329
     PG12,121+100$1,329
INVESCO EXCHANGE TRADED FD T (PKW) 20,688 -412 $1,295
     PKW20,688-412$1,295
HANCOCK JOHN PFD INCOME FD I 52,492 -1,540 $1,208
     HPF52,492-1,540$1,208
ISHARES TR (USMV) 19,491 UNCH $1,203
     USMV19,491UNCH$1,203
SPDR SERIES TRUST (SPTM) 31,841 -200 $1,161
     SPTM31,841-200$1,161
NORFOLK SOUTHERN CORP 5,545 UNCH $1,105
     NSC5,545UNCH$1,105
VISA INC 6,173 +140 $1,071
     V6,173+140$1,071
EXXON MOBIL CORP 12,652 +103 $970
     XOM12,652+103$970
SHIP FINANCE INTERNATIONAL L 77,079 -2,512 $964
     SFL77,079-2,512$964
FS KKR CAPITAL CORP 158,769 +158,769 $946
     FSK158,769+158,769$946
PFIZER INC 21,743 -5,094 $942
     PFE21,743-5,094$942
FIRST TR MORNINGSTAR DIV LEA (FDL) 30,500 -100 $935
     FDL30,500-100$935
JPMORGAN CHASE & CO 8,359 +95 $935
     JPM8,359+95$935
FIRST TR EXCHANGE TRADED FD (FTCS) 16,072 +772 $907
     FTCS16,072+772$907
VANGUARD INDEX FDS (VO) 5,303 +278 $886
     VO5,303+278$886
3M CO 4,964 UNCH $860
     MMM4,964UNCH$860
BERKSHIRE HATHAWAY INC DEL      $841
     BRK.B2,452-178$523
     BRK.A1UNCH$318
MERCK & CO INC 9,975 +1,012 $836
     MRK9,975+1,012$836
VERIZON COMMUNICATIONS INC 14,415 +850 $824
     VZ14,415+850$824
WISDOMTREE TR 18,590 +1,161 $811
     DGRW18,590+1,161$811
FIRST TR EXCHANGE TRADED FD (LMBS) 15,335 +24 $793
     LMBS15,335+24$793
INTERNATIONAL BUSINESS MACHS 5,639 UNCH $778
     IBM5,639UNCH$778

See Full List: All Stocks Held By Planning Solutions Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Planning Solutions Group LLC

Size ($ in 1000's)
At 06/30/2019: $194,265
At 03/31/2019: $186,710

Planning Solutions Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Planning Solutions Group LLC 13F filings. Link to 13F filings: SEC filings

Planning Solutions Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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