HoldingsChannel.com
Professional Planning Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
AMAZON COM INC 8,360 +8,360 $23,065
     AMZN8,360+8,360$23,065
APPLE INC 51,642 +3,183 $18,839
     AAPL51,642+3,183$18,839
MICROSOFT CORP 54,024 +6,309 $10,994
     MSFT54,024+6,309$10,994
VISA INC 49,212 -1,543 $9,506
     V49,212-1,543$9,506
MASTERCARD INCORPORATED 30,931 -3,377 $9,146
     MA30,931-3,377$9,146
PENNYMAC FINL SVCS INC NEW 214,100 -22,808 $8,947
     PFSI214,100-22,808$8,947
INVESCO QQQ TR 32,005 +581 $7,924
     QQQ32,005+581$7,924
VANGUARD BD INDEX FDS (BIV) 84,125 +64,043 $7,840
     BIV84,125+64,043$7,840
COSTCO WHSL CORP NEW 13,136 +2,182 $3,983
     COST13,136+2,182$3,983
HOME DEPOT INC 15,069 +444 $3,775
     HD15,069+444$3,775
FIDELITY MERRIMACK STR TR 58,381 +3,117 $3,237
     FCOR58,381+3,117$3,237
BERKSHIRE HATHAWAY INC DEL      $2,879
     BRK.B8,646+8,646$1,543
     BRK.A5+5$1,336
FACEBOOK INC 12,469 +465 $2,831
     FB12,469+465$2,831
ALPHABET INC 1,940 +1,940 $2,750
     GOOGL1,940+1,940$2,750
DISNEY WALT CO 22,293 -2,133 $2,486
     DIS22,293-2,133$2,486
STARBUCKS CORP 32,419 -674 $2,386
     SBUX32,419-674$2,386
ALPHABET INC 1,646 +1,646 $2,327
     GOOG1,646+1,646$2,327
HEICO CORP NEW      $2,150
     HEI13,950-1,397$1,390
     HEI.A9,360+9,360$760
SPDR S&P 500 ETF TR (SPY) 6,695 +6,695 $2,064
     SPY6,695+6,695$2,064
VERIZON COMMUNICATIONS INC 34,488 -2,259 $1,901
     VZ34,488-2,259$1,901
WASTE MGMT INC DEL 17,398 -10,371 $1,843
     WM17,398-10,371$1,843
VANGUARD BD INDEX FDS (BND) 19,162 +19,162 $1,693
     BND19,162+19,162$1,693
JPMORGAN CHASE &CO 17,730 -9,842 $1,668
     JPM17,730-9,842$1,668
ISHARES TR (LQD) 12,139 -1,769 $1,633
     LQD12,139-1,769$1,633
NETFLIX INC 3,369 +3,369 $1,533
     NFLX3,369+3,369$1,533
BOEING CO 7,958 +7,958 $1,459
     BA7,958+7,958$1,459
WALMART INC 11,942 +1,671 $1,430
     WMT11,942+1,671$1,430
LOCKHEED MARTIN CORP 3,798 +3,798 $1,386
     LMT3,798+3,798$1,386
ZOOM VIDEO COMMUNICATIONS IN 5,437 +5,437 $1,378
     ZM5,437+5,437$1,378
TESLA INC 1,235 +1,235 $1,333
     TSLA1,235+1,235$1,333
MCDONALDS CORP 6,709 +6,709 $1,238
     MCD6,709+6,709$1,238
HORMEL FOODS CORP 25,328 +3 $1,223
     HRL25,328+3$1,223
MODERNA INC 18,881 +18,881 $1,212
     MRNA18,881+18,881$1,212
VANECK VECTORS ETF TR (MOAT) 22,717 -1,526 $1,186
     MOAT22,717-1,526$1,186
JOHNSON &JOHNSON 8,366 +8,366 $1,176
     JNJ8,366+8,366$1,176
NVIDIA CORPORATION 3,068 +3,068 $1,165
     NVDA3,068+3,068$1,165
CVS HEALTH CORP 17,280 +475 $1,123
     CVS17,280+475$1,123
ABBOTT LABS 11,364 +11,364 $1,039
     ABT11,364+11,364$1,039
FIRST FINL BANKSHARES (FFIN) 34,802 UNCH $1,005
     FFIN34,802UNCH$1,005
VANGUARD INDEX FDS (VTI) 6,315 +6,315 $988
     VTI6,315+6,315$988
ISHARES TR (IHI) 3,643 +3,643 $965
     IHI3,643+3,643$965
PROCTER AND GAMBLE CO 8,061 +8,061 $964
     PG8,061+8,061$964
ABBVIE INC 9,635 +9,635 $946
     ABBV9,635+9,635$946
ADOBE INC 2,150 +2,150 $936
     ADBE2,150+2,150$936
NUVEEN NASDAQ 100 DYNAMIC OV 36,467 -4,886 $839
     QQQX36,467-4,886$839
STANLEY BLACK &DECKER INC 5,888 +5,888 $821
     SWK5,888+5,888$821
AMERICAN WTR WKS CO INC NEW 6,367 +6,367 $819
     AWK6,367+6,367$819
AMGEN INC 3,315 +3,315 $782
     AMGN3,315+3,315$782
SHERWIN WILLIAMS CO 1,269 +1,269 $773
     SHW1,269+1,269$773
ALIBABA GROUP HLDG LTD 3,493 +3,493 $753
     BABA3,493+3,493$753

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

See Details: Top 10 Stocks Held By Professional Planning

Size ($ in 1000's)
At 06/30/2020: $187,589
At 03/31/2020: $85,815

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

Professional Planning Top Holdings 13F Filings | www.HoldingsChannel.com

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