HoldingsChannel.com
All Stocks Held By Planning Directions Inc.
As of  12/31/2023, we find all stocks held by Planning Directions Inc. to be as follows, presented in the table below with each row detailing each Planning Directions Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Planning Directions Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Planning Directions Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 308,335 +28,442 $23,474
     SCHD308,335+28,442$23,474
VANGUARD BD INDEX FDS (BSV) 244,339 -16,191 $18,819
     BSV244,339-16,191$18,819
VANGUARD SPECIALIZED FUNDS (VIG) 83,930 -5,341 $14,302
     VIG83,930-5,341$14,302
VANGUARD SCOTTSDALE FDS (VCSH) 111,336 +5,461 $8,614
     VCSH111,336+5,461$8,614
APPLE INC 44,047 +179 $8,480
     AAPL44,047+179$8,480
VANGUARD WORLD FD (MGV) 61,376 -3,613 $6,713
     MGV61,376-3,613$6,713
VANGUARD INDEX FDS (VUG) 15,049 +592 $4,678
     VUG15,049+592$4,678
SPDR SER TR (SDY) 36,240 -13,194 $4,529
     SDY36,240-13,194$4,529
VANGUARD INDEX FDS (VOT) 14,401 +1,031 $3,162
     VOT14,401+1,031$3,162
VANGUARD BD INDEX FDS (VUSB) 51,101 -3,244 $2,526
     VUSB51,101-3,244$2,526
ISHARES TR (IUSG) 23,780 -697 $2,476
     IUSG23,780-697$2,476
SELECT SECTOR SPDR TR (XLP) 31,299 -4,690 $2,254
     XLP31,299-4,690$2,254
ISHARES TR (IYH) 7,536 +329 $2,157
     IYH7,536+329$2,157
VANGUARD INDEX FDS (VTV) 12,446 -3,247 $1,861
     VTV12,446-3,247$1,861
VANGUARD INTL EQUITY INDEX F (VT) 17,606 +968 $1,811
     VT17,606+968$1,811
INVESCO EXCHANGE TRADED FD T (RSPS) 56,793 +56,793 $1,783
     RSPS56,793+56,793$1,783
VANGUARD INDEX FDS (VOE) 12,160 -631 $1,763
     VOE12,160-631$1,763
SELECT SECTOR SPDR TR (XLU) 27,652 +2,295 $1,751
     XLU27,652+2,295$1,751
VANGUARD WORLD FDS (VHT) 6,914 -122 $1,733
     VHT6,914-122$1,733
VANGUARD INDEX FDS (VBR) 9,020 -18 $1,623
     VBR9,020-18$1,623
VANGUARD INDEX FDS (VO) 6,857 +299 $1,595
     VO6,857+299$1,595
FIDELITY MERRIMACK STR TR 31,681 +31,681 $1,581
     FLDR31,681+31,681$1,581
ISHARES INC (ACWV) 14,330 -269 $1,438
     ACWV14,330-269$1,438
MICROSOFT CORP 3,224 +12 $1,212
     MSFT3,224+12$1,212
ISHARES TR (IYJ) 10,512 -278 $1,202
     IYJ10,512-278$1,202
VANGUARD INDEX FDS (VB) 4,916 +205 $1,049
     VB4,916+205$1,049
VANGUARD INDEX FDS (VOO) 2,184 -490 $954
     VOO2,184-490$954
AMAZON COM INC 5,774 -579 $877
     AMZN5,774-579$877
MCDONALDS CORP 2,865 +75 $850
     MCD2,865+75$850
FIRST TR VALUE LINE DIVID IN (FVD) 19,148 -10,008 $777
     FVD19,148-10,008$777
BOEING CO 2,970 -100 $774
     BA2,970-100$774
HOME DEPOT INC 1,863 +8 $646
     HD1,863+8$646
COINBASE GLOBAL INC 3,257 +3,257 $566
     COIN3,257+3,257$566
EXXON MOBIL CORP 5,666 +351 $566
     XOM5,666+351$566
WALMART INC 3,585 UNCH $565
     WMT3,585UNCH$565
ISHARES TR (USMV) 6,305 -5,277 $492
     USMV6,305-5,277$492
PEPSICO INC 2,878 -114 $489
     PEP2,878-114$489
SPDR SER TR (XAR) 3,572 -112 $484
     XAR3,572-112$484
J P MORGAN EXCHANGE TRADED F (JEPI) 8,254 +8,254 $454
     JEPI8,254+8,254$454
CONSTELLATION BRANDS INC 1,879 -463 $454
     STZ1,879-463$454
ISHARES TR (ITOT) 4,307 +197 $453
     ITOT4,307+197$453
NVIDIA CORPORATION 908 +1 $449
     NVDA908+1$449
SCHWAB STRATEGIC TR 9,121 +36 $431
     SCHA9,121+36$431
ISHARES TR (IVV) 873 +113 $417
     IVV873+113$417
PALO ALTO NETWORKS INC 1,378 UNCH $406
     PANW1,378UNCH$406
VANGUARD INDEX FDS (VBK) 1,632 -12 $395
     VBK1,632-12$395
LOWES COS INC 1,640 +23 $365
     LOW1,640+23$365
PROCTER AND GAMBLE CO 2,457 +306 $360
     PG2,457+306$360
ISHARES TR (IYC) 4,611 +16 $349
     IYC4,611+16$349
VANGUARD WORLD FD (MGK) 1,282 -61 $333
     MGK1,282-61$333
ISHARES TR (EFAV) 4,650 -1,233 $322
     EFAV4,650-1,233$322
ISHARES TR (IJH) 1,144 -117 $317
     IJH1,144-117$317
APPLIED MATLS INC 1,920 +1,920 $311
     AMAT1,920+1,920$311
DEERE & CO 743 +177 $297
     DE743+177$297
SPDR S&P 500 ETF TR (SPY) 623 UNCH $296
     SPY623UNCH$296
NOVO NORDISK A S 2,804 UNCH $290
     NVO2,804UNCH$290
GLOBAL X FDS 8,104 UNCH $279
     PAVE8,104UNCH$279
VANGUARD WORLD FDS (VGT) 561 +2 $272
     VGT561+2$272
BERKSHIRE HATHAWAY INC DEL      $261
     BRK.B731+7$261
COSTCO WHSL CORP NEW 388 +1 $256
     COST388+1$256
ISHARES TR (IJR) 2,339 -153 $253
     IJR2,339-153$253
VANGUARD WORLD FDS (VPU) 1,818 -127 $249
     VPU1,818-127$249
ALPHABET INC 1,727 +180 $241
     GOOGL1,727+180$241
MERCK & CO INC 2,143 -164 $234
     MRK2,143-164$234
NIKE INC 1,957 +1,957 $212
     NKE1,957+1,957$212
NORFOLK SOUTHN CORP 862 +862 $204
     NSC862+862$204
ELI LILLY & CO 344 +344 $201
     LLY344+344$201
CORMEDIX INC 50,000 UNCH $188
     CRMD50,000UNCH$188
CISO GLOBAL INC 120,618 -129,644 $12
     CISO120,618-129,644$12
VICTORY PORTFOLIOS II $0 (exited)
     CFA0-3,515$0
EXELON CORP $0 (exited)
     EXC0-5,318$0
PIMCO ETF TR $0 (exited)
     LDUR0-2,141$0
INVESCO EXCHANGE TRADED FD T 0 -66,250 $0 (exited)
     RHS0-66,250$0

See Summary: Planning Directions Inc. Top Holdings
See Details: Top 10 Stocks Held By Planning Directions Inc.

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
RSPS +56,793+$1,783
FLDR +31,681+$1,581
COIN +3,257+$566
JEPI +8,254+$454
AMAT +1,920+$311
NKE +1,957+$212
NSC +862+$204
LLY +344+$201
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
RHS -66,250-$11,028
CFA -3,515-$239
LDUR -2,141-$201
EXC -5,318-$201
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
SCHD +28,442+$3,669
VCSH +5,461+$658
XLU +2,295+$257
VOT +1,031+$558
VT +968+$261
VUG +592+$741
XOM +351-$59
IYH +329+$211
PG +306+$46
VO +299+$229
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
CISO -129,644-$23
BSV -16,191-$765
SDY -13,194-$1,156
FVD -10,008-$313
VIG -5,341+$431
USMV -5,277-$346
XLP -4,690-$222
MGV -3,613+$123
VTV -3,247-$303
Planning Directions Inc. Info
Size ($ in 1000's)
At 12/31/2023: $140,187
At 09/30/2023: $139,685

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

All Stocks Held By Planning Directions Inc. | www.HoldingsChannel.com

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