Planning Capital Management Corp
Latest statistics and disclosures from Planning Capital Management Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, AAPL, LMT, WMT, JNJ, and represent 19.91% of Planning Capital Management Corp's stock portfolio.
- Added to shares of these 10 stocks: AAPL, AVGO, QQQM, NVDA, IWP, CMCSA, CAT, MDT, ADM, IEFA.
- Started 212 new stock positions in SNCR, WSM, F, PENN, MAXN, TSE, SLB, VBR, DBX, EOG.
- Reduced shares in these 10 stocks: MMM, K, VOO, WMT, SO, COWZ, MRK, ACWI, DTE, LMT.
- Sold out of its positions in Aeterna Zentaris, A, AKAM, ALK, ALGN, AIG, APH, GERM, ANSS, ELV.
- Planning Capital Management Corp was a net seller of stock by $-3.3M.
- Planning Capital Management Corp has $151M in assets under management (AUM), dropping by 6.55%.
- Central Index Key (CIK): 0002012016
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Portfolio Holdings for Planning Capital Management Corp
Planning Capital Management Corp holds 779 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Planning Capital Management Corp has 779 total positions. Only the first 250 positions are shown.
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- Download the Planning Capital Management Corp September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 5.1 | $7.8M | +3% | 93k | 82.94 |
|
| Apple (AAPL) | 4.2 | $6.3M | +23% | 27k | 233.00 |
|
| Lockheed Martin Corporation (LMT) | 4.0 | $6.0M | -5% | 10k | 584.55 |
|
| Wal-Mart Stores (WMT) | 3.4 | $5.2M | -13% | 64k | 80.75 |
|
| Johnson & Johnson (JNJ) | 3.2 | $4.9M | 30k | 162.06 |
|
|
| McDonald's Corporation (MCD) | 3.2 | $4.8M | +5% | 16k | 304.51 |
|
| Procter & Gamble Company (PG) | 3.1 | $4.7M | +9% | 27k | 173.20 |
|
| Coca-Cola Company (KO) | 3.1 | $4.7M | -3% | 66k | 71.86 |
|
| Verizon Communications (VZ) | 2.8 | $4.3M | -5% | 96k | 44.91 |
|
| Southern Company (SO) | 2.7 | $4.1M | -15% | 45k | 90.18 |
|
| Air Products & Chemicals (APD) | 2.6 | $4.0M | -3% | 13k | 297.73 |
|
| Kellogg Company (K) | 2.6 | $3.9M | -19% | 48k | 80.71 |
|
| Merck & Co (MRK) | 2.5 | $3.8M | -11% | 34k | 113.56 |
|
| Kimberly-Clark Corporation (KMB) | 2.5 | $3.7M | -9% | 26k | 142.28 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.4 | $3.7M | 13k | 283.16 |
|
|
| DTE Energy Company (DTE) | 2.4 | $3.6M | -10% | 28k | 128.41 |
|
| General Dynamics Corporation (GD) | 2.4 | $3.6M | -3% | 12k | 302.20 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.2 | $3.3M | 50k | 66.52 |
|
|
| Archer Daniels Midland Company (ADM) | 1.9 | $2.8M | +26% | 48k | 59.74 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.5 | $2.3M | 27k | 84.53 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.4 | $2.0M | +33% | 26k | 78.05 |
|
| Visa Com Cl A (V) | 1.1 | $1.7M | +34% | 6.1k | 274.94 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $1.7M | -33% | 3.1k | 527.62 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 1.1 | $1.6M | -4% | 17k | 95.96 |
|
| Microsoft Corporation (MSFT) | 1.1 | $1.6M | 3.8k | 430.29 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.1 | $1.6M | +167% | 8.0k | 200.86 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.5M | +38% | 2.7k | 573.78 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.0 | $1.5M | -22% | 13k | 119.55 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.0 | $1.5M | +111% | 13k | 117.29 |
|
| Exxon Mobil Corporation (XOM) | 1.0 | $1.5M | 13k | 117.22 |
|
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.5M | +124% | 12k | 121.44 |
|
| Amazon (AMZN) | 0.9 | $1.4M | -18% | 7.6k | 186.34 |
|
| Caterpillar (CAT) | 0.8 | $1.3M | +127% | 3.2k | 391.11 |
|
| Broadcom (AVGO) | 0.8 | $1.2M | +1790% | 6.8k | 172.50 |
|
| Comcast Corp Cl A (CMCSA) | 0.8 | $1.2M | +156% | 28k | 41.77 |
|
| Medtronic SHS (MDT) | 0.7 | $1.1M | +124% | 12k | 90.03 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.7 | $1.1M | -34% | 19k | 57.83 |
|
| UnitedHealth (UNH) | 0.7 | $1.1M | +53% | 1.9k | 584.74 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.7 | $1.1M | +5% | 3.3k | 326.72 |
|
| Intuit (INTU) | 0.7 | $1.1M | +67% | 1.7k | 620.95 |
|
| Automatic Data Processing (ADP) | 0.7 | $1.0M | +96% | 3.8k | 276.73 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $941k | -6% | 11k | 83.09 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.6 | $922k | -5% | 13k | 70.06 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $835k | -17% | 5.0k | 167.18 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $619k | -16% | 6.7k | 91.93 |
|
| Stryker Corporation (SYK) | 0.4 | $617k | -10% | 1.7k | 361.19 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $587k | 5.6k | 104.17 |
|
|
| 3M Company (MMM) | 0.4 | $570k | -86% | 4.2k | 136.70 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $569k | -32% | 5.7k | 100.29 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $524k | 5.9k | 88.14 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $523k | -12% | 4.5k | 116.97 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $522k | +20% | 3.1k | 165.86 |
|
| Citigroup Com New (C) | 0.3 | $493k | -29% | 7.9k | 62.60 |
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.3 | $445k | 6.9k | 64.77 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $442k | +165% | 1.6k | 283.97 |
|
| Chevron Corporation (CVX) | 0.3 | $434k | -16% | 2.9k | 147.25 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $389k | -37% | 1.8k | 210.87 |
|
| Walt Disney Company (DIS) | 0.3 | $387k | -10% | 4.0k | 96.19 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $380k | -10% | 770.00 | 493.72 |
|
| Pepsi (PEP) | 0.2 | $372k | +8% | 2.2k | 170.05 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $371k | +4% | 2.0k | 189.82 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $362k | -3% | 5.3k | 67.84 |
|
| PNC Financial Services (PNC) | 0.2 | $356k | -2% | 1.9k | 184.84 |
|
| Netflix (NFLX) | 0.2 | $338k | -5% | 477.00 | 709.27 |
|
| Deere & Company (DE) | 0.2 | $338k | +19% | 811.00 | 417.12 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $337k | +2% | 4.2k | 80.78 |
|
| International Business Machines (IBM) | 0.2 | $326k | +5% | 1.5k | 221.05 |
|
| Home Depot (HD) | 0.2 | $321k | +5% | 793.00 | 405.32 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $309k | 1.3k | 237.28 |
|
|
| Nextera Energy (NEE) | 0.2 | $273k | +13% | 3.2k | 84.54 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $271k | +979% | 1.8k | 153.13 |
|
| Magna Intl Inc cl a (MGA) | 0.2 | $261k | -34% | 6.4k | 41.04 |
|
| Becton, Dickinson and (BDX) | 0.2 | $259k | 1.1k | 241.15 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.2 | $250k | -41% | 25k | 10.02 |
|
| General Motors Company (GM) | 0.2 | $247k | -55% | 5.5k | 44.84 |
|
| Liberty Global Com Cl C (LBTYK) | 0.2 | $244k | -12% | 11k | 21.61 |
|
| Constellation Energy (CEG) | 0.2 | $240k | -6% | 922.00 | 259.92 |
|
| Union Pacific Corporation (UNP) | 0.2 | $232k | +7% | 939.00 | 246.61 |
|
| Meta Platforms Cl A (META) | 0.2 | $228k | +19% | 398.00 | 572.89 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $220k | 382.00 | 576.30 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $219k | 830.00 | 263.79 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $217k | +275% | 1.8k | 119.72 |
|
| Amgen (AMGN) | 0.1 | $214k | +8% | 665.00 | 321.98 |
|
| Philip Morris International (PM) | 0.1 | $213k | +2% | 1.8k | 121.37 |
|
| Tesla Motors (TSLA) | 0.1 | $209k | +95% | 798.00 | 261.63 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $201k | +91% | 2.0k | 101.27 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $191k | 2.4k | 80.38 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $190k | +296% | 4.8k | 39.68 |
|
| Thor Industries (THO) | 0.1 | $187k | -44% | 1.7k | 109.89 |
|
| Ford Motor Company (F) | 0.1 | $187k | NEW | 18k | 10.56 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $186k | +116% | 1.7k | 106.76 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $185k | -57% | 985.00 | 187.48 |
|
| Clorox Company (CLX) | 0.1 | $177k | 1.1k | 162.88 |
|
|
| FedEx Corporation (FDX) | 0.1 | $172k | -40% | 627.00 | 273.85 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $168k | +3% | 1.5k | 109.65 |
|
| M&T Bank Corporation (MTB) | 0.1 | $164k | 922.00 | 178.04 |
|
|
| At&t (T) | 0.1 | $163k | +23% | 7.4k | 22.00 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $159k | +10% | 721.00 | 220.99 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $159k | +8% | 271.00 | 586.05 |
|
| Oracle Corporation (ORCL) | 0.1 | $155k | -38% | 911.00 | 170.48 |
|
| Arista Networks (ANET) | 0.1 | $154k | 400.00 | 383.82 |
|
|
| Cisco Systems (CSCO) | 0.1 | $147k | +84% | 2.8k | 53.22 |
|
| Kinsale Cap Group (KNSL) | 0.1 | $147k | 315.00 | 465.88 |
|
|
| Altria (MO) | 0.1 | $147k | 2.9k | 51.04 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $146k | +7% | 300.00 | 487.30 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $145k | 731.00 | 198.06 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $142k | NEW | 2.5k | 57.62 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $142k | 369.00 | 383.93 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $140k | -18% | 2.7k | 51.75 |
|
| First Solar (FSLR) | 0.1 | $137k | +10% | 550.00 | 249.44 |
|
| Shopify Cl A (SHOP) | 0.1 | $137k | +25% | 1.7k | 80.14 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $136k | 1.5k | 89.36 |
|
|
| Allstate Corporation (ALL) | 0.1 | $134k | -51% | 708.00 | 189.67 |
|
| Pfizer (PFE) | 0.1 | $133k | -6% | 4.6k | 28.94 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $129k | +72% | 1.5k | 87.81 |
|
| Intel Corporation (INTC) | 0.1 | $127k | +4% | 5.4k | 23.46 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $124k | -4% | 139.00 | 888.20 |
|
| MercadoLibre (MELI) | 0.1 | $123k | +9% | 60.00 | 2051.97 |
|
| Consolidated Edison (ED) | 0.1 | $119k | -2% | 1.1k | 104.13 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $118k | NEW | 367.00 | 321.95 |
|
| Uber Technologies (UBER) | 0.1 | $115k | +95% | 1.5k | 75.16 |
|
| Valley National Ban (VLY) | 0.1 | $115k | 13k | 9.06 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $113k | +20% | 402.00 | 280.47 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $112k | +2819% | 3.0k | 37.20 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $111k | -10% | 5.1k | 21.93 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $111k | 778.00 | 142.04 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $108k | -31% | 414.00 | 261.96 |
|
| Exelon Corporation (EXC) | 0.1 | $107k | -11% | 2.6k | 40.55 |
|
| Ge Aerospace Com New (GE) | 0.1 | $106k | +918% | 560.00 | 188.64 |
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| Goldman Sachs (GS) | 0.1 | $104k | +248% | 209.00 | 495.39 |
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| Proshares Tr Short Qqq (PSQ) | 0.1 | $103k | -10% | 2.6k | 39.44 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $102k | -9% | 1.0k | 100.69 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $102k | +3% | 2.0k | 51.49 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $99k | -70% | 112.00 | 885.95 |
|
| TJX Companies (TJX) | 0.1 | $99k | -56% | 842.00 | 117.48 |
|
| Prudential Financial (PRU) | 0.1 | $99k | +19% | 817.00 | 121.04 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $99k | 841.00 | 117.58 |
|
|
| DNP Select Income Fund (DNP) | 0.1 | $97k | 9.7k | 10.04 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $93k | +18% | 190.00 | 491.27 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $92k | 1.7k | 52.98 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $92k | 679.00 | 135.08 |
|
|
| Marvell Technology (MRVL) | 0.1 | $91k | +80% | 1.3k | 72.14 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $89k | -69% | 143.00 | 618.57 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $86k | +14% | 1.9k | 45.32 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $85k | NEW | 666.00 | 128.28 |
|
| Nike CL B (NKE) | 0.1 | $81k | -47% | 917.00 | 88.36 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $81k | -22% | 665.00 | 121.21 |
|
| India Fund (IFN) | 0.1 | $80k | +21% | 4.2k | 19.02 |
|
| CSX Corporation (CSX) | 0.1 | $77k | +16% | 2.2k | 34.54 |
|
| Public Service Enterprise (PEG) | 0.1 | $77k | -7% | 863.00 | 89.21 |
|
| Starbucks Corporation (SBUX) | 0.1 | $76k | +10% | 781.00 | 97.53 |
|
| Enbridge (ENB) | 0.0 | $75k | -3% | 1.8k | 40.61 |
|
| Snowflake Cl A (SNOW) | 0.0 | $74k | +4% | 641.00 | 114.86 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $72k | -6% | 1.6k | 45.65 |
|
| Servicenow (NOW) | 0.0 | $72k | -69% | 80.00 | 894.40 |
|
| Advanced Micro Devices (AMD) | 0.0 | $70k | +1161% | 429.00 | 164.08 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $68k | -6% | 686.00 | 99.49 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $66k | NEW | 407.00 | 162.73 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $65k | -58% | 516.00 | 126.81 |
|
| Kkr & Co (KKR) | 0.0 | $65k | 500.00 | 130.58 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $61k | -57% | 118.00 | 517.79 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $61k | -74% | 172.00 | 353.04 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $61k | 1.7k | 34.89 |
|
|
| Lowe's Companies (LOW) | 0.0 | $60k | -72% | 223.00 | 270.44 |
|
| Super Micro Computer (SMCI) | 0.0 | $59k | NEW | 141.00 | 416.40 |
|
| FirstEnergy (FE) | 0.0 | $57k | 1.3k | 44.35 |
|
|
| Immunitybio (IBRX) | 0.0 | $55k | 15k | 3.72 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $54k | -32% | 1.3k | 40.88 |
|
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $54k | +45000% | 451.00 | 118.77 |
|
| Twilio Cl A (TWLO) | 0.0 | $53k | NEW | 819.00 | 65.22 |
|
| Zoetis Cl A (ZTS) | 0.0 | $53k | -75% | 273.00 | 195.38 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $53k | +59% | 1.1k | 49.94 |
|
| Canadian Natl Ry (CNI) | 0.0 | $53k | -52% | 449.00 | 117.15 |
|
| Chewy Cl A (CHWY) | 0.0 | $52k | NEW | 1.8k | 29.29 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $52k | NEW | 451.00 | 115.61 |
|
| Mongodb Cl A (MDB) | 0.0 | $52k | +1820% | 192.00 | 270.35 |
|
| Howmet Aerospace (HWM) | 0.0 | $51k | NEW | 511.00 | 100.30 |
|
| Dupont De Nemours (DD) | 0.0 | $51k | -5% | 572.00 | 89.09 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $51k | -64% | 1.1k | 46.28 |
|
| Waste Management (WM) | 0.0 | $51k | +52% | 245.00 | 207.60 |
|
| Williams-Sonoma (WSM) | 0.0 | $51k | NEW | 326.00 | 154.94 |
|
| Boeing Company (BA) | 0.0 | $50k | +741% | 328.00 | 152.19 |
|
| Progressive Corporation (PGR) | 0.0 | $50k | -63% | 196.00 | 253.76 |
|
| Okta Cl A (OKTA) | 0.0 | $49k | NEW | 657.00 | 74.34 |
|
| Axon Enterprise (AXON) | 0.0 | $48k | +83% | 121.00 | 399.60 |
|
| Intercontinental Exchange (ICE) | 0.0 | $48k | +96% | 299.00 | 160.70 |
|
| Williams Companies (WMB) | 0.0 | $48k | +12% | 1.0k | 45.65 |
|
| Xcel Energy (XEL) | 0.0 | $48k | -7% | 728.00 | 65.32 |
|
| Abbott Laboratories (ABT) | 0.0 | $47k | -73% | 415.00 | 114.01 |
|
| Las Vegas Sands (LVS) | 0.0 | $47k | +827% | 927.00 | 50.34 |
|
| Abbvie (ABBV) | 0.0 | $46k | -69% | 231.00 | 197.75 |
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $46k | +3% | 654.00 | 69.74 |
|
| MGM Resorts International. (MGM) | 0.0 | $46k | NEW | 1.2k | 39.09 |
|
| AFLAC Incorporated (AFL) | 0.0 | $45k | -18% | 403.00 | 111.68 |
|
| Msci (MSCI) | 0.0 | $45k | +35% | 77.00 | 582.94 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $44k | 450.00 | 98.10 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $44k | -67% | 115.00 | 380.82 |
|
| S&p Global (SPGI) | 0.0 | $43k | -79% | 84.00 | 516.63 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $43k | 515.00 | 83.63 |
|
|
| Elf Beauty (ELF) | 0.0 | $43k | +1855% | 391.00 | 109.03 |
|
| W.W. Grainger (GWW) | 0.0 | $42k | 40.00 | 1045.33 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $42k | 573.00 | 72.63 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $41k | -21% | 720.00 | 57.39 |
|
| Paycom Software (PAYC) | 0.0 | $41k | -53% | 248.00 | 166.57 |
|
| Hubspot (HUBS) | 0.0 | $41k | 77.00 | 531.61 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $40k | 414.00 | 97.35 |
|
|
| Emerson Electric (EMR) | 0.0 | $40k | -6% | 365.00 | 109.49 |
|
| Albemarle Corporation (ALB) | 0.0 | $39k | 410.00 | 94.82 |
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| Blackrock Etf Trust Ii High Yld Muni In (HYMU) | 0.0 | $38k | 1.7k | 23.18 |
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| General Mills (GIS) | 0.0 | $38k | +61% | 507.00 | 73.91 |
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| Morgan Stanley Com New (MS) | 0.0 | $37k | +115% | 357.00 | 104.12 |
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| Genuine Parts Company (GPC) | 0.0 | $37k | -12% | 265.00 | 139.63 |
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| Mamamancini's Holdings (MAMA) | 0.0 | $37k | NEW | 5.0k | 7.30 |
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| Ge Vernova (GEV) | 0.0 | $37k | +1000% | 143.00 | 254.99 |
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| Innovative Industria A (IIPR) | 0.0 | $36k | +39% | 270.00 | 134.74 |
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| Metropcs Communications (TMUS) | 0.0 | $36k | +134% | 176.00 | 206.15 |
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| EQT Corporation (EQT) | 0.0 | $36k | 988.00 | 36.62 |
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| American Express Company (AXP) | 0.0 | $35k | -70% | 130.00 | 271.20 |
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| Yum! Brands (YUM) | 0.0 | $35k | +23% | 247.00 | 139.62 |
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| Liberty Global Com Cl A (LBTYA) | 0.0 | $34k | -80% | 1.6k | 21.11 |
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| Unity Software (U) | 0.0 | $34k | NEW | 1.5k | 22.62 |
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| Norfolk Southern (NSC) | 0.0 | $34k | -9% | 138.00 | 248.73 |
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| Honeywell International (HON) | 0.0 | $34k | +96% | 165.00 | 206.15 |
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| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $34k | NEW | 2.5k | 13.52 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $34k | NEW | 168.00 | 200.79 |
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| Qualcomm (QCOM) | 0.0 | $34k | +137% | 197.00 | 170.17 |
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| Workday Cl A (WDAY) | 0.0 | $33k | -56% | 135.00 | 244.41 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $33k | NEW | 509.00 | 64.82 |
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| Digitalocean Hldgs (DOCN) | 0.0 | $33k | 807.00 | 40.39 |
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| Cnx Resources Corporation (CNX) | 0.0 | $32k | 988.00 | 32.57 |
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| Paypal Holdings (PYPL) | 0.0 | $32k | +186% | 412.00 | 78.03 |
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| Motorola Solutions Com New (MSI) | 0.0 | $32k | NEW | 71.00 | 452.49 |
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| salesforce (CRM) | 0.0 | $32k | -85% | 116.00 | 273.89 |
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| Principal Financial (PFG) | 0.0 | $31k | -7% | 365.00 | 85.93 |
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| Trane Technologies SHS (TT) | 0.0 | $31k | 80.00 | 388.74 |
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| Waste Connections (WCN) | 0.0 | $30k | 170.00 | 178.82 |
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| CommVault Systems (CVLT) | 0.0 | $30k | 196.00 | 153.85 |
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| Kinder Morgan (KMI) | 0.0 | $30k | +143% | 1.4k | 22.10 |
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| Ferrari Nv Ord (RACE) | 0.0 | $30k | NEW | 63.00 | 472.32 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $30k | 2.8k | 10.46 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $29k | NEW | 174.00 | 167.67 |
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| Cheniere Energy Com New (LNG) | 0.0 | $29k | 160.00 | 179.84 |
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| Moody's Corporation (MCO) | 0.0 | $29k | +566% | 60.00 | 478.02 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $28k | 175.00 | 158.81 |
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| NBT Ban (NBTB) | 0.0 | $27k | 616.00 | 44.22 |
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| Evercore Class A (EVR) | 0.0 | $27k | 107.00 | 253.35 |
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| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $27k | 622.00 | 43.43 |
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| Sun Life Financial (SLF) | 0.0 | $27k | 465.00 | 58.02 |
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| Gartner (IT) | 0.0 | $27k | -71% | 53.00 | 506.77 |
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| Cornerstone Strategic Value (CLM) | 0.0 | $27k | +2598% | 3.5k | 7.68 |
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Past Filings by Planning Capital Management Corp
SEC 13F filings are viewable for Planning Capital Management Corp going back to 2023
- Planning Capital Management Corp 2024 Q3 filed Nov. 6, 2024
- Planning Capital Management Corp 2024 Q2 filed Aug. 12, 2024
- Planning Capital Management Corp 2024 Q1 filed April 26, 2024
- Planning Capital Management Corp 2023 Q4 filed Feb. 14, 2024