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, MRK, LMT, JNJ, WMT, and represent 18.55% of Planning Capital Management Corp's stock portfolio.
- Added to shares of these 10 stocks: WMT, VRT, SPYG, ACWI, IEFA, MMM, GBIL, VZ, GD, ADM.
- Started 65 new stock positions in PAYC, SGOL, AGG, OKTA, DLR, CWK, CFLT, RF, JEPI, DGRO.
- Reduced shares in these 10 stocks: SCHD, AAPL, RPV, VB, PSQ, GOOGL, MRK, SCHB, JPM, NVDA.
- Sold out of its positions in Agex Therapeutics, BK, GOLD, BLUE, CAG, DVN, DXCM, DFS, EFT, EVCM.
- Planning Capital Management Corp was a net buyer of stock by $4.4M.
- Planning Capital Management Corp has $137M in assets under management (AUM), dropping by 7.02%.
- Central Index Key (CIK): 0002012016
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Portfolio Holdings for Planning Capital Management Corp
Planning Capital Management Corp holds 652 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Planning Capital Management Corp has 652 total positions. Only the first 250 positions are shown.
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- Download the Planning Capital Management Corp March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 4.8 | $6.6M | +17% | 90k | 73.15 |
|
| Merck & Co (MRK) | 3.9 | $5.3M | -4% | 40k | 131.95 |
|
| Lockheed Martin Corporation (LMT) | 3.5 | $4.7M | 10k | 454.87 |
|
|
| Johnson & Johnson (JNJ) | 3.2 | $4.4M | +4% | 28k | 158.19 |
|
| Wal-Mart Stores (WMT) | 3.2 | $4.3M | +200% | 72k | 60.17 |
|
| Verizon Communications (VZ) | 3.2 | $4.3M | +7% | 103k | 41.96 |
|
| Southern Company (SO) | 2.9 | $4.0M | +2% | 56k | 71.74 |
|
| Coca-Cola Company (KO) | 2.9 | $4.0M | 65k | 61.18 |
|
|
| McDonald's Corporation (MCD) | 2.9 | $4.0M | 14k | 281.96 |
|
|
| Kimberly-Clark Corporation (KMB) | 2.9 | $3.9M | +5% | 31k | 129.35 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $3.8M | 15k | 259.90 |
|
|
| Apple (AAPL) | 2.8 | $3.8M | -9% | 22k | 171.48 |
|
| Procter & Gamble Company (PG) | 2.7 | $3.8M | +8% | 23k | 162.25 |
|
| DTE Energy Company (DTE) | 2.7 | $3.7M | +3% | 33k | 112.14 |
|
| Kellogg Company (K) | 2.6 | $3.6M | +7% | 63k | 57.29 |
|
| General Dynamics Corporation (GD) | 2.6 | $3.6M | +9% | 13k | 282.49 |
|
| Air Products & Chemicals (APD) | 2.6 | $3.5M | +7% | 15k | 242.27 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.4 | $3.3M | -5% | 54k | 61.05 |
|
| 3M Company (MMM) | 2.2 | $3.1M | +14% | 29k | 106.07 |
|
| Archer Daniels Midland Company (ADM) | 1.8 | $2.4M | +14% | 39k | 62.81 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $2.3M | 4.7k | 480.69 |
|
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 1.6 | $2.2M | -6% | 23k | 94.86 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.5 | $2.1M | -30% | 26k | 80.63 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.4 | $1.9M | +30% | 18k | 110.13 |
|
| Amazon (AMZN) | 1.3 | $1.7M | -6% | 9.6k | 180.39 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.2 | $1.6M | +8% | 28k | 58.11 |
|
| Microsoft Corporation (MSFT) | 0.9 | $1.2M | -11% | 2.9k | 420.76 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.9 | $1.2M | NEW | 15k | 81.67 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $1.2M | 10k | 116.24 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $1.2M | +49% | 16k | 74.22 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.8 | $1.0M | +28% | 16k | 64.15 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.7 | $980k | -12% | 12k | 81.43 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.7 | $956k | -3% | 3.2k | 300.07 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $927k | -12% | 6.1k | 152.25 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.6 | $862k | +67% | 8.5k | 100.89 |
|
| Visa Com Cl A (V) | 0.6 | $852k | +3% | 3.1k | 279.07 |
|
| Stryker Corporation (SYK) | 0.6 | $829k | 2.3k | 357.89 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $815k | -4% | 1.6k | 523.15 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.5 | $732k | +28% | 8.0k | 91.25 |
|
| Citigroup Com New (C) | 0.5 | $709k | +17% | 11k | 63.24 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $587k | -25% | 2.9k | 200.28 |
|
| Chevron Corporation (CVX) | 0.4 | $585k | +8% | 3.7k | 157.75 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $580k | +39% | 5.2k | 110.52 |
|
| General Motors Company (GM) | 0.4 | $557k | 12k | 45.35 |
|
|
| Walt Disney Company (DIS) | 0.4 | $535k | 4.4k | 122.35 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $522k | 5.6k | 92.72 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $493k | 5.9k | 84.09 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $469k | -29% | 519.00 | 902.77 |
|
| Magna Intl Inc cl a (MGA) | 0.3 | $428k | +8% | 7.9k | 54.48 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $414k | -3% | 859.00 | 481.57 |
|
| Lennar Corp Cl A (LEN) | 0.3 | $402k | -31% | 2.3k | 171.98 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $393k | -39% | 2.6k | 150.93 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.3 | $382k | +61% | 43k | 8.90 |
|
| Thor Industries (THO) | 0.3 | $359k | 3.1k | 117.34 |
|
|
| Pepsi (PEP) | 0.3 | $353k | -14% | 2.0k | 175.01 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $345k | -16% | 5.6k | 62.06 |
|
| Netflix (NFLX) | 0.2 | $341k | 561.00 | 607.33 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $337k | -22% | 1.9k | 179.12 |
|
| Pioneer Natural Resources (PXD) | 0.2 | $334k | -3% | 1.3k | 262.50 |
|
| PNC Financial Services (PNC) | 0.2 | $320k | 2.0k | 161.60 |
|
|
| FedEx Corporation (FDX) | 0.2 | $307k | 1.1k | 289.74 |
|
|
| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.2 | $296k | 5.0k | 59.68 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $292k | -12% | 375.00 | 777.96 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $288k | +30% | 2.5k | 114.14 |
|
| Home Depot (HD) | 0.2 | $288k | 750.00 | 383.36 |
|
|
| Deere & Company (DE) | 0.2 | $280k | 681.00 | 410.74 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $272k | +126% | 4.1k | 65.65 |
|
| Becton, Dickinson and (BDX) | 0.2 | $269k | 1.1k | 247.45 |
|
|
| International Business Machines (IBM) | 0.2 | $264k | 1.4k | 190.93 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $263k | +45% | 453.00 | 581.21 |
|
| Allstate Corporation (ALL) | 0.2 | $252k | 1.5k | 172.98 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $247k | -9% | 714.00 | 346.51 |
|
| Cisco Systems (CSCO) | 0.2 | $238k | -36% | 4.8k | 49.91 |
|
| TJX Companies (TJX) | 0.2 | $237k | -4% | 2.3k | 101.42 |
|
| Liberty Global Com Cl C (LBTYK) | 0.2 | $227k | 13k | 17.64 |
|
|
| UnitedHealth (UNH) | 0.2 | $225k | -11% | 454.00 | 495.01 |
|
| Intel Corporation (INTC) | 0.2 | $222k | -6% | 5.0k | 44.17 |
|
| salesforce (CRM) | 0.2 | $219k | -19% | 728.00 | 301.18 |
|
| Union Pacific Corporation (UNP) | 0.2 | $219k | -16% | 889.00 | 245.85 |
|
| Lowe's Companies (LOW) | 0.2 | $209k | +10% | 820.00 | 254.75 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $206k | 824.00 | 249.77 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $205k | 1.2k | 164.96 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $201k | -9% | 382.00 | 525.06 |
|
| Servicenow (NOW) | 0.1 | $201k | -31% | 263.00 | 762.40 |
|
| Intuit (INTU) | 0.1 | $191k | 293.00 | 650.06 |
|
|
| Nextera Energy (NEE) | 0.1 | $188k | +33% | 2.9k | 63.92 |
|
| Oracle Corporation (ORCL) | 0.1 | $186k | -13% | 1.5k | 125.61 |
|
| Zoetis Cl A (ZTS) | 0.1 | $186k | +26% | 1.1k | 169.21 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $184k | +10% | 1.7k | 110.48 |
|
| Constellation Energy (CEG) | 0.1 | $183k | -2% | 991.00 | 184.85 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $180k | 3.3k | 54.23 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $179k | +28% | 1.6k | 113.66 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $178k | -2% | 2.3k | 75.97 |
|
| S&p Global (SPGI) | 0.1 | $178k | +5% | 418.00 | 425.50 |
|
| Philip Morris International (PM) | 0.1 | $176k | -9% | 1.9k | 91.61 |
|
| Amgen (AMGN) | 0.1 | $176k | 618.00 | 284.14 |
|
|
| Nike CL B (NKE) | 0.1 | $172k | -3% | 1.8k | 93.97 |
|
| Clorox Company (CLX) | 0.1 | $167k | 1.1k | 153.14 |
|
|
| Kinsale Cap Group (KNSL) | 0.1 | $165k | 315.00 | 524.90 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $164k | +12% | 369.00 | 444.02 |
|
| Ross Stores (ROST) | 0.1 | $164k | 1.1k | 146.76 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $163k | +12% | 607.00 | 268.14 |
|
| Meta Platforms Cl A (META) | 0.1 | $162k | -23% | 333.00 | 485.61 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $144k | -28% | 285.00 | 504.60 |
|
| Abbvie (ABBV) | 0.1 | $144k | -12% | 788.00 | 182.10 |
|
| Liberty Global Com Cl A (LBTYA) | 0.1 | $141k | NEW | 8.4k | 16.92 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $137k | 652.00 | 210.45 |
|
|
| Pfizer (PFE) | 0.1 | $136k | 4.9k | 27.75 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $135k | 389.00 | 347.54 |
|
|
| Broadcom (AVGO) | 0.1 | $134k | -3% | 101.00 | 1331.12 |
|
| M&T Bank Corporation (MTB) | 0.1 | $132k | 910.00 | 145.46 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $130k | 1.5k | 87.42 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $128k | -72% | 558.00 | 228.67 |
|
| Altria (MO) | 0.1 | $127k | +11% | 2.9k | 43.62 |
|
| Canadian Natl Ry (CNI) | 0.1 | $125k | 949.00 | 131.71 |
|
|
| Autodesk (ADSK) | 0.1 | $125k | +87% | 479.00 | 260.42 |
|
| At&t (T) | 0.1 | $122k | 6.9k | 17.60 |
|
|
| Progressive Corporation (PGR) | 0.1 | $121k | -6% | 585.00 | 206.82 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $119k | -33% | 1.3k | 92.44 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $117k | 5.7k | 20.65 |
|
|
| Arista Networks (ANET) | 0.1 | $116k | 400.00 | 289.98 |
|
|
| Exelon Corporation (EXC) | 0.1 | $112k | -8% | 3.0k | 37.57 |
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| Starbucks Corporation (SBUX) | 0.1 | $110k | 1.2k | 91.39 |
|
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| Consolidated Edison (ED) | 0.1 | $107k | 1.2k | 90.81 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $106k | -42% | 145.00 | 730.68 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $104k | 325.00 | 320.59 |
|
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $102k | 778.00 | 131.24 |
|
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| American Express Company (AXP) | 0.1 | $99k | -20% | 434.00 | 227.69 |
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| Valley National Ban (VLY) | 0.1 | $98k | 12k | 7.96 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $97k | +453% | 714.00 | 136.05 |
|
| Fastenal Company (FAST) | 0.1 | $95k | 1.2k | 77.14 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $93k | 722.00 | 128.40 |
|
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $93k | 841.00 | 110.17 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $92k | -28% | 1.9k | 49.25 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $92k | -15% | 165.00 | 555.79 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $91k | 1.7k | 52.47 |
|
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| Domino's Pizza (DPZ) | 0.1 | $90k | 181.00 | 496.88 |
|
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| Gartner (IT) | 0.1 | $90k | 188.00 | 476.67 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $88k | -37% | 930.00 | 94.39 |
|
| Automatic Data Processing (ADP) | 0.1 | $88k | +17% | 351.00 | 249.74 |
|
| DNP Select Income Fund (DNP) | 0.1 | $88k | 9.7k | 9.07 |
|
|
| D.R. Horton (DHI) | 0.1 | $86k | 520.00 | 164.55 |
|
|
| Cummins (CMI) | 0.1 | $85k | 287.00 | 294.65 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $85k | 2.0k | 42.87 |
|
|
| Workday Cl A (WDAY) | 0.1 | $84k | 309.00 | 272.75 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $84k | 679.00 | 123.19 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $83k | -4% | 855.00 | 97.48 |
|
| MercadoLibre (MELI) | 0.1 | $83k | +37% | 55.00 | 1511.96 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $83k | +15600% | 157.00 | 525.86 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $82k | NEW | 303.00 | 271.14 |
|
| Dollar General (DG) | 0.1 | $80k | +28% | 515.00 | 156.06 |
|
| Prudential Financial (PRU) | 0.1 | $80k | -9% | 683.00 | 117.40 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.1 | $78k | 3.1k | 25.19 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $78k | 1.3k | 58.13 |
|
|
| Constellation Brands Cl A (STZ) | 0.1 | $76k | +223% | 278.00 | 271.76 |
|
| Xcel Energy (XEL) | 0.1 | $73k | -19% | 1.4k | 53.74 |
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| NVR (NVR) | 0.1 | $73k | 9.00 | 8100.00 |
|
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| Booking Holdings (BKNG) | 0.1 | $73k | -9% | 20.00 | 3627.90 |
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| Immunitybio (IBRX) | 0.1 | $72k | 13k | 5.37 |
|
|
| CSX Corporation (CSX) | 0.1 | $71k | 1.9k | 37.06 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $71k | 344.00 | 205.72 |
|
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| India Fund (IFN) | 0.1 | $71k | +4% | 3.4k | 20.47 |
|
| Tesla Motors (TSLA) | 0.1 | $71k | +19% | 401.00 | 175.79 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.1 | $70k | +24% | 729.00 | 96.08 |
|
| Enbridge (ENB) | 0.1 | $70k | 1.9k | 36.18 |
|
|
| Snowflake Cl A (SNOW) | 0.1 | $70k | 432.00 | 161.60 |
|
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $69k | 1.6k | 42.11 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $68k | -41% | 1.2k | 58.65 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $68k | 1.7k | 40.71 |
|
|
| Masco Corporation (MAS) | 0.0 | $68k | 859.00 | 78.88 |
|
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| Roper Industries (ROP) | 0.0 | $67k | 120.00 | 560.84 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $66k | NEW | 364.00 | 182.52 |
|
| Block Cl A (SQ) | 0.0 | $66k | 781.00 | 84.58 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $65k | -11% | 262.00 | 247.77 |
|
| Shopify Cl A (SHOP) | 0.0 | $65k | +5% | 840.00 | 77.17 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $64k | 160.00 | 399.09 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $61k | 914.00 | 66.80 |
|
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $60k | 1.7k | 34.74 |
|
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| First Solar (FSLR) | 0.0 | $59k | NEW | 350.00 | 168.80 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $58k | 1.2k | 50.17 |
|
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| Strategic Education (STRA) | 0.0 | $55k | 530.00 | 104.12 |
|
|
| Hexcel Corporation (HXL) | 0.0 | $55k | 750.00 | 72.85 |
|
|
| Chubb (CB) | 0.0 | $54k | 209.00 | 259.13 |
|
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $53k | +36% | 134.00 | 398.21 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $51k | 1.2k | 41.87 |
|
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| Caterpillar (CAT) | 0.0 | $51k | +20% | 139.00 | 365.18 |
|
| Kkr & Co (KKR) | 0.0 | $50k | 500.00 | 100.58 |
|
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| Marvell Technology (MRVL) | 0.0 | $50k | +8% | 700.00 | 70.88 |
|
| FirstEnergy (FE) | 0.0 | $49k | +71% | 1.3k | 38.62 |
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| Ares Capital Corporation (ARCC) | 0.0 | $49k | 2.3k | 20.82 |
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| Docebo (DCBO) | 0.0 | $49k | 991.00 | 48.98 |
|
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| Hubspot (HUBS) | 0.0 | $48k | 77.00 | 626.57 |
|
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| Expeditors International of Washington (EXPD) | 0.0 | $48k | 395.00 | 121.57 |
|
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| W.R. Berkley Corporation (WRB) | 0.0 | $47k | 536.00 | 88.44 |
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| Genuine Parts Company (GPC) | 0.0 | $47k | +910% | 303.00 | 154.93 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $47k | 1.2k | 39.81 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $47k | 905.00 | 51.59 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $46k | -37% | 1.2k | 37.92 |
|
| Emerson Electric (EMR) | 0.0 | $44k | +91% | 390.00 | 113.34 |
|
| Keysight Technologies (KEYS) | 0.0 | $44k | +5540% | 282.00 | 156.38 |
|
| Markel Corporation (MKL) | 0.0 | $43k | 28.00 | 1521.50 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $42k | +74% | 491.00 | 85.78 |
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $41k | -7% | 634.00 | 65.37 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $41k | -64% | 410.00 | 100.54 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $41k | 515.00 | 79.86 |
|
|
| W.W. Grainger (GWW) | 0.0 | $41k | +100% | 40.00 | 1019.20 |
|
| Align Technology (ALGN) | 0.0 | $40k | 121.00 | 327.93 |
|
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| Diageo Spon Adr New (DEO) | 0.0 | $39k | -20% | 264.00 | 148.87 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $39k | +13% | 225.00 | 174.57 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $39k | 573.00 | 67.86 |
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| Norfolk Southern (NSC) | 0.0 | $39k | -11% | 152.00 | 254.14 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $38k | -16% | 440.00 | 86.42 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $38k | -14% | 874.00 | 43.36 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $38k | 355.00 | 106.49 |
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| Dun & Bradstreet Hldgs (DNB) | 0.0 | $38k | NEW | 3.8k | 10.04 |
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| Albemarle Corporation (ALB) | 0.0 | $37k | +116% | 282.00 | 131.91 |
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| Blackrock Etf Trust Ii High Yld Muni In (HYMU) | 0.0 | $37k | 1.7k | 22.45 |
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| Lithium Amers Corp Com Shs (LAC) | 0.0 | $37k | +19% | 5.5k | 6.72 |
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| Williams Companies (WMB) | 0.0 | $36k | +4% | 931.00 | 38.96 |
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| Banco Santander Adr (SAN) | 0.0 | $35k | 7.2k | 4.84 |
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| Aon Shs Cl A (AON) | 0.0 | $35k | 104.00 | 333.72 |
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| Waste Management (WM) | 0.0 | $34k | -13% | 161.00 | 213.16 |
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| Principal Financial (PFG) | 0.0 | $34k | 396.00 | 86.34 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $34k | 175.00 | 195.11 |
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| Dupont De Nemours (DD) | 0.0 | $34k | 440.00 | 76.69 |
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| Medtronic SHS (MDT) | 0.0 | $34k | +17% | 387.00 | 87.15 |
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| Fortinet (FTNT) | 0.0 | $34k | 490.00 | 68.31 |
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| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $33k | 2.1k | 15.46 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $32k | +2% | 823.00 | 38.49 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $32k | +8% | 451.00 | 70.00 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $31k | +32% | 305.00 | 101.25 |
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| Digitalocean Hldgs (DOCN) | 0.0 | $31k | -3% | 807.00 | 38.18 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $30k | +131% | 231.00 | 131.37 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $30k | 727.00 | 41.10 |
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| Martin Marietta Materials (MLM) | 0.0 | $30k | 48.00 | 613.96 |
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| Waste Connections (WCN) | 0.0 | $29k | 170.00 | 172.01 |
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| Helen Of Troy (HELE) | 0.0 | $29k | 248.00 | 115.24 |
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| Boise Cascade (BCC) | 0.0 | $28k | 185.00 | 153.37 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $28k | -80% | 277.00 | 100.71 |
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| Yum! Brands (YUM) | 0.0 | $28k | 200.00 | 138.65 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $27k | +3% | 2.8k | 9.90 |
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| Target Corporation (TGT) | 0.0 | $26k | +7% | 149.00 | 177.21 |
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| United Parcel Service CL B (UPS) | 0.0 | $26k | +9% | 177.00 | 148.91 |
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| Beacon Roofing Supply (BECN) | 0.0 | $26k | -5% | 266.00 | 98.02 |
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| Getty Realty (GTY) | 0.0 | $26k | 953.00 | 27.35 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $26k | 10k | 2.59 |
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| Hormel Foods Corporation (HRL) | 0.0 | $26k | 745.00 | 34.91 |
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| Cheniere Energy Com New (LNG) | 0.0 | $26k | +45% | 160.00 | 161.28 |
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| BP Sponsored Adr (BP) | 0.0 | $26k | 682.00 | 37.68 |
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| Sun Life Financial (SLF) | 0.0 | $25k | 465.00 | 54.58 |
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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 Q1 filed April 26, 2024
- Planning Capital Management Corp 2023 Q4 filed Feb. 14, 2024