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Size ($ in 1000's)
At 03/31/2024: $136,931
At 12/31/2023: $127,940
Planning Capital Management Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Planning Capital Management Corp 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Planning Capital Management Corp top holdings by largest position size, as per the latest 13f filing made by Planning Capital Management Corp.
In the Planning Capital Management Corp-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Planning Capital Management Corp in that top holding, then the share count change between reporting periods, and finally the Planning Capital Management Corp top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (SPYG) |
90,236 |
+13,246 |
$6,601 | | SPYG | 90,236 | +13,246 | $6,601 | | MERCK & CO INC |
40,152 |
-1,907 |
$5,298 | | MRK | 40,152 | -1,907 | $5,298 | | LOCKHEED MARTIN CORP |
10,432 |
+153 |
$4,745 | | LMT | 10,432 | +153 | $4,745 | | JOHNSON & JOHNSON |
27,887 |
+1,102 |
$4,411 | | JNJ | 27,887 | +1,102 | $4,411 | | WALMART INC |
72,213 |
+48,153 |
$4,345 | | WMT | 72,213 | +48,153 | $4,345 | | VERIZON COMMUNICATIONS INC |
103,347 |
+7,555 |
$4,336 | | VZ | 103,347 | +7,555 | $4,336 | | SOUTHERN CO |
55,933 |
+1,491 |
$4,013 | | SO | 55,933 | +1,491 | $4,013 | | COCA COLA CO |
65,038 |
+868 |
$3,979 | | KO | 65,038 | +868 | $3,979 | | MCDONALDS CORP |
14,092 |
+65 |
$3,973 | | MCD | 14,092 | +65 | $3,973 | | KIMBERLY CLARK CORP |
30,468 |
+1,464 |
$3,941 | | KMB | 30,468 | +1,464 | $3,941 | | VANGUARD INDEX FDS (VTI) |
14,736 |
+22 |
$3,830 | | VTI | 14,736 | +22 | $3,830 | | APPLE INC |
21,959 |
-2,435 |
$3,766 | | AAPL | 21,959 | -2,435 | $3,766 | | PROCTER AND GAMBLE CO |
23,184 |
+1,768 |
$3,762 | | PG | 23,184 | +1,768 | $3,762 | | DTE ENERGY CO |
32,778 |
+1,218 |
$3,676 | | DTE | 32,778 | +1,218 | $3,676 | | KELLANOVA |
62,865 |
+4,635 |
$3,602 | | K | 62,865 | +4,635 | $3,602 | | GENERAL DYNAMICS CORP |
12,632 |
+1,107 |
$3,568 | | GD | 12,632 | +1,107 | $3,568 | | AIR PRODS & CHEMS INC |
14,458 |
+997 |
$3,503 | | APD | 14,458 | +997 | $3,503 | | SCHWAB STRATEGIC TR |
54,187 |
-3,361 |
$3,308 | | SCHB | 54,187 | -3,361 | $3,308 | | 3M CO |
29,028 |
+3,584 |
$3,079 | | MMM | 29,028 | +3,584 | $3,079 | | ARCHER DANIELS MIDLAND CO |
38,660 |
+4,873 |
$2,428 | | ADM | 38,660 | +4,873 | $2,428 | | VANGUARD INDEX FDS (VOO) |
4,683 |
+6 |
$2,251 | | VOO | 4,683 | +6 | $2,251 | | PIMCO ETF TR (LDUR) |
23,405 |
-1,536 |
$2,220 | | LDUR | 23,405 | -1,536 | $2,220 | | SCHWAB STRATEGIC TR |
26,210 |
-11,521 |
$2,113 | | SCHD | 26,210 | -11,521 | $2,113 | | ISHARES TR (ACWI) |
17,493 |
+4,112 |
$1,926 | | ACWI | 17,493 | +4,112 | $1,926 | | AMAZON COM INC |
9,615 |
-672 |
$1,734 | | AMZN | 9,615 | -672 | $1,734 | | PACER FDS TR |
28,325 |
+2,308 |
$1,646 | | COWZ | 28,325 | +2,308 | $1,646 | | MICROSOFT CORP |
2,883 |
-363 |
$1,213 | | MSFT | 2,883 | -363 | $1,213 | | VERTIV HOLDINGS CO |
14,739 |
+14,739 |
$1,204 | | VRT | 14,739 | +14,739 | $1,204 | | EXXON MOBIL CORP |
10,331 |
+11 |
$1,201 | | XOM | 10,331 | +11 | $1,201 | | ISHARES TR (IEFA) |
15,957 |
+5,269 |
$1,184 | | IEFA | 15,957 | +5,269 | $1,184 | | SPDR SER TR (SPTM) |
16,026 |
+3,561 |
$1,028 | | SPTM | 16,026 | +3,561 | $1,028 | | SCHWAB STRATEGIC TR |
12,029 |
-1,661 |
$980 | | SCHM | 12,029 | -1,661 | $980 | | ISHARES TR (IWV) |
3,185 |
-110 |
$956 | | IWV | 3,185 | -110 | $956 | | ALPHABET INC |
6,086 |
-835 |
$927 | | GOOG | 6,086 | -835 | $927 | | GOLDMAN SACHS ETF TR (GBIL) |
8,540 |
+3,444 |
$862 | | GBIL | 8,540 | +3,444 | $862 | | VISA INC |
3,052 |
+100 |
$852 | | V | 3,052 | +100 | $852 | | STRYKER CORPORATION |
2,315 |
+36 |
$829 | | SYK | 2,315 | +36 | $829 | | SPDR S&P 500 ETF TR (SPY) |
1,557 |
-73 |
$815 | | SPY | 1,557 | -73 | $815 | | ISHARES TR (IJK) |
8,020 |
+1,788 |
$732 | | IJK | 8,020 | +1,788 | $732 | | CITIGROUP INC |
11,206 |
+1,648 |
$709 | | C | 11,206 | +1,648 | $709 | | JPMORGAN CHASE & CO |
2,932 |
-992 |
$587 | | JPM | 2,932 | -992 | $587 | | CHEVRON CORP NEW |
3,709 |
+299 |
$585 | | CVX | 3,709 | +299 | $585 | | ISHARES TR (IJR) |
5,243 |
+1,482 |
$579 | | IJR | 5,243 | +1,482 | $579 | | GENERAL MTRS CO |
12,291 |
UNCH |
$557 | | GM | 12,291 | UNCH | $557 | | DISNEY WALT CO |
4,369 |
-66 |
$535 | | DIS | 4,369 | -66 | $535 | | SCHWAB STRATEGIC TR |
5,629 |
-47 |
$522 | | SCHG | 5,629 | -47 | $522 | | ISHARES TR (IWR) |
5,863 |
-43 |
$493 | | IWR | 5,863 | -43 | $493 | | NVIDIA CORPORATION |
519 |
-220 |
$469 | | NVDA | 519 | -220 | $469 | | MAGNA INTL INC |
7,859 |
+601 |
$428 | | MGA | 7,859 | +601 | $428 | | MASTERCARD INCORPORATED |
859 |
-32 |
$414 | | MA | 859 | -32 | $414 |
See Full List: All Stocks Held By Planning Capital Management Corp
— Including:
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See Details: Top 10 Stocks Held By Planning Capital Management Corp
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