Planning Capital Management Corp 13F Holdings
CIK 0002012016 · PAOLI, PA
As of Sep 30, 2024, Planning Capital Management Corp reported 780 positions worth
CIK 0002012016 · PAOLI, PA
As of Sep 30, 2024, Planning Capital Management Corp reported 780 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 93,449 | $7.8M | 5.34% |
| APPLE INC | AAPL | Technology | 26,978 | $6.3M | 4.33% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 10,203 | $6.0M | 4.11% |
| WALMART INC | WMT | Consumer Defensive | 63,957 | $5.2M | 3.56% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 30,124 | $4.9M | 3.36% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 15,714 | $4.8M | 3.30% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 27,296 | $4.7M | 3.26% |
| COCA COLA CO | KO | Consumer Defensive | 65,749 | $4.7M | 3.25% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 95,506 | $4.3M | 2.95% |
| SOUTHERN CO | SO | Utilities | 45,325 | $4.1M | 2.82% |
| AIR PRODUCTS & CHEMICALS INC | APD | Basic Materials | 13,282 | $4.0M | 2.72% |
| KELLANOVA | K | Consumer Defensive | 48,247 | $3.9M | 2.68% |
| MERCK & CO INC | MRK | Healthcare | 33,840 | $3.8M | 2.65% |
| KIMBERLY CLARK CORP | KMB | Consumer Defensive | 26,317 | $3.7M | 2.58% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 13,047 | $3.7M | 2.55% |
| DTE ENERGY CO | DTE | Utilities | 27,951 | $3.6M | 2.47% |
| GENERAL DYNAMICS CORP | GD | Industrials | 11,772 | $3.6M | 2.45% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 50,261 | $3.3M | 2.30% |
| ARCHER-DANIELS-MIDLAND CO | ADM | Consumer Defensive | 47,578 | $2.8M | 1.96% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 26,807 | $2.3M | 1.56% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 26,250 | $2.0M | 1.41% |
| VISA INC-CLASS A SHARES | V | Financial Services | 6,121 | .7M | 1.16% |
| VANGUARD 500 INDEX FUND | VOO | — | 3,132 | .7M | 1.14% |
| PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND | LDUR | — | 17,148 | .6M | 1.13% |
| MICROSOFT CORP | MSFT | Technology | 3,773 | .6M | 1.12% |