Top 50 Planning Capital Management Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SER TR | 5.14% | 93.4K | $7.8M | +3.97%(+3.56K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 4.17% | 27.0K | $6.3M | +23.01%(+5.05K) | — | 2024-09-30 | |
| LMT | LOCKHEED MARTIN CORP | 3.95% | 10.2K | $6.0M | -5.99%(-650) | — | 2024-09-30 | |
| WMT | WALMART INC | 3.42% | 64.0K | $5.2M | -13.26%(-9.78K) | — | 2024-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.24% | 30.1K | $4.9M | +1.04%(+309) | — | 2024-09-30 | |
| MCD | MCDONALDS CORP | 3.17% | 15.7K | $4.8M | +5.13%(+767) | — | 2024-09-30 | |
| PG | PROCTER AND GAMBLE CO | 3.13% | 27.3K | $4.7M | +9.75%(+2.42K) | — | 2024-09-30 | |
| KO | COCA COLA CO | 3.13% | 65.7K | $4.7M | -3.26%(-2.22K) | — | 2024-09-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.84% | 95.5K | $4.3M | -5.13%(-5.17K) | — | 2024-09-30 | |
| SO | SOUTHERN CO | 2.71% | 45.3K | $4.1M | -15.58%(-8.37K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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