StockDrifts LogoStockDrifts

Planning Capital Management Corp

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$150.91M
# of Holdings
780
Performance Rank
N/A
Allocation (Top 20)
N/A

Planning Capital Management Corp Holdings Map

Top 50 Planning Capital Management Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYG
SPDR SER TR
5.14%93.4K$7.8M
+3.97%(+3.56K)
2023-Q4: 77.0K shares2024-Q1: 90.2K shares2024-Q2: 89.9K shares2024-Q3: 93.4K shares2024-09-30
AAPL
APPLE INC
4.17%27.0K$6.3M
+23.01%(+5.05K)
2023-Q4: 24.4K shares2024-Q1: 22.0K shares2024-Q2: 21.9K shares2024-Q3: 27.0K shares2024-09-30
LMT
LOCKHEED MARTIN CORP
3.95%10.2K$6.0M
-5.99%(-650)
2023-Q4: 10.3K shares2024-Q1: 10.4K shares2024-Q2: 10.9K shares2024-Q3: 10.2K shares2024-09-30
WMT
WALMART INC
3.42%64.0K$5.2M
-13.26%(-9.78K)
2023-Q4: 24.1K shares2024-Q1: 72.2K shares2024-Q2: 73.7K shares2024-Q3: 64.0K shares2024-09-30
JNJ
JOHNSON & JOHNSON
3.24%30.1K$4.9M
+1.04%(+309)
2023-Q4: 26.8K shares2024-Q1: 27.9K shares2024-Q2: 29.8K shares2024-Q3: 30.1K shares2024-09-30
MCD
MCDONALDS CORP
3.17%15.7K$4.8M
+5.13%(+767)
2023-Q4: 14.0K shares2024-Q1: 14.1K shares2024-Q2: 14.9K shares2024-Q3: 15.7K shares2024-09-30
PG
PROCTER AND GAMBLE CO
3.13%27.3K$4.7M
+9.75%(+2.42K)
2023-Q4: 21.4K shares2024-Q1: 23.2K shares2024-Q2: 24.9K shares2024-Q3: 27.3K shares2024-09-30
KO
COCA COLA CO
3.13%65.7K$4.7M
-3.26%(-2.22K)
2023-Q4: 64.2K shares2024-Q1: 65.0K shares2024-Q2: 68.0K shares2024-Q3: 65.7K shares2024-09-30
VZ
VERIZON COMMUNICATIONS INC
2.84%95.5K$4.3M
-5.13%(-5.17K)
2023-Q4: 95.8K shares2024-Q1: 103.3K shares2024-Q2: 100.7K shares2024-Q3: 95.5K shares2024-09-30
SO
SOUTHERN CO
2.71%45.3K$4.1M
-15.58%(-8.37K)
2023-Q4: 54.4K shares2024-Q1: 55.9K shares2024-Q2: 53.7K shares2024-Q3: 45.3K shares2024-09-30

Unlock alerts, watchlists & AI chat

Sign up free to track Planning Capital Management Corp, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all