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| Name: |
PLANNING ALTERNATIVES LTD /ADV |
| City: |
BLOOMFIELD HILLS |
| State: |
MI |
| Zip: |
48304 |
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data |
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| Holdings
Found :
11 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWF |
iShares Russell 1000 Growth |
23 |
- |
$342.29 |
$1,299,000 |
3,855 |
0.21% |
130,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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MDLZ |
Mondelez International Inc |
26 |
- |
$68.53 |
$900,000 |
12,857 |
0.15% |
-31,000 |
0 |
0.001 |
Food - Major Diversified |
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|
PM |
Philip Morris International... |
27 |
- |
$101.38 |
$890,000 |
9,717 |
0.15% |
-24,000 |
0 |
0.001 |
Cigarettes & Other To... |
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MORN |
Morningstar Inc |
31 |
- |
$288.25 |
$680,000 |
2,205 |
0.11% |
49,000 |
0 |
0.005 |
Research Services |
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BRK.B |
Berkshire Hathaway B |
32 |
- |
$414.40 |
$678,000 |
1,613 |
0.11% |
103,000 |
0 |
0 |
Property & Casualty I... |
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LRCX |
Lam Research Corp |
34 |
- |
$932.44 |
$568,000 |
585 |
0.09% |
110,000 |
0 |
0 |
Semiconductor Equipme... |
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IBM |
International Business Mach... |
35 |
- |
$166.85 |
$548,000 |
2,869 |
0.09% |
79,000 |
0 |
0 |
Diversified Computer ... |
|
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ITW |
Illinois Tool Works Inc |
41 |
- |
$242.75 |
$329,000 |
1,227 |
0.05% |
8,000 |
0 |
0 |
Diversified Machinery |
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CVX |
Chevron Corp |
44 |
- |
$162.30 |
$278,000 |
1,763 |
0.05% |
15,000 |
0 |
0 |
Integrated Oil & Gas |
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PNC |
PNC Financial Services Grou... |
45 |
- |
$157.39 |
$273,000 |
1,688 |
0.04% |
12,000 |
0 |
0 |
Domestic Money Center... |
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JPST |
Jp Morgan Ultra Short Incom... |
48 |
- |
$0.00 |
$210,000 |
4,157 |
0.03% |
1,000 |
0 |
0 |
N/A |
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