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| Name: |
PLANNING DIRECTIONS INC |
| City: |
GLEN MILLS |
| State: |
PA |
| Zip: |
19342 |
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data |
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| Holdings
Found :
11 |
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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 |
|
JEPQ |
Jpmorgan Nasdaq Equity Prem... |
36 |
New |
$0.00 |
$566,000 |
10,443 |
0.39% |
566,000 |
10,443 |
0.012 |
N/A |
|
|
CEG |
Constellation Energy Corp |
64 |
New |
$223.31 |
$265,000 |
1,434 |
0.18% |
265,000 |
1,434 |
0 |
N/A |
|
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IYW |
iShares Trust DJ US Sector |
65 |
New |
$138.70 |
$250,000 |
1,853 |
0.17% |
250,000 |
1,853 |
0.001 |
Closed - End Fund - E... |
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CAT |
Caterpillar Inc |
67 |
New |
$360.04 |
$233,000 |
635 |
0.16% |
233,000 |
635 |
0 |
Farm & Construction M... |
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WM |
Waste Management Inc |
69 |
New |
$209.00 |
$215,000 |
1,010 |
0.15% |
215,000 |
1,010 |
0 |
Waste Management |
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AXP |
American Express Co |
71 |
New |
$241.70 |
$206,000 |
905 |
0.14% |
206,000 |
905 |
0 |
Credit Services |
|
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IBM |
International Business Mach... |
72 |
New |
$168.26 |
$206,000 |
1,079 |
0.14% |
206,000 |
1,079 |
0 |
Diversified Computer ... |
|
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PEG |
Public Service Enterprise G... |
74 |
New |
$74.45 |
$204,000 |
3,052 |
0.14% |
204,000 |
3,052 |
0 |
Multi Utilities |
|
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VYM |
Vanguard High Dividend Yiel... |
73 |
New |
$121.26 |
$204,000 |
1,689 |
0.14% |
204,000 |
1,689 |
0.001 |
Closed - End Fund - Debt |
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HCA |
HCA Holdings Inc |
75 |
New |
$326.96 |
$201,000 |
604 |
0.14% |
201,000 |
604 |
0 |
Hospitals |
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BX |
Blackstone Group LP |
76 |
New |
$120.62 |
$200,000 |
1,523 |
0.14% |
200,000 |
1,523 |
0 |
Asset Management |
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