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| Name: |
Planned Solutions Inc. |
| City: |
FOLSOM |
| State: |
CA |
| Zip: |
95630 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
KNF |
Knife River Holding Co |
258 |
Closed |
$78.53 |
$0 |
0 |
0% |
-53,000 |
-806 |
0 |
N/A |
|
|
TMC |
Tmc The Metals Company Ord Shs |
579 |
Closed |
$1.46 |
$0 |
0 |
0% |
-2,000 |
-2,000 |
0 |
N/A |
|
|
IYW |
iShares Trust DJ US Sector |
290 |
Closed |
$133.97 |
$0 |
0 |
0% |
-108,000 |
-878 |
0 |
Closed - End Fund - E... |
|
|
ELY |
Callaway Golf Co |
322 |
Closed |
$15.08 |
$0 |
0 |
0% |
0 |
-15 |
0 |
Sporting Goods |
|
|
PSNY |
Polestar Automotive Holding... |
354 |
Closed |
$1.27 |
$0 |
0 |
0% |
-3,000 |
-1,400 |
0 |
N/A |
|
|
PEP |
Pepsico Inc |
386 |
Closed |
$179.79 |
$0 |
0 |
0% |
-110,000 |
-649 |
0 |
Beverage Soft Drinks... |
|
|
SWKS |
Skyworks Solutions Inc |
418 |
Closed |
$92.20 |
$0 |
0 |
0% |
-175,000 |
-1,560 |
0 |
Semiconductor - Integ... |
|
|
FIVG |
Defiance Next Gen Connectiv... |
130 |
Closed |
$37.82 |
$0 |
0 |
0% |
-31,000 |
-878 |
0 |
N/A |
|
|
GLD |
streetTRACKS Gold Trust |
450 |
Closed |
$218.71 |
$0 |
0 |
0% |
-65,000 |
-338 |
0 |
Closed - End Fund - E... |
|
|
PCG |
PG&E Corp |
162 |
Closed |
$17.83 |
$0 |
0 |
0% |
-37,000 |
-2,076 |
0 |
Multi Utilities |
|
|
AMZN |
Amazon.com Inc |
482 |
Closed |
$187.48 |
$0 |
0 |
0% |
-158,000 |
-1,043 |
0 |
Internet Software & S... |
|
|
DBAP |
Deutsche Xtrackers Msci Ac ... |
194 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-10 |
0 |
N/A |
|
|
RS |
Reliance Steel & Aluminum Co |
514 |
Closed |
$293.15 |
$0 |
0 |
0% |
-89,000 |
-320 |
0 |
Metal Fabrication |
|
|
STAG |
Stag Industrial, Inc. |
226 |
Closed |
$35.42 |
$0 |
0 |
0% |
-18,000 |
-450 |
0 |
REIT - Industrial |
|
|
CENN |
Cenntro Inc |
547 |
Closed |
$1.40 |
$0 |
0 |
0% |
0 |
-26 |
0 |
N/A |
|
|
APH |
Amphenol Corp |
566 |
Closed |
$127.57 |
$0 |
0 |
0% |
-59,000 |
-600 |
0 |
Diversified Electronics |
|
|
BKE |
Buckle Inc |
277 |
Closed |
$38.80 |
$0 |
0 |
0% |
-44,000 |
-925 |
0 |
Apparel Stores |
|
|
JETS |
US Global Jets ETF |
309 |
Closed |
$20.63 |
$0 |
0 |
0% |
-10,000 |
-534 |
0 |
N/A |
|
|
WBD |
Warner Bros Discovery Ord S... |
341 |
Closed |
$8.15 |
$0 |
0 |
0% |
0 |
-14 |
0 |
Broadcasting - TV |
|
|
TMW |
SPDR Dow Jones Wilshire TOT... |
373 |
Closed |
$63.82 |
$0 |
0 |
0% |
-66,000 |
-1,129 |
0 |
Closed - End Fund - E... |
|
|
DNN |
Denison Mines Corp |
405 |
Closed |
$2.07 |
$0 |
0 |
0% |
0 |
-39 |
0 |
Industrial Metals & M... |
|
|
SHW |
Sherwin Williams Co |
117 |
Closed |
$320.86 |
$0 |
0 |
0% |
-10,000 |
-33 |
0 |
General Building Mate... |
|
|
GCI |
Gannett Co Inc |
437 |
Closed |
$3.21 |
$0 |
0 |
0% |
-1,000 |
-400 |
0 |
N/A |
|
|
ING |
ING Groep N.V. (ADR) |
149 |
Closed |
$17.29 |
$0 |
0 |
0% |
-1,000 |
-94 |
0 |
Life & Health Insurance |
|
|
ASPN |
Aspen Aerogels Inc |
469 |
Closed |
$27.01 |
$0 |
0 |
0% |
-14,000 |
-900 |
0 |
N/A |
|
|
ZIM |
Zim Integrated Shipping Ser... |
181 |
Closed |
$17.59 |
$0 |
0 |
0% |
-7,000 |
-700 |
0 |
N/A |
|
|
VOO |
Vanguard S&P 500 Etf |
501 |
Closed |
$478.74 |
$0 |
0 |
0% |
-74,000 |
-170 |
0 |
Closed - End Fund - E... |
|
|
VTC |
Vanguard Total Corporate Bond |
213 |
Closed |
$0.00 |
$0 |
0 |
0% |
-115,000 |
-1,478 |
0 |
N/A |
|
|
POR |
Portland General Electric C... |
534 |
Closed |
$44.55 |
$0 |
0 |
0% |
-3,000 |
-60 |
0 |
Electric Utilities |
|
|
ICF |
iShares Tr Cohen & Steers |
245 |
Closed |
$0.00 |
$0 |
0 |
0% |
-128,000 |
-2,174 |
0 |
Closed - End Fund - E... |
|
|
IBIO |
Ibio Ord Shs |
553 |
Closed |
$0.20 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Drug Manufacturers - ... |
|
|
CME |
CME Group Inc |
264 |
Closed |
$208.46 |
$0 |
0 |
0% |
-63,000 |
-300 |
0 |
Business Services |
|
|
IYT |
iShares DJ Trnsp Avg Indx Fd |
585 |
Closed |
$0.00 |
$0 |
0 |
0% |
-8,000 |
-29 |
0 |
Closed - End Fund - E... |
|
|
FBP |
First Bancorp |
296 |
Closed |
$18.09 |
$0 |
0 |
0% |
-6,000 |
-350 |
0 |
Foreign Regional Banks |
|
|
NGG |
National Grid Transco Plc (... |
328 |
Closed |
$71.21 |
$0 |
0 |
0% |
-53,000 |
-775 |
0 |
Foreign Utilities |
|
|
MCHP |
Microchip Technology Inc |
360 |
Closed |
$91.50 |
$0 |
0 |
0% |
-59,000 |
-650 |
0 |
Semiconductor - Speci... |
|
|
AFL |
AFLAC Inc |
392 |
Closed |
$86.08 |
$0 |
0 |
0% |
-120,000 |
-1,450 |
0 |
Life & Health Insurance |
|
|
CLF |
Cleveland-Cliffs Inc |
104 |
Closed |
$17.32 |
$0 |
0 |
0% |
-163,000 |
-8,000 |
0 |
Steel & Iron |
|
|
MELI |
Mercadolibre Inc |
424 |
Closed |
$1,693.97 |
$0 |
0 |
0% |
-118,000 |
-75 |
0 |
Business Services |
|
|
XLF |
SPDR Financial Sector |
136 |
Closed |
$41.83 |
$0 |
0 |
0% |
-120,000 |
-3,190 |
0 |
Closed - End Fund - E... |
|
|
ALLY |
Ally Financial Inc |
456 |
Closed |
$39.41 |
$0 |
0 |
0% |
-83,000 |
-2,380 |
0 |
Mortgage Investment |
|
|
NFLX |
Netflix Inc |
168 |
Closed |
$610.87 |
$0 |
0 |
0% |
-83,000 |
-171 |
0 |
Music & Video Stores |
|
|
AMGN |
Amgen Inc |
488 |
Closed |
$310.15 |
$0 |
0 |
0% |
-30,000 |
-104 |
0 |
Biotechnology |
|
|
XLI |
SPDR Industrial Sector |
200 |
Closed |
$125.68 |
$0 |
0 |
0% |
-28,000 |
-250 |
0 |
Closed - End Fund - E... |
|
|
ITR |
SPDR Series Trust |
520 |
Closed |
$32.33 |
$0 |
0 |
0% |
-2,000 |
-50 |
0 |
Closed - End Fund - Debt |
|
|
RBLX |
Roblox Corp |
232 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-10 |
0 |
N/A |
|
|
BP |
BP Plc (ADR) |
251 |
Closed |
$37.84 |
$0 |
0 |
0% |
-1,000 |
-22 |
0 |
Integrated Oil & Gas |
|
|
VDC |
Vangaurd Cnsmr Staples VIPER |
572 |
Closed |
$207.12 |
$0 |
0 |
0% |
-61,000 |
-321 |
0 |
Closed - End Fund - E... |
|
|
VUG |
Vanguard Growth VIPERS |
283 |
Closed |
$343.81 |
$0 |
0 |
0% |
-63,000 |
-204 |
0 |
Closed - End Fund - E... |
|
|
SJW |
SJW Corp |
315 |
Closed |
$57.56 |
$0 |
0 |
0% |
-1,000 |
-16 |
0 |
Water Utilities |
|
|
SCHH |
Schwab Us Reit |
347 |
Closed |
$19.53 |
$0 |
0 |
0% |
0 |
-21 |
0 |
N/A |
|
|
MOS |
Mosaic Co |
379 |
Closed |
$29.43 |
$0 |
0 |
0% |
-65,000 |
-1,830 |
0 |
Agricultural & Fertil... |
|
|
UNP |
Union Pacific Corp |
411 |
Closed |
$247.40 |
$0 |
0 |
0% |
-8,000 |
-32 |
0 |
Railroads |
|
|
GILD |
Gilead Sciences Inc |
123 |
Closed |
$65.96 |
$0 |
0 |
0% |
-182,000 |
-2,242 |
0 |
Biotechnology |
|
|
VYM |
Vanguard High Dividend Yiel... |
443 |
Closed |
$119.87 |
$0 |
0 |
0% |
-3,000 |
-27 |
0 |
Closed - End Fund - Debt |
|
|
RAD |
Rite Aid Corp |
155 |
Closed |
$0.13 |
$0 |
0 |
0% |
0 |
-250 |
0 |
Drug Stores |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
475 |
Closed |
$92.50 |
$0 |
0 |
0% |
-4,000 |
-37 |
0 |
Closed - End Fund - E... |
|
|
CPE |
Callon Petroleum Co |
187 |
Closed |
$35.76 |
$0 |
0 |
0% |
-2,000 |
-60 |
0 |
Independent Oil & Gas |
|
|
MET |
MetLife Inc |
507 |
Closed |
$72.73 |
$0 |
0 |
0% |
-28,000 |
-430 |
0 |
Life & Health Insurance |
|
|
PSA |
Public Storage Inc |
219 |
Closed |
$275.94 |
$0 |
0 |
0% |
-108,000 |
-355 |
0 |
REIT - Industrial |
|
|
CMCSA |
Comcast Corp |
540 |
Closed |
$39.31 |
$0 |
0 |
0% |
-20,000 |
-459 |
0 |
CATV Systems |
|
|
IBND |
Spdr Barclays Capital Inter... |
559 |
Closed |
$28.82 |
$0 |
0 |
0% |
-62,000 |
-2,072 |
0 |
Closed - End Fund - E... |
|
|
QCOM |
QUALCOMM Inc |
270 |
Closed |
$182.08 |
$0 |
0 |
0% |
-138,000 |
-954 |
0 |
Communication Equipment |
|
|
ZIMV |
Zimvie Inc. |
302 |
Closed |
$16.65 |
$0 |
0 |
0% |
0 |
-10 |
0 |
N/A |
|
|
INFY |
Infosys Technologies Limite... |
334 |
Closed |
$16.87 |
$0 |
0 |
0% |
-50,000 |
-2,700 |
0 |
Technical & System So... |
|
|
PM |
Philip Morris International... |
366 |
Closed |
$99.66 |
$0 |
0 |
0% |
-9,000 |
-100 |
0 |
Cigarettes & Other To... |
|
|
ITB |
iShares Dow Jones U.S. Home... |
398 |
Closed |
$0.00 |
$0 |
0 |
0% |
-146,000 |
-1,439 |
0 |
Closed - End Fund - E... |
|
|
UPS |
United Parcel Service Inc |
110 |
Closed |
$147.37 |
$0 |
0 |
0% |
-168,000 |
-1,070 |
0 |
AirDelivery & Freight... |
|
|
JNPR |
Juniper Networks Inc |
430 |
Closed |
$36.16 |
$0 |
0 |
0% |
-74,000 |
-2,500 |
0 |
Networking & Communic... |
|
|
MPW |
Medical Properties Trust Inc |
142 |
Closed |
$4.78 |
$0 |
0 |
0% |
-17,000 |
-3,515 |
0 |
REIT - Healthcare Fac... |
|
|
CMC |
Commercial Metals Co |
462 |
Closed |
$57.29 |
$0 |
0 |
0% |
-73,000 |
-1,450 |
0 |
Steel & Iron |
|
|
EBND |
Spdr Barclays Capital Emerg... |
174 |
Closed |
$20.20 |
$0 |
0 |
0% |
-27,000 |
-1,280 |
0 |
N/A |
|
|
ZBH |
Zimmer Holdings Inc |
494 |
Closed |
$121.31 |
$0 |
0 |
0% |
-20,000 |
-167 |
0 |
Medical Appliances & ... |
|
|
DVN |
Devon Energy Corp |
206 |
Closed |
$50.12 |
$0 |
0 |
0% |
0 |
0 |
0 |
Independent Oil & Gas |
|
|
NKE |
Nike Inc B |
527 |
Closed |
$90.94 |
$0 |
0 |
0% |
-29,000 |
-271 |
0 |
Textile - Apparel Foo... |
|
|
PWR |
Quanta Services Inc |
238 |
Closed |
$271.48 |
$0 |
0 |
0% |
-43,000 |
-200 |
0 |
General Contractors |
|
|
ACN |
Accenture Plc |
257 |
Closed |
$306.33 |
$0 |
0 |
0% |
-116,000 |
-330 |
0 |
Management Services |
|
|
VAL |
Valaris plc |
578 |
Closed |
$72.90 |
$0 |
0 |
0% |
-10,000 |
-152 |
0 |
Oil & Gas Drilling & ... |
|
|
FHLC |
Fidelity Msci Health Care I... |
289 |
Closed |
$67.62 |
$0 |
0 |
0% |
-129,000 |
-2,000 |
0 |
N/A |
|
|
SCHW |
Charles Schwab Corp |
321 |
Closed |
$76.11 |
$0 |
0 |
0% |
0 |
-2 |
0 |
Investment Brokerage ... |
|
|
AXP |
American Express Co |
353 |
Closed |
$242.30 |
$0 |
0 |
0% |
-61,000 |
-324 |
0 |
Credit Services |
|
|
IAGG |
Ishares International Aggre... |
385 |
Closed |
$0.00 |
$0 |
0 |
0% |
-79,000 |
-1,591 |
0 |
N/A |
|
|
GD |
General Dynamics Corp |
417 |
Closed |
$296.44 |
$0 |
0 |
0% |
-9,000 |
-33 |
0 |
Aerospace/Defense - M... |
|
|
HUN |
Huntsman Corporation |
129 |
Closed |
$24.83 |
$0 |
0 |
0% |
0 |
0 |
0 |
Synthetics |
|
|
SNY |
Sanofi Aventis (ADR) |
449 |
Closed |
$49.28 |
$0 |
0 |
0% |
-183,000 |
-3,683 |
0 |
Drug Manufacturers - ... |
|
|
RHI |
Robert Half International Inc |
161 |
Closed |
$70.76 |
$0 |
0 |
0% |
-59,000 |
-675 |
0 |
Staffing & Outsourcin... |
|
|
SAP |
SAP AG (ADR) |
481 |
Closed |
$190.05 |
$0 |
0 |
0% |
-3,000 |
-18 |
0 |
Application Software |
|
|
TRV |
Travelers Companies Inc |
193 |
Closed |
$218.50 |
$0 |
0 |
0% |
-4,000 |
-20 |
0 |
Property & Casualty I... |
|
|
KO |
Coca-Cola Co |
513 |
Closed |
$63.26 |
$0 |
0 |
0% |
-106,000 |
-1,800 |
0 |
Beverage Soft Drinks... |
|
|
VOT |
Van Kampen Municipal Opport... |
225 |
Closed |
$230.36 |
$0 |
0 |
0% |
-174,000 |
-793 |
0 |
Closed - End Fund - Debt |
|
|
AR |
Antero Resources Corp |
546 |
Closed |
$33.32 |
$0 |
0 |
0% |
-45,000 |
-2,000 |
0 |
Oil & Gas Drilling & ... |
|
|
BN |
BROOKFIELD Corp |
565 |
Closed |
$44.23 |
$0 |
0 |
0% |
-16,000 |
-400 |
0 |
N/A |
|
|
ANTM |
Anthem Inc |
276 |
Closed |
$539.18 |
$0 |
0 |
0% |
-130,000 |
-275 |
0 |
N/A |
|
|
WD |
Walker & Dunlop Inc |
308 |
Closed |
$97.84 |
$0 |
0 |
0% |
-27,000 |
-240 |
0 |
Property Management |
|
|
NEWP |
New Pacific Metals |
340 |
Closed |
$2.13 |
$0 |
0 |
0% |
-3,000 |
-1,317 |
0 |
N/A |
|
|
ESNT |
Essent Group Ltd. |
372 |
Closed |
$56.73 |
$0 |
0 |
0% |
-126,000 |
-2,385 |
0 |
Surety & Title Insurance |
|
|
SCHP |
Schwab U.S. Tips Etf |
404 |
Closed |
$51.58 |
$0 |
0 |
0% |
-1,000 |
-15 |
0 |
N/A |
|
|
ORCL |
Oracle Corp |
116 |
Closed |
$116.67 |
$0 |
0 |
0% |
-11,000 |
-100 |
0 |
Application Software |
|
|
NTAP |
Netapp Inc |
436 |
Closed |
$108.50 |
$0 |
0 |
0% |
-34,000 |
-385 |
0 |
Data Storage Devices |
|
|
LUV |
Southwest Airlines Co |
148 |
Closed |
$27.36 |
$0 |
0 |
0% |
0 |
-2 |
0 |
Regional Airlines |
|
