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| Name: |
Planning Capital Management Corp |
| City: |
PAOLI |
| State: |
PA |
| Zip: |
19301 |
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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 |
|
VRT |
Vertiv Holdings Co |
28 |
New |
$98.73 |
$1,204,000 |
14,739 |
0.88% |
1,204,000 |
14,739 |
0.004 |
N/A |
|
|
LBTYA |
Liberty Global Inc |
106 |
New |
$16.95 |
$141,000 |
8,354 |
0.1% |
141,000 |
8,354 |
0.005 |
CATV Systems |
|
|
IWO |
iShares Russell 2000 Growth |
150 |
New |
$263.49 |
$82,000 |
303 |
0.06% |
82,000 |
303 |
0.001 |
Closed - End Fund - E... |
|
|
QQQM |
Invesco Nasdaq 100 Etf |
172 |
New |
$0.00 |
$66,000 |
364 |
0.05% |
66,000 |
364 |
0.001 |
N/A |
|
|
FSLR |
First Solar, Inc. |
179 |
New |
$186.97 |
$59,000 |
350 |
0.04% |
59,000 |
350 |
0 |
Semiconductor - Speci... |
|
|
DNB |
Dun & Bradstreet Corp |
212 |
New |
$10.67 |
$38,000 |
3,762 |
0.03% |
38,000 |
3,762 |
0.002 |
Business Services |
|
|
CFLT |
Confluent, Inc. |
251 |
New |
$30.67 |
$25,000 |
813 |
0.02% |
25,000 |
813 |
0 |
N/A |
|
|
AGG |
iShares Barclays Agency Bond |
258 |
New |
$96.55 |
$24,000 |
243 |
0.02% |
24,000 |
243 |
0 |
Closed - End Fund - E... |
|
|
OKTA |
Okta, Inc. |
283 |
New |
$97.89 |
$21,000 |
200 |
0.02% |
21,000 |
200 |
0 |
N/A |
|
|
DGRW |
Wisdomtree Us Dividend Grow... |
304 |
New |
$75.83 |
$19,000 |
248 |
0.01% |
19,000 |
248 |
0 |
N/A |
|
|
MRVI |
Maravai Lifesciences Holdin... |
311 |
New |
$10.70 |
$18,000 |
2,070 |
0.01% |
18,000 |
2,070 |
0 |
N/A |
|
|
KWEB |
Kraneshares Csi China Internet |
337 |
New |
$30.97 |
$16,000 |
600 |
0.01% |
16,000 |
600 |
0 |
N/A |
|
|
VTVT |
Vtv Therapeutics Inc. |
352 |
New |
$0.35 |
$15,000 |
625 |
0.01% |
15,000 |
625 |
0 |
N/A |
|
|
XLP |
SPDR Consmr Stpls Sector |
357 |
New |
$77.25 |
$15,000 |
200 |
0.01% |
15,000 |
200 |
0 |
Closed - End Fund - E... |
|
|
KSS |
Kohls Corporation |
367 |
New |
$26.73 |
$14,000 |
475 |
0.01% |
14,000 |
475 |
0 |
Department Stores |
|
|
CWK |
Cushman & Wakefield Plc |
369 |
New |
$10.88 |
$13,000 |
1,265 |
0.01% |
13,000 |
1,265 |
0 |
N/A |
|
|
NGVT |
Ingevity Corp |
373 |
New |
$55.12 |
$13,000 |
265 |
0.01% |
13,000 |
265 |
0 |
N/A |
|
|
HACK |
Amplify Cybersecurity Etf |
389 |
New |
$63.39 |
$12,000 |
188 |
0.01% |
12,000 |
188 |
0 |
N/A |
|
|
EEFT |
Euronet Worldwide Inc |
385 |
New |
$103.61 |
$12,000 |
113 |
0.01% |
12,000 |
113 |
0 |
Business Services |
|
|
HP |
Helmerich & Payne Inc |
392 |
New |
$39.03 |
$12,000 |
280 |
0.01% |
12,000 |
280 |
0 |
Oil & Gas Drilling & ... |
|
|
ARES |
Ares Management Lp |
409 |
New |
$0.00 |
$11,000 |
83 |
0.01% |
11,000 |
83 |
0 |
N/A |
|
|
TALO |
Talos Energy Inc. |
413 |
New |
$12.28 |
$11,000 |
795 |
0.01% |
11,000 |
795 |
0 |
N/A |
|
|
PCRX |
Pacira Pharmaceuticals, Inc. |
421 |
New |
$30.82 |
$10,000 |
340 |
0.01% |
10,000 |
340 |
0 |
Drug Manufacturers - ... |
|
|
IART |
Integra Lifesciences Holdin... |
422 |
New |
$26.44 |
$10,000 |
292 |
0.01% |
10,000 |
292 |
0 |
Biotechnology |
|
|
ENR |
Energizer Holdings Inc |
428 |
New |
$30.61 |
$10,000 |
330 |
0.01% |
10,000 |
330 |
0 |
N/A |
|
|
MLAB |
Mesa Laboratories Inc |
435 |
New |
$118.11 |
$9,000 |
85 |
0.01% |
9,000 |
85 |
0 |
Medical Instruments &... |
|
|
POR |
Portland General Electric C... |
431 |
New |
$44.28 |
$9,000 |
225 |
0.01% |
9,000 |
225 |
0.002 |
Electric Utilities |
|
|
LXP |
Lexington Realty Trust |
436 |
New |
$8.76 |
$9,000 |
1,000 |
0.01% |
9,000 |
1,000 |
0 |
REIT - Diversified |
|
|
AEO |
American Eagle Outfitters Inc |
439 |
New |
$24.66 |
$8,000 |
300 |
0.01% |
8,000 |
300 |
0 |
Apparel Stores |
|
|
PAYC |
Paycom Software, Inc. |
441 |
New |
$174.51 |
$8,000 |
40 |
0.01% |
8,000 |
40 |
0 |
N/A |
|
|
PD |
Pagerduty, Inc. |
454 |
New |
$20.69 |
$7,000 |
300 |
0.01% |
7,000 |
300 |
0 |
N/A |
|
|
TSPA |
T Rowe Price Us Equity Rese... |
448 |
New |
$0.00 |
$7,000 |
213 |
0.01% |
7,000 |
213 |
0 |
N/A |
|
|
JPEF |
Jpmorgan Equity Focus Etf |
447 |
New |
$0.00 |
$7,000 |
118 |
0.01% |
7,000 |
118 |
0.024 |
N/A |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
467 |
New |
$0.00 |
$6,000 |
101 |
0% |
6,000 |
101 |
0 |
N/A |
|
|
DVAX |
Dynavax Technologies Corp |
461 |
New |
$11.00 |
$6,000 |
523 |
0% |
6,000 |
523 |
0.001 |
Drug Manufacturers - ... |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
473 |
New |
$0.00 |
$5,000 |
54 |
0% |
5,000 |
54 |
0 |
N/A |
|
|
CGDV |
Capital Group Dividend Valu... |
488 |
New |
$0.00 |
$5,000 |
155 |
0% |
5,000 |
155 |
0 |
N/A |
|
|
JIRE |
Jpmorgan International Rese... |
514 |
New |
$0.00 |
$4,000 |
62 |
0% |
4,000 |
62 |
0 |
N/A |
|
|
HELO |
Jpmorgan Hedged Equity Ladd... |
513 |
New |
$0.00 |
$4,000 |
65 |
0% |
4,000 |
65 |
0 |
N/A |
|
|
BIDU |
Baidu Inc |
510 |
New |
$109.42 |
$4,000 |
40 |
0% |
4,000 |
40 |
0 |
Internet Service Prov... |
|
|
ITOT |
iShares Core S&P Total US |
495 |
New |
$115.10 |
$4,000 |
32 |
0% |
4,000 |
32 |
0 |
Closed - End Fund - E... |
|
|
DGRO |
iShares Core Dividend Growth |
526 |
New |
$57.92 |
$3,000 |
50 |
0% |
3,000 |
50 |
0 |
N/A |
|
|
LWC |
SPDR Series Trust |
535 |
New |
$22.51 |
$3,000 |
118 |
0% |
3,000 |
118 |
0 |
N/A |
|
|
VGLT |
Vanguard Long-Term Governm |
534 |
New |
$57.06 |
$3,000 |
46 |
0% |
3,000 |
46 |
0 |
N/A |
|
|
FULT |
Fulton Financial Corp |
567 |
New |
$17.44 |
$2,000 |
154 |
0% |
2,000 |
154 |
0 |
Domestic Regional Banks |
|
|
SGOL |
Aberdeen Standard Physical ... |
556 |
New |
$22.52 |
$2,000 |
90 |
0% |
2,000 |
90 |
0 |
Closed - End Fund - Debt |
|
|
HRB |
H&R Block Inc |
551 |
New |
$53.04 |
$2,000 |
33 |
0% |
2,000 |
33 |
0 |
Personal Services |
|
|
EVT |
Eaton Vance Tax Advantaged ... |
546 |
New |
$23.34 |
$2,000 |
90 |
0% |
2,000 |
90 |
0 |
Closed - End Fund - Debt |
|
|
JCI |
Johnson Controls Internatio... |
571 |
New |
$66.88 |
$2,000 |
31 |
0% |
2,000 |
31 |
0 |
Conglomerates |
|
|
PAYX |
Paychex Inc |
615 |
New |
$123.71 |
$1,000 |
8 |
0% |
1,000 |
8 |
0 |
Staffing & Outsourcin... |
|
|
NICE |
NICE Systems Ltd (ADR) |
627 |
New |
$224.00 |
$1,000 |
5 |
0% |
1,000 |
5 |
0 |
Computer Peripherals |
|
|
DLR |
Digital Realty Trust Inc |
591 |
New |
$141.86 |
$1,000 |
10 |
0% |
1,000 |
10 |
0 |
REIT - Diversified |
|
|
BCE |
BCE Inc (USA) |
584 |
New |
$34.17 |
$1,000 |
42 |
0% |
1,000 |
42 |
0 |
Telecom Services - Do... |
|
|
REM |
iShares FTSE NAREIT Mort Pl... |
595 |
New |
$0.00 |
$1,000 |
48 |
0% |
1,000 |
48 |
0 |
Closed - End Fund - Debt |
|
|
RYLD |
Global X Russell 2000 Cover... |
619 |
New |
$16.55 |
$1,000 |
64 |
0% |
1,000 |
64 |
0 |
N/A |
|
|
NNN |
National Retail Properties |
623 |
New |
$42.68 |
$1,000 |
32 |
0% |
1,000 |
32 |
0 |
REIT - Retail |
|
|
CRF |
Cornerstone Total Return Fu... |
677 |
New |
$7.50 |
$0 |
2 |
0% |
0 |
2 |
0 |
Closed - End Fund - Debt |
|
|
CART |
Maplebear Inc. |
669 |
New |
$34.30 |
$0 |
268 |
0% |
0 |
268 |
0 |
N/A |
|
|
ETR |
Entergy Corp |
652 |
New |
$111.30 |
$0 |
2 |
0% |
0 |
2 |
0 |
Electric Utilities |
|
|
GOEV |
Canoo Class A |
644 |
New |
$2.79 |
$0 |
66 |
0% |
0 |
66 |
0 |
N/A |
|
|
EPAM |
Epam Systems, Inc. |
651 |
New |
$187.05 |
$0 |
1 |
0% |
0 |
1 |
0 |
Information Technolog... |
|
|
PGJ |
Invesco Golden Dragon China... |
687 |
New |
$27.41 |
$0 |
10 |
0% |
0 |
10 |
0 |
Closed - End Fund - Debt |
|
|
RF |
Regions Financial Corp |
656 |
New |
$20.10 |
$0 |
16 |
0% |
0 |
16 |
0 |
Domestic Regional Banks |
|
|
CDW |
Cdw Corp |
643 |
New |
$221.58 |
$0 |
1 |
0% |
0 |
1 |
0 |
Catalog & Mail Order ... |
|
|
ES |
Eversource Energy |
635 |
New |
$60.90 |
$0 |
8 |
0% |
0 |
8 |
0 |
Electric Utilities |
|
