PLANNING ALTERNATIVES LTD /ADV has disclosed 58 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $657.00 Mil. The turnover rate is 3%.
In PLANNING ALTERNATIVES LTD /ADV's current portfolio as of 2024-09-30, the top 5 holdings are
iShares Core S&P 500 ETF (IVV), iShares Core S&P Mid-Cap ETF (IJH), Vanguard FTSE Developed Markets ETF (VEA), JPMorgan Diversified Return U.S. Equity ETF (JPUS), Vanguard Dividend Appreciation FTF (VIG), not including call and put options.
PLANNING ALTERNATIVES LTD /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for PLANNING ALTERNATIVES LTD /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for PLANNING ALTERNATIVES LTD /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for PLANNING ALTERNATIVES LTD /ADV.