13F History

PLANNING DIRECTIONS INC

13F Filings History

Latest 13F report: Q4 2024 - Feb 6, 2025
Value $: $172M
Signature - Title: Matthew Ellis - President/Chief Compliance Officer
Location: Glen Mills, PA
Summary: This page shows a list of all the recent 13F filings made by PLANNING DIRECTIONS INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PLANNING DIRECTIONS INC reported 77 stock holdings with total value $172M as of Q4 2024. Top holdings included SCHD, BSV, VIG, AAPL, and UITB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	77	$172M	+$31.3M	-$4.96M	+$26.4M	SCHD, BSV, VIG, AAPL, UITB	13F-HR	2/6/2025, 09:23 AM
Q3 2024	81	$168M	+$18.2M	-$6.67M	+$11.5M	SCHD, BSV, VIG, AAPL, UITB	13F-HR	11/7/2024, 11:36 AM
Q2 2024	71	$147M	+$7.65M	-$5.09M	+$2.56M	SCHD, BSV, VIG, AAPL, MGV	13F-HR	8/9/2024, 12:51 PM
Q1 2024	76	$144M	+$9.75M	-$10M	-$275K	SCHD, BSV, VIG, AAPL, MGV	13F-HR	5/8/2024, 06:15 PM
Q4 2023	69	$140M	+$7.31M	-$7.87M	-$566K	SCHD, BSV, VIG, VCSH, AAPL	13F-HR	1/31/2024, 03:42 PM
Q3 2023	65	$131M	+$5.24M	-$4.91M	+$327K	SCHD, BSV, VIG, VCSH, AAPL	13F-HR	10/27/2023, 09:47 AM
Q2 2023	66	$137M	+$8.39M	-$9.87M	-$1.48M	BSV, SCHD, VIG, AAPL, VCSH	13F-HR	7/19/2023, 01:26 PM
Q1 2023	70	$135M	+$4.85M	-$3.83M	+$1.02M	BSV, VIG, SCHD, AAPL, SDY	13F-HR	5/11/2023, 11:25 AM
Q4 2022	73	$131M	+$9.47M	-$10.8M	-$1.33M	BSV, VIG, SCHD, SDY, MGV	13F-HR	2/8/2023, 12:09 PM
Q3 2022	66	$124M	+$6.25M	-$6.66M	-$406K	BSV, VIG, SCHD, VCSH, AAPL	13F-HR	11/8/2022, 09:27 AM
Q2 2022	70	$130M	+$10.4M	-$8.92M	+$1.5M	BSV, VIG, SCHD, VCSH, AAPL	13F-HR	8/3/2022, 02:26 PM
Q1 2022	75	$142M	+$5.82M	-$7.14M	-$1.33M	BSV, VIG, SCHD, AAPL, VCSH	13F-HR	5/19/2022, 02:23 PM
Q4 2021	78	$150M	+$5.58M	-$1.35M	+$4.22M	BSV, VIG, SCHD, AAPL, VCSH	13F-HR	1/27/2022, 12:49 PM
Q3 2021	72	$137M	+$3.77M	-$2.21M	+$1.56M	BSV, VIG, SCHD, VCSH, AAPL	13F-HR	11/9/2021, 09:12 AM
Q2 2021	69	$137M	+$8.23M	-$2.67M	+$5.57M	BSV, VIG, SCHD, VCSH, AAPL	13F-HR	7/28/2021, 02:19 PM
Q1 2021	63	$127M	+$2.29M	-$2.19M	+$100K	BSV, VIG, SCHD, VCSH, VGIT	13F-HR	4/28/2021, 02:05 PM
Q4 2020	60	$123M	+$4.82M	-$2.39M	+$2.43M	BSV, VIG, SCHD, VCSH, VGIT	13F-HR	1/26/2021, 02:19 PM
Q3 2020	57	$114M	+$8.82M	-$3.51M	+$5.3M	BSV, VCSH, VGIT, VIG, SCHD	13F-HR	11/2/2020, 09:54 AM
Q2 2020	56	$107M	+$96.6M	-$63.5M	+$33.1M	BSV, VCSH, VGIT, VIG, EFAV	13F-HR	7/21/2020, 01:38 PM
Q1 2020	63	$71.3M	+$62.6M	-$95.1M	-$32.5M	QUAL, SHY, AGG, IQLT, FDLO	13F-HR	5/5/2020, 12:52 PM
Q4 2019	55	$108M	+$2.86M	-$2.28M	+$584K	BSV, EFAV, VCSH, MGV, VIG	13F-HR	1/14/2020, 09:58 AM
Q3 2019	52	$104M	+$10.1M	-$6.11M	+$3.97M	BSV, VCSH, EFAV, MGV, VIG	13F-HR	10/25/2019, 10:33 AM
Q2 2019	57	$98.5M	+$13.4M	-$1.11M	+$12.3M	BSV, VCSH, EFAV, MGV, VIG	13F-HR	7/15/2019, 12:51 PM
Q1 2019	53	$84.1M	+$4.14M	-$7.64M	-$3.5M	BSV, VCSH, EFAV, MGV, VIG	13F-HR	4/3/2019, 12:16 PM
Q4 2018	48	$80.9M	+$1.18M	-$19.7M	-$18.5M	BSV, VCSH, EFAV, MGV, VIG	13F-HR	1/16/2019, 09:36 AM
Q3 2018	58	$108M	+$3.22M	-$3.22M	+$2.95K	BSV, VCSH, EFAV, AAPL, MGV	13F-HR	10/5/2018, 09:48 AM
Q2 2018	53	$104M	+$6.35M	-$5.59M	+$761K	BSV, VCSH, EFAV, MGV, AAPL	13F-HR	9/5/2018, 08:25 AM
Q1 2018	52	$102M	$0	$0		BSV, VCSH, EFAV, MGV, VIG	13F-HR	5/9/2018, 06:38 PM

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