Planned Solutions, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$245M
Signature - Title
Catherine Dunnam - Catherine Dunnam
Location
Folsom, CA
Summary
This page shows a list of all the recent 13F filings made by Planned Solutions, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Planned Solutions, Inc. reported 110 stock holdings with total value $245M as of Q4 2024. Top holdings included MOAT, FNDX, JPIE, ITOT, and QQQ.
Holdings Value