13F Filings History of Planning Capital Management Corp

Latest 13F report
Q3 2024 - 06 Nov 2024
Value $
$150,905,072
Signature - Title
Daniel Brady - Partner
Location
Paoli, PA
Summary
This page shows a list of all the recent 13F filings made by Planning Capital Management Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Planning Capital Management Corp reported 780 stock holdings with total value $150,905,072 as of Q3 2024. Top holdings included SPYG, AAPL, LMT, WMT, and JNJ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 780 $150,905,072 +$16,681,659 -$20,017,222 -$3,335,563 SPYG, AAPL, LMT, WMT, JNJ 13F-HR 06 Nov 2024, 11:44
Q2 2024 721 $141,633,199 +$9,509,987 -$6,135,693 +$3,374,294 SPYG, LMT, WMT, MRK, AAPL 13F-HR 12 Aug 2024, 14:07
Q1 2024 652 $136,912,508 +$12,325,548 -$7,948,844 +$4,376,704 SPYG, MRK, LMT, JNJ, WMT 13F-HR 26 Apr 2024, 10:37
Q4 2023 651 $127,931,871 $0 $0 $0 SPYG, AAPL, LMT, MRK, JNJ 13F-HR 14 Feb 2024, 15:17