Professional Planning
- SEC CIK
- 0001740871
- Latest filing
- Nov 15, 2021
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 120
- No 13F data for Q4 2020
- Portfolio value
- $204.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 22,503 | $2.21M | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 15,181 | $2.31M | 1.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,251 | $2.48M | 1.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,266 | $2.62M | 1.3% | – | – | History |
| SBUXStarbucks Corp | Stock | 24,120 | $2.63M | 1.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 5,085 | $2.71M | 1.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 11,013 | $3.24M | 1.6% | – | – | History |
| DISWalt Disney Co | Stock | 18,696 | $3.45M | 1.7% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,780 | $3.67M | 1.8% | – | – | History |
| HDHome Depot, Inc. | Stock | 13,806 | $4.21M | 2.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 12,096 | $4.26M | 2.1% | – | – | History |
| Fidelity Merrimack STR Tr316188101 | CORP BOND ETF | 91,145 | $4.94M | 2.4% | – | – | – |
| TSLATesla, Inc. | Stock | 8,296 | $5.54M | 2.7% | – | – | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 96,983 | $8.61M | 4.2% | – | – | – |
| VVisa Inc. | Stock | 42,415 | $8.98M | 4.4% | – | – | History |
| MAMastercard Inc | Stock | 27,615 | $9.83M | 4.8% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 31,713 | $10.1M | 4.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 47,795 | $11.3M | 5.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 7,495 | $23.2M | 11.3% | – | – | History |
| AAPLApple Inc. | Stock | 194,424 | $23.7M | 11.6% | – | – | History |