Planned Solutions, Inc.
- SEC CIK
- 0001831332
- Latest filing
- Jul 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 9, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 112
- +2 vs. Q4 2024
- Portfolio value
- $243.8M
- −$821.5K (−0.3%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PKGPackaging Corp of America | Stock | 1,188 | $235.2K | 0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 414 | $226.9K | 0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 1,830 | $226.4K | 0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 1,852 | $225.9K | 0.1% | +1,852 | New | History |
| CATCaterpillar Inc | Stock | 663 | $218.7K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,587 | $217.6K | 0.1% | 00.0% | Unchanged | – |
| AEPAmerican Electric Power Co Inc | Stock | 1,987 | $217.1K | 0.1% | +1,987 | New | History |
| TMToyota Motor Corp | ADS | 1,225 | $216.2K | 0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 2,700 | $209.4K | 0.1% | +2,700 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 2,554 | $208.7K | 0.1% | +2,554 | New | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 8,295 | $200.8K | 0.1% | +8,295 | New | – |
| SANBanco Santander, S.A. | ADR | 10,925 | $73.2K | <0.1% | −323−2.9% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| ITWIllinois Tool Works Inc | Stock | $3.22M | – |
Sold out since Q4 2024 (8)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| SYFSynchrony Financial | COM | 3,690 | $239.8K | 0.1% | History |
| AMZNAmazon Com Inc | Stock | 1,015 | $222.7K | 0.1% | History |
| WSMWilliams Sonoma Inc | COM | 1,200 | $222.2K | 0.1% | History |
| AMATApplied Materials Inc | Stock | 1,365 | $222.0K | 0.1% | History |
| EVREvercore Inc. | CLASS A | 800 | $221.8K | 0.1% | History |
| Vanguard Information Technology ETF92204A702 | ETF | 354 | $220.0K | 0.1% | – |
| CDNSCadence Design Systems Inc | Stock | 685 | $205.8K | 0.1% | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 793 | $201.2K | 0.1% | – |