Portfolio (Quarterly)
Guide ↗
Planned Solutions, Inc.
· CIK 0001831332| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | LRCX | LAM RESEARCH CORP COM NEW | Technology | 1,720.0 | $294K | 0.09% | NEW | — | $171.18 | +121.5% |
| 102 | AEM | AGNICO EAGLE MINES LTD COM | Basic Materials | 1,688.0 | $286K | 0.09% | NEW | — | $169.53 | -7.3% |
| 103 | SHEL | SHELL PLC SPON ADS | Energy | 3,883.0 | $285K | 0.09% | NEW | — | $73.48 | +4.2% |
| 104 | CF | CF INDS HLDGS INC COM | Basic Materials | 3,688.0 | $285K | 0.09% | NEW | — | $77.34 | +36.7% |
| 105 | HSY | HERSHEY CO COM | Consumer Defensive | 1,538.0 | $280K | 0.09% | NEW | — | $181.98 | -1.6% |
| 106 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | — | 8,398.0 | $275K | 0.09% | NEW | — | $32.75 | +8.4% |
| 107 | PSA | PUBLIC STORAGE OPER CO COM | Real Estate | 1,059.0 | $275K | 0.09% | NEW | — | $259.50 | +25.0% |
| 108 | EVR | EVERCORE INC CLASS A | Financial Services | 800.0 | $272K | 0.09% | NEW | — | $340.25 | +0.5% |
| 109 | IVE | ISHARES S&P 500 VALUE ETF | — | 1,267.0 | $269K | 0.09% | NEW | — | $212.07 | +6.8% |
| 110 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | — | 354.0 | $267K | 0.09% | NEW | — | $753.32 | -84.9% |
| 111 | EIX | EDISON INTL COM | Utilities | 4,440.0 | $266K | 0.09% | NEW | — | $60.02 | +26.1% |
| 112 | STLD | STEEL DYNAMICS INC COM | Basic Materials | 1,564.0 | $265K | 0.09% | NEW | — | $169.45 | +44.9% |
| 113 | VZ | VERIZON COMMUNICATIONS INC COM | Communication Services | 6,391.0 | $260K | 0.08% | NEW | — | $40.73 | +14.3% |
| 114 | VHT | VANGUARD HEALTH CARE ETF | — | 895.0 | $258K | 0.08% | NEW | — | $287.85 | +4.7% |
| 115 | CGGR | CAPITAL GROUP GROWTH ETF | — | 5,770.0 | $257K | 0.08% | NEW | — | $44.47 | +2.9% |
| 116 | TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | Technology | 843.0 | $256K | 0.08% | NEW | — | $303.89 | +42.3% |
| 117 | TXN | TEXAS INSTRS INC COM | Technology | 1,460.0 | $253K | 0.08% | NEW | — | $173.49 | +64.5% |
| 118 | HIG | HARTFORD INSURANCE GROUP INC COM | Financial Services | 1,830.0 | $252K | 0.08% | NEW | — | $137.80 | -2.8% |
| 119 | RF | REGIONS FINANCIAL CORP NEW COM | Financial Services | 9,285.0 | $252K | 0.08% | NEW | — | $27.10 | +10.9% |
| 120 | PNC | PNC FINL SVCS GROUP INC COM | Financial Services | 1,181.0 | $247K | 0.08% | NEW | — | $208.73 | +17.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.6%
Financial Services
30.0%
Healthcare
8.7%
Communication Services
7.5%
Industrials
6.4%
Consumer Cyclical
4.0%
Consumer Defensive
3.7%
Energy
2.0%
Basic Materials
1.8%
Real Estate
1.5%