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Planning Strategies Inc.

Q3 2026 Holdings

Filed 2026-10-02 | 1159 holdings | $168.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Kyndryl Hldgs Inc Common Stock(KD)Stock50155Q100$12.1K1,0770.0%
York WTR Co COM(YORW)Stock987184108$12.3K4010.0%
Uber Technologies Inc COM(UBER)Stock90353T100$12.6K1840.0%
Gilead Sciences Inc COM(GILD)Stock375558103$12.7K850.0%
Proshares Ultra Bitcoin ETF(BITU)ETF74349Y704$12.7K8350.0%
Invesco S&P Midcap 400 Revenue ETF(RWK)ETF46138G672$12.7K920.0%
SAP SE Spon ADR(SAP)ADR803054204$12.7K610.0%
Occidental Pete Corp COM(OXY)Stock674599105$12.8K2320.0%
DT Midstream Inc Common Stock(DTM)Stock23345M107$12.9K1080.0%
Equitable Hldgs Inc COM(EQH)Stock29452E101$13.1K2550.0%
Goldman Sachs S&P 500 Premium Income ETF(GPIX)ETF38149W622$13.3K2390.0%
JPMorgan U.S. Quality Factor ETF(JQUA)ETF46641Q761$13.4K1810.0%
Advisorshares Psychedelics ETF(PSIL)ETF00768Y297$13.5K6000.0%
Calamos Russell 2000 Structured ALT Protection ETF July(CPRJ)ETF12811T837$13.7K5000.0%
Lloyds Banking Group PLC Sponsored ADR(LYG)ADR539439109$13.7K2,4390.0%
Core Natural Resources Inc COM SHS(CNR)Stock218937100$13.7K1600.0%
Phillips 66 COM(PSX)Stock718546104$14.0K550.0%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$14.1K850.0%
Norfolk Southn Corp COM(NSC)Stock655844108$14.2K460.0%
Paypal Hldgs Inc COM(PYPL)Stock70450Y103$14.3K2730.0%
Fifth Third Bancorp COM(FITB)Stock316773100$14.4K2840.0%
Vanguard Russell 2000 ETF(VTWO)ETF92206C664$14.4K1280.0%
Ishares Msci Eafe Growth ETF(EFG)ETF464288885$14.5K1210.0%
American Elec PWR Co Inc COM(AEP)Stock025537101$14.6K1230.0%
Apollo Global Mgmt Inc COM(APO)Stock03769M106$14.7K1270.0%
Terawulf Inc COM(WULF)Stock88080T104$14.8K1,0000.0%
Vanguard Ftse Europe ETF(VGK)ETF922042874$15.0K1730.0%
HSBC Hldgs PLC Spon ADR New(HBC2)ADR404280406$15.2K1530.0%
Mid-Amer APT Cmntys Inc COM(MAA)REIT59522J103$15.3K1300.0%
Deere & Co COM(DE)Stock244199105$15.4K230.0%
Brixmor Ppty Group Inc COM(BRX)REIT11120U105$15.5K5630.0%
State Street Doubleline Short Duration Total Return Tactical ETF(STOT)ETF78470P200$15.6K3360.0%
Seagate Technology Hldngs PLC ORD SHS(STX)StockG7997R103$15.7K170.0%
Netflix Inc. COM(NFLX)Stock64110L106$15.7K2260.0%
Morgan Stanley COM New(MS)Stock617446448$15.8K840.0%
Abbott Laboratories COM(ABT)Stock002824100$15.8K1600.0%
Johnson Ctls Intl PLC SHS(JCI)StockG51502105$15.9K1070.0%
Camden Ppty TR SH BEN INT(CPT)REIT133131102$16.0K1650.0%
Brookstone Growth Stock ETF(BAMG)ETF66537J606$16.1K3580.0%
Marvell Technology Inc COM(MRVL)Stock573874104$16.1K610.0%
National Grid PLC Sponsored ADR NE(NGG)ADR636274409$16.2K2130.0%
Edison Intl COM(EIX)Stock281020107$16.8K3130.0%
Ishares 1-5 Year Investment Grade Corporate Bond ETF(IGSB)ETF464288646$16.9K3290.0%
Regions Financial Corp New COM(RF)Stock7591EP100$17.1K6360.0%
Mplx LP COM Unit REP LTD(MPLX)Stock55336V100$17.6K3120.0%
Direxion Daily MU Bull 2X ETF(MUU)ETF25461A528$17.8K4830.0%
Costco Wholesale Corporation COM(COST)Stock22160K105$18.2K200.0%
State Street Spdr Portfolio Long Term Treasury ETF(SPTL)ETF78464A664$18.2K7640.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$18.2K270.0%
Omnicom Group Inc COM(OMC)Stock681919106$18.3K2490.0%
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