PLANNING ALTERNATIVES LTD /ADV quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, PLANNING ALTERNATIVES LTD /ADV opened 22 positions, added to 47, reduced 16, sold out of 7 and left 3 unchanged. The largest increase in value was WFC (+$7,832,289); the largest decrease was NFLX (-$619,014).
- WFC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 94,776.
- UNH: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,081.
- PANW: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,244.
- STX: Country of operation —; Class ORD SHS; Shares 2026-03-31 0; Shares 2026-06-30 417.
Two Form 13F-HR filings compared (SEC CIK 712011): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Gilbert & Cook, Inc. | United States | $0.774B | 221 |
| Cardinal Capital Management | United States | $0.776B | 136 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | United States | $0.776B | 157 |
| TWIN CAPITAL MANAGEMENT INC | United States | $0.776B | 271 |
| KFG WEALTH MANAGEMENT, LLC | United States | $0.774B | 216 |
| SYLEBRA CAPITAL LLC | United States | $0.774B | 11 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | United States | $0.773B | 501 |
| Permanens Capital L.P. | United States | $0.776B | 88 |
| BlueSky Wealth Advisors, LLC | United States | $0.777B | 115 |
| First Pacific Financial | United States | $0.777B | 663 |