Planning Strategies Inc. current holdings: USA Stocks
Planning Strategies Inc. reported $0.03 billion in share positions in stocks (listed in the US), 870 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are NVDA, AAPL, EPD.
- NVDA: Country of operation United States; Class Stock; Shares 17,596; Value $3,520,833.
- AAPL: Country of operation United States; Class Stock; Shares 10,647; Value $3,080,772.
- EPD: Country of operation United States; Class Stock; Shares 68,383; Value $2,513,769.
- IBM: Country of operation United States; Class Stock; Shares 5,046; Value $1,418,986.
Form 13F-HR as filed (SEC CIK 2139665): quarter ended 2026-06-30, filed 2026-07-27. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORPORATION COM | United States | Stock | 17,596 | $3,520,833 | 13.11% | 2026-06-30 | 2026-07-27 | +13.55% |
| AAPL APPLE INC COM | United States | Stock | 10,647 | $3,080,772 | 11.47% | 2026-06-30 | 2026-07-27 | |
| EPD ENTERPRISE PRODS PARTNERS L P COM | United States | Stock | 68,383 | $2,513,769 | 9.36% | 2026-06-30 | 2026-07-27 | -2.01% |
| IBM INTERNATIONAL BUSINESS MACHS COM | United States | Stock | 5,046 | $1,418,986 | 5.28% | 2026-06-30 | 2026-07-27 | -21.77% |
| MSFT MICROSOFT CORP COM | United States | Stock | 3,676 | $1,371,385 | 5.11% | 2026-06-30 | 2026-07-27 | +36.44% |
| BRKB BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 1,720 | $860,671 | 3.21% | 2026-06-30 | 2026-07-27 | ||
| AMZN AMAZON COM INC COM | United States | Stock | 3,133 | $746,719 | 2.78% | 2026-06-30 | 2026-07-27 | +3.50% |
| XOM EXXONMOBIL HOLDINGS CORP COM SHS | United States | Stock | 5,283 | $722,251 | 2.69% | 2026-06-30 | 2026-07-27 | +18.01% |
| GOOG ALPHABET INC CAP STK CL C | United States | Stock | 1,380 | $487,672 | 1.82% | 2026-06-30 | 2026-07-27 | -4.53% |
| META META PLATFORMS INC CL A | United States | Stock | 805 | $453,578 | 1.69% | 2026-06-30 | 2026-07-27 | +31.16% |
| GOOGL ALPHABET INC CAP STK CL A | United States | Stock | 1,103 | $394,154 | 1.47% | 2026-06-30 | 2026-07-27 | -4.60% |
| JNJ JOHNSON & JOHNSON COM | United States | Stock | 1,247 | $316,701 | 1.18% | 2026-06-30 | 2026-07-27 | +5.35% |
| AVGO BROADCOM INC COM | United States | Stock | 838 | $316,471 | 1.18% | 2026-06-30 | 2026-07-27 | -6.00% |
| JPM JPMORGAN CHASE & CO COM | United States | Stock | 800 | $261,763 | 0.97% | 2026-06-30 | 2026-07-27 | +2.34% |
| ABBV ABBVIE INC COM | United States | Stock | 1,001 | $251,892 | 0.94% | 2026-06-30 | 2026-07-27 | +4.63% |
| AMD ADVANCED MICRO DEVICES INC COM | United States | Stock | 421 | $244,563 | 0.91% | 2026-06-30 | 2026-07-27 | +4.59% |
| TSLA TESLA INC COM | United States | Stock | 545 | $229,227 | 0.85% | 2026-06-30 | 2026-07-27 | -16.11% |
| PM PHILIP MORRIS INTL INC COM | United States | Stock | 1,170 | $211,665 | 0.79% | 2026-06-30 | 2026-07-27 | +7.18% |
| GE GE AEROSPACE COM NEW | United States | Stock | 534 | $199,572 | 0.74% | 2026-06-30 | 2026-07-27 | -14.94% |
| CVX CHEVRON CORPORATION COM | United States | Stock | 1,097 | $181,784 | 0.68% | 2026-06-30 | 2026-07-27 | +23.30% |
| ALL ALLSTATE CORP COM | United States | Stock | 704 | $167,510 | 0.62% | 2026-06-30 | 2026-07-27 | -5.26% |
| MCK MCKESSON CORP COM | United States | Stock | 216 | $163,210 | 0.61% | 2026-06-30 | 2026-07-27 | +14.45% |
| SKT TANGER INC COM | United States | REIT | 4,100 | $161,827 | 0.60% | 2026-06-30 | 2026-07-27 | -11.68% |
| WFC WELLS FARGO & CO COM | United States | Stock | 1,912 | $158,008 | 0.59% | 2026-06-30 | 2026-07-27 | -2.61% |
| DELL DELL TECHNOLOGIES INC CL C | United States | Stock | 363 | $156,659 | 0.58% | 2026-06-30 | 2026-07-27 | +25.06% |
| CSCO CISCO SYS INC COM | United States | Stock | 1,252 | $147,060 | 0.55% | 2026-06-30 | 2026-07-27 | -8.96% |
| RTX RTX CORPORATION COM | United States | Stock | 753 | $142,876 | 0.53% | 2026-06-30 | 2026-07-27 | -1.47% |
| DIS DISNEY WALT CO COM | United States | Stock | 1,473 | $141,776 | 0.53% | 2026-06-30 | 2026-07-27 | +9.52% |
| HSY HERSHEY CO COM | United States | Stock | 796 | $139,658 | 0.52% | 2026-06-30 | 2026-07-27 | -8.00% |
| WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | United States | Stock | 3,163 | $138,433 | 0.52% | 2026-06-30 | 2026-07-27 | +2.70% |
| MCD MCDONALDS CORP COM | United States | Stock | 470 | $127,046 | 0.47% | 2026-06-30 | 2026-07-27 | -13.44% |
| GWRE GUIDEWIRE SOFTWARE INC COM | United States | Stock | 971 | $119,482 | 0.44% | 2026-06-30 | 2026-07-27 | +15.82% |
| USAR USA RARE EARTH INC COM | United States | Stock | 5,400 | $116,532 | 0.43% | 2026-06-30 | 2026-07-27 | -34.78% |
| HWM HOWMET AEROSPACE INC COM | United States | Stock | 429 | $115,341 | 0.43% | 2026-06-30 | 2026-07-27 | -14.10% |
| VZ VERIZON COMMUNICATIONS INC COM | United States | Stock | 2,647 | $112,074 | 0.42% | 2026-06-30 | 2026-07-27 | +8.60% |
| MU MICRON TECHNOLOGY INC COM | United States | Stock | 96 | $110,812 | 0.41% | 2026-06-30 | 2026-07-27 | -7.73% |
| APD AIR PRODUCTS AND CHEMICALS INC COM | United States | Stock | 355 | $104,079 | 0.39% | 2026-06-30 | 2026-07-27 | -4.77% |
| WMT WALMART INC COM | United States | Stock | 862 | $97,630 | 0.36% | 2026-06-30 | 2026-07-27 | -5.70% |
| LAMR LAMAR ADVERTISING CO CL A | United States | REIT | 605 | $94,368 | 0.35% | 2026-06-30 | 2026-07-27 | -6.42% |
| KO COCA COLA CO COM | United States | Stock | 1,130 | $91,835 | 0.34% | 2026-06-30 | 2026-07-27 | +6.85% |
| D DOMINION ENERGY INC COM | United States | Stock | 1,336 | $91,235 | 0.34% | 2026-06-30 | 2026-07-27 | -11.20% |
| WM WASTE MGMT INC DEL COM | United States | Stock | 395 | $88,038 | 0.33% | 2026-06-30 | 2026-07-27 | -7.08% |
| CCL CARNIVAL CORP LTD COMMON SHARES | United States | Stock | 3,044 | $86,967 | 0.32% | 2026-06-30 | 2026-07-27 | -12.11% |
| FOUR SHIFT4 PMTS INC CL A | United States | Stock | 1,746 | $84,925 | 0.32% | 2026-06-30 | 2026-07-27 | -23.77% |
| TFC TRUIST FINL CORP COM | United States | Stock | 1,690 | $84,196 | 0.31% | 2026-06-30 | 2026-07-27 | -6.78% |
| PLTR PALANTIR TECHNOLOGIES INC CL A | United States | Stock | 721 | $84,119 | 0.31% | 2026-06-30 | 2026-07-27 | +60.26% |
| DUK DUKE ENERGY CORP NEW COM NEW | United States | Stock | 653 | $82,657 | 0.31% | 2026-06-30 | 2026-07-27 | -9.77% |
| PG PROCTER & GAMBLE CO COM | United States | Stock | 563 | $82,558 | 0.31% | 2026-06-30 | 2026-07-27 | +1.15% |
| PNC PNC FINL SVCS GROUP INC COM | United States | Stock | 335 | $82,484 | 0.31% | 2026-06-30 | 2026-07-27 | -9.98% |
| BMY BRISTOL-MYERS SQUIBB CO COM | United States | Stock | 1,361 | $78,421 | 0.29% | 2026-06-30 | 2026-07-27 | +9.09% |
| GD GENERAL DYNAMICS CORP COM | United States | Stock | 219 | $77,579 | 0.29% | 2026-06-30 | 2026-07-27 | -6.18% |
| UPS UNITED PARCEL SVCS INC CL B | United States | Stock | 706 | $75,895 | 0.28% | 2026-06-30 | 2026-07-27 | -12.62% |
| ET ENERGY TRANSFER L P COM UT LTD PTN | United States | Stock | 3,880 | $74,186 | 0.28% | 2026-06-30 | 2026-07-27 | +4.13% |
| MO ALTRIA GROUP INC COM | United States | Stock | 984 | $70,799 | 0.26% | 2026-06-30 | 2026-07-27 | -4.49% |
| PFE PFIZER INC COM | United States | Stock | 2,869 | $69,086 | 0.26% | 2026-06-30 | 2026-07-27 | +19.27% |
| PPL PPL CORP COM | United States | Stock | 1,868 | $67,902 | 0.25% | 2026-06-30 | 2026-07-27 | -10.37% |
| WMB WILLIAMS COS INC COM | United States | Stock | 912 | $67,798 | 0.25% | 2026-06-30 | 2026-07-27 | -7.68% |
| SNOW SNOWFLAKE INC COM SHS | United States | Stock | 266 | $67,697 | 0.25% | 2026-06-30 | 2026-07-27 | +29.79% |
| CCJ CAMECO CORP COM | Stock | 650 | $66,209 | 0.25% | 2026-06-30 | 2026-07-27 | -14.71% | |
| DTE DTE ENERGY CO COM | United States | Stock | 429 | $65,367 | 0.24% | 2026-06-30 | 2026-07-27 | -19.68% |
| BA BOEING CO COM | United States | Stock | 297 | $64,292 | 0.24% | 2026-06-30 | 2026-07-27 | -13.30% |
| SMCI SUPER MICRO COMPUTER INC COM NEW | United States | Stock | 2,168 | $63,587 | 0.24% | 2026-06-30 | 2026-07-27 | +39.86% |
| SO SOUTHERN CO COM | United States | Stock | 654 | $62,594 | 0.23% | 2026-06-30 | 2026-07-27 | -12.81% |
| CAT CATERPILLAR INC COM | United States | Stock | 58 | $61,764 | 0.23% | 2026-06-30 | 2026-07-27 | -22.37% |
| AMGN AMGEN INC COM | United States | Stock | 159 | $57,577 | 0.21% | 2026-06-30 | 2026-07-27 | +16.99% |
| WELL WELLTOWER INC COM | United States | REIT | 241 | $54,700 | 0.20% | 2026-06-30 | 2026-07-27 | +2.61% |
| MRK MERCK & CO INC COM | United States | Stock | 411 | $52,814 | 0.20% | 2026-06-30 | 2026-07-27 | +16.17% |
| RKLB ROCKET LAB CORP COM | United States | Stock | 517 | $52,553 | 0.20% | 2026-06-30 | 2026-07-27 | -31.43% |
| LLY ELI LILLY & CO COM | United States | Stock | 42 | $50,376 | 0.19% | 2026-06-30 | 2026-07-27 | -1.23% |
| WWD WOODWARD INC COM | United States | Stock | 118 | $50,202 | 0.19% | 2026-06-30 | 2026-07-27 | -22.48% |
| GEV GE VERNOVA INC COM | United States | Stock | 43 | $49,949 | 0.19% | 2026-06-30 | 2026-07-27 | -18.08% |
| EVRG EVERGY INC COM | United States | Stock | 569 | $49,179 | 0.18% | 2026-06-30 | 2026-07-27 | -8.91% |
| ENB ENBRIDGE INC COM | Stock | 889 | $48,193 | 0.18% | 2026-06-30 | 2026-07-27 | -13.95% | |
| UGI UGI CORP NEW COM | United States | Stock | 1,365 | $47,147 | 0.18% | 2026-06-30 | 2026-07-27 | +4.66% |
| QCOM QUALCOMM INC COM | United States | Stock | 253 | $46,752 | 0.17% | 2026-06-30 | 2026-07-27 | -0.37% |
| MET METLIFE INC COM | United States | Stock | 547 | $46,282 | 0.17% | 2026-06-30 | 2026-07-27 | +12.52% |
| BAC BANK OF AMER CORP COM | United States | Stock | 809 | $46,097 | 0.17% | 2026-06-30 | 2026-07-27 | -3.55% |
| ORCL ORACLE CORP COM | United States | Stock | 304 | $44,551 | 0.17% | 2026-06-30 | 2026-07-27 | -5.98% |
| T AT&T INC COM | United States | Stock | 2,147 | $44,443 | 0.17% | 2026-06-30 | 2026-07-27 | +18.26% |
| SLF SUN LIFE FINANCIAL INC. COM | Stock | 560 | $43,915 | 0.16% | 2026-06-30 | 2026-07-27 | +0.82% | |
| TXN TEXAS INSTRS INC COM | United States | Stock | 147 | $43,816 | 0.16% | 2026-06-30 | 2026-07-27 | -5.50% |
| MDLZ MONDELEZ INTL INC CL A | United States | Stock | 756 | $43,727 | 0.16% | 2026-06-30 | 2026-07-27 | +2.56% |
| SNDK SANDISK CORP COM | United States | Stock | 19 | $43,201 | 0.16% | 2026-06-30 | 2026-07-27 | -23.92% |
| PNW PINNACLE WEST CAP CORP COM | United States | Stock | 397 | $42,479 | 0.16% | 2026-06-30 | 2026-07-27 | -12.71% |
| BLK BLACKROCK INC COM | United States | Stock | 43 | $41,347 | 0.15% | 2026-06-30 | 2026-07-27 | +11.06% |
| EMR EMERSON ELEC CO COM | United States | Stock | 281 | $40,225 | 0.15% | 2026-06-30 | 2026-07-27 | +9.84% |
| MSGS MADISON SQUARE GRDN SPRT CORP CL A | United States | Stock | 100 | $40,184 | 0.15% | 2026-06-30 | 2026-07-27 | +2.99% |
| AMT AMERICAN TOWER CORP COM | United States | REIT | 242 | $39,584 | 0.15% | 2026-06-30 | 2026-07-27 | +2.31% |
| MMM 3M CO COM | United States | Stock | 242 | $39,182 | 0.15% | 2026-06-30 | 2026-07-27 | +4.06% |
| GGG GRACO INC COM | United States | Stock | 504 | $38,107 | 0.14% | 2026-06-30 | 2026-07-27 | +3.29% |
| NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS | United States | Stock | 1,761 | $37,175 | 0.14% | 2026-06-30 | 2026-07-27 | -29.89% |
| HON HONEYWELL INTL INC COM | United States | Stock | 166 | $37,167 | 0.14% | 2026-06-30 | 2026-07-27 | -6.15% |
| NJR NEW JERSEY RES CORP COM | United States | Stock | 661 | $37,042 | 0.14% | 2026-06-30 | 2026-07-27 | -9.30% |
| HONA HONEYWELL AEROSPACE INC COM | United States | Stock | 166 | $36,699 | 0.14% | 2026-06-30 | 2026-07-27 | -29.69% |
| PEP PEPSICO INC COM | United States | Stock | 267 | $36,152 | 0.13% | 2026-06-30 | 2026-07-27 | -4.96% |
| LRCX LAM RESEARCH CORP COM NEW | United States | Stock | 83 | $35,966 | 0.13% | 2026-06-30 | 2026-07-27 | -25.26% |
| RCL ROYAL CARIBBEAN GROUP COM | United States | Stock | 111 | $35,246 | 0.13% | 2026-06-30 | 2026-07-27 | -17.91% |
| APH AMPHENOL CORP CL A | United States | Stock | 196 | $34,644 | 0.13% | 2026-06-30 | 2026-07-27 | — split 2026-08-28, ratio not on file |
| CEG CONSTELLATION ENERGY CORP COM | United States | Stock | 138 | $34,275 | 0.13% | 2026-06-30 | 2026-07-27 | +6.53% |
| AMAT APPLIED MATLS INC COM | United States | Stock | 47 | $33,981 | 0.13% | 2026-06-30 | 2026-07-27 | -29.18% |
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