Advertisement
Screener

Planning Strategies Inc. Current Holdings: USA Options

Planning Strategies Inc. current holdings: USA Options

Planning Strategies Inc. reported $0.00 billion in put and call options, at their filed underlying value (listed in the US), 3 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are META, MSFT, NVDA.

  • META: Country of operation United States; Class Stock · Call; Shares 300; Value $168,987.
  • MSFT: Country of operation United States; Class Stock · Call; Shares 400; Value $149,208.
  • NVDA: Country of operation United States; Class Stock · Call; Shares 500; Value $100,045.

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.

StockCountry of operationClassSharesValueQuarter endFiled
META
META PLATFORMS INC CL A
United StatesStock · Call300$168,9872026-06-302026-07-27
MSFT
MICROSOFT CORP COM
United StatesStock · Call400$149,2082026-06-302026-07-27
NVDA
NVIDIA CORPORATION COM
United StatesStock · Call500$100,0452026-06-302026-07-27

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet