Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLANNING CAPITAL MANAGEMENT CORP | 08-12-2024 | 06-30-2024 | 721 | 141,633,566 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 GW | 1 | $7,202,442 | 89,884 | 0.01 | 0.00 | -352 | -0.39 | 06-30-2024 |
| LOCKHEED MARTIN CORP | COM | 2 | $5,069,305 | 10,853 | 0.00 | 0.00 | 421 | 4.04 | 06-30-2024 |
| WALMART INC | COM | 3 | $4,992,419 | 73,732 | 0.00 | 0.00 | 1,519 | 2.10 | 06-30-2024 |
| MERCK & CO INC | COM | 4 | $4,749,139 | 38,361 | 0.00 | 0.00 | -1,791 | -4.46 | 06-30-2024 |
