PLANNING DIRECTIONS INC
Top Portfolio Positions
37 positions ·
$28,801,872 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
42,845 | $10,873,632 | 37.75% | |
| NVDA |
Nvidia Corp
Technology
|
15,844 | $2,763,193 | 9.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,528 | $1,359,586 | 4.72% | |
| MSFT |
Microsoft Corp
Technology
|
3,451 | $1,277,456 | 4.44% | |
| AMAT |
Applied Materials Inc /De
Technology
|
3,256 | $1,112,868 | 3.86% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
5,897 | $732,879 | 2.54% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,196 | $711,893 | 2.47% | |
| CEG |
Constellation Energy Corp
Utilities
|
2,547 | $711,249 | 2.47% | |
| COHR |
Coherent Corp.
Technology
|
2,900 | $690,809 | 2.40% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
3,528 | $616,024 | 2.14% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACNB
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,207 | 4,433 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $214,335 | 4,433 | Shares | Sole | 2026-01-21 | |
| No 13F history on record for this holder in this stock. | ||||||