PLANNING ALTERNATIVES LTD /ADV
Top Portfolio Positions
76 positions ·
$77,236,730 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
65,180 | $16,542,032 | 21.42% | |
| SPY |
Spdr S&P 500 ETF Trust
|
16,365 | $10,642,814 | 13.78% | |
| NVDA |
Nvidia Corp
Technology
|
25,192 | $4,393,484 | 5.69% | |
| MSFT |
Microsoft Corp
Technology
|
9,691 | $3,587,317 | 4.64% | |
| DTE |
Dte Energy Co
Utilities
|
15,654 | $2,288,927 | 2.96% | |
| IBIT |
iShares Bitcoin Trust ETF
|
47,435 | $1,822,452 | 2.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,677 | $1,807,158 | 2.34% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
10,117 | $1,672,744 | 2.17% | |
| LRCX |
Lam Research Corp
Technology
|
7,535 | $1,609,928 | 2.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,588 | $1,606,885 | 2.08% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VMO
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $979,530 | 103,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $698,610 | 73,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $705,910 | 73,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $670,140 | 73,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $692,770 | 73,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $379,080 | 39,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $400,530 | 39,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $393,120 | 39,000 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $282,170 | 29,000 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $230,640 | 24,000 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $197,520 | 24,000 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $198,660 | 21,000 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $196,200 | 20,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $198,200 | 20,000 | Shares | Sole | 2023-01-19 | |
| No 13F history on record for this holder in this stock. | ||||||