PLANNING DIRECTIONS INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 43K | $11.58M |
 | CRMD | 20K | $232.60K |
 | NVDA | 15K | $2.89M |
 | AGNC | 12K | $133.66K |
 | AMZN | 7K | $1.52M |
 | WSFS | 6K | $342.24K |
 | WMT | 6K | $622.46K |
 | ACNB | 4K | $214.34K |
 | XOM | 4K | $505.97K |
 | COIN | 3K | $775.21K |
 | AMAT | 3K | $835.90K |
 | NEE | 3K | $245.58K |
 | MSFT | 3K | $1.40M |
 | COHR | 3K | $516.80K |
 | DELL | 2K | $306.94K |
 | CEG | 2K | $802.92K |
 | PANW | 2K | $399.71K |
 | GOOGL | 2K | $543.09K |
 | PG | 2K | $230.44K |
 | PEP | 2K | $227.77K |
Apple Inc.
AAPL
Shares Held
43K
Value
$11.58M
CorMedix Inc.
CRMD
Shares Held
20K
Value
$232.60K
NVIDIA Corporation
NVDA
Shares Held
15K
Value
$2.89M
AGNC Investment Corp.
AGNC
Shares Held
12K
Value
$133.66K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.52M
WSFS Financial Corporation
WSFS
Shares Held
6K
Value
$342.24K
Walmart Inc.
WMT
Shares Held
6K
Value
$622.46K
ACNB Corporation
ACNB
Shares Held
4K
Value
$214.34K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$505.97K
Coinbase Global, Inc.
COIN
Shares Held
3K
Value
$775.21K
Applied Materials, Inc.
AMAT
Shares Held
3K
Value
$835.90K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$245.58K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.40M
Coherent, Inc.
COHR
Shares Held
3K
Value
$516.80K
Dell Technologies Inc.
DELL
Shares Held
2K
Value
$306.94K
Constellation Energy Corporation
CEG
Shares Held
2K
Value
$802.92K
Palo Alto Networks, Inc.
PANW
Shares Held
2K
Value
$399.71K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$543.09K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$230.44K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$227.77K