PLANNING DIRECTIONS INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 43K | $10.87M |
 | CRMD | 20K | $135.80K |
 | AGNC | 17K | $175.34K |
 | NVDA | 16K | $2.76M |
 | AMZN | 7K | $1.36M |
 | WSFS | 7K | $427.14K |
 | WMT | 6K | $732.87K |
 | ACNB | 4K | $212.21K |
 | EXC | 4K | $216.66K |
 | XOM | 4K | $711.84K |
 | LOAR | 4K | $204.64K |
 | COIN | 4K | $616.02K |
 | MSFT | 3K | $1.28M |
 | AMAT | 3K | $1.11M |
 | NEE | 3K | $285.84K |
 | COHR | 3K | $690.81K |
 | CEG | 3K | $711.26K |
 | DELL | 2K | $401.85K |
 | PANW | 2K | $344.69K |
 | PLTR | 2K | $278.37K |
Apple Inc.
AAPL
Shares Held
43K
Value
$10.87M
CorMedix Inc.
CRMD
Shares Held
20K
Value
$135.80K
AGNC Investment Corp.
AGNC
Shares Held
17K
Value
$175.34K
NVIDIA Corporation
NVDA
Shares Held
16K
Value
$2.76M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.36M
WSFS Financial Corporation
WSFS
Shares Held
7K
Value
$427.14K
Walmart Inc.
WMT
Shares Held
6K
Value
$732.87K
ACNB Corporation
ACNB
Shares Held
4K
Value
$212.21K
Exelon Corporation
EXC
Shares Held
4K
Value
$216.66K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$711.84K
Loar Holdings Inc.
LOAR
Shares Held
4K
Value
$204.64K
Coinbase Global, Inc.
COIN
Shares Held
4K
Value
$616.02K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.28M
Applied Materials, Inc.
AMAT
Shares Held
3K
Value
$1.11M
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$285.84K
Coherent, Inc.
COHR
Shares Held
3K
Value
$690.81K
Constellation Energy Corporation
CEG
Shares Held
3K
Value
$711.26K
Dell Technologies Inc.
DELL
Shares Held
2K
Value
$401.85K
Palo Alto Networks, Inc.
PANW
Shares Held
2K
Value
$344.69K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$278.37K