PLANNING DIRECTIONS INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRMD | 50K | $581.50K |
 | AAPL | 43K | $10.96M |
 | NVDA | 16K | $2.91M |
 | AGNC | 12K | $119.90K |
 | AMZN | 7K | $1.47M |
 | WSFS | 6K | $333.09K |
 | WMT | 6K | $575.81K |
 | XOM | 4K | $473.79K |
 | COIN | 3K | $1.16M |
 | AMAT | 3K | $664.99K |
 | NEE | 3K | $227.23K |
 | MSFT | 3K | $1.52M |
 | DELL | 3K | $366.31K |
 | PANW | 2K | $441.86K |
 | PLTR | 2K | $373.96K |
 | PEP | 2K | $274.66K |
 | GOOGL | 2K | $413.01K |
 | MCD | 2K | $508.93K |
 | PG | 2K | $245.89K |
 | CEG | 2K | $515.30K |
CorMedix Inc.
CRMD
Shares Held
50K
Value
$581.50K
Apple Inc.
AAPL
Shares Held
43K
Value
$10.96M
NVIDIA Corporation
NVDA
Shares Held
16K
Value
$2.91M
AGNC Investment Corp.
AGNC
Shares Held
12K
Value
$119.90K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.47M
WSFS Financial Corporation
WSFS
Shares Held
6K
Value
$333.09K
Walmart Inc.
WMT
Shares Held
6K
Value
$575.81K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$473.79K
Coinbase Global, Inc.
COIN
Shares Held
3K
Value
$1.16M
Applied Materials, Inc.
AMAT
Shares Held
3K
Value
$664.99K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$227.23K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.52M
Dell Technologies Inc.
DELL
Shares Held
3K
Value
$366.31K
Palo Alto Networks, Inc.
PANW
Shares Held
2K
Value
$441.86K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$373.96K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$274.66K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$413.01K
McDonald's Corporation
MCD
Shares Held
2K
Value
$508.93K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$245.89K
Constellation Energy Corporation
CEG
Shares Held
2K
Value
$515.30K