
PLANNING SOLUTIONS GROUP LLC
Latest 13F filing data - Q2 2019
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CBNK | 59K | $723.00K |
![]() | BAC | 58K | $1.69M |
![]() | FBIO | 46K | $69.00K |
![]() | LGIH | 44K | $3.11M |
![]() | GE | 36K | $382.00K |
![]() | CL | 28K | $2.04M |
![]() | CSCO | 26K | $1.40M |
![]() | AMRN | 25K | $487.00K |
![]() | PFE | 22K | $942.00K |
![]() | AAPL | 21K | $4.10M |
![]() | PEP | 21K | $2.70M |
![]() | NLY | 18K | $167.00K |
![]() | T | 17K | $576.00K |
![]() | JNJ | 17K | $2.33M |
![]() | APLE | 17K | $265.00K |
![]() | MSFT | 15K | $2.07M |
![]() | VZ | 14K | $824.00K |
![]() | KO | 14K | $727.00K |
![]() | XOM | 13K | $970.00K |
![]() | STI | 12K | $775.00K |

Capital Bancorp, Inc.
CBNK
Shares Held
59K
Value
$723.00K

Bank of America Corporation
BAC
Shares Held
58K
Value
$1.69M

Fortress Biotech, Inc.
FBIO
Shares Held
46K
Value
$69.00K

LGI Homes, Inc.
LGIH
Shares Held
44K
Value
$3.11M

GE Aerospace
GE
Shares Held
36K
Value
$382.00K

Colgate-Palmolive Company
CL
Shares Held
28K
Value
$2.04M

Cisco Systems, Inc.
CSCO
Shares Held
26K
Value
$1.40M

Amarin Corporation plc
AMRN
Shares Held
25K
Value
$487.00K

Pfizer Inc.
PFE
Shares Held
22K
Value
$942.00K

Apple Inc.
AAPL
Shares Held
21K
Value
$4.10M

PepsiCo, Inc.
PEP
Shares Held
21K
Value
$2.70M

Annaly Capital Management, Inc.
NLY
Shares Held
18K
Value
$167.00K

AT&T Inc.
T
Shares Held
17K
Value
$576.00K

Johnson & Johnson
JNJ
Shares Held
17K
Value
$2.33M

Apple Hospitality REIT, Inc.
APLE
Shares Held
17K
Value
$265.00K

Microsoft Corporation
MSFT
Shares Held
15K
Value
$2.07M

Verizon Communications Inc.
VZ
Shares Held
14K
Value
$824.00K

The Coca-Cola Company
KO
Shares Held
14K
Value
$727.00K

Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$970.00K

Solidion Technology Inc.
STI
Shares Held
12K
Value
$775.00K
