Holdings
Planning Alternatives LTD
As of Jun 30, 2026, Planning Alternatives LTD reported 83 positions worth US$91.3M. Largest: Apple Inc, Wells Fargo & Company and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 67,560 | US$19.5M | +2,380 | Jun 30, 2026 |
| Wells Fargo & Company | 94,776 | US$7.83M | new | Jun 30, 2026 |
| Nvidia Corporation | 28,742 | US$5.75M | +3,550 | Jun 30, 2026 |
| Microsoft Corp. | 11,924 | US$4.45M | +2,233 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 11,850 | US$4.23M | +2,192 | Jun 30, 2026 |
| Lam Research Corporation | 7,747 | US$3.36M | +212 | Jun 30, 2026 |
| Dte Energy Company | 16,203 | US$2.47M | +549 | Jun 30, 2026 |
| Amazon.com, Inc. | 9,405 | US$2.24M | +728 | Jun 30, 2026 |
| Philip Morris International Inc | 10,749 | US$1.94M | +632 | Jun 30, 2026 |
| Broadcom Inc. | 5,147 | US$1.94M | +661 | Jun 30, 2026 |