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Catherine Dunnam

@Planned Solutions, Inc.

Latest period2024 - Q4ReportedManaged Assets$247.869MTotal holdings110
Assets growth rate-0.51%Assets growth rate (2-Q avg)10.05%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Planned Solutions, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Planned Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 247.869M in assets, with a quarterly growth rate of -0.51% and a 2-quarter average growth rate of 10.05%. The portfolio is managed by Catherine Dunnam, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJKIshares S&p Mid-cap 400 Growth Etf
Recent Activity
Exited
0%
$540,916
5,884 shares@ $91.93 avg price
ANETArista Networks Inc Com
Recent Activity
Exited
0%
$510,864
1,331 shares@ $383.82 avg price
NVONovo-nordisk A S Adr
Recent Activity
Exited
0%
$289,221
2,429 shares@ $119.07 avg price
OEFIshares S&p 100 Etf
Recent Activity
Exited
0%
$288,384
1,042 shares@ $276.77 avg price
INTCIntel Corp Com
Recent Activity
Exited
0%
$268,469
11,444 shares@ $23.46 avg price
RIORio Tinto Plc Sponsored Adr
Recent Activity
Exited
0%
$255,287
3,587 shares@ $71.18 avg price
REGNRegeneron Pharmaceuticals Com
Recent Activity
Exited
0%
$253,349
241 shares@ $1051.25 avg price
TTETotalenergies Se Sponsored Ads
Recent Activity
Exited
0%
$228,755
3,540 shares@ $64.63 avg price
GRBKGreen Brick Partners Inc Com
Recent Activity
Exited
0%
$226,339
2,710 shares@ $83.52 avg price
AEPAmerican Elec Pwr Co Inc Com
Recent Activity
Exited
0%
$224,284
2,186 shares@ $102.61 avg price