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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
TOLToll Brothers Inc Com
Recent Activity
Exited
0%
$223,107
1,444 shares@ $154.51 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Exited
0%
$213,591
2,554 shares@ $83.63 avg price
DUKDuke Energy Corp New Com New
Recent Activity
Exited
0%
$213,536
1,852 shares@ $115.31 avg price
BHPBhp Group Ltd Sponsored Ads
Recent Activity
Exited
0%
$209,373
3,371 shares@ $62.12 avg price
ORealty Income Corp Com
Recent Activity
Exited
0%
$205,798
3,245 shares@ $63.43 avg price
VTEBVanguard Tax-exempt Bond Etf
Recent Activity
Exited
0%
$196,045
3,835 shares@ $51.12 avg price
MTHMeritage Homes Corp Com
Recent Activity
Exited
0%
$193,791
945 shares@ $205.07 avg price
FASTFastenal Co Com
Recent Activity
Exited
0%
$192,834
2,700 shares@ $71.42 avg price
SSDSimpson Mfg Inc Com
Recent Activity
Exited
0%
$189,357
990 shares@ $191.27 avg price
COPConocophillips Com
Recent Activity
Exited
0%
$188,029
1,786 shares@ $105.28 avg price