Catherine Dunnam

@Planned Solutions, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$247.869M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LMTLockheed Martin Corp Com Recent Activity Exited	0%	$138,541 237 shares@ $584.57 avg price	Exited
CFGCitizens Finl Group Inc Com Recent Activity Exited	0%	$137,708 3,353 shares@ $41.08 avg price	Exited
UMCUnited Microelectronics Corp Spon Adr New Recent Activity Exited	0%	$136,825 16,250 shares@ $8.42 avg price	Exited
AEMAgnico Eagle Mines Ltd Com Recent Activity Exited	0%	$135,985 1,688 shares@ $80.56 avg price	Exited
MSMorgan Stanley Com New Recent Activity Exited	0%	$134,991 1,295 shares@ $104.25 avg price	Exited
MUMicron Technology Inc Com Recent Activity Exited	0%	$134,823 1,300 shares@ $103.71 avg price	Exited
VCITVanguard Intermediate-term Corporate Bond Etf Recent Activity Exited	0%	$134,335 1,604 shares@ $83.75 avg price	Exited
IYWIshares U.s. Technology Etf Recent Activity Exited	0%	$133,122 878 shares@ $151.62 avg price	Exited
KOCoca Cola Co Com Recent Activity Exited	0%	$132,941 1,850 shares@ $71.86 avg price	Exited
RDIVInvesco S&p Ultra Dividend Revenue Etf Recent Activity Exited	0%	$132,136 2,646 shares@ $49.94 avg price	Exited