News + Filings Holdings
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Planning Center, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Apple Inc.
| AAPL | Common | 41,249 | 10,225 | 8,001,108,000 | 7,996,674,000 | 2.03 | |
Hist
| 06/30/2023 |
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DEERE & CO
| DE | Common | 15,278 | 2,011 | 6,190,493,000 | 6,186,657,000 | 1.57 | 0.01 |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 7,591 | 754 | 2,588,531,000 | 2,586,646,000 | 0.66 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 4,849 | 2,297 | 1,651,188,000 | 1,650,509,000 | 0.42 | 0.00 |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 12,312 | 1,260 | 1,604,992,000 | 1,603,728,000 | 0.41 | |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 2,928 | 670 | 1,407,270,000 | 1,406,107,000 | 0.36 | 0.00 |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 7,748 | 4,375 | 1,175,627,000 | 1,175,134,000 | 0.30 | 0.00 |
Hist
| 06/30/2023 |
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HOME DEPOT, INC.
| HD | Common | 3,413 | 67 | 1,060,214,000 | 1,059,265,000 | 0.27 | 0.00 |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 4,584 | 136 | 666,745,000 | 666,247,000 | 0.17 | |
Hist
| 06/30/2023 |
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COCA COLA CO
| KO | Common | 8,174 | 1,010 | 492,215,000 | 491,761,000 | 0.13 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 947 | 306 | 419,788,000 | 419,542,000 | 0.11 | |
Hist
| 06/30/2023 |
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XCEL ENERGY INC
| XEL | Common | 6,403 | 1,924 | 398,075,000 | 397,757,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 3,280 | 3,168 | 396,782,000 | 396,524,000 | 0.10 | |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 2,031 | 295 | 319,233,000 | 319,016,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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WEC ENERGY GROUP, INC.
| WEC | COM | 3,406 | 16 | 300,545,000 | 300,202,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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INTERNATIONAL BUSINESS MACHINES CORP
| IBM | Common | 1,863 | 16 | 249,288,000 | 249,033,000 | 0.06 | |
Hist
| 06/30/2023 |
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