0000821103-23-000009.txt : 20231027
0000821103-23-000009.hdr.sgml : 20231027
20231027094725
ACCESSION NUMBER: 0000821103-23-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231027
DATE AS OF CHANGE: 20231027
EFFECTIVENESS DATE: 20231027
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PLANNING DIRECTIONS INC
CENTRAL INDEX KEY: 0000821103
IRS NUMBER: 232474859
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18748
FILM NUMBER: 231352908
BUSINESS ADDRESS:
STREET 1: 239 BALTIMORE PIKE
CITY: GLEN MILLS
STATE: PA
ZIP: 19342
BUSINESS PHONE: 610-361-0865
MAIL ADDRESS:
STREET 1: 239 BALTIMORE PIKE
CITY: GLEN MILLS
STATE: PA
ZIP: 19342
FORMER COMPANY:
FORMER CONFORMED NAME: PLANNING DIRECTIONS INC /ADV
DATE OF NAME CHANGE: 19870908
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0000821103
XXXXXXXX
09-30-2023
09-30-2023
PLANNING DIRECTIONS INC
239 BALTIMORE PIKE
GLEN MILLS
PA
19342
13F HOLDINGS REPORT
028-18748
000120131
801-62686
N
Matthew Ellis
President and CCO
610-361-0865
Matthew Ellis
Glen Mills
PA
10-27-2023
0
65
130647
false
INFORMATION TABLE
2
PD.13F.2023Q3.xml
ALPHABET INC
CAP STK CL A
02079K305
202
1547
SH
SOLE
0
0
0
1547
AMAZON COM INC
COM
023135106
808
6353
SH
SOLE
0
0
0
6353
APPLE INC
COM
037833100
7511
43868
SH
SOLE
0
0
0
43868
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
254
724
SH
SOLE
0
0
0
724
BOEING CO
COM
097023105
588
3070
SH
SOLE
0
0
0
3070
CISO GLOBAL INC
COM
15672X102
35
250262
SH
SOLE
0
0
0
250262
CONSTELLATION BRANDS INC
CL A
21036P108
589
2342
SH
SOLE
0
0
0
2342
CORMEDIX INC
COM
21900C308
185
50000
SH
SOLE
0
0
0
50000
COSTCO WHSL CORP NEW
COM
22160K105
219
387
SH
SOLE
0
0
0
387
DEERE & CO
COM
244199105
213
566
SH
SOLE
0
0
0
566
EXELON CORP
COM
30161N101
201
5318
SH
SOLE
0
0
0
5318
EXXON MOBIL CORP
COM
30231G102
625
5315
SH
SOLE
0
0
0
5315
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
1090
29156
SH
SOLE
0
0
0
29156
GLOBAL X FDS
US INFR DEV ETF
37954Y673
246
8104
SH
SOLE
0
0
0
8104
HOME DEPOT INC
COM
437076102
561
1855
SH
SOLE
0
0
0
1855
INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
46137V373
1990
66250
SH
SOLE
0
0
0
66250
ISHARES INC
MSCI GBL MIN VOL
464286525
1393
14599
SH
SOLE
0
0
0
14599
ISHARES TR
CORE S&P TTL STK
464287150
387
4110
SH
SOLE
0
0
0
4110
ISHARES TR
CORE S&P500 ETF
464287200
326
760
SH
SOLE
0
0
0
760
ISHARES TR
CORE S&P MCP ETF
464287507
315
1261
SH
SOLE
0
0
0
1261
ISHARES TR
US CONSUM DISCRE
464287580
308
4595
SH
SOLE
0
0
0
4595
ISHARES TR
CORE S&P US GWT
464287671
2321
24477
SH
SOLE
0
0
0
24477
ISHARES TR
US INDUSTRIALS
464287754
1089
10790
SH
SOLE
0
0
0
10790
ISHARES TR
US HLTHCARE ETF
464287762
1946
7207
SH
SOLE
0
0
0
7207
ISHARES TR
CORE S&P SCP ETF
464287804
235
2492
SH
SOLE
0
0
0
2492
ISHARES TR
MSCI EAFE MIN VL
46429B689
384
5883
SH
SOLE
0
0
0
5883
ISHARES TR
MSCI USA MIN VOL
46429B697
838
11582
SH
SOLE
0
0
0
11582
LOWES COS INC
COM
548661107
336
1617
SH
SOLE
0
0
0
1617
MCDONALDS CORP
COM
580135101
735
2790
SH
SOLE
0
0
0
2790
MERCK & CO INC
COM
58933Y105
237
2307
SH
SOLE
0
0
0
2307
MICROSOFT CORP
COM
594918104
1014
3212
SH
SOLE
0
0
0
3212
NOVO-NORDISK A S
ADR
670100205
255
2804
SH
SOLE
0
0
0
2804
NVIDIA CORPORATION
COM
67066G104
395
907
SH
SOLE
0
0
0
907
PALO ALTO NETWORKS INC
COM
697435105
323
1378
SH
SOLE
0
0
0
1378
PEPSICO INC
COM
713448108
507
2992
SH
SOLE
0
0
0
2992
PIMCO ETF TR
ENHNCD LW DUR AC
72201R718
201
2141
SH
SOLE
0
0
0
2141
PROCTER AND GAMBLE CO
COM
742718109
314
2151
SH
SOLE
0
0
0
2151
SPDR S&P 500 ETF TR
TR UNIT
78462F103
266
623
SH
SOLE
0
0
0
623
SPDR SER TR
AEROSPACE DEF
78464A631
413
3684
SH
SOLE
0
0
0
3684
SPDR SER TR
S&P DIVID ETF
78464A763
5685
49434
SH
SOLE
0
0
0
49434
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
376
9085
SH
SOLE
0
0
0
9085
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
19805
279893
SH
SOLE
0
0
0
279893
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
2476
35989
SH
SOLE
0
0
0
35989
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
1494
25357
SH
SOLE
0
0
0
25357
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
13871
89271
SH
SOLE
0
0
0
89271
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
305
1343
SH
SOLE
0
0
0
1343
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
6590
64989
SH
SOLE
0
0
0
64989
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
19584
260530
SH
SOLE
0
0
0
260530
VANGUARD BD INDEX FDS
VANGUARD ULTRA
92203C303
2673
54345
SH
SOLE
0
0
0
54345
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
1654
7036
SH
SOLE
0
0
0
7036
VANGUARD WORLD FDS
INF TECH ETF
92204A702
232
559
SH
SOLE
0
0
0
559
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
248
1945
SH
SOLE
0
0
0
1945
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
1550
16638
SH
SOLE
0
0
0
16638
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
7956
105875
SH
SOLE
0
0
0
105875
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1050
2674
SH
SOLE
0
0
0
2674
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1675
12791
SH
SOLE
0
0
0
12791
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
2604
13370
SH
SOLE
0
0
0
13370
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
352
1644
SH
SOLE
0
0
0
1644
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1442
9038
SH
SOLE
0
0
0
9038
VANGUARD INDEX FDS
MID CAP ETF
922908629
1366
6558
SH
SOLE
0
0
0
6558
VANGUARD INDEX FDS
GROWTH ETF
922908736
3937
14457
SH
SOLE
0
0
0
14457
VANGUARD INDEX FDS
VALUE ETF
922908744
2164
15693
SH
SOLE
0
0
0
15693
VANGUARD INDEX FDS
SMALL CP ETF
922908751
891
4711
SH
SOLE
0
0
0
4711
VICTORY PORTFOLIOS II
VCSHS US 500 VOL
92647N766
239
3515
SH
SOLE
0
0
0
3515
WALMART INC
COM
931142103
573
3585
SH
SOLE
0
0
0
3585