PDS Planning
Latest statistics and disclosures from PDS Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, IVV, AGG, VO, AVUV, and represent 28.05% of PDS Planning's stock portfolio.
- Added to shares of these 10 stocks: AGG, MUB, NFLX, SUB, AVUV, AAPL, IAGG, VTI, REET, BRK.A.
- Started 37 new stock positions in PSO, ELPC, RC, WBD, NEOG, GSEW, AMX, UL, FICO, TLK.
- Reduced shares in these 10 stocks: IGSB, Unilever, BSV, IVV, , Tidal Tr Ii, JPM, FI, PG, .
- Sold out of its positions in AXON, BAM, CDW, CARR, ELP, EQH, FI, GWRE, RPG, SPHD. ACWI, PYPL, PBA, RMD, SE, TDY, Tidal Tr Ii, Total, Unilever, VEEV, ZTS, RPRX, GRMN, RACE.
- PDS Planning was a net buyer of stock by $34M.
- PDS Planning has $1.5B in assets under management (AUM), dropping by 3.54%.
- Central Index Key (CIK): 0000838618
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Portfolio Holdings for PDS Planning
PDS Planning holds 553 positions in its portfolio as reported in the December 2025 quarterly 13F filing
PDS Planning has 553 total positions. Only the first 250 positions are shown.
- Sign up to view all of the PDS Planning Dec. 31, 2025 positions
- Download the PDS Planning December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.4 | $111M | 1.8M | 62.47 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 6.9 | $103M | 150k | 684.94 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 5.3 | $79M | +3% | 791k | 99.88 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.4 | $66M | 228k | 290.22 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.1 | $61M | +3% | 602k | 101.98 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.1 | $61M | 278k | 219.78 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.7 | $56M | 1.0M | 53.76 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.1 | $46M | +2% | 952k | 48.32 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.6 | $39M | -2% | 729k | 52.88 |
|
| Ishares Tr Global Reit Etf (REET) | 2.6 | $38M | +4% | 1.5M | 24.95 |
|
| Apple (AAPL) | 2.4 | $36M | +5% | 131k | 271.86 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.2 | $32M | 411k | 78.81 |
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| NVIDIA Corporation (NVDA) | 2.2 | $32M | +3% | 173k | 186.50 |
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| Microsoft Corporation (MSFT) | 1.7 | $26M | 53k | 483.62 |
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| Abbvie (ABBV) | 1.7 | $25M | +2% | 111k | 228.49 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.4 | $21M | 99k | 211.79 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $17M | 187k | 89.46 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $16M | 221k | 74.07 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $16M | -2% | 49k | 322.22 |
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| Abbott Laboratories (ABT) | 1.0 | $15M | 121k | 125.29 |
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| Amazon (AMZN) | 1.0 | $15M | +5% | 66k | 230.82 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $15M | +11% | 20.00 | 754800.00 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $15M | 229k | 66.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $15M | +3% | 46k | 313.80 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $15M | +3% | 29k | 502.65 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $14M | +23% | 130k | 107.11 |
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| Ishares Core Msci Emkt (IEMG) | 0.9 | $14M | 206k | 67.22 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $13M | +2% | 52k | 257.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $13M | +8% | 42k | 313.00 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $13M | +3% | 259k | 50.29 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.8 | $11M | +18% | 228k | 50.01 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $11M | +24% | 100k | 106.70 |
|
| Broadcom (AVGO) | 0.6 | $9.2M | -2% | 27k | 346.11 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $8.8M | +22% | 26k | 335.27 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $8.2M | +2% | 58k | 141.06 |
|
| Meta Platforms Cl A (META) | 0.5 | $8.1M | 12k | 660.09 |
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| Eli Lilly & Co. (LLY) | 0.5 | $7.9M | +4% | 7.3k | 1074.72 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $7.9M | 107k | 73.56 |
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| Tesla Motors (TSLA) | 0.5 | $7.1M | 16k | 449.72 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.5 | $7.0M | 168k | 41.48 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $6.4M | +3% | 10k | 627.13 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $6.3M | 21k | 303.89 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $5.7M | +4% | 64k | 88.49 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.4 | $5.5M | 60k | 91.45 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $5.2M | 103k | 50.94 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $5.2M | 16k | 314.81 |
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| Procter & Gamble Company (PG) | 0.3 | $5.1M | -6% | 36k | 143.31 |
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| Coca-Cola Company (KO) | 0.3 | $4.5M | 65k | 69.91 |
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| Visa Com Cl A (V) | 0.3 | $4.3M | 12k | 350.72 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.1M | 6.0k | 681.92 |
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| Oracle Corporation (ORCL) | 0.3 | $3.8M | +9% | 20k | 194.91 |
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| Johnson & Johnson (JNJ) | 0.3 | $3.8M | -3% | 18k | 206.95 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.6M | 6.3k | 570.88 |
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| Wal-Mart Stores (WMT) | 0.2 | $3.5M | 32k | 111.41 |
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| United Parcel Service CL B (UPS) | 0.2 | $3.4M | +2% | 35k | 99.19 |
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| Costco Wholesale Corporation (COST) | 0.2 | $3.3M | +3% | 3.8k | 862.44 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $3.1M | -3% | 19k | 163.32 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $3.1M | 26k | 120.34 |
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| Deere & Company (DE) | 0.2 | $2.9M | -4% | 6.3k | 465.60 |
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| Ge Aerospace Com New (GE) | 0.2 | $2.6M | 8.4k | 308.03 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $2.5M | 44k | 58.12 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $2.4M | 29k | 85.37 |
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| Netflix (NFLX) | 0.2 | $2.4M | +874% | 26k | 93.76 |
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| Home Depot (HD) | 0.2 | $2.4M | -8% | 6.9k | 344.09 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $2.3M | 57k | 39.59 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.2M | 12k | 190.99 |
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| Cisco Systems (CSCO) | 0.1 | $2.1M | +11% | 28k | 77.03 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $2.1M | 15k | 139.16 |
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| Eaton Corp SHS (ETN) | 0.1 | $2.0M | -2% | 6.4k | 318.51 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $2.0M | 14k | 143.33 |
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| Amphenol Corp Cl A (APH) | 0.1 | $2.0M | -9% | 15k | 135.14 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $2.0M | -5% | 41k | 48.75 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $2.0M | +13% | 43k | 46.29 |
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| International Business Machines (IBM) | 0.1 | $2.0M | +13% | 6.6k | 296.21 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.9M | 33k | 57.24 |
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| UnitedHealth (UNH) | 0.1 | $1.9M | +6% | 5.7k | 330.10 |
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| Chevron Corporation (CVX) | 0.1 | $1.9M | +3% | 12k | 152.41 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.8M | +2% | 8.5k | 214.16 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.8M | +2% | 1.7k | 1069.86 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.8M | +4% | 103k | 17.35 |
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| Merck & Co (MRK) | 0.1 | $1.8M | +5% | 17k | 105.26 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.8M | +2% | 3.0k | 579.37 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.7M | -10% | 4.3k | 396.31 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $1.7M | -5% | 36k | 47.35 |
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| Caterpillar (CAT) | 0.1 | $1.7M | 2.9k | 572.79 |
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| Nextera Energy (NEE) | 0.1 | $1.6M | -3% | 20k | 80.28 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.6M | -6% | 9.2k | 177.75 |
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| Bank of America Corporation (BAC) | 0.1 | $1.6M | +2% | 28k | 55.00 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | +24% | 4.4k | 349.99 |
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| Micron Technology (MU) | 0.1 | $1.5M | 5.3k | 285.39 |
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| Cardinal Health (CAH) | 0.1 | $1.5M | 7.2k | 205.49 |
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| Booking Holdings (BKNG) | 0.1 | $1.5M | -2% | 273.00 | 5355.33 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.5M | -5% | 9.1k | 160.97 |
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| Pepsi (PEP) | 0.1 | $1.4M | 10k | 143.53 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $1.4M | 27k | 52.53 |
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| Goldman Sachs (GS) | 0.1 | $1.4M | 1.6k | 879.00 |
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| Linde SHS (LIN) | 0.1 | $1.4M | -11% | 3.3k | 426.39 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.4M | -2% | 54k | 26.23 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.4M | 1.9k | 753.89 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.4M | -4% | 18k | 79.73 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $1.4M | 38k | 36.54 |
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| salesforce (CRM) | 0.1 | $1.4M | -3% | 5.2k | 264.91 |
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| McDonald's Corporation (MCD) | 0.1 | $1.4M | 4.5k | 305.64 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.4M | 7.4k | 183.41 |
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| Medpace Hldgs (MEDP) | 0.1 | $1.3M | 2.4k | 561.65 |
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| Enact Hldgs (ACT) | 0.1 | $1.3M | 34k | 39.64 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.3M | 9.5k | 137.87 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.3M | +2% | 17k | 78.67 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | +11% | 2.3k | 566.36 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.3M | +4% | 14k | 93.20 |
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| Ge Vernova (GEV) | 0.1 | $1.3M | +11% | 1.9k | 653.59 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.2M | -10% | 25k | 50.59 |
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| Applied Materials (AMAT) | 0.1 | $1.2M | +2% | 4.9k | 256.99 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.2M | 7.2k | 171.18 |
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| Capital One Financial (COF) | 0.1 | $1.2M | +18% | 5.1k | 242.36 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.2M | +99% | 8.4k | 143.98 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.2M | -9% | 5.2k | 231.33 |
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| Servicenow (NOW) | 0.1 | $1.2M | +127% | 7.9k | 153.19 |
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| Automatic Data Processing (ADP) | 0.1 | $1.2M | -4% | 4.7k | 257.23 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.2M | 6.7k | 177.53 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | 2.4k | 487.77 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.2M | +4% | 8.0k | 146.58 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.2M | 6.5k | 181.20 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | -6% | 6.7k | 173.49 |
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| American Express Company (AXP) | 0.1 | $1.2M | -7% | 3.1k | 369.90 |
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| Lowe's Companies (LOW) | 0.1 | $1.1M | -2% | 4.8k | 241.14 |
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| Intuit (INTU) | 0.1 | $1.1M | 1.7k | 662.42 |
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| ConocoPhillips (COP) | 0.1 | $1.1M | 12k | 93.61 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $1.1M | NEW | 17k | 65.51 |
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| Astrazeneca Sponsored Adr | 0.1 | $1.1M | 12k | 91.93 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.1M | +5% | 13k | 81.17 |
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| Amgen (AMGN) | 0.1 | $1.1M | +15% | 3.3k | 327.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.1M | -4% | 1.7k | 614.39 |
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| TJX Companies (TJX) | 0.1 | $1.1M | -8% | 6.9k | 153.61 |
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| Danaher Corporation (DHR) | 0.1 | $1.0M | 4.5k | 228.92 |
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| Sap Se Spon Adr (SAP) | 0.1 | $1.0M | -9% | 4.2k | 242.91 |
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| Boeing Company (BA) | 0.1 | $1.0M | +18% | 4.7k | 217.12 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.0M | -2% | 2.2k | 468.76 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.0M | +12% | 3.8k | 268.30 |
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| McKesson Corporation (MCK) | 0.1 | $997k | 1.2k | 820.35 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $985k | -3% | 9.9k | 99.91 |
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| Arista Networks Com Shs (ANET) | 0.1 | $983k | -5% | 7.5k | 131.03 |
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| Walt Disney Company (DIS) | 0.1 | $975k | -8% | 8.6k | 113.77 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $972k | 50k | 19.33 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $962k | +15% | 4.5k | 214.06 |
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| S&p Global (SPGI) | 0.1 | $959k | -5% | 1.8k | 522.59 |
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| Rbc Cad (RY) | 0.1 | $954k | 5.6k | 170.49 |
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| Blackrock (BLK) | 0.1 | $953k | -5% | 891.00 | 1069.89 |
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| Icici Bank Adr (IBN) | 0.1 | $948k | -3% | 32k | 29.80 |
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| American Electric Power Company (AEP) | 0.1 | $935k | 8.1k | 115.31 |
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| Infosys Sponsored Adr (INFY) | 0.1 | $931k | +16% | 52k | 17.82 |
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| Kla Corp Com New (KLAC) | 0.1 | $922k | +3% | 759.00 | 1215.08 |
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| Philip Morris International (PM) | 0.1 | $909k | 5.7k | 160.40 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $896k | 35k | 25.60 |
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| Corning Incorporated (GLW) | 0.1 | $880k | +24% | 10k | 87.56 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $871k | 1.8k | 483.69 |
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| Ssga Active Etf Tr State Street Glo (GAL) | 0.1 | $868k | 18k | 49.45 |
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| Shell Spon Ads (SHEL) | 0.1 | $860k | +11% | 12k | 73.48 |
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| Ubs Group SHS (UBS) | 0.1 | $858k | -4% | 19k | 46.31 |
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| Citigroup Com New (C) | 0.1 | $854k | +2% | 7.3k | 116.69 |
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| Qualcomm (QCOM) | 0.1 | $851k | 5.0k | 171.05 |
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| Welltower Inc Com reit (WELL) | 0.1 | $850k | +5% | 4.6k | 185.61 |
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| Ea Series Trust Strive 500 Etf (STRV) | 0.1 | $848k | +3% | 19k | 44.08 |
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| Chubb (CB) | 0.1 | $842k | +2% | 2.7k | 312.12 |
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| Prologis (PLD) | 0.1 | $839k | +8% | 6.6k | 127.66 |
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| Emerson Electric (EMR) | 0.1 | $831k | 6.3k | 132.73 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $831k | +101% | 35k | 24.04 |
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| Pfizer (PFE) | 0.1 | $830k | +3% | 33k | 24.90 |
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| 3M Company (MMM) | 0.1 | $824k | 5.2k | 160.09 |
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| Boston Scientific Corporation (BSX) | 0.1 | $819k | 8.6k | 95.35 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $819k | -3% | 8.6k | 95.09 |
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| Verizon Communications (VZ) | 0.1 | $817k | -5% | 20k | 40.73 |
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| AmerisourceBergen (COR) | 0.1 | $807k | +72% | 2.4k | 337.75 |
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| At&t (T) | 0.1 | $800k | -19% | 32k | 24.84 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $799k | +6% | 15k | 53.63 |
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| Stryker Corporation (SYK) | 0.1 | $797k | -4% | 2.3k | 351.54 |
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| Intel Corporation (INTC) | 0.1 | $795k | +9% | 22k | 36.90 |
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| Woori Finl Group Sponsored Ads (WF) | 0.1 | $793k | +3% | 14k | 58.79 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $782k | 34k | 23.31 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $765k | 48k | 16.10 |
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $764k | +6% | 8.9k | 86.04 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $763k | 65k | 11.73 |
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| Cme (CME) | 0.1 | $752k | -8% | 2.8k | 273.06 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $751k | -9% | 12k | 65.01 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.0 | $742k | 11k | 65.55 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $741k | 7.9k | 94.20 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $732k | +22% | 14k | 50.88 |
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| Gilead Sciences (GILD) | 0.0 | $728k | 5.9k | 122.74 |
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| Marsh & McLennan Companies | 0.0 | $723k | -6% | 3.9k | 185.54 |
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| Sherwin-Williams Company (SHW) | 0.0 | $723k | -3% | 2.2k | 324.03 |
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| American Tower Reit (AMT) | 0.0 | $722k | -2% | 4.1k | 175.57 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $718k | 7.6k | 94.16 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $715k | +16% | 252k | 2.84 |
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| Slide Ins Hldgs (SLDE) | 0.0 | $714k | NEW | 37k | 19.48 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $706k | 1.2k | 580.71 |
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| Worthington Industries (WOR) | 0.0 | $705k | 14k | 51.57 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $701k | +25% | 1.0k | 673.82 |
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| Uber Technologies (UBER) | 0.0 | $696k | -4% | 8.5k | 81.71 |
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| Analog Devices (ADI) | 0.0 | $695k | +2% | 2.6k | 271.20 |
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| Progressive Corporation (PGR) | 0.0 | $694k | 3.0k | 227.72 |
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| Greif CL B (GEF.B) | 0.0 | $693k | -3% | 9.3k | 74.69 |
|
| Altria (MO) | 0.0 | $668k | 12k | 57.66 |
|
|
| Barclays Adr (BCS) | 0.0 | $668k | +24% | 26k | 25.45 |
|
| Illinois Tool Works (ITW) | 0.0 | $667k | +4% | 2.7k | 246.31 |
|
| Anthem (ELV) | 0.0 | $665k | +3% | 1.9k | 350.55 |
|
| Starbucks Corporation (SBUX) | 0.0 | $665k | +9% | 7.9k | 84.21 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $654k | 2.1k | 310.24 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $652k | NEW | 10k | 65.40 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $650k | 961.00 | 676.53 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $642k | +3% | 730.00 | 878.96 |
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $637k | 45k | 14.04 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $633k | 14k | 45.21 |
|
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $628k | -5% | 15k | 41.71 |
|
| Constellation Energy (CEG) | 0.0 | $621k | -6% | 1.8k | 353.27 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $619k | +8% | 2.2k | 287.88 |
|
| Palo Alto Networks (PANW) | 0.0 | $617k | +4% | 3.3k | 184.20 |
|
| Dynex Cap (DX) | 0.0 | $609k | +18% | 43k | 14.01 |
|
| Sandisk Corp (SNDK) | 0.0 | $607k | -10% | 2.6k | 237.38 |
|
| O'reilly Automotive (ORLY) | 0.0 | $604k | -7% | 6.6k | 91.21 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $597k | +15% | 1.3k | 453.36 |
|
| Metropcs Communications (TMUS) | 0.0 | $597k | +10% | 2.9k | 203.02 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $595k | -11% | 14k | 44.17 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $592k | +95% | 18k | 32.75 |
|
| Cadence Design Systems (CDNS) | 0.0 | $587k | 1.9k | 312.58 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $586k | +8% | 3.6k | 162.01 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $584k | +6% | 13k | 45.98 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $583k | -3% | 4.8k | 120.96 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $581k | +8% | 74k | 7.86 |
|
| Southern Company (SO) | 0.0 | $577k | +7% | 6.6k | 87.20 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $576k | +5% | 79k | 7.32 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $572k | +3% | 9.5k | 60.37 |
|
| Travelers Companies (TRV) | 0.0 | $572k | 2.0k | 290.06 |
|
|
| Ea Series Trust Strive Sml Cap (STXK) | 0.0 | $571k | 17k | 33.27 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $571k | 4.4k | 129.79 |
|
|
| CSX Corporation (CSX) | 0.0 | $570k | 16k | 36.25 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $564k | +5% | 13k | 44.87 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $563k | +7% | 4.8k | 117.53 |
|
| Cameco Corporation (CCJ) | 0.0 | $557k | 6.1k | 91.49 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $549k | NEW | 8.4k | 65.42 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $544k | +78% | 7.2k | 75.44 |
|
| Williams Companies (WMB) | 0.0 | $544k | +15% | 9.0k | 60.11 |
|
| Moody's Corporation (MCO) | 0.0 | $544k | -8% | 1.1k | 510.85 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $539k | 4.3k | 125.93 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $536k | 7.4k | 72.68 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $530k | -6% | 3.3k | 161.96 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $524k | NEW | 9.9k | 52.77 |
|
| Cibc Cad (CM) | 0.0 | $517k | 5.7k | 90.61 |
|
|
| Autodesk (ADSK) | 0.0 | $514k | +4% | 1.7k | 296.01 |
|
| W.W. Grainger (GWW) | 0.0 | $512k | -5% | 507.00 | 1009.05 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $511k | 19k | 27.43 |
|
Past Filings by PDS Planning
SEC 13F filings are viewable for PDS Planning going back to 2017
- PDS Planning 2025 Q4 filed Jan. 26, 2026
- PDS Planning 2025 Q3 filed Oct. 21, 2025
- PDS Planning 2025 Q2 filed July 24, 2025
- PDS Planning 2025 Q1 filed April 24, 2025
- PDS Planning 2024 Q4 filed Feb. 10, 2025
- PDS Planning 2024 Q3 filed Oct. 30, 2024
- PDS Planning 2024 Q1 filed May 1, 2024
- PDS Planning 2023 Q4 filed Feb. 1, 2024
- PDS Planning 2023 Q3 filed Oct. 23, 2023
- PDS Planning 2023 Q2 filed July 21, 2023
- PDS Planning 2023 Q1 filed May 2, 2023
- PDS Planning 2022 Q4 filed Jan. 27, 2023
- PDS Planning 2022 Q3 filed Nov. 2, 2022
- PDS Planning 2022 Q2 filed July 15, 2022
- PDS Planning 2022 Q1 filed April 18, 2022
- PDS Planning 2021 Q4 filed Jan. 25, 2022