PDS Planning
Latest statistics and disclosures from PDS Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, IVV, AGG, VO, VIG, and represent 29.70% of PDS Planning's stock portfolio.
- Added to shares of these 10 stocks: AVUV (+$49M), VO (+$43M), IVV (+$18M), NVDA (+$15M), AGG (+$12M), VEA (+$6.1M), BNDX (+$5.8M), IGSB, BSV, REET.
- Started 62 new stock positions in MTD, SPHD, WOOF, HDB, HPQ, DX, ET, NSC, AVUV, RCL.
- Reduced shares in these 10 stocks: VBR (-$53M), IJH (-$38M), VWO (-$5.4M), JMST, VB, VSS, CYBN, IWF, UNH, IAGG.
- Sold out of its positions in BSBR, BCYC, CHPT, CYBN, DG, F, IWF, LOAN, NTES, SSL. SJM, STLD, VLO, VXUS, WST, ICL.
- PDS Planning was a net buyer of stock by $116M.
- PDS Planning has $1.1B in assets under management (AUM), dropping by 17.23%.
- Central Index Key (CIK): 0000838618
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Portfolio Holdings for PDS Planning
PDS Planning holds 443 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.4 | $83M | +7% | 1.6M | 52.81 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.1 | $79M | +30% | 137k | 576.82 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 5.8 | $65M | +22% | 644k | 101.27 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.7 | $53M | +458% | 199k | 263.83 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 4.6 | $52M | +6% | 261k | 198.06 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.4 | $49M | NEW | 509k | 95.95 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.1 | $45M | -10% | 947k | 47.85 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.6 | $40M | +16% | 802k | 50.28 |
|
| Ishares Tr Global Reit Etf (REET) | 3.1 | $34M | +12% | 1.3M | 26.69 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.9 | $33M | +17% | 625k | 52.66 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.6 | $29M | +15% | 363k | 78.69 |
|
| Apple (AAPL) | 2.1 | $23M | +8% | 100k | 233.00 |
|
| Abbvie (ABBV) | 1.9 | $21M | +4% | 109k | 197.48 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.7 | $19M | -73% | 96k | 200.78 |
|
| Microsoft Corporation (MSFT) | 1.5 | $17M | 40k | 430.30 |
|
|
| NVIDIA Corporation (NVDA) | 1.4 | $16M | +944% | 132k | 121.44 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.3 | $15M | +2% | 191k | 78.05 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $14M | -72% | 226k | 62.32 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.2 | $14M | +8% | 180k | 75.11 |
|
| Abbott Laboratories (ABT) | 1.2 | $13M | 115k | 114.01 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $12M | 201k | 57.41 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $11M | 217k | 51.12 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.0 | $11M | -5% | 47k | 237.21 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $10M | +4% | 22k | 460.26 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $9.4M | +11% | 87k | 108.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $8.6M | 41k | 210.86 |
|
|
| Amazon (AMZN) | 0.8 | $8.5M | +11% | 45k | 186.33 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.7 | $7.7M | -3% | 148k | 51.82 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $7.3M | 116k | 63.00 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.5 | $6.1M | +8% | 57k | 106.19 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $5.9M | +9% | 49k | 119.70 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.9M | +3% | 21k | 283.17 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $5.7M | +2% | 59k | 97.42 |
|
| Procter & Gamble Company (PG) | 0.5 | $5.7M | 33k | 173.20 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $5.6M | +5% | 9.8k | 572.45 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $5.5M | +8% | 63k | 88.28 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.5 | $5.5M | -24% | 108k | 50.94 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $5.3M | +9% | 32k | 167.19 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $5.2M | +15% | 5.9k | 885.89 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $5.0M | +5% | 30k | 165.85 |
|
| United Parcel Service CL B (UPS) | 0.4 | $4.7M | 34k | 136.34 |
|
|
| Coca-Cola Company (KO) | 0.4 | $4.3M | 60k | 71.86 |
|
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.4 | $4.3M | 168k | 25.39 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $4.2M | +48% | 8.0k | 527.69 |
|
| Broadcom (AVGO) | 0.3 | $3.7M | +990% | 21k | 172.50 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.6M | +79% | 6.2k | 573.72 |
|
| Tesla Motors (TSLA) | 0.3 | $3.4M | +6% | 13k | 261.63 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $3.2M | 12k | 263.29 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $3.0M | +5% | 17k | 173.67 |
|
| Servicenow (NOW) | 0.3 | $2.9M | +2% | 3.3k | 894.39 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.7M | +21% | 16k | 170.40 |
|
| Home Depot (HD) | 0.2 | $2.7M | +19% | 6.8k | 405.21 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.6M | +4% | 23k | 117.22 |
|
| Cincinnati Financial Corporation (CINF) | 0.2 | $2.6M | +4% | 19k | 136.12 |
|
| Deere & Company (DE) | 0.2 | $2.6M | 6.2k | 417.34 |
|
|
| UnitedHealth (UNH) | 0.2 | $2.6M | -10% | 4.4k | 584.74 |
|
| Visa Com Cl A (V) | 0.2 | $2.5M | +5% | 9.2k | 274.96 |
|
| Johnson & Johnson (JNJ) | 0.2 | $2.4M | 15k | 162.06 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $2.4M | 17k | 142.04 |
|
|
| Cybin Com New | 0.2 | $2.4M | NEW | 268k | 8.89 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.3M | +27% | 2.6k | 886.49 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.1M | +6% | 4.3k | 493.80 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $2.1M | -5% | 43k | 48.68 |
|
| Eaton Corp SHS (ETN) | 0.2 | $2.1M | 6.2k | 331.44 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $2.0M | +67% | 37k | 54.93 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $2.0M | NEW | 57k | 34.29 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $2.0M | -21% | 16k | 125.96 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.9M | +12% | 11k | 174.58 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.9M | +8% | 3.7k | 517.78 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.9M | +22% | 23k | 80.75 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.6M | +54% | 27k | 59.51 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.6M | +8% | 13k | 119.07 |
|
| Pepsi (PEP) | 0.1 | $1.5M | +4% | 9.1k | 170.05 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.5M | NEW | 19k | 83.21 |
|
| Merck & Co (MRK) | 0.1 | $1.5M | +7% | 14k | 113.56 |
|
| Netflix (NFLX) | 0.1 | $1.5M | +2% | 2.1k | 709.27 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | +9% | 2.3k | 618.47 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $1.4M | +160% | 26k | 52.13 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.3M | +281% | 20k | 66.52 |
|
| Chevron Corporation (CVX) | 0.1 | $1.3M | 8.7k | 147.27 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.3M | +43% | 2.2k | 586.58 |
|
| salesforce (CRM) | 0.1 | $1.2M | +4% | 4.5k | 273.71 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.2M | +6% | 24k | 50.74 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | +41% | 4.9k | 243.06 |
|
| Lowe's Companies (LOW) | 0.1 | $1.2M | 4.4k | 270.85 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.2M | +36% | 6.3k | 188.58 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | 5.8k | 206.57 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $1.1M | +21% | 7.0k | 164.08 |
|
| Nextera Energy (NEE) | 0.1 | $1.1M | 13k | 84.53 |
|
|
| Linde SHS (LIN) | 0.1 | $1.1M | +5% | 2.4k | 476.86 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.1M | +12% | 3.7k | 304.48 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.1M | 1.3k | 833.25 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.1M | 6.6k | 166.82 |
|
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $1.0M | NEW | 20k | 51.23 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.0M | +3% | 3.7k | 276.73 |
|
| Cisco Systems (CSCO) | 0.1 | $1.0M | -3% | 19k | 53.22 |
|
| ConocoPhillips (COP) | 0.1 | $1.0M | +5% | 9.6k | 105.28 |
|
| Danaher Corporation (DHR) | 0.1 | $1.0M | +3% | 3.6k | 278.02 |
|
| Bank of America Corporation (BAC) | 0.1 | $978k | +11% | 25k | 39.68 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $976k | +9% | 2.8k | 353.48 |
|
| International Business Machines (IBM) | 0.1 | $962k | +12% | 4.3k | 221.08 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $944k | 2.5k | 383.89 |
|
|
| Caterpillar (CAT) | 0.1 | $940k | +8% | 2.4k | 391.18 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $939k | +6% | 64k | 14.70 |
|
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.1 | $933k | 21k | 45.53 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $933k | +4% | 8.1k | 115.02 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $923k | +33% | 1.9k | 488.15 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $915k | +4% | 4.0k | 229.10 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $913k | -7% | 22k | 41.77 |
|
| Pfizer (PFE) | 0.1 | $910k | +28% | 31k | 28.94 |
|
| TJX Companies (TJX) | 0.1 | $895k | +15% | 7.6k | 117.54 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.1 | $893k | -9% | 15k | 59.24 |
|
| Verizon Communications (VZ) | 0.1 | $879k | +32% | 20k | 44.91 |
|
| Anthem (ELV) | 0.1 | $876k | +3% | 1.7k | 520.00 |
|
| S&p Global (SPGI) | 0.1 | $868k | 1.7k | 516.62 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $852k | +3% | 1.5k | 584.56 |
|
| Greif Cl A (GEF) | 0.1 | $850k | +80% | 14k | 62.66 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $846k | +18% | 11k | 79.42 |
|
| Union Pacific Corporation (UNP) | 0.1 | $842k | 3.4k | 246.50 |
|
|
| Booking Holdings (BKNG) | 0.1 | $813k | 193.00 | 4212.12 |
|
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| American Express Company (AXP) | 0.1 | $795k | 2.9k | 271.24 |
|
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| Medpace Hldgs (MEDP) | 0.1 | $794k | 2.4k | 333.80 |
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| Intuit (INTU) | 0.1 | $793k | +11% | 1.3k | 621.00 |
|
| American Electric Power Company (AEP) | 0.1 | $791k | 7.7k | 102.60 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $772k | -8% | 2.0k | 381.67 |
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| Applied Materials (AMAT) | 0.1 | $771k | 3.8k | 202.05 |
|
|
| Infosys Sponsored Adr (INFY) | 0.1 | $764k | +10% | 34k | 22.27 |
|
| Amgen (AMGN) | 0.1 | $757k | +9% | 2.3k | 322.21 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $756k | +98% | 12k | 65.16 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $753k | NEW | 16k | 46.39 |
|
| Cardinal Health (CAH) | 0.1 | $748k | -3% | 6.8k | 110.52 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $746k | NEW | 8.5k | 87.80 |
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| BlackRock (BLK) | 0.1 | $733k | +32% | 772.00 | 949.51 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $727k | -12% | 9.3k | 77.91 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $718k | +69% | 8.5k | 84.17 |
|
| Icici Bank Adr (IBN) | 0.1 | $706k | +2% | 24k | 29.85 |
|
| Shopify Cl A (SHOP) | 0.1 | $703k | +2% | 8.8k | 80.14 |
|
| At&t (T) | 0.1 | $695k | +5% | 32k | 22.00 |
|
| Chubb (CB) | 0.1 | $694k | +3% | 2.4k | 288.39 |
|
| Goldman Sachs (GS) | 0.1 | $694k | +25% | 1.4k | 495.20 |
|
| Qualcomm (QCOM) | 0.1 | $688k | +14% | 4.0k | 170.05 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $684k | 7.5k | 91.31 |
|
|
| Progressive Corporation (PGR) | 0.1 | $680k | 2.7k | 253.76 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $667k | +39% | 2.4k | 282.24 |
|
| Cigna Corp (CI) | 0.1 | $660k | 1.9k | 346.41 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $655k | -3% | 1.3k | 491.27 |
|
| Shell Spon Ads (SHEL) | 0.1 | $655k | +14% | 9.9k | 65.95 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $655k | +8% | 15k | 45.19 |
|
| Greif CL B (GEF.B) | 0.1 | $653k | +2% | 9.4k | 69.83 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $651k | +20% | 5.4k | 121.16 |
|
| Starbucks Corporation (SBUX) | 0.1 | $648k | +4% | 6.7k | 97.48 |
|
| Arista Networks (ANET) | 0.1 | $638k | +18% | 1.7k | 383.82 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $636k | +12% | 3.6k | 178.57 |
|
| Emerson Electric (EMR) | 0.1 | $632k | -5% | 5.8k | 109.36 |
|
| Ea Series Trust Strive 500 Etf (STRV) | 0.1 | $628k | +75% | 17k | 36.84 |
|
| Walt Disney Company (DIS) | 0.1 | $618k | -7% | 6.4k | 96.19 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $617k | +34% | 7.4k | 83.80 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $616k | 4.8k | 128.20 |
|
|
| Fiserv (FI) | 0.1 | $610k | +20% | 3.4k | 179.65 |
|
| Unilever Spon Adr New (UL) | 0.1 | $607k | +12% | 9.3k | 64.96 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $606k | 12k | 49.70 |
|
|
| Prologis (PLD) | 0.1 | $599k | -5% | 4.7k | 126.28 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $598k | +15% | 92k | 6.48 |
|
| Morgan Stanley Com New (MS) | 0.1 | $596k | +4% | 5.7k | 104.24 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.1 | $590k | 11k | 52.13 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $584k | 2.2k | 262.07 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $577k | 2.6k | 223.09 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $569k | NEW | 9.1k | 62.56 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $566k | +89% | 2.0k | 280.47 |
|
| Wells Fargo & Company (WFC) | 0.1 | $562k | +18% | 9.9k | 56.49 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $557k | +3% | 44k | 12.63 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $557k | -4% | 13k | 42.37 |
|
| American Tower Reit (AMT) | 0.0 | $550k | +12% | 2.4k | 232.56 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $548k | +64% | 15k | 36.41 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $541k | +5% | 5.1k | 106.12 |
|
| Lam Research Corporation (LRCX) | 0.0 | $540k | +2% | 662.00 | 816.08 |
|
| 3M Company (MMM) | 0.0 | $540k | +20% | 3.9k | 136.70 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $538k | +8% | 5.6k | 96.57 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $538k | +7% | 14k | 39.67 |
|
| Ea Series Trust Strive Sml Cap (STXK) | 0.0 | $535k | +28% | 17k | 31.39 |
|
| Canadian Natl Ry (CNI) | 0.0 | $532k | -3% | 4.5k | 117.15 |
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| Target Corporation (TGT) | 0.0 | $532k | -13% | 3.4k | 155.86 |
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| CSX Corporation (CSX) | 0.0 | $531k | +77% | 15k | 34.53 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $530k | 6.3k | 84.53 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $529k | +4% | 4.3k | 122.46 |
|
| Synopsys (SNPS) | 0.0 | $527k | +3% | 1.0k | 506.39 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $524k | NEW | 11k | 46.65 |
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| Dr Reddys Labs Adr (RDY) | 0.0 | $524k | +15% | 6.6k | 79.45 |
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| Cme (CME) | 0.0 | $516k | 2.3k | 220.65 |
|
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| Stryker Corporation (SYK) | 0.0 | $514k | +5% | 1.4k | 361.26 |
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| Ubs Group SHS (UBS) | 0.0 | $509k | 17k | 30.91 |
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|
| Intercontinental Exchange (ICE) | 0.0 | $504k | 3.1k | 160.64 |
|
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $503k | +87% | 12k | 41.82 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $500k | 7.7k | 64.81 |
|
|
| Philip Morris International (PM) | 0.0 | $498k | -3% | 4.1k | 121.41 |
|
| Metropcs Communications (TMUS) | 0.0 | $498k | -4% | 2.4k | 206.40 |
|
| Moody's Corporation (MCO) | 0.0 | $495k | 1.0k | 474.59 |
|
|
| Equinix (EQIX) | 0.0 | $493k | +6% | 555.00 | 887.63 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $493k | +45% | 5.8k | 85.54 |
|
| W.W. Grainger (GWW) | 0.0 | $492k | 474.00 | 1038.81 |
|
|
| Analog Devices (ADI) | 0.0 | $486k | +16% | 2.1k | 230.17 |
|
| Rbc Cad (RY) | 0.0 | $483k | +6% | 3.9k | 124.73 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.0 | $480k | -8% | 7.8k | 61.75 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $476k | 7.4k | 64.62 |
|
|
| Worthington Industries (WOR) | 0.0 | $474k | -9% | 11k | 41.45 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $470k | +7% | 4.6k | 101.64 |
|
| McKesson Corporation (MCK) | 0.0 | $469k | +6% | 948.00 | 494.61 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $465k | +4% | 2.9k | 162.91 |
|
| O'reilly Automotive (ORLY) | 0.0 | $462k | +22% | 401.00 | 1151.60 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $462k | +2% | 55k | 8.42 |
|
| Bath & Body Works In (BBWI) | 0.0 | $462k | 15k | 31.92 |
|
|
| Micron Technology (MU) | 0.0 | $455k | +11% | 4.4k | 103.71 |
|
| Honeywell International (HON) | 0.0 | $454k | 2.2k | 206.71 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $451k | 3.9k | 114.52 |
|
|
| Altria (MO) | 0.0 | $448k | +12% | 8.8k | 51.04 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $444k | +2% | 3.5k | 128.03 |
|
| Woori Finl Group Sponsored Ads (WF) | 0.0 | $441k | +3% | 12k | 35.73 |
|
| Uber Technologies (UBER) | 0.0 | $441k | +3% | 5.9k | 75.16 |
|
| Palo Alto Networks (PANW) | 0.0 | $437k | +40% | 1.3k | 341.80 |
|
| Constellation Energy (CEG) | 0.0 | $433k | -3% | 1.7k | 260.02 |
|
| Boeing Company (BA) | 0.0 | $427k | +2% | 2.8k | 152.04 |
|
| Zoetis Cl A (ZTS) | 0.0 | $426k | 2.2k | 195.38 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $418k | +9% | 1.5k | 271.03 |
|
| Phillips 66 (PSX) | 0.0 | $417k | 3.2k | 131.45 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $416k | +14% | 1.7k | 241.09 |
|
| Travelers Companies (TRV) | 0.0 | $410k | 1.8k | 234.12 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $409k | +30% | 1.1k | 388.73 |
|
| Public Service Enterprise (PEG) | 0.0 | $409k | 4.6k | 89.22 |
|
|
| AutoZone (AZO) | 0.0 | $406k | 129.00 | 3150.04 |
|
|
| Autodesk (ADSK) | 0.0 | $403k | +61% | 1.5k | 275.48 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $402k | +3% | 6.4k | 63.26 |
|
| Kla Corp Com New (KLAC) | 0.0 | $400k | +10% | 516.00 | 774.41 |
|
| Cintas Corporation (CTAS) | 0.0 | $392k | +328% | 1.9k | 205.88 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $392k | +2% | 842.00 | 465.08 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $392k | +20% | 6.4k | 61.11 |
|
| Worthington Stl Com Shs (WS) | 0.0 | $388k | -9% | 11k | 34.01 |
|
| Roper Industries (ROP) | 0.0 | $388k | +12% | 697.00 | 556.44 |
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $388k | -2% | 6.2k | 62.11 |
|
| Ge Vernova (GEV) | 0.0 | $384k | NEW | 1.5k | 254.98 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $383k | NEW | 24k | 16.05 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $383k | +6% | 6.6k | 57.63 |
|
| Ea Series Trust Strive Emerging (STXE) | 0.0 | $382k | +23% | 13k | 30.34 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $382k | +6% | 2.2k | 170.60 |
|
| Hca Holdings (HCA) | 0.0 | $379k | +3% | 932.00 | 406.43 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $377k | 359.00 | 1051.24 |
|
|
| Gilead Sciences (GILD) | 0.0 | $377k | -5% | 4.5k | 83.84 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $375k | +20% | 3.0k | 126.17 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $375k | +13% | 3.3k | 115.30 |
|
| United Rentals (URI) | 0.0 | $374k | +6% | 462.00 | 809.73 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $373k | +46% | 9.1k | 41.12 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $369k | 2.6k | 142.30 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $367k | 782.00 | 469.81 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $365k | +8% | 577.00 | 631.82 |
|
| Genpact SHS (G) | 0.0 | $365k | +21% | 9.3k | 39.21 |
|
| Ishares Tr Paris Algnd Clim (PABU) | 0.0 | $360k | NEW | 5.7k | 63.42 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $360k | 7.6k | 47.46 |
|
|
| Citigroup Com New (C) | 0.0 | $358k | +7% | 5.7k | 62.60 |
|
| Hartford Financial Services (HIG) | 0.0 | $353k | +32% | 3.0k | 117.61 |
|
| Allstate Corporation (ALL) | 0.0 | $352k | +5% | 1.9k | 189.66 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $351k | -9% | 664.00 | 528.07 |
|
| Kroger (KR) | 0.0 | $350k | +11% | 6.1k | 57.30 |
|
| AFLAC Incorporated (AFL) | 0.0 | $348k | +12% | 3.1k | 111.82 |
|
| Intel Corporation (INTC) | 0.0 | $347k | -32% | 15k | 23.46 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $347k | +18% | 6.9k | 49.92 |
|
| Waste Management (WM) | 0.0 | $346k | -11% | 1.7k | 207.60 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $345k | +6276% | 6.0k | 57.62 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $344k | +2% | 4.7k | 73.67 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $343k | +2% | 35k | 9.76 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $341k | +9% | 10k | 33.71 |
|
| Southern Company (SO) | 0.0 | $335k | NEW | 3.7k | 90.18 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $332k | +2% | 7.3k | 45.73 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $328k | NEW | 3.5k | 93.58 |
|
| EastGroup Properties (EGP) | 0.0 | $328k | NEW | 1.8k | 186.82 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $328k | +2% | 1.4k | 230.50 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $328k | +5% | 2.4k | 134.81 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $326k | +23% | 2.3k | 140.33 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $321k | +6% | 2.1k | 153.13 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $317k | +5% | 2.7k | 115.67 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $317k | 1.3k | 248.60 |
|
|
| Sun Life Financial (SLF) | 0.0 | $316k | +3% | 5.4k | 58.02 |
|
| Bk Nova Cad (BNS) | 0.0 | $315k | 5.8k | 54.49 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $314k | +11% | 1.1k | 297.74 |
|
| General Mills (GIS) | 0.0 | $313k | 4.2k | 73.85 |
|
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $312k | +6% | 29k | 10.84 |
|
| Vanguard World Mega Cap Index (MGC) | 0.0 | $311k | +6% | 1.5k | 206.60 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $311k | -6% | 3.4k | 90.20 |
|
| General Dynamics Corporation (GD) | 0.0 | $308k | +20% | 1.0k | 302.20 |
|
| Cameco Corporation (CCJ) | 0.0 | $307k | -6% | 6.4k | 47.76 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $305k | +3% | 8.2k | 37.37 |
|
| Cibc Cad (CM) | 0.0 | $305k | +23% | 5.0k | 61.34 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $305k | +2% | 603.00 | 505.22 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $304k | +111% | 9.1k | 33.21 |
|
| CRH Ord (CRH) | 0.0 | $303k | -21% | 3.3k | 92.74 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $301k | +3% | 2.9k | 103.81 |
|
| Nike CL B (NKE) | 0.0 | $301k | -24% | 3.4k | 88.40 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $297k | +12% | 4.5k | 66.29 |
|
| Ea Series Trust Strive 1000 Div (STXD) | 0.0 | $297k | NEW | 8.8k | 33.76 |
|
| Sempra Energy (SRE) | 0.0 | $294k | +10% | 3.5k | 83.63 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $294k | 2.5k | 117.31 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $294k | 1.5k | 189.79 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $291k | 9.8k | 29.55 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $291k | 1.1k | 267.30 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $289k | 834.00 | 345.99 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $288k | +11% | 640.00 | 449.63 |
|
| Wabtec Corporation (WAB) | 0.0 | $287k | 1.6k | 181.73 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $287k | NEW | 7.2k | 40.00 |
|
| Workday Cl A (WDAY) | 0.0 | $286k | +11% | 1.2k | 244.41 |
|
| Consolidated Edison (ED) | 0.0 | $285k | +9% | 2.7k | 104.13 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $285k | -24% | 5.5k | 51.74 |
|
| PNC Financial Services (PNC) | 0.0 | $285k | +2% | 1.5k | 184.85 |
|
| Posco Holdings Sponsored Adr (PKX) | 0.0 | $284k | +2% | 4.1k | 69.99 |
|
| Corning Incorporated (GLW) | 0.0 | $283k | NEW | 6.3k | 45.15 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $283k | 3.4k | 82.53 |
|
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $282k | +18% | 18k | 15.38 |
|
| American Intl Group Com New (AIG) | 0.0 | $282k | 3.9k | 73.23 |
|
|
| AmerisourceBergen (COR) | 0.0 | $281k | +15% | 1.2k | 225.08 |
|
| Republic Services (RSG) | 0.0 | $278k | +3% | 1.4k | 200.84 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $276k | NEW | 5.2k | 53.15 |
|
| Capital One Financial (COF) | 0.0 | $276k | +10% | 1.8k | 149.73 |
|
| EOG Resources (EOG) | 0.0 | $274k | +3% | 2.2k | 122.93 |
|
| Fortinet (FTNT) | 0.0 | $272k | +19% | 3.5k | 77.55 |
|
| Williams Companies (WMB) | 0.0 | $271k | +2% | 5.9k | 45.65 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $271k | NEW | 4.4k | 61.08 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $270k | NEW | 474.00 | 569.66 |
|
| Crown Castle Intl (CCI) | 0.0 | $270k | 2.3k | 118.63 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $270k | NEW | 1.5k | 177.36 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $269k | NEW | 2.4k | 109.92 |
|
| Discover Financial Services (DFS) | 0.0 | $269k | +19% | 1.9k | 140.29 |
|
| Cdw (CDW) | 0.0 | $268k | +5% | 1.2k | 226.30 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $268k | +9% | 1.4k | 198.64 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $268k | 13k | 20.46 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $267k | 4.3k | 62.20 |
|
|
| Paccar (PCAR) | 0.0 | $267k | +3% | 2.7k | 98.68 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $266k | 2.2k | 119.53 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $265k | +2% | 1.2k | 225.69 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $264k | -24% | 562.00 | 470.11 |
|
| NiSource (NI) | 0.0 | $262k | 7.6k | 34.65 |
|
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $260k | 8.1k | 32.24 |
|
|
| Orix Corp Sponsored Adr (IX) | 0.0 | $259k | +4% | 2.2k | 116.05 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $258k | +2% | 62k | 4.18 |
|
| Banco Santander Adr (SAN) | 0.0 | $257k | 51k | 5.10 |
|
|
| Public Storage (PSA) | 0.0 | $257k | NEW | 705.00 | 363.87 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $256k | -2% | 1.4k | 179.84 |
|
| James Hardie Inds Sponsored Adr (JHX) | 0.0 | $255k | +16% | 6.4k | 40.15 |
|
| Carrier Global Corporation (CARR) | 0.0 | $253k | -20% | 3.1k | 80.49 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $252k | 597.00 | 422.83 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $252k | +21% | 6.2k | 40.88 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $252k | 5.3k | 47.53 |
|
|
| Cummins (CMI) | 0.0 | $249k | 769.00 | 323.79 |
|
|
| Yum! Brands (YUM) | 0.0 | $249k | 1.8k | 139.71 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $248k | 24k | 10.18 |
|
|
| Prudential Financial (PRU) | 0.0 | $247k | +6% | 2.0k | 121.10 |
|
| L3harris Technologies (LHX) | 0.0 | $247k | -3% | 1.0k | 237.87 |
|
| Centene Corporation (CNC) | 0.0 | $247k | -11% | 3.3k | 75.28 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $246k | NEW | 875.00 | 281.37 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $246k | +3% | 172.00 | 1427.13 |
|
| First Merchants Corporation (FRME) | 0.0 | $245k | 6.6k | 37.20 |
|
|
| Simon Property (SPG) | 0.0 | $244k | +10% | 1.4k | 169.02 |
|
| Msci (MSCI) | 0.0 | $243k | -8% | 417.00 | 582.93 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $243k | -3% | 3.9k | 62.87 |
|
| Copart (CPRT) | 0.0 | $243k | +2% | 4.6k | 52.40 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $242k | -16% | 1.9k | 126.81 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $241k | NEW | 2.1k | 114.96 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $240k | +108% | 1.1k | 220.89 |
|
| Humana (HUM) | 0.0 | $240k | NEW | 758.00 | 316.74 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $240k | +2% | 13k | 18.16 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $238k | NEW | 5.6k | 42.77 |
|
| Ametek (AME) | 0.0 | $236k | 1.4k | 171.71 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $235k | NEW | 3.0k | 78.03 |
|
| Realty Income (O) | 0.0 | $234k | NEW | 3.7k | 63.42 |
|
| Medtronic SHS (MDT) | 0.0 | $231k | +7% | 2.6k | 90.03 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $231k | NEW | 2.0k | 116.93 |
|
| Norfolk Southern (NSC) | 0.0 | $230k | NEW | 926.00 | 248.50 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $229k | NEW | 118.00 | 1943.52 |
|
| Park National Corporation (PRK) | 0.0 | $228k | NEW | 1.4k | 168.00 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $228k | 3.5k | 64.86 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $227k | 422.00 | 538.25 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $227k | NEW | 6.1k | 37.48 |
|
| eBay (EBAY) | 0.0 | $226k | NEW | 3.5k | 65.11 |
|
| Enbridge (ENB) | 0.0 | $225k | -32% | 5.5k | 40.61 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $225k | 2.9k | 76.69 |
|
|
| D.R. Horton (DHI) | 0.0 | $222k | NEW | 1.2k | 190.77 |
|
| Quanta Services (PWR) | 0.0 | $222k | NEW | 745.00 | 298.15 |
|
| BP Sponsored Adr (BP) | 0.0 | $220k | -14% | 7.0k | 31.39 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $217k | NEW | 3.8k | 56.57 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $217k | NEW | 8.6k | 25.16 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $217k | NEW | 3.0k | 71.86 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $216k | NEW | 1.9k | 111.88 |
|
| Digital Realty Trust (DLR) | 0.0 | $215k | NEW | 1.3k | 161.83 |
|
| Dupont De Nemours (DD) | 0.0 | $215k | NEW | 2.4k | 89.11 |
|
| Hp (HPQ) | 0.0 | $214k | NEW | 6.0k | 35.87 |
|
| Monster Beverage Corp (MNST) | 0.0 | $214k | 4.1k | 52.17 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $214k | -40% | 6.7k | 31.73 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $214k | 3.1k | 69.67 |
|
|
| Verisign (VRSN) | 0.0 | $214k | NEW | 1.1k | 189.96 |
|
| Mettler-Toledo International (MTD) | 0.0 | $212k | NEW | 141.00 | 1499.70 |
|
| Installed Bldg Prods (IBP) | 0.0 | $211k | 855.00 | 246.28 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $211k | NEW | 2.1k | 100.07 |
|
| Nucor Corporation (NUE) | 0.0 | $210k | +8% | 1.4k | 150.34 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $208k | +7% | 4.4k | 47.53 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $207k | NEW | 4.1k | 50.57 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $207k | NEW | 5.7k | 36.58 |
|
| Oneok (OKE) | 0.0 | $207k | NEW | 2.3k | 91.13 |
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.0 | $206k | +7% | 30k | 6.88 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $206k | +24% | 4.9k | 41.95 |
|
| Paychex (PAYX) | 0.0 | $204k | NEW | 1.5k | 134.19 |
|
| Marvell Technology (MRVL) | 0.0 | $202k | NEW | 2.8k | 72.12 |
|
| Sk Telecom Sponsored Adr (SKM) | 0.0 | $201k | NEW | 8.4k | 23.77 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $195k | NEW | 6.7k | 29.18 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $190k | +3% | 36k | 5.22 |
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $188k | +3% | 24k | 7.76 |
|
| Dynex Cap (DX) | 0.0 | $182k | NEW | 14k | 12.76 |
|
| Haleon Spon Ads (HLN) | 0.0 | $174k | +28% | 16k | 10.58 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $173k | +39% | 2.8k | 61.51 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $149k | 10k | 14.22 |
|
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $137k | +4% | 11k | 12.05 |
|
| Nio Spon Ads (NIO) | 0.0 | $135k | +88% | 20k | 6.68 |
|
| Kinross Gold Corp (KGC) | 0.0 | $123k | 13k | 9.36 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $112k | -24% | 26k | 4.37 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $112k | +10% | 36k | 3.12 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $110k | +34% | 17k | 6.65 |
|
| Agilon Health (AGL) | 0.0 | $107k | -5% | 27k | 3.93 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $105k | +8% | 17k | 6.10 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $101k | NEW | 12k | 8.74 |
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $91k | 14k | 6.56 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $85k | +14% | 35k | 2.44 |
|
| Companhia Paranaense De Ener Spon Ads (ELP) | 0.0 | $85k | NEW | 11k | 7.44 |
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.0 | $83k | +94% | 21k | 3.88 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $83k | -34% | 20k | 4.05 |
|
| Capitol Federal Financial (CFFN) | 0.0 | $77k | 13k | 5.84 |
|
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $73k | 11k | 6.39 |
|
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $71k | +42% | 35k | 2.06 |
|
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.0 | $70k | 13k | 5.44 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $66k | +80% | 1.3k | 51.51 |
|
| Lufax Holding Sponsored Adr (LU) | 0.0 | $64k | 18k | 3.49 |
|
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $61k | 13k | 4.86 |
|
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $53k | NEW | 12k | 4.55 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $53k | NEW | 14k | 3.80 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $51k | NEW | 15k | 3.50 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $51k | -57% | 19k | 2.66 |
|
| Companhia Siderurgica Nacion Sponsored Adr (SID) | 0.0 | $32k | NEW | 13k | 2.39 |
|
| Scynexis Com New (SCYX) | 0.0 | $22k | +50% | 15k | 1.49 |
|
| Aptose Biosciences (APTO) | 0.0 | $4.1k | 10k | 0.41 |
|
Past Filings by PDS Planning
SEC 13F filings are viewable for PDS Planning going back to 2017
- 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
- PDS Planning 2021 Q3 filed Oct. 22, 2021
- PDS Planning 2021 Q2 filed July 26, 2021
- PDS Planning 2021 Q1 filed April 20, 2021
- PDS Planning 2020 Q4 filed Jan. 21, 2021
- PDS Planning 2020 Q3 filed Oct. 19, 2020