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 28.33% of PDS Planning's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$5.3M), BNDX, IVV, IGSB, DFAC, BSV, VO, AZN, SUB, MUB.
- Started 44 new stock positions in CIEN, VCIT, FANG, CE, KMI, EXPI, PHM, ADM, GRMN, TER.
- Reduced shares in these 10 stocks: VEA, AstraZeneca, SNDK, BX, GEF.B, ABBV, TCOM, NKE, HMC, UNH.
- Sold out of its positions in Agilon Health, OKLO, ARWR, AstraZeneca, BIDU, BX, BDN, CLS, CPRT, CCI.
- PDS Planning was a net buyer of stock by $39M.
- PDS Planning has $1.5B in assets under management (AUM), dropping by 1.28%.
- Central Index Key (CIK): 0000838618
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Portfolio Holdings for PDS Planning
PDS Planning holds 561 positions in its portfolio as reported in the March 2026 quarterly 13F filing
PDS Planning has 561 total positions. Only the first 250 positions are shown.
- Sign up to view all of the PDS Planning March 31, 2026 positions
- Download the PDS Planning March 2026 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 | $112M | 1.7M | 64.08 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 6.6 | $100M | +2% | 154k | 653.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 5.5 | $84M | +6% | 844k | 99.27 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.4 | $67M | +2% | 233k | 287.18 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.4 | $67M | 603k | 110.47 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.0 | $61M | 283k | 215.06 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.7 | $57M | 1.0M | 54.05 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.2 | $49M | +6% | 1.0M | 48.05 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.7 | $40M | +5% | 769k | 52.56 |
|
| Ishares Tr Global Reit Etf (REET) | 2.6 | $40M | +2% | 1.6M | 25.15 |
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| Apple (AAPL) | 2.2 | $34M | +2% | 134k | 253.79 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.2 | $34M | +5% | 432k | 78.41 |
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| NVIDIA Corporation (NVDA) | 2.0 | $31M | +2% | 177k | 174.40 |
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| Abbvie (ABBV) | 1.6 | $24M | 109k | 217.49 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.4 | $22M | 99k | 217.25 |
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| Microsoft Corporation (MSFT) | 1.3 | $20M | +2% | 55k | 370.17 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $17M | 187k | 90.53 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $17M | +3% | 229k | 73.64 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.0 | $16M | 231k | 67.53 |
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| Ishares Tr National Mun Etf (MUB) | 1.0 | $15M | +8% | 141k | 106.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $15M | +6% | 31k | 479.20 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $15M | 49k | 294.16 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $14M | 20.00 | 718140.00 |
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| Ishares Core Msci Emkt (IEMG) | 0.9 | $14M | 206k | 69.75 |
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| Amazon (AMZN) | 0.9 | $14M | +2% | 68k | 208.27 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $14M | 52k | 261.92 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.9 | $14M | +5% | 272k | 49.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $14M | 47k | 286.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $13M | +3% | 44k | 287.56 |
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| Abbott Laboratories (ABT) | 0.8 | $12M | 120k | 102.67 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.8 | $12M | +12% | 112k | 106.50 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.8 | $12M | +2% | 233k | 50.04 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $8.6M | +2% | 27k | 320.81 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.6 | $8.6M | +6% | 62k | 138.32 |
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| Broadcom (AVGO) | 0.6 | $8.6M | +3% | 28k | 309.51 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $8.2M | 109k | 75.10 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.5 | $7.6M | 168k | 45.05 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $7.1M | +2% | 21k | 337.95 |
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| Meta Platforms Cl A (META) | 0.5 | $7.0M | 12k | 572.13 |
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| Eli Lilly & Co. (LLY) | 0.4 | $6.7M | 7.3k | 919.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $6.3M | +3% | 11k | 597.55 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $5.9M | +2% | 66k | 88.70 |
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| Tesla Motors (TSLA) | 0.4 | $5.9M | 16k | 371.75 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.4 | $5.7M | +8% | 111k | 50.98 |
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| Procter & Gamble Company (PG) | 0.4 | $5.5M | +6% | 38k | 144.44 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.4 | $5.3M | 60k | 88.46 |
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| Coca-Cola Company (KO) | 0.3 | $5.0M | +2% | 66k | 76.05 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $4.8M | 16k | 298.85 |
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| Johnson & Johnson (JNJ) | 0.3 | $4.7M | +5% | 19k | 244.44 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $4.5M | +15% | 7.0k | 650.36 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $4.3M | 25k | 169.66 |
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| Wal-Mart Stores (WMT) | 0.3 | $4.0M | +2% | 32k | 124.28 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $3.9M | +76% | 101k | 38.86 |
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| Costco Wholesale Corporation (COST) | 0.3 | $3.8M | 3.8k | 996.41 |
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| Visa Com Cl A (V) | 0.2 | $3.7M | 12k | 302.23 |
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| Deere & Company (DE) | 0.2 | $3.6M | 6.3k | 563.26 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $3.4M | 34k | 98.38 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $3.0M | 19k | 157.35 |
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| Oracle Corporation (ORCL) | 0.2 | $3.0M | +2% | 20k | 147.11 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.9M | -6% | 5.9k | 499.66 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $2.7M | 29k | 92.69 |
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| Netflix (NFLX) | 0.2 | $2.6M | +4% | 27k | 96.15 |
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| Chevron Corporation (CVX) | 0.2 | $2.6M | 12k | 206.90 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $2.5M | 44k | 55.52 |
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| Ge Aerospace Com New (GE) | 0.2 | $2.4M | 8.6k | 283.77 |
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| Eaton Corp SHS (ETN) | 0.2 | $2.3M | 6.4k | 357.67 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.3M | 12k | 196.20 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $2.2M | 1.7k | 1320.83 |
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| Home Depot (HD) | 0.1 | $2.2M | 6.8k | 328.88 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $2.2M | 15k | 145.94 |
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| Cisco Systems (CSCO) | 0.1 | $2.2M | +2% | 28k | 77.59 |
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| Enact Hldgs (ACT) | 0.1 | $2.1M | +55% | 52k | 40.81 |
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| Merck & Co (MRK) | 0.1 | $2.1M | +4% | 18k | 120.29 |
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| Caterpillar (CAT) | 0.1 | $2.1M | 2.9k | 708.48 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $2.0M | -2% | 14k | 145.79 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $2.0M | +18% | 42k | 47.08 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $2.0M | 41k | 48.46 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $2.0M | +22% | 127k | 15.65 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $2.0M | 43k | 46.07 |
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| Micron Technology (MU) | 0.1 | $1.9M | +9% | 5.8k | 337.82 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.9M | +2% | 34k | 56.68 |
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| Nextera Energy (NEE) | 0.1 | $1.9M | 21k | 92.88 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.9M | 15k | 126.35 |
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| Servicenow (NOW) | 0.1 | $1.8M | +120% | 17k | 104.55 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.8M | -2% | 4.2k | 430.29 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.8M | +2% | 8.7k | 203.43 |
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| Applied Materials (AMAT) | 0.1 | $1.8M | +6% | 5.2k | 341.79 |
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| Linde SHS (LIN) | 0.1 | $1.7M | +5% | 3.5k | 495.76 |
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| Ge Vernova (GEV) | 0.1 | $1.7M | +2% | 2.0k | 872.98 |
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| International Business Machines (IBM) | 0.1 | $1.7M | +6% | 7.0k | 242.38 |
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| ConocoPhillips (COP) | 0.1 | $1.7M | +4% | 13k | 132.00 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.7M | +7% | 7.8k | 213.66 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.6M | +17% | 21k | 79.27 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.6M | +4% | 3.2k | 491.53 |
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| McDonald's Corporation (MCD) | 0.1 | $1.5M | +10% | 5.0k | 310.82 |
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| Pepsi (PEP) | 0.1 | $1.5M | -2% | 9.9k | 155.30 |
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| Cardinal Health (CAH) | 0.1 | $1.5M | 7.2k | 211.31 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.5M | +11% | 10k | 146.28 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.5M | 7.6k | 192.91 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.5M | 9.5k | 152.75 |
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| Corning Incorporated (GLW) | 0.1 | $1.4M | +5% | 11k | 135.97 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.1 | $1.4M | +4% | 29k | 49.37 |
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| Bank of America Corporation (BAC) | 0.1 | $1.4M | +2% | 29k | 48.75 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.4M | 17k | 82.49 |
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| Astrazeneca Ord (AZN) | 0.1 | $1.4M | NEW | 7.0k | 197.22 |
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| Goldman Sachs (GS) | 0.1 | $1.4M | 1.6k | 845.92 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.4M | 54k | 25.10 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.3M | +8% | 7.0k | 189.60 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.3M | 6.8k | 194.14 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.3M | +3% | 5.4k | 242.60 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.3M | 1.9k | 697.77 |
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| UnitedHealth (UNH) | 0.1 | $1.2M | -18% | 4.6k | 270.57 |
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| Amgen (AMGN) | 0.1 | $1.2M | +3% | 3.4k | 351.85 |
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| Lowe's Companies (LOW) | 0.1 | $1.2M | +4% | 5.0k | 236.30 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.2M | 13k | 88.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.2M | +16% | 2.0k | 577.13 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.2M | +3% | 786.00 | 1472.41 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.1M | -8% | 23k | 50.61 |
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| Medpace Hldgs (MEDP) | 0.1 | $1.1M | 2.4k | 480.19 |
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| TJX Companies (TJX) | 0.1 | $1.1M | +3% | 7.1k | 159.70 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | +3% | 1.9k | 604.46 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.1M | 8.5k | 132.90 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | +4% | 2.4k | 460.99 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.1M | +3% | 9.4k | 118.62 |
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| American Electric Power Company (AEP) | 0.1 | $1.1M | +3% | 8.4k | 131.08 |
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| At&t (T) | 0.1 | $1.1M | +16% | 38k | 28.99 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | 6.6k | 164.57 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.1M | 12k | 93.00 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.1M | -2% | 14k | 79.61 |
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| Automatic Data Processing (ADP) | 0.1 | $1.1M | +12% | 5.3k | 203.18 |
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| McKesson Corporation (MCK) | 0.1 | $1.1M | 1.2k | 865.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | 2.4k | 436.77 |
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| Verizon Communications (VZ) | 0.1 | $1.0M | +2% | 21k | 50.20 |
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| Booking Holdings (BKNG) | 0.1 | $1.0M | -10% | 245.00 | 4210.32 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | -4% | 4.2k | 243.08 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.0M | +9% | 8.2k | 122.78 |
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| Sandisk Corp (SNDK) | 0.1 | $1.0M | -37% | 1.6k | 635.34 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $1.0M | -2% | 46k | 21.68 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $992k | 50k | 19.75 |
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| Pfizer (PFE) | 0.1 | $987k | +5% | 35k | 28.08 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $986k | +7% | 16k | 61.32 |
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| Intel Corporation (INTC) | 0.1 | $979k | +2% | 22k | 44.13 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $975k | +7% | 3.9k | 250.58 |
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| Philip Morris International (PM) | 0.1 | $971k | +3% | 5.9k | 165.35 |
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| Kb Finl Group Sponsored Adr (KB) | 0.1 | $948k | +7% | 9.5k | 99.73 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $947k | +2% | 10k | 93.98 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $945k | +2% | 4.6k | 206.09 |
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| Woori Finl Group Sponsored Ads (WF) | 0.1 | $940k | +4% | 14k | 66.60 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $939k | -6% | 7.5k | 125.46 |
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| Boeing Company (BA) | 0.1 | $932k | 4.7k | 199.03 |
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| Welltower Inc Com reit (WELL) | 0.1 | $932k | +2% | 4.7k | 197.70 |
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| American Express Company (AXP) | 0.1 | $924k | 3.1k | 302.49 |
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| Rbc Cad (RY) | 0.1 | $909k | 5.6k | 161.78 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $909k | +6% | 2.3k | 390.41 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $904k | 17k | 52.85 |
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| salesforce (CRM) | 0.1 | $902k | -7% | 4.8k | 186.67 |
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| Prologis (PLD) | 0.1 | $897k | +3% | 6.8k | 132.18 |
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| Citigroup Com New (C) | 0.1 | $895k | +7% | 7.9k | 113.41 |
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| Walt Disney Company (DIS) | 0.1 | $889k | +7% | 9.2k | 96.38 |
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| Chubb (CB) | 0.1 | $879k | 2.7k | 325.93 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $879k | +18% | 5.1k | 173.03 |
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| Stryker Corporation (SYK) | 0.1 | $878k | +17% | 2.7k | 328.64 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $876k | -7% | 35k | 24.88 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $870k | +68% | 5.9k | 148.11 |
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| Emerson Electric (EMR) | 0.1 | $867k | +5% | 6.6k | 131.03 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $865k | 35k | 24.75 |
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| Cme (CME) | 0.1 | $851k | +4% | 2.9k | 295.33 |
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| Gilead Sciences (GILD) | 0.1 | $850k | +2% | 6.1k | 139.37 |
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| Blackrock (BLK) | 0.1 | $844k | 878.00 | 961.30 |
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| S&p Global (SPGI) | 0.1 | $842k | +7% | 2.0k | 425.34 |
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| Analog Devices (ADI) | 0.1 | $842k | +3% | 2.6k | 318.14 |
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| Danaher Corporation (DHR) | 0.1 | $830k | -3% | 4.4k | 189.60 |
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| Ea Series Trust Strive 500 Etf (STRV) | 0.1 | $820k | 20k | 41.97 |
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| Ssga Active Etf Tr State Street Glo (GAL) | 0.1 | $809k | -6% | 16k | 49.50 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $798k | -3% | 8.3k | 95.62 |
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| Altria (MO) | 0.1 | $795k | +4% | 12k | 65.99 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.1 | $792k | 11k | 69.90 |
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| Icici Bank Adr (IBN) | 0.1 | $784k | -4% | 30k | 25.90 |
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| Palo Alto Networks (PANW) | 0.1 | $781k | +45% | 4.9k | 160.32 |
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| Totalenergies Se Act (TTE) | 0.1 | $764k | 8.4k | 90.98 |
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| AmerisourceBergen (COR) | 0.1 | $762k | 2.4k | 314.14 |
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| Dr Reddys Labs Adr (RDY) | 0.1 | $762k | +21% | 55k | 13.85 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $758k | +4% | 37k | 20.70 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $749k | 66k | 11.28 |
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| Intuit (INTU) | 0.0 | $748k | 1.7k | 432.38 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $744k | 12k | 64.35 |
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| Sk Telecom Sponsored Adr (SKM) | 0.0 | $741k | +75% | 25k | 29.29 |
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| Ubs Group SHS (UBS) | 0.0 | $740k | +2% | 19k | 39.07 |
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| Starbucks Corporation (SBUX) | 0.0 | $740k | +4% | 8.3k | 89.59 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $736k | +32% | 9.5k | 77.11 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $733k | +8% | 4.2k | 173.47 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $730k | 7.8k | 93.31 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $724k | 33k | 21.66 |
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| Sherwin-Williams Company (SHW) | 0.0 | $724k | 2.3k | 320.55 |
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| Worthington Industries (WOR) | 0.0 | $713k | 14k | 52.14 |
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| 3M Company (MMM) | 0.0 | $713k | -4% | 4.9k | 145.24 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $710k | 7.7k | 92.74 |
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| Western Digital (WDC) | 0.0 | $708k | +3% | 2.6k | 270.49 |
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| Phillips 66 (PSX) | 0.0 | $705k | 3.9k | 182.19 |
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| Illinois Tool Works (ITW) | 0.0 | $697k | 2.7k | 260.30 |
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| Marriott Intl Cl A (MAR) | 0.0 | $694k | 2.1k | 327.07 |
|
|
| Capital One Financial (COF) | 0.0 | $691k | -25% | 3.8k | 182.43 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $686k | +7% | 16k | 42.24 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $685k | 14k | 48.93 |
|
|
| Williams Companies (WMB) | 0.0 | $683k | +3% | 9.4k | 72.78 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $679k | +13% | 14k | 47.02 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $675k | -2% | 9.3k | 72.74 |
|
| CSX Corporation (CSX) | 0.0 | $673k | +4% | 16k | 41.05 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $670k | +25% | 316k | 2.12 |
|
| Qualcomm (QCOM) | 0.0 | $668k | +4% | 5.2k | 128.78 |
|
| Slide Ins Hldgs (SLDE) | 0.0 | $660k | 37k | 18.00 |
|
|
| American Tower Reit (AMT) | 0.0 | $654k | -7% | 3.8k | 172.58 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $651k | 727.00 | 895.24 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $647k | -2% | 72k | 8.98 |
|
| Progressive Corporation (PGR) | 0.0 | $639k | +5% | 3.2k | 198.24 |
|
| O'reilly Automotive (ORLY) | 0.0 | $635k | +3% | 6.9k | 92.31 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $633k | -12% | 3.7k | 171.21 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $628k | +6% | 1.4k | 446.54 |
|
| Equinix (EQIX) | 0.0 | $628k | +7% | 640.00 | 980.99 |
|
| Uber Technologies (UBER) | 0.0 | $624k | 8.7k | 71.93 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $616k | 78k | 7.94 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $612k | -18% | 3.1k | 198.29 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $612k | +6% | 13k | 48.73 |
|
| Southern Company (SO) | 0.0 | $610k | -4% | 6.3k | 96.52 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $609k | -18% | 2.5k | 244.18 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $609k | +6% | 20k | 30.68 |
|
| Metropcs Communications (TMUS) | 0.0 | $609k | 2.9k | 210.01 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $606k | -3% | 4.6k | 131.02 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $603k | 18k | 32.95 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $596k | -9% | 5.5k | 108.61 |
|
| Travelers Companies (TRV) | 0.0 | $592k | +2% | 2.0k | 291.68 |
|
| Greif Cl A (GEF) | 0.0 | $590k | +102% | 8.8k | 67.07 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $589k | 1.2k | 484.91 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $582k | -4% | 13k | 45.47 |
|
| W.W. Grainger (GWW) | 0.0 | $576k | +4% | 528.00 | 1090.81 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $575k | -3% | 4.3k | 135.34 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $572k | +5% | 5.1k | 112.28 |
|
| Intercontinental Exchange (ICE) | 0.0 | $570k | +10% | 3.6k | 157.28 |
|
| Ea Series Trust Strive Sml Cap (STXK) | 0.0 | $568k | 17k | 33.36 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $566k | 830.00 | 682.24 |
|
|
| Honeywell International (HON) | 0.0 | $564k | 2.5k | 226.03 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $564k | +4% | 1.0k | 561.89 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $560k | 3.3k | 172.06 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.0 | $556k | +7% | 11k | 51.93 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $555k | +6% | 2.0k | 283.78 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $554k | +5% | 4.2k | 130.94 |
|
| Quanta Services (PWR) | 0.0 | $550k | 1.0k | 549.02 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $544k | -7% | 2.0k | 272.38 |
|
| Barclays Adr (BCS) | 0.0 | $542k | -2% | 26k | 21.16 |
|
| Kroger (KR) | 0.0 | $538k | +2% | 7.4k | 72.36 |
|
Past Filings by PDS Planning
SEC 13F filings are viewable for PDS Planning going back to 2017
- PDS Planning 2026 Q1 filed April 22, 2026
- 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