PDS Planning, Inc Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$1.2T
Holdings
476
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (476 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TAT&T INC | 36,682 | $1.0B | 0.09% | |
| 102 | HDBHDFC BANK LTD | 15,528 | $1.0B | 0.09% | |
| 103 | UNPUNION PAC CORP | 4,303 | $1.0B | 0.09% | |
| 104 | BKNGBOOKING HOLDINGS INC | 219 | $1.0B | 0.09% | |
| 105 | NVSNNOVARTIS AG | 8,897 | $991.8M | 0.08% | |
| 106 | IWNISHARES TR | 6,440 | $972.3M | 0.08% | |
| 107 | NDQINVESCO QQQ TR | 2,064 | $967.9M | 0.08% | |
| 108 | NVONOVO-NORDISK A S | 13,852 | $961.9M | 0.08% | |
| 109 | CAHCARDINAL HEALTH INC | 6,882 | $948.2M | 0.08% | |
| 110 | ACNACCENTURE PLC IRELAND | 3,011 | $939.6M | 0.08% | |
| 111 | SPGIS&P GLOBAL INC | 1,844 | $936.9M | 0.08% | |
| 112 | IBNICICI BANK LIMITED | 29,077 | $916.5M | 0.08% | |
| 113 | VUGVANGUARD INDEX FDS | 2,444 | $906.1M | 0.08% | |
| 114 | PGRPROGRESSIVE CORP | 3,183 | $900.8M | 0.08% | |
| 115 | TJXTJX COS INC NEW | 7,394 | $900.5M | 0.08% | |
| 116 | HBC2HSBC HLDGS PLC | 15,301 | $878.7M | 0.07% | |
| 117 | AEPAMERICAN ELEC PWR CO INC | 7,998 | $873.9M | 0.07% | |
| 118 | ELVELEVANCE HEALTH INC | 2,009 | $873.8M | 0.07% | |
| 119 | AMGNAMGEN INC | 2,788 | $868.6M | 0.07% | |
| 120 | AXPAMERICAN EXPRESS CO | 3,217 | $865.5M | 0.07% | |
| 121 | PFEPFIZER INC | 34,147 | $865.3M | 0.07% | |
| 122 | BACVERIZON COMMUNICATIONS INC | 18,857 | $855.3M | 0.07% | |
| 123 | DISDISNEY WALT CO | 8,635 | $852.3M | 0.07% | |
| 124 | WFCWELLS FARGO CO NEW | 11,870 | $852.1M | 0.07% | |
| 125 | GSGOLDMAN SACHS GROUP INC | 1,550 | $846.7M | 0.07% | |
| 126 | VGTVANGUARD WORLD FD | 1,558 | $844.8M | 0.07% | |
| 127 | CATCATERPILLAR INC | 2,543 | $838.7M | 0.07% | |
| 128 | INTUINTUIT | 1,365 | $838.1M | 0.07% | |
| 129 | BABAALIBABA GROUP HLDG LTD | 6,326 | $836.5M | 0.07% | |
| 130 | AORISHARES TR | 14,318 | $824.3M | 0.07% | |
| 131 | BLKBLACKROCK INC | 863 | $816.5M | 0.07% | |
| 132 | BSXBOSTON SCIENTIFIC CORP | 8,013 | $808.4M | 0.07% | |
| 133 | RTXRTX CORPORATION | 6,097 | $807.6M | 0.07% | |
| 134 | SONYSONY GROUP CORP | 31,692 | $804.7M | 0.07% | |
| 135 | CRWDCROWDSTRIKE HLDGS INC | 2,273 | $801.4M | 0.07% | |
| 136 | GALSSGA ACTIVE ETF TR | 17,865 | $800.7M | 0.07% | |
| 137 | MRSHMARSH & MCLENNAN COS INC | 3,255 | $794.3M | 0.07% | |
| 138 | 4I1PHILIP MORRIS INTL INC | 4,983 | $791.0M | 0.07% | |
| 139 | AZNASTRAZENECA PLC | 10,735 | $789.0M | 0.07% | |
| 140 | ISRGINTUITIVE SURGICAL INC | 1,589 | $787.0M | 0.07% | |
| 141 | AMDADVANCED MICRO DEVICES INC | 7,626 | $783.5M | 0.07% | |
| 142 | DHRDANAHER CORPORATION | 3,787 | $776.3M | 0.07% | |
| 143 | LMTLOCKHEED MARTIN CORP | 1,738 | $776.2M | 0.07% | |
| 144 | CBCHUBB LIMITED | 2,564 | $774.3M | 0.07% | |
| 145 | APHAMPHENOL CORP NEW | 11,787 | $773.1M | 0.07% | |
| 146 | MMM3M CO | 5,188 | $761.8M | 0.06% | |
| 147 | SHWSHERWIN WILLIAMS CO | 2,175 | $759.5M | 0.06% | |
| 148 | INFYINFOSYS LTD | 41,588 | $759.0M | 0.06% | |
| 149 | FISVFISERV INC | 3,421 | $755.5M | 0.06% | |
| 150 | SHELSHELL PLC | 10,208 | $748.1M | 0.06% | |
| 151 | MCKMCKESSON CORP | 1,107 | $745.0M | 0.06% | |
| 152 | SBUXSTARBUCKS CORP | 7,592 | $744.7M | 0.06% | |
| 153 | CMECME GROUP INC | 2,802 | $743.5M | 0.06% | |
| 154 | IAU*ISHARES GOLD TR | 12,541 | $739.4M | 0.06% | |
| 155 | SCHWSCHWAB CHARLES CORP | 9,382 | $734.4M | 0.06% | |
| 156 | QCOMQUALCOMM INC | 4,760 | $731.2M | 0.06% | |
| 157 | MEDPMEDPACE HLDGS INC | 2,386 | $727.0M | 0.06% | |
| 158 | CMCSACOMCAST CORP NEW | 19,684 | $726.3M | 0.06% | |
| 159 | ESGDISHARES TR | 8,840 | $722.2M | 0.06% | |
| 160 | TMUST-MOBILE US INC | 2,707 | $721.9M | 0.06% | |
| 161 | SMFGSUMITOMO MITSUI FINL GROUP I | 45,999 | $711.1M | 0.06% | |
| 162 | DWDMORGAN STANLEY | 6,081 | $709.5M | 0.06% | |
| 163 | USMVISHARES TR | 7,540 | $706.2M | 0.06% | |
| 164 | CHTCHUNGHWA TELECOM CO LTD | 17,955 | $704.0M | 0.06% | |
| 165 | EMREMERSON ELEC CO | 6,163 | $675.7M | 0.06% | |
| 166 | PLTRPALANTIR TECHNOLOGIES INC | 7,955 | $671.4M | 0.06% | |
| 167 | FNDFSCHWAB STRATEGIC TR | 18,411 | $665.4M | 0.06% | |
| 168 | CITHE CIGNA GROUP | 2,021 | $665.0M | 0.06% | |
| 169 | STRVEA SERIES TRUST | 18,401 | $663.5M | 0.06% | |
| 170 | SYKSTRYKER CORPORATION | 1,772 | $659.7M | 0.06% | |
| 171 | VHTVANGUARD WORLD FD | 2,465 | $652.5M | 0.06% | |
| 172 | WTHWORTHINGTON ENTERPRISES INC | 13,012 | $651.8M | 0.05% | |
| 173 | ULUNILEVER PLC | 10,923 | $650.4M | 0.05% | |
| 174 | TMTOYOTA MOTOR CORP | 3,641 | $642.7M | 0.05% | |
| 175 | BABOEING CO | 3,673 | $626.4M | 0.05% | |
| 176 | AMTAMERICAN TOWER CORP NEW | 2,865 | $623.4M | 0.05% | |
| 177 | WITWIPRO LTD | 203,465 | $622.6M | 0.05% | |
| 178 | VYMVANGUARD WHITEHALL FDS | 4,825 | $622.3M | 0.05% | |
| 179 | AMATAPPLIED MATLS INC | 4,221 | $612.6M | 0.05% | |
| 180 | ORLYOREILLY AUTOMOTIVE INC | 427 | $611.7M | 0.05% | |
| 181 | ITWILLINOIS TOOL WKS INC | 2,453 | $608.3M | 0.05% | |
| 182 | MOALTRIA GROUP INC | 9,960 | $597.8M | 0.05% | |
| 183 | ICEINTERCONTINENTAL EXCHANGE IN | 3,447 | $594.6M | 0.05% | |
| 184 | AVIGAMERICAN CENTY ETF TR | 14,229 | $588.9M | 0.05% | |
| 185 | PXFINVESCO EXCH TRADED FD TR II | 11,324 | $588.7M | 0.05% | |
| 186 | PLDPROLOGIS INC. | 5,251 | $587.0M | 0.05% | |
| 187 | DGRWWISDOMTREE TR | 7,340 | $586.2M | 0.05% | |
| 188 | SPOTSPOTIFY TECHNOLOGY S A | 1,059 | $582.5M | 0.05% | |
| 189 | GILDGILEAD SCIENCES INC | 5,198 | $582.4M | 0.05% | |
| 190 | UBSUBS GROUP AG | 18,564 | $568.6M | 0.05% | |
| 191 | WELLWELLTOWER INC | 3,699 | $566.7M | 0.05% | |
| 192 | VRTXVERTEX PHARMACEUTICALS INC | 1,158 | $561.4M | 0.05% | |
| 193 | VDEVANGUARD WORLD FD | 4,298 | $557.4M | 0.05% | |
| 194 | ANETARISTA NETWORKS INC | 7,030 | $544.7M | 0.05% | |
| 195 | UBERUBER TECHNOLOGIES INC | 7,452 | $543.0M | 0.05% | |
| 196 | GEF/BGREIF INC | 9,157 | $542.8M | 0.05% | |
| 197 | HONHONEYWELL INTL INC | 2,563 | $542.7M | 0.05% | |
| 198 | AZOAUTOZONE INC | 140 | $533.8M | 0.04% | |
| 199 | LRCXLAM RESEARCH CORP | 7,327 | $532.7M | 0.04% | |
| 200 | ESGEISHARES INC | 15,219 | $531.9M | 0.04% |