PDS Planning, Inc Q2 2024 Filing

Filed August 8, 2024

Portfolio Value

$991.2T

Holdings

396

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (396 positions)

#StockSharesValue% PortfolioType
101
AORISHARES TR
15,151$853K0.00%
102
CMCSACOMCAST CORP NEW
21,717$850K0.00%
103
SAPSAP SE
3,943$795K0.00%
104
PFEPFIZER INC
28,209$789K0.00%
105
INTUINTUIT
1,202$789K0.00%
106
BKNGBOOKING HOLDINGS INC
197$780K0.00%
107
GEFGREIF INC
13,560$779K0.00%
108
QCOMQUALCOMM INC
3,905$777K0.00%
109
NDQINVESCO QQQ TR
1,594$763K0.00%
110
APHAMPHENOL CORP NEW
11,301$761K0.00%
111
TJXTJX COS INC NEW
6,832$752K0.00%
112
ACNACCENTURE PLC IRELAND
2,477$751K0.00%
113
UNPUNION PAC CORP
3,321$751K0.00%
114
CATCATERPILLAR INC
2,243$747K0.00%
115
TMTOYOTA MOTOR CORP
3,519$721K0.00%
116
SPGIS&P GLOBAL INC
1,613$719K0.00%
117
AMGNAMGEN INC
2,273$710K0.00%
118
LRCXEURLAM RESEARCH CORP
646$687K0.00%
119
BACVERIZON COMMUNICATIONS INC
16,602$684K0.00%
120
VCSHVANGUARD SCOTTSDALE FDS
8,832$682K0.00%
121
DISDISNEY WALT CO
6,845$679K0.00%
122
IBMINTERNATIONAL BUSINESS MACHS
3,925$678K0.00%
123
AEPAMERICAN ELEC PWR CO INC
7,705$676K0.00%
124
AXPAMERICAN EXPRESS CO
2,918$675K0.00%
125
LMTLOCKHEED MARTIN CORP
1,443$673K0.00%
126
IBNICICI BANK LIMITED
23,345$672K0.00%
127
CAHCARDINAL HEALTH INC
6,787$667K0.00%
128
SHELSHELL PLC
8,956$646K0.00%
129
INFYINFOSYS LTD
34,517$642K0.00%
130
EMREMERSON ELEC CO
5,829$642K0.00%
131
VHTVANGUARD WORLD FD
2,400$638K0.00%
132
USMVISHARES TR
7,498$629K0.00%
133
HBC2HSBC HLDGS PLC
14,412$626K0.00%
134
CBCHUBB LIMITED
2,446$623K0.00%
135
CITHE CIGNA GROUP
1,875$619K0.00%
136
GSGOLDMAN SACHS GROUP INC
1,339$605K0.00%
137
DYHTARGET CORP
4,082$604K0.00%
138
SHWSHERWIN WILLIAMS CO
2,025$604K0.00%
139
SNPSSYNOPSYS INC
1,016$604K0.00%
140
WTHWORTHINGTON ENTERPRISES INC
12,667$599K0.00%
141
TAT&T INC
31,182$595K0.00%
142
SMFGSUMITOMO MITSUI FINL GROUP I
44,090$591K0.00%
143
BLKCHFBLACKROCK INC
746$587K0.00%
144
GEF/BGREIF INC
9,355$584K0.00%
145
INTCINTEL CORP
18,720$579K0.00%
146
ISRGINTUITIVE SURGICAL INC
1,291$574K0.00%
147
SHOPSHOPIFY INC
8,664$572K0.00%
148
CNRCANADIAN NATL RY CO
4,845$572K0.00%
149
SCHWSCHWAB CHARLES CORP
7,760$571K0.00%
150
VYMVANGUARD WHITEHALL FDS
4,794$568K0.00%
151
BBWIBATH & BODY WORKS INC
14,512$566K0.00%
152
MUMICRON TECHNOLOGY INC
4,278$562K0.00%
153
PGRPROGRESSIVE CORP
2,688$558K0.00%
154
WFCWELLS FARGO CO NEW
9,387$557K0.00%
155
CHTCHUNGHWA TELECOM CO LTD
14,358$554K0.00%
156
BSXBOSTON SCIENTIFIC CORP
7,169$552K0.00%
157
PXFINVESCO EXCH TRADED FD TR II
11,324$551K0.00%
158
MRSHMARSH & MCLENNAN COS INC
2,596$547K0.00%
159
VDEVANGUARD WORLD FD
4,294$547K0.00%
160
DWDMORGAN STANLEY
5,598$544K0.00%
161
WITWIPRO LTD
89,050$543K0.00%
162
ITWILLINOIS TOOL WKS INC
2,242$531K0.00%
163
IAU*ISHARES GOLD TR
12,088$531K0.00%
164
BABOEING CO
2,916$530K0.00%
165
CDNSCADENCE DESIGN SYSTEM INC
1,715$527K0.00%
166
MCKMCKESSON CORP
904$527K0.00%
167
SBUXSTARBUCKS CORP
6,704$521K0.00%
168
PLDPROLOGIS INC.
4,600$516K0.00%
169
GLDMWORLD GOLD TR
11,178$515K0.00%
170
ANETEURARISTA NETWORKS INC
1,461$512K0.00%
171
TMUST-MOBILE US INC
2,891$509K0.00%
172
RDYDR REDDYS LABS LTD
6,641$505K0.00%
173
TTENTOTALENERGIES SE
7,392$492K0.00%
174
SCHDSCHWAB STRATEGIC TR
6,303$490K0.00%
175
RTXRTX CORPORATION
4,867$488K0.00%
176
CRWDCROWDSTRIKE HLDGS INC
1,273$487K0.00%
177
UBSUBS GROUP AG
16,381$483K0.00%
178
STXKEA SERIES TRUST
16,505$478K0.00%
179
SONYSONY GROUP CORP
5,623$477K0.00%
180
ULUNILEVER PLC
8,681$477K0.00%
181
MPCMARATHON PETE CORP
2,721$472K0.00%
182
CMECME GROUP INC
2,374$466K0.00%
183
SHGSHINHAN FINANCIAL GROUP CO L
13,390$466K0.00%
184
HONHONEYWELL INTL INC
2,173$464K0.00%
185
ROPROPER TECHNOLOGIES INC
824$464K0.00%
186
UMCUNITED MICROELECTRONICS CORP
52,453$459K0.00%
187
SYKSTRYKER CORPORATION
1,348$458K0.00%
188
CSXCSX CORP
13,351$446K0.00%
189
KBIAKB FINL GROUP INC
7,864$445K0.00%
190
PSXPHILLIPS 66
3,114$439K0.00%
191
MCOMOODYS CORP
1,042$438K0.00%
192
STRVEA SERIES TRUST
12,451$435K0.00%
193
AMTAMERICAN TOWER CORP NEW
2,237$434K0.00%
194
BDXBECTON DICKINSON & CO
1,854$433K0.00%
195
ICEINTERCONTINENTAL EXCHANGE IN
3,128$428K0.00%
196
FISVFISERV INC
2,865$427K0.00%
197
KLACKLA CORP
517$426K0.00%
198
WSWORTHINGTON STL INC
12,651$422K0.00%
199
GWWGRAINGER W W INC
467$421K0.00%
200
ADIANALOG DEVICES INC
1,844$420K0.00%
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