Pds Planning, Inc Portfolio Holdings
Pds Planning, Inc
- $947 Million
- Q1 2024
Pds Planning, Inc has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $947 Million distributed in 397 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $73M, Vanguard Small Cap Value ETF with a value of $69.5M, Ishares Core S&P 500 ETF with a value of $55.2M, Ishares Core U.S. Aggregate Bo with a value of $51.5M, and Ishares Core S&P Mid Cap ETF with a value of $50.8M.
Examining the 13F form we can see an increase of $73.4M in the current position value, from $874M to 947M.
Below you can find more details about Pds Planning, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$947 Million
ETFs: $665 Million
Technology: $75.5 Million
Healthcare: $59.6 Million
Financial Services: $44.2 Million
Industrials: $23.8 Million
Consumer Cyclical: $22.5 Million
Communication Services: $19.4 Million
Consumer Defensive: $17.7 Million
Other: $19.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 397
- Current Value $947 Million
- Prior Value $874 Million
- Filing
- Period Q1 2024
- Filing Date May 01, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 37 stocks
- Additional Purchases 265 stocks
- Sold out of 0 stocks
- Reduced holdings in 81 stocks