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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • 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
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