Pds Planning, Inc Portfolio Holdings
Pds Planning, Inc
- $1.32 Billion
- Q2 2025
Pds Planning, Inc has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 516 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $100M, Ishares Core S&P 500 ETF with a value of $92.2M, Ishares Core U.S. Aggregate Bo with a value of $73.4M, Vanguard Mid Cap ETF with a value of $61.3M, and Vanguard Ftse Emerging Mkts Et with a value of $51.6M.
Examining the 13F form we can see an increase of $147M in the current position value, from $1.17B to 1.32B.
Below you can find more details about Pds Planning, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.32 Billion
ETFs: $861 Million
Technology: $135 Million
Financial Services: $91 Million
Healthcare: $69.2 Million
Consumer Cyclical: $36.7 Million
Communication Services: $35.8 Million
Industrials: $33.2 Million
Consumer Defensive: $25.2 Million
Other: $31 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 516
- Current Value $1.32 Billion
- Prior Value $1.17 Billion
- Filing
- Period Q2 2025
- Filing Date July 24, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 57 stocks
- Additional Purchases 340 stocks
- Sold out of 0 stocks
- Reduced holdings in 98 stocks