Pds Planning, Inc Portfolio Holdings
Pds Planning, Inc
- $1.11 Billion
- Q4 2024
Pds Planning, Inc has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 444 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $82.3M, Vanguard Ftse Developed Market with a value of $78.2M, Ishares Core U.S. Aggregate Bo with a value of $66.6M, Vanguard Mid Cap ETF with a value of $53.5M, and American Centy ETF Tr Avantis with a value of $50.6M.
Examining the 13F form we can see an increase of $12.3M in the current position value, from $1.1B to 1.11B.
Below you can find more details about Pds Planning, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.11 Billion
ETFs: $771 Million
Technology: $104 Million
Healthcare: $58.6 Million
Financial Services: $56.4 Million
Consumer Cyclical: $29.6 Million
Communication Services: $26 Million
Industrials: $25.6 Million
Consumer Defensive: $20.2 Million
Other: $20.5 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 444
- Current Value $1.11 Billion
- Prior Value $1.1 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 29 stocks
- Additional Purchases 268 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks