Pds Planning, Inc Portfolio Holdings
Pds Planning, Inc
- $1.17 Billion
- Q1 2025
Pds Planning, Inc has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 476 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $86M, Ishares Core S&P 500 ETF with a value of $80.2M, Ishares Core U.S. Aggregate Bo with a value of $69.3M, Vanguard Mid Cap ETF with a value of $53.7M, and Vanguard Dividend Appreciation with a value of $48.8M.
Examining the 13F form we can see an increase of $60.2M in the current position value, from $1.11B to 1.17B.
Below you can find more details about Pds Planning, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.17 Billion
ETFs: $790 Million
Technology: $98.3 Million
Financial Services: $80.8 Million
Healthcare: $71 Million
Consumer Cyclical: $29 Million
Industrials: $27.3 Million
Communication Services: $26.8 Million
Consumer Defensive: $22.9 Million
Other: $26.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 476
- Current Value $1.17 Billion
- Prior Value $1.11 Billion
- Filing
- Period Q1 2025
- Filing Date April 23, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 47 stocks
- Additional Purchases 356 stocks
- Sold out of 0 stocks
- Reduced holdings in 54 stocks