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

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

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
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