PDS Planning, Inc Q1 2024 Filing

Filed May 1, 2024

Portfolio Value

$951.8B

Holdings

397

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (397 positions)

#StockSharesValue% PortfolioType
301
INTUINTUIT
1,144$00.00%
302
LMTLOCKHEED MARTIN CORP
1,402$00.00%
303
ANETEURARISTA NETWORKS INC
1,403$00.00%
304
SPIBSPDR SER TR
9,223$00.00%
305
AMATAPPLIED MATLS INC
3,755$00.00%
306
MNSTMONSTER BEVERAGE CORP NEW
4,105$00.00%
307
ABEVAMBEV SA
30,483$00.00%
308
UNPUNION PAC CORP
3,363$00.00%
309
NGGNATIONAL GRID PLC
3,073$00.00%
310
CNCCENTENE CORP DEL
3,689$00.00%
311
SCCOSOUTHERN COPPER CORP
2,584$00.00%
312
SBUXSTARBUCKS CORP
6,364$00.00%
313
PSXPHILLIPS 66
3,115$00.00%
314
VUGVANGUARD INDEX FDS
2,460$00.00%
315
HBANHUNTINGTON BANCSHARES INC
60,080$00.00%
316
SHOPSHOPIFY INC
8,579$00.00%
317
BBVABANCO BILBAO VIZCAYA ARGENTA
27,141$00.00%
318
ESGVVANGUARD WORLD FD
4,289$00.00%
319
KRKROGER CO
5,486$00.00%
320
TKCTURKCELL ILETISIM HIZMETLERI
27,915$00.00%
321
DUKDUKE ENERGY CORP NEW
2,866$00.00%
322
ENBENBRIDGE INC
8,173$00.00%
323
MUFGMITSUBISHI UFJ FINL GROUP IN
24,751$00.00%
324
PFEPFIZER INC
24,405$00.00%
325
NVSNNOVARTIS AG
7,765$00.00%
326
RWOSPDR INDEX SHS FDS
5,252$00.00%
327
CNRCANADIAN NATL RY CO
4,704$00.00%
328
BHPBHP GROUP LTD
6,430$00.00%
329
RELXRELX PLC
7,446$00.00%
330
IAU*ISHARES GOLD TR
12,073$00.00%
331
EDCONSOLIDATED EDISON INC
2,491$00.00%
332
AEGAEGON LTD
11,423$00.00%
333
DWDMORGAN STANLEY
5,474$00.00%
334
MLMMARTIN MARIETTA MATLS INC
428$00.00%
335
RDYDR REDDYS LABS LTD
5,684$00.00%
336
SCHBSCHWAB STRATEGIC TR
5,291$00.00%
337
T7DTRANSDIGM GROUP INC
166$00.00%
338
CDNSCADENCE DESIGN SYSTEM INC
1,413$00.00%
339
SJMSMUCKER J M CO
1,631$00.00%
340
PLDPROLOGIS INC.
5,003$00.00%
341
CLCOLGATE PALMOLIVE CO
2,816$00.00%
342
TMETENCENT MUSIC ENTMT GROUP
10,897$00.00%
343
UGRULTRAPAR PARTICIPACOES SA
11,018$00.00%
344
LRCXEURLAM RESEARCH CORP
645$00.00%
345
HLTHILTON WORLDWIDE HLDGS INC
1,384$00.00%
346
ISRGINTUITIVE SURGICAL INC
1,387$00.00%
347
STLDSTEEL DYNAMICS INC
1,470$00.00%
348
SAPSAP SE
3,806$00.00%
349
MEDPMEDPACE HLDGS INC
2,357$00.00%
350
SONYSONY GROUP CORP
5,155$00.00%
351
GDGENERAL DYNAMICS CORP
845$00.00%
352
HPEHEWLETT PACKARD ENTERPRISE C
12,952$00.00%
353
CITHE CIGNA GROUP
1,921$00.00%
354
ITUBITAU UNIBANCO HLDG S A
12,267$00.00%
355
STXKEA SERIES TRUST
13,262$00.00%
356
ESGDISHARES TR
5,044$00.00%
357
YUMYUM BRANDS INC
1,770$00.00%
358
PNCPNC FINL SVCS GROUP INC
1,498$00.00%
359
TMUST-MOBILE US INC
2,527$00.00%
360
EFAVISHARES TR
2,930$00.00%
361
ITWILLINOIS TOOL WKS INC
2,189$00.00%
362
CFFNCAPITOL FED FINL INC
13,084$00.00%
363
LIESUN LIFE FINANCIAL INC.
5,245$00.00%
364
NDQINVESCO QQQ TR
1,414$00.00%
365
SPGIS&P GLOBAL INC
1,686$00.00%
366
MCKMCKESSON CORP
892$00.00%
367
VSGXVANGUARD WORLD FD
2,019$00.00%
368
ARKKARK ETF TR
4,066$00.00%
369
UMCUNITED MICROELECTRONICS CORP
53,461$00.00%
370
CATCATERPILLAR INC
2,223$00.00%
371
SPGSIMON PPTY GROUP INC NEW
1,314$00.00%
372
MFCMANULIFE FINL CORP
9,824$00.00%
373
ACWIISHARES TR
2,222$00.00%
374
ESGUISHARES TR
2,472$00.00%
375
A4SAMERIPRISE FINL INC
775$00.00%
376
SHGSHINHAN FINANCIAL GROUP CO L
13,738$00.00%
377
HBC2HSBC HLDGS PLC
13,335$00.00%
378
SHWSHERWIN WILLIAMS CO
2,211$00.00%
379
BDXBECTON DICKINSON & CO
1,513$00.00%
380
CITCINTAS CORP
444$00.00%
381
NOKNOKIA CORP
33,943$00.00%
382
CDWCDW CORP
1,126$00.00%
383
ACNACCENTURE PLC IRELAND
2,523$00.00%
384
SCHASCHWAB STRATEGIC TR
703$00.00%
385
GILDGILEAD SCIENCES INC
4,762$00.00%
386
AXPAMERICAN EXPRESS CO
2,915$00.00%
387
RSGREPUBLIC SVCS INC
1,336$00.00%
388
WFCWELLS FARGO CO NEW
8,382$00.00%
389
SHELSHELL PLC
8,714$00.00%
390
DFASDIMENSIONAL ETF TRUST
3,494$00.00%
391
VDEVANGUARD WORLD FD
4,130$00.00%
392
MDTMEDTRONIC PLC
2,380$00.00%
393
FCXFREEPORT-MCMORAN INC
5,862$00.00%
394
BSBRBANCO SANTANDER BRASIL S A
13,717$00.00%
395
PKXPOSCO HOLDINGS INC
3,966$00.00%
396
DGDOLLAR GEN CORP NEW
1,294$00.00%
397
GEFGREIF INC
7,521$00.00%
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