PDS Planning, Inc Q1 2025 Filing

Filed April 24, 2025

Portfolio Value

$1.2B

Holdings

476

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (476 positions)

StockValue
ENBENBRIDGE INC
$331K
SPIBSPDR SER TR
$330K
PDDPDD HOLDINGS INC
$329K
GGENPACT LIMITED
$329K
BNSBANK NOVA SCOTIA HALIFAX
$327K
LNGCHENIERE ENERGY INC
$325K
SOSOUTHERN CO
$325K
AWCAMERICAN WTR WKS CO INC NEW
$324K
8CWCROWN CASTLE INC
$320K
JDJD.COM INC
$318K
EOGEOG RES INC
$317K
CMGCHIPOTLE MEXICAN GRILL INC
$317K
CRCCANADIAN NAT RES LTD
$317K
GLWCORNING INC
$313K
WDAYWORKDAY INC
$309K
MGCVANGUARD WORLD FD
$307K
WSWORTHINGTON STL INC
$307K
BKBANK NEW YORK MELLON CORP
$307K
URIUNITED RENTALS INC
$306K
CMCANADIAN IMPERIAL BK COMM
$306K
EGPEASTGROUP PPTYS INC
$304K
WABWABTEC
$304K
TRGPTARGA RES CORP
$303K
CLCOLGATE PALMOLIVE CO
$303K
INGING GROEP N.V.
$302K
YUMYUM BRANDS INC
$302K
SCCOSOUTHERN COPPER CORP
$300K
MSCIMSCI INC
$299K
FRMEFIRST MERCHANTS CORP
$297K
TAKTAKEDA PHARMACEUTICAL CO LTD
$295K
MDTMEDTRONIC PLC
$294K
PNCPNC FINL SVCS GROUP INC
$294K
IWPISHARES TR
$293K
CVSCVS HEALTH CORP
$293K
RHCRH PLC
$290K
CPRTCOPART INC
$288K
PKXPOSCO HOLDINGS INC
$287K
BMTABRITISH AMERN TOB PLC
$286K
DJPBARCLAYS BANK PLC
$285K
BNBROOKFIELD CORP
$285K
MNSTMONSTER BEVERAGE CORP NEW
$284K
VFHVANGUARD WORLD FD
$283K
STXDEA SERIES TRUST
$282K
APPAPPLOVIN CORP
$278K
FCXFREEPORT-MCMORAN INC
$275K
VPUVANGUARD WORLD FD
$275K
VBKVANGUARD INDEX FDS
$274K
FASTFASTENAL CO
$272K
PAYXPAYCHEX INC
$269K
IDXXIDEXX LABS INC
$269K
CMICUMMINS INC
$268K
RACEFERRARI N V
$268K
REGNREGENERON PHARMACEUTICALS
$267K
DDOMINION ENERGY INC
$267K
LHXL3HARRIS TECHNOLOGIES INC
$266K
T7DTRANSDIGM GROUP INC
$266K
AEMAGNICO EAGLE MINES LTD
$265K
AMEAMETEK INC
$265K
APOAPOLLO GLOBAL MGMT INC
$263K
EBAEBAY INC.
$262K
CCOCAMECO CORP
$262K
OKEONEOK INC NEW
$262K
DFUSDIMENSIONAL ETF TRUST
$261K
IONQIONQ INC
$261K
SPGSIMON PPTY GROUP INC NEW
$260K
IXNISHARES TR
$259K
ACWIISHARES TR
$259K
SRESEMPRA
$257K
SCHESCHWAB STRATEGIC TR
$250K
MDYSPDR S&P MIDCAP 400 ETF TR
$250K
HMCHONDA MOTOR LTD
$249K
DONSPDR DOW JONES INDL AVERAGE
$249K
ABNBAIRBNB INC
$248K
OREALTY INCOME CORP
$248K
DASHDOORDASH INC
$247K
CDWCDW CORP
$246K
NKENIKE INC
$245K
PSAPUBLIC STORAGE OPER CO
$245K
GSKGSK PLC
$242K
NMRNOMURA HLDGS INC
$242K
PEOEXELON CORP
$240K
NSCNORFOLK SOUTHN CORP
$240K
SKMSK TELECOM CO LTD
$240K
IWDISHARES TR
$240K
VRTVERTIV HOLDINGS CO
$239K
FQIDIGITAL RLTY TR INC
$239K
CARRCARRIER GLOBAL CORPORATION
$236K
ESLTELBIT SYS LTD
$235K
BRBROADRIDGE FINL SOLUTIONS IN
$235K
RWOSPDR INDEX SHS FDS
$234K
NINISOURCE INC
$234K
STESTERIS PLC
$232K
ALCALCON AG
$231K
EQHEQUITABLE HLDGS INC
$230K
PRUPRUDENTIAL FINL INC
$230K
EFAVISHARES TR
$228K
ESEVERSOURCE ENERGY
$228K
PWRQUANTA SVCS INC
$227K
EDCONSOLIDATED EDISON INC
$227K
IXORIX CORP
$227K
PreviousPage 4 of 5Next