PDS Planning, Inc Q2 2023 Filing

Filed July 21, 2023

Portfolio Value

$782.1B

Holdings

340

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (340 positions)

#StockSharesValue% PortfolioType
101
HLNHALEON PLC
11,284$00.00%
102
MCOMOODYS CORP
982$00.00%
103
CMGCHIPOTLE MEXICAN GRILL INC
100$00.00%
104
LUMNLUMEN TECHNOLOGIES INC
15,617$00.00%
105
TTENTOTALENERGIES SE
6,342$00.00%
106
SMFGSUMITOMO MITSUI FINL GROUP I
37,607$00.00%
107
BABAALIBABA GROUP HLDG LTD
5,424$00.00%
108
CBCHUBB LIMITED
2,104$00.00%
109
TAT&T INC
24,069$00.00%
110
CMECME GROUP INC
2,037$00.00%
111
CAHCARDINAL HEALTH INC
6,914$00.00%
112
4I1PHILIP MORRIS INTL INC
3,367$00.00%
113
SCHFSCHWAB STRATEGIC TR
5,653$00.00%
114
BMYBRISTOL-MYERS SQUIBB CO
7,656$00.00%
115
USBUS BANCORP DEL
6,163$00.00%
116
SCHWSCHWAB CHARLES CORP
7,226$00.00%
117
ODFLOLD DOMINION FREIGHT LINE IN
580$00.00%
118
TRVTRAVELERS COMPANIES INC
1,580$00.00%
119
KEYSKEYSIGHT TECHNOLOGIES INC
1,652$00.00%
120
ORLYOREILLY AUTOMOTIVE INC
316$00.00%
121
BABOEING CO
2,589$00.00%
122
AMDADVANCED MICRO DEVICES INC
4,922$00.00%
123
INGING GROEP N.V.
11,604$00.00%
124
DYHTARGET CORP
4,157$00.00%
125
AMGNAMGEN INC
1,964$00.00%
126
MUMICRON TECHNOLOGY INC
3,608$00.00%
127
EMREMERSON ELEC CO
5,635$00.00%
128
CHTRCHARTER COMMUNICATIONS INC N
841$00.00%
129
DONSPDR DOW JONES INDL AVERAGE
594$00.00%
130
UBSUBS GROUP AG
15,151$00.00%
131
WFWOORI FINL GROUP INC
10,929$00.00%
132
NAUTNAUTILUS BIOTECHNOLOGY INC
10,455$00.00%
133
NVONOVO-NORDISK A S
5,498$00.00%
134
MRSHMARSH & MCLENNAN COS INC
2,153$00.00%
135
NTESNETEASE INC
2,330$00.00%
136
SANBANCO SANTANDER S.A.
38,914$00.00%
137
CSXCSX CORP
8,237$00.00%
138
IXNISHARES TR
3,426$00.00%
139
BACVERIZON COMMUNICATIONS INC
14,803$00.00%
140
VBKVANGUARD INDEX FDS
1,085$00.00%
141
ADPAUTOMATIC DATA PROCESSING IN
3,537$00.00%
142
AZOAUTOZONE INC
129$00.00%
143
LYGLLOYDS BANKING GROUP PLC
26,971$00.00%
144
VCSHVANGUARD SCOTTSDALE FDS
9,859$00.00%
145
ASXASE TECHNOLOGY HLDG CO LTD
34,352$00.00%
146
BILSPDR SER TR
2,400$00.00%
147
BNSBANK NOVA SCOTIA HALIFAX
6,423$00.00%
148
CVSCVS HEALTH CORP
3,564$00.00%
149
KLACKLA CORP
445$00.00%
150
QCOMQUALCOMM INC
3,016$00.00%
151
ULUNILEVER PLC
9,421$00.00%
152
AMTAMERICAN TOWER CORP NEW
1,568$00.00%
153
BMOBANK MONTREAL QUE
2,927$00.00%
154
TDTORONTO DOMINION BK ONT
5,054$00.00%
155
MFGMIZUHO FINANCIAL GROUP INC
48,136$00.00%
156
PGRPROGRESSIVE CORP
2,257$00.00%
157
AMEAMETEK INC
1,529$00.00%
158
DISDISNEY WALT CO
6,129$00.00%
159
SCHDSCHWAB STRATEGIC TR
6,560$00.00%
160
MMM3M CO
4,079$00.00%
161
KBIAKB FINL GROUP INC
8,182$00.00%
162
ASMLASML HOLDING N V
1,214$00.00%
163
APDAIR PRODS & CHEMS INC
1,043$00.00%
164
WDAYWORKDAY INC
1,065$00.00%
165
BSXBOSTON SCIENTIFIC CORP
4,089$00.00%
166
ELVELEVANCE HEALTH INC
1,543$00.00%
167
DEODIAGEO PLC
2,094$00.00%
168
ESMLISHARES TR
5,964$00.00%
169
ROPROPER TECHNOLOGIES INC
607$00.00%
170
KEPKOREA ELEC PWR CORP
21,744$00.00%
171
MGCVANGUARD WORLD FD
1,477$00.00%
172
FFORD MTR CO DEL
10,709$00.00%
173
EOGEOG RES INC
2,066$00.00%
174
MPCMARATHON PETE CORP
2,524$00.00%
175
EEMVISHARES INC
4,144$00.00%
176
COPCONOCOPHILLIPS
8,096$00.00%
177
TELFYTELEFONICA S A
12,542$00.00%
178
PEGPUBLIC SVC ENTERPRISE GRP IN
4,246$00.00%
179
NINISOURCE INC
8,589$00.00%
180
DJPBARCLAYS BANK PLC
8,067$00.00%
181
GEF/BGREIF INC
9,362$00.00%
182
WELLWELLTOWER INC
3,145$00.00%
183
GISGENERAL MLS INC
3,571$00.00%
184
GSGOLDMAN SACHS GROUP INC
1,023$00.00%
185
FNDFSCHWAB STRATEGIC TR
6,268$00.00%
186
AONAON PLC
816$00.00%
187
AGLAGILON HEALTH INC
28,782$00.00%
188
BKNGBOOKING HOLDINGS INC
192$00.00%
189
EEMISHARES TR
3,254$00.00%
190
IDXXIDEXX LABS INC
582$00.00%
191
ESGEISHARES INC
7,902$00.00%
192
LOWLOWES COS INC
4,328$00.00%
193
CXCEMEX SAB DE CV
13,682$00.00%
194
TJXTJX COS INC NEW
5,967$00.00%
195
BBWIBATH & BODY WORKS INC
15,848$00.00%
196
FISVFISERV INC
2,650$00.00%
197
SYKSTRYKER CORPORATION
1,280$00.00%
198
WITWIPRO LTD
74,362$00.00%
199
DVNDEVON ENERGY CORP NEW
4,174$00.00%
200
HONHONEYWELL INTL INC
1,985$00.00%
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