PDS Planning, Inc Q2 2024 Filing

Filed August 8, 2024

Portfolio Value

$991.2B

Holdings

396

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (396 positions)

#StockSharesValue% PortfolioType
301
LMTLOCKHEED MARTIN CORP
1,443$00.00%
302
ANETEURARISTA NETWORKS INC
1,461$00.00%
303
SUSBISHARES TR
8,462$00.00%
304
SPIBSPDR SER TR
9,236$00.00%
305
AMATAPPLIED MATLS INC
3,793$00.00%
306
MNSTMONSTER BEVERAGE CORP NEW
4,071$00.00%
307
ABEVAMBEV SA
29,461$00.00%
308
UNPUNION PAC CORP
3,321$00.00%
309
RCLROYAL CARIBBEAN GROUP
1,508$00.00%
310
CNCCENTENE CORP DEL
3,362$00.00%
311
SCCOSOUTHERN COPPER CORP
2,582$00.00%
312
SBUXSTARBUCKS CORP
6,704$00.00%
313
PSXPHILLIPS 66
3,114$00.00%
314
VUGVANGUARD INDEX FDS
2,526$00.00%
315
HBANHUNTINGTON BANCSHARES INC
72,361$00.00%
316
SHOPSHOPIFY INC
8,664$00.00%
317
BBVABANCO BILBAO VIZCAYA ARGENTA
28,343$00.00%
318
ESGVVANGUARD WORLD FD
4,282$00.00%
319
KRKROGER CO
5,476$00.00%
320
TKCTURKCELL ILETISIM HIZMETLERI
29,768$00.00%
321
DUKDUKE ENERGY CORP NEW
3,192$00.00%
322
ENBENBRIDGE INC
7,914$00.00%
323
EGPEASTGROUP PPTYS INC
1,817$00.00%
324
VRSNVERISIGN INC
1,213$00.00%
325
MUFGMITSUBISHI UFJ FINL GROUP IN
24,716$00.00%
326
PFEPFIZER INC
28,209$00.00%
327
NVSNNOVARTIS AG
8,079$00.00%
328
RWOSPDR INDEX SHS FDS
5,280$00.00%
329
CNRCANADIAN NATL RY CO
4,845$00.00%
330
BHPBHP GROUP LTD
6,743$00.00%
331
RELXRELX PLC
7,520$00.00%
332
GRABGRAB HOLDINGS LIMITED
14,477$00.00%
333
IAU*ISHARES GOLD TR
12,088$00.00%
334
EDCONSOLIDATED EDISON INC
2,572$00.00%
335
AEGAEGON LTD
11,423$00.00%
336
DWDMORGAN STANLEY
5,598$00.00%
337
CMCSACOMCAST CORP NEW
21,717$00.00%
338
MLMMARTIN MARIETTA MATLS INC
424$00.00%
339
RDYDR REDDYS LABS LTD
6,641$00.00%
340
GEGE AEROSPACE
6,289$00.00%
341
SCHBSCHWAB STRATEGIC TR
5,291$00.00%
342
T7DTRANSDIGM GROUP INC
192$00.00%
343
CDNSCADENCE DESIGN SYSTEM INC
1,715$00.00%
344
PLDPROLOGIS INC.
4,600$00.00%
345
CLCOLGATE PALMOLIVE CO
2,853$00.00%
346
TMETENCENT MUSIC ENTMT GROUP
10,774$00.00%
347
UGRULTRAPAR PARTICIPACOES SA
11,255$00.00%
348
LRCXEURLAM RESEARCH CORP
646$00.00%
349
HLTHILTON WORLDWIDE HLDGS INC
1,407$00.00%
350
ISRGINTUITIVE SURGICAL INC
1,291$00.00%
351
SAPSAP SE
3,943$00.00%
352
7HPHP INC
6,109$00.00%
353
MEDPMEDPACE HLDGS INC
2,357$00.00%
354
SONYSONY GROUP CORP
5,623$00.00%
355
GDGENERAL DYNAMICS CORP
854$00.00%
356
HPEHEWLETT PACKARD ENTERPRISE C
13,123$00.00%
357
CITHE CIGNA GROUP
1,875$00.00%
358
ITUBITAU UNIBANCO HLDG S A
15,132$00.00%
359
STXKEA SERIES TRUST
16,505$00.00%
360
ESGDISHARES TR
5,155$00.00%
361
YUMYUM BRANDS INC
2,042$00.00%
362
HUMHUMANA INC
756$00.00%
363
PNCPNC FINL SVCS GROUP INC
1,543$00.00%
364
TMUST-MOBILE US INC
2,891$00.00%
365
EFAVISHARES TR
2,930$00.00%
366
ITWILLINOIS TOOL WKS INC
2,242$00.00%
367
CFFNCAPITOL FED FINL INC
12,836$00.00%
368
LIESUN LIFE FINANCIAL INC.
4,893$00.00%
369
LINLINDE PLC
2,273$00.00%
370
NDQINVESCO QQQ TR
1,594$00.00%
371
SPGIS&P GLOBAL INC
1,613$00.00%
372
MCKMCKESSON CORP
904$00.00%
373
VSGXVANGUARD WORLD FD
2,038$00.00%
374
UMCUNITED MICROELECTRONICS CORP
52,453$00.00%
375
CATCATERPILLAR INC
2,243$00.00%
376
SPGSIMON PPTY GROUP INC NEW
1,397$00.00%
377
MFCMANULIFE FINL CORP
9,844$00.00%
378
ACWIISHARES TR
2,222$00.00%
379
ESGUISHARES TR
2,462$00.00%
380
A4SAMERIPRISE FINL INC
776$00.00%
381
SHGSHINHAN FINANCIAL GROUP CO L
13,390$00.00%
382
HBC2HSBC HLDGS PLC
14,412$00.00%
383
SHWSHERWIN WILLIAMS CO
2,025$00.00%
384
BDXBECTON DICKINSON & CO
1,854$00.00%
385
CITCINTAS CORP
499$00.00%
386
NOKNOKIA CORP
33,478$00.00%
387
CDWCDW CORP
1,137$00.00%
388
ACNACCENTURE PLC IRELAND
2,477$00.00%
389
SCHASCHWAB STRATEGIC TR
674$00.00%
390
GILDGILEAD SCIENCES INC
4,067$00.00%
391
AXPAMERICAN EXPRESS CO
2,918$00.00%
392
RSGREPUBLIC SVCS INC
1,366$00.00%
393
WFCWELLS FARGO CO NEW
9,387$00.00%
394
GLWCORNING INC
6,257$00.00%
395
SHELSHELL PLC
8,956$00.00%
396
DFASDIMENSIONAL ETF TRUST
3,503$00.00%
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