PDS Planning, Inc Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$1.3T
Holdings
516
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (516 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MCDMCDONALDS CORP | 4,229 | $1.2B | 0.09% | |
| 102 | MRKMERCK & CO INC | 15,593 | $1.2B | 0.09% | |
| 103 | ISRGINTUITIVE SURGICAL INC | 2,264 | $1.2B | 0.09% | |
| 104 | ACNACCENTURE PLC IRELAND | 4,055 | $1.2B | 0.09% | |
| 105 | CAHCARDINAL HEALTH INC | 7,139 | $1.2B | 0.09% | |
| 106 | GSGOLDMAN SACHS GROUP INC | 1,662 | $1.2B | 0.09% | |
| 107 | DISDISNEY WALT CO | 9,445 | $1.2B | 0.09% | |
| 108 | AMDADVANCED MICRO DEVICES INC | 8,239 | $1.2B | 0.09% | |
| 109 | TMOTHERMO FISHER SCIENTIFIC INC | 2,866 | $1.2B | 0.09% | |
| 110 | JPIEJ P MORGAN EXCHANGE TRADED F | 24,766 | $1.1B | 0.09% | |
| 111 | TAT&T INC | 39,309 | $1.1B | 0.08% | |
| 112 | SHOPSHOPIFY INC | 9,688 | $1.1B | 0.08% | |
| 113 | CATCATERPILLAR INC | 2,864 | $1.1B | 0.08% | |
| 114 | NVSNNOVARTIS AG | 9,069 | $1.1B | 0.08% | |
| 115 | VUGVANGUARD INDEX FDS | 2,444 | $1.1B | 0.08% | |
| 116 | AXPAMERICAN EXPRESS CO | 3,358 | $1.1B | 0.08% | |
| 117 | LOWLOWES COS INC | 4,763 | $1.1B | 0.08% | |
| 118 | RTXRTX CORPORATION | 7,228 | $1.1B | 0.08% | |
| 119 | 4I1PHILIP MORRIS INTL INC | 5,765 | $1.1B | 0.08% | |
| 120 | NDQINVESCO QQQ TR | 1,899 | $1.0B | 0.08% | |
| 121 | VGTVANGUARD WORLD FD | 1,573 | $1.0B | 0.08% | |
| 122 | COPCONOCOPHILLIPS | 11,585 | $1.0B | 0.08% | |
| 123 | IBNICICI BANK LIMITED | 30,622 | $1.0B | 0.08% | |
| 124 | MRSHMARSH & MCLENNAN COS INC | 4,689 | $1.0B | 0.08% | |
| 125 | WFCWELLS FARGO CO NEW | 12,750 | $1.0B | 0.08% | |
| 126 | IWNISHARES TR | 6,444 | $1.0B | 0.08% | |
| 127 | SPGIS&P GLOBAL INC | 1,907 | $1.0B | 0.07% | |
| 128 | HBC2HSBC HLDGS PLC | 16,540 | $1.0B | 0.07% | |
| 129 | SYKSTRYKER CORPORATION | 2,516 | $995.6M | 0.07% | |
| 130 | AMTAMERICAN TOWER CORP NEW | 4,481 | $990.4M | 0.07% | |
| 131 | BLKBLACKROCK INC | 944 | $990.1M | 0.07% | |
| 132 | BACVERIZON COMMUNICATIONS INC | 22,292 | $964.6M | 0.07% | |
| 133 | GEVGE VERNOVA INC | 1,820 | $963.1M | 0.07% | |
| 134 | TJXTJX COS INC NEW | 7,790 | $962.0M | 0.07% | |
| 135 | BSXBOSTON SCIENTIFIC CORP | 8,931 | $959.3M | 0.07% | |
| 136 | ELVELEVANCE HEALTH INC | 2,423 | $942.5M | 0.07% | |
| 137 | NVONOVO-NORDISK A S | 13,543 | $934.7M | 0.07% | |
| 138 | DWDMORGAN STANLEY | 6,543 | $921.6M | 0.07% | |
| 139 | SPOTSPOTIFY TECHNOLOGY S A | 1,184 | $908.5M | 0.07% | |
| 140 | COFCAPITAL ONE FINL CORP | 4,234 | $900.8M | 0.07% | |
| 141 | SONYSONY GROUP CORP | 34,327 | $893.5M | 0.07% | |
| 142 | INFYINFOSYS LTD | 47,361 | $877.6M | 0.07% | |
| 143 | MCKMCKESSON CORP | 1,196 | $876.4M | 0.07% | |
| 144 | LMTLOCKHEED MARTIN CORP | 1,888 | $874.3M | 0.07% | |
| 145 | SCHWSCHWAB CHARLES CORP | 9,580 | $874.1M | 0.07% | |
| 146 | AORISHARES TR | 14,131 | $870.1M | 0.06% | |
| 147 | WTHWORTHINGTON ENTERPRISES INC | 13,653 | $868.9M | 0.06% | |
| 148 | AEPAMERICAN ELEC PWR CO INC | 8,217 | $852.6M | 0.06% | |
| 149 | EMREMERSON ELEC CO | 6,368 | $849.1M | 0.06% | |
| 150 | GALSSGA ACTIVE ETF TR | 17,930 | $842.7M | 0.06% | |
| 151 | AMATAPPLIED MATLS INC | 4,602 | $842.5M | 0.06% | |
| 152 | CMECME GROUP INC | 3,038 | $837.2M | 0.06% | |
| 153 | DHRDANAHER CORPORATION | 4,207 | $831.1M | 0.06% | |
| 154 | PFEPFIZER INC | 34,075 | $826.0M | 0.06% | |
| 155 | PGRPROGRESSIVE CORP | 3,088 | $824.1M | 0.06% | |
| 156 | QCOMQUALCOMM INC | 5,105 | $813.1M | 0.06% | |
| 157 | SHWSHERWIN WILLIAMS CO | 2,334 | $801.4M | 0.06% | |
| 158 | ESGDISHARES TR | 8,933 | $797.0M | 0.06% | |
| 159 | UBERUBER TECHNOLOGIES INC | 8,471 | $790.3M | 0.06% | |
| 160 | IAU*ISHARES GOLD TR | 12,545 | $782.3M | 0.06% | |
| 161 | CBCHUBB LIMITED | 2,693 | $780.2M | 0.06% | |
| 162 | ANETARISTA NETWORKS INC | 7,603 | $777.9M | 0.06% | |
| 163 | AMGNAMGEN INC | 2,781 | $776.5M | 0.06% | |
| 164 | BABOEING CO | 3,683 | $771.7M | 0.06% | |
| 165 | MMM3M CO | 5,029 | $765.6M | 0.06% | |
| 166 | MEDPMEDPACE HLDGS INC | 2,421 | $759.9M | 0.06% | |
| 167 | LRCXLAM RESEARCH CORP | 7,749 | $754.3M | 0.06% | |
| 168 | CHTCHUNGHWA TELECOM CO LTD | 16,095 | $750.2M | 0.06% | |
| 169 | STRVEA SERIES TRUST | 18,464 | $739.7M | 0.06% | |
| 170 | AZNASTRAZENECA PLC | 10,493 | $733.3M | 0.05% | |
| 171 | ULUNILEVER PLC | 11,850 | $724.8M | 0.05% | |
| 172 | BABAALIBABA GROUP HLDG LTD | 6,384 | $724.0M | 0.05% | |
| 173 | SMFGSUMITOMO MITSUI FINL GROUP I | 47,050 | $710.9M | 0.05% | |
| 174 | USMVISHARES TR | 7,566 | $710.3M | 0.05% | |
| 175 | SBUXSTARBUCKS CORP | 7,751 | $710.2M | 0.05% | |
| 176 | SHELSHELL PLC | 10,021 | $705.6M | 0.05% | |
| 177 | CMCSACOMCAST CORP NEW | 19,711 | $703.5M | 0.05% | |
| 178 | CITHE CIGNA GROUP | 2,128 | $703.3M | 0.05% | |
| 179 | PLDPROLOGIS INC. | 6,639 | $697.8M | 0.05% | |
| 180 | KBIAKB FINL GROUP INC | 8,373 | $691.5M | 0.05% | |
| 181 | KLACKLA CORP | 766 | $685.7M | 0.05% | |
| 182 | RYROYAL BK CDA | 5,199 | $683.9M | 0.05% | |
| 183 | ICEINTERCONTINENTAL EXCHANGE IN | 3,723 | $683.1M | 0.05% | |
| 184 | RDYDR REDDYS LABS LTD | 45,096 | $677.8M | 0.05% | |
| 185 | MOALTRIA GROUP INC | 11,454 | $671.5M | 0.05% | |
| 186 | WFWOORI FINL GROUP INC | 13,440 | $668.4M | 0.05% | |
| 187 | HONHONEYWELL INTL INC | 2,850 | $663.7M | 0.05% | |
| 188 | PANWPALO ALTO NETWORKS INC | 3,226 | $660.2M | 0.05% | |
| 189 | MARMARRIOTT INTL INC NEW | 2,407 | $657.6M | 0.05% | |
| 190 | WELLWELLTOWER INC | 4,267 | $656.0M | 0.05% | |
| 191 | PXFINVESCO EXCH TRADED FD TR II | 11,324 | $650.2M | 0.05% | |
| 192 | GEF/BGREIF INC | 9,418 | $650.0M | 0.05% | |
| 193 | SHGSHINHAN FINANCIAL GROUP CO L | 14,232 | $643.0M | 0.05% | |
| 194 | GILDGILEAD SCIENCES INC | 5,790 | $641.9M | 0.05% | |
| 195 | MUMICRON TECHNOLOGY INC | 5,128 | $632.1M | 0.05% | |
| 196 | UBSUBS GROUP AG | 18,655 | $630.9M | 0.05% | |
| 197 | ORLYOREILLY AUTOMOTIVE INC | 6,960 | $627.3M | 0.05% | |
| 198 | DGRWWISDOMTREE TR | 7,340 | $614.7M | 0.05% | |
| 199 | CEGCONSTELLATION ENERGY CORP | 1,902 | $613.9M | 0.05% | |
| 200 | ITWILLINOIS TOOL WKS INC | 2,481 | $613.3M | 0.05% |