PDS Planning, Inc Q3 2024 Filing

Filed October 30, 2024

Portfolio Value

$1.1T

Holdings

443

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (443 positions)

#StockSharesValue% PortfolioType
201
ADIANALOG DEVICES INC
2,110$485.7M0.04%
202
RYROYAL BK CDA
3,875$483.3M0.04%
203
KBIAKB FINL GROUP INC
7,775$480.1M0.04%
204
TTENTOTALENERGIES SE
7,371$476.3M0.04%
205
WTHWORTHINGTON ENTERPRISES INC
11,436$474.0M0.04%
206
ESGVVANGUARD WORLD FD
4,621$469.7M0.04%
207
MCKMCKESSON CORP
948$468.9M0.04%
208
MPCMARATHON PETE CORP
2,851$464.5M0.04%
209
ORLYOREILLY AUTOMOTIVE INC
401$461.8M0.04%
210
UMCUNITED MICROELECTRONICS CORP
54,827$461.6M0.04%
211
BBWIBATH & BODY WORKS INC
14,459$461.5M0.04%
212
MUMICRON TECHNOLOGY INC
4,382$454.5M0.04%
213
HONHONEYWELL INTL INC
2,196$453.9M0.04%
214
ACWVISHARES INC
3,940$451.2M0.04%
215
MOALTRIA GROUP INC
8,769$447.6M0.04%
216
WELLWELLTOWER INC
3,471$444.4M0.04%
217
WFWOORI FINL GROUP INC
12,344$441.1M0.04%
218
UBERUBER TECHNOLOGIES INC
5,861$440.5M0.04%
219
PANWPALO ALTO NETWORKS INC
1,277$436.5M0.04%
220
CEGCONSTELLATION ENERGY CORP
1,666$433.2M0.04%
221
BABOEING CO
2,811$427.4M0.04%
222
ZTSZOETIS INC
2,181$426.1M0.04%
223
CDNSCADENCE DESIGN SYSTEM INC
1,543$418.2M0.04%
224
PSXPHILLIPS 66
3,169$416.6M0.04%
225
BDXBECTON DICKINSON & CO
1,725$415.9M0.04%
226
TRVTRAVELERS COMPANIES INC
1,750$409.7M0.04%
227
TTTRANE TECHNOLOGIES PLC
1,053$409.3M0.04%
228
PEGPUBLIC SVC ENTERPRISE GRP IN
4,582$408.8M0.04%
229
AZOAUTOZONE INC
129$406.4M0.04%
230
ADSKAUTODESK INC
1,463$403.0M0.04%
231
TDTORONTO DOMINION BK ONT
6,357$402.1M0.04%
232
KLACKLA CORP
516$399.6M0.04%
233
CITCINTAS CORP
1,904$392.0M0.04%
234
VRTXVERTEX PHARMACEUTICALS INC
842$391.6M0.04%
235
EMXCISHARES INC
6,407$391.5M0.04%
236
WSWORTHINGTON STL INC
11,404$387.9M0.03%
237
ROPROPER TECHNOLOGIES INC
697$387.8M0.03%
238
BHPBHP GROUP LTD
6,244$387.8M0.03%
239
GEVGE VERNOVA INC
1,506$384.0M0.03%
240
ETENERGY TRANSFER L P
23,862$383.0M0.03%
241
SNYSANOFI
6,643$382.8M0.03%
242
STXEEA SERIES TRUST
12,582$381.8M0.03%
243
TRITHOMSON REUTERS CORP.
2,237$381.6M0.03%
244
HCAHCA HEALTHCARE INC
932$378.8M0.03%
245
REGNREGENERON PHARMACEUTICALS
359$377.4M0.03%
246
GILDGILEAD SCIENCES INC
4,500$377.3M0.03%
247
ESGUISHARES TR
2,975$375.4M0.03%
248
DUKDUKE ENERGY CORP NEW
3,251$374.8M0.03%
249
URIUNITED RENTALS INC
462$374.1M0.03%
250
SCHFSCHWAB STRATEGIC TR
9,066$372.8M0.03%
251
KMBKIMBERLY-CLARK CORP
2,596$369.4M0.03%
252
A4SAMERIPRISE FINL INC
782$367.4M0.03%
253
PHPARKER-HANNIFIN CORP
577$364.6M0.03%
254
GGENPACT LIMITED
9,295$364.5M0.03%
255
PABUISHARES TR
5,682$360.4M0.03%
256
RELXRELX PLC
7,589$360.2M0.03%
257
TRVCCITIGROUP INC
5,717$357.9M0.03%
258
HIGHARTFORD FINL SVCS GROUP INC
3,004$353.3M0.03%
259
ALSALLSTATE CORP
1,858$352.4M0.03%
260
NOCNORTHROP GRUMMAN CORP
664$350.6M0.03%
261
KRKROGER CO
6,108$350.0M0.03%
262
AFLAFLAC INC
3,109$347.6M0.03%
263
INTCINTEL CORP
14,796$347.1M0.03%
264
FCXFREEPORT-MCMORAN INC
6,947$346.8M0.03%
265
WMWASTE MGMT INC DEL
1,668$346.3M0.03%
266
CMGCHIPOTLE MEXICAN GRILL INC
5,994$345.4M0.03%
267
MDLZMONDELEZ INTL INC
4,664$343.6M0.03%
268
ASXASE TECHNOLOGY HLDG CO LTD
35,148$343.0M0.03%
269
SPIBSPDR SER TR
10,124$341.3M0.03%
270
SOSOUTHERN CO
3,717$335.2M0.03%
271
USBUS BANCORP DEL
7,252$331.6M0.03%
272
EMBISHARES TR
3,506$328.1M0.03%
273
EGPEASTGROUP PPTYS INC
1,756$328.1M0.03%
274
HLTHILTON WORLDWIDE HLDGS INC
1,423$328.0M0.03%
275
PDDPDD HOLDINGS INC
2,432$327.9M0.03%
276
DEODIAGEO PLC
2,321$325.7M0.03%
277
BXBLACKSTONE INC
2,094$320.7M0.03%
278
SCCOSOUTHERN COPPER CORP
2,738$316.7M0.03%
279
MARMARRIOTT INTL INC NEW
1,273$316.5M0.03%
280
LIESUN LIFE FINANCIAL INC.
5,448$316.1M0.03%
281
BNSBANK NOVA SCOTIA HALIFAX
5,776$314.7M0.03%
282
APDAIR PRODS & CHEMS INC
1,056$314.4M0.03%
283
GISGENERAL MLS INC
4,235$312.8M0.03%
284
BBVABANCO BILBAO VIZCAYA ARGENTA
28,792$312.1M0.03%
285
MGCVANGUARD WORLD FD
1,504$310.7M0.03%
286
BMOBANK MONTREAL QUE
3,442$310.5M0.03%
287
GDGENERAL DYNAMICS CORP
1,020$308.2M0.03%
288
CCOCAMECO CORP
6,420$306.6M0.03%
289
FNDFSCHWAB STRATEGIC TR
8,173$305.4M0.03%
290
CMCANADIAN IMPERIAL BK COMM
4,978$305.4M0.03%
291
IDXXIDEXX LABS INC
603$304.6M0.03%
292
CRCCANADIAN NAT RES LTD
9,148$303.8M0.03%
293
RHCRH PLC
3,265$302.8M0.03%
294
CLCOLGATE PALMOLIVE CO
2,902$301.3M0.03%
295
NKENIKE INC
3,404$300.9M0.03%
296
BUDANHEUSER BUSCH INBEV SA/NV
4,486$297.4M0.03%
297
STXDEA SERIES TRUST
8,796$297.0M0.03%
298
SRESEMPRA
3,519$294.3M0.03%
299
IWPISHARES TR
2,506$294.0M0.03%
300
IWDISHARES TR
1,549$294.0M0.03%
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