PDS Planning, Inc Q4 2023 Filing
Filed February 1, 2024
Portfolio Value
$878.0T
Holdings
365
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (365 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPGIS&P GLOBAL INC | 1,604 | $706K | 0.00% | |
| 102 | NEENEXTERA ENERGY INC | 11,575 | $703K | 0.00% | |
| 103 | AZNASTRAZENECA PLC | 10,389 | $699K | 0.00% | |
| 104 | CAHCARDINAL HEALTH INC | 6,924 | $697K | 0.00% | |
| 105 | BACBANK AMERICA CORP | 20,332 | $684K | 0.00% | |
| 106 | BKNGBOOKING HOLDINGS INC | 192 | $681K | 0.00% | |
| 107 | INTUINTUIT | 1,087 | $679K | 0.00% | |
| 108 | GQ9SPDR GOLD TR | 3,466 | $662K | 0.00% | |
| 109 | SHWSHERWIN WILLIAMS CO | 2,114 | $659K | 0.00% | |
| 110 | SHOPSHOPIFY INC | 8,354 | $650K | 0.00% | |
| 111 | HBANHUNTINGTON BANCSHARES INC | 50,524 | $642K | 0.00% | |
| 112 | CITHE CIGNA GROUP | 2,128 | $637K | 0.00% | |
| 113 | PLDPROLOGIS INC. | 4,704 | $627K | 0.00% | |
| 114 | BBWIBATH & BODY WORKS INC | 14,489 | $625K | 0.00% | |
| 115 | CATCATERPILLAR INC | 2,115 | $625K | 0.00% | |
| 116 | AMGNAMGEN INC | 2,171 | $625K | 0.00% | |
| 117 | GEF/BGREIF INC | 9,253 | $610K | 0.00% | |
| 118 | LMTLOCKHEED MARTIN CORP | 1,342 | $608K | 0.00% | |
| 119 | AEPAMERICAN ELEC PWR CO INC | 7,459 | $605K | 0.00% | |
| 120 | IBMINTERNATIONAL BUSINESS MACHS | 3,704 | $605K | 0.00% | |
| 121 | ESGVVANGUARD WORLD FD | 7,071 | $601K | 0.00% | |
| 122 | SBUXSTARBUCKS CORP | 6,224 | $597K | 0.00% | |
| 123 | SONYSONY GROUP CORP | 6,231 | $590K | 0.00% | |
| 124 | DISDISNEY WALT CO | 6,508 | $587K | 0.00% | |
| 125 | VGTVANGUARD WORLD FDS | 1,209 | $585K | 0.00% | |
| 126 | USMVISHARES TR | 7,486 | $584K | 0.00% | |
| 127 | EMREMERSON ELEC CO | 6,008 | $584K | 0.00% | |
| 128 | ITWILLINOIS TOOL WKS INC | 2,203 | $577K | 0.00% | |
| 129 | SAPSAP SE | 3,721 | $575K | 0.00% | |
| 130 | TJXTJX COS INC NEW | 6,131 | $575K | 0.00% | |
| 131 | CNRCANADIAN NATL RY CO | 4,566 | $573K | 0.00% | |
| 132 | AMATAPPLIED MATLS INC | 3,529 | $571K | 0.00% | |
| 133 | APHAMPHENOL CORP NEW | 5,739 | $568K | 0.00% | |
| 134 | SHELSHELL PLC | 8,540 | $561K | 0.00% | |
| 135 | JEPIJ P MORGAN EXCHANGE TRADED F | 10,173 | $559K | 0.00% | |
| 136 | DYHTARGET CORP | 3,903 | $555K | 0.00% | |
| 137 | NDQINVESCO QQQ TR | 1,354 | $554K | 0.00% | |
| 138 | INFYINFOSYS LTD | 29,498 | $542K | 0.00% | |
| 139 | PXFINVESCO EXCH TRADED FD TR II | 11,324 | $536K | 0.00% | |
| 140 | VYMVANGUARD WHITEHALL FDS | 4,773 | $532K | 0.00% | |
| 141 | HBC2HSBC HLDGS PLC | 13,023 | $527K | 0.00% | |
| 142 | CBCHUBB LIMITED | 2,284 | $516K | 0.00% | |
| 143 | IBNICICI BANK LIMITED | 21,675 | $516K | 0.00% | |
| 144 | AXPAMERICAN EXPRESS CO | 2,747 | $514K | 0.00% | |
| 145 | TMTOYOTA MOTOR CORP | 2,767 | $507K | 0.00% | |
| 146 | SCHWSCHWAB CHARLES CORP | 7,253 | $499K | 0.00% | |
| 147 | LRCXEURLAM RESEARCH CORP | 637 | $498K | 0.00% | |
| 148 | SNPSSYNOPSYS INC | 966 | $497K | 0.00% | |
| 149 | BACVERIZON COMMUNICATIONS INC | 12,911 | $486K | 0.00% | |
| 150 | VDEVANGUARD WORLD FDS | 4,128 | $484K | 0.00% | |
| 151 | NKENIKE INC | 4,439 | $481K | 0.00% | |
| 152 | DWDMORGAN STANLEY | 5,115 | $476K | 0.00% | |
| 153 | IAU*ISHARES GOLD TR | 12,161 | $474K | 0.00% | |
| 154 | CMECME GROUP INC | 2,248 | $473K | 0.00% | |
| 155 | CYBNEURCYBIN INC | 1,153,120 | $472K | 0.00% | |
| 156 | UBSUBS GROUP AG | 15,304 | $472K | 0.00% | |
| 157 | BLKCHFBLACKROCK INC | 579 | $470K | 0.00% | |
| 158 | QCOMQUALCOMM INC | 3,213 | $464K | 0.00% | |
| 159 | SCHDSCHWAB STRATEGIC TR | 6,071 | $462K | 0.00% | |
| 160 | TAT&T INC | 27,444 | $460K | 0.00% | |
| 161 | TTENTOTALENERGIES SE | 6,839 | $460K | 0.00% | |
| 162 | GEGENERAL ELECTRIC CO | 3,584 | $457K | 0.00% | |
| 163 | JEPQJ P MORGAN EXCHANGE TRADED F | 9,101 | $454K | 0.00% | |
| 164 | ISRGINTUITIVE SURGICAL INC | 1,343 | $453K | 0.00% | |
| 165 | UMCUNITED MICROELECTRONICS CORP | 52,339 | $442K | 0.00% | |
| 166 | BHPBHP GROUP LTD | 6,445 | $440K | 0.00% | |
| 167 | GSGOLDMAN SACHS GROUP INC | 1,110 | $428K | 0.00% | |
| 168 | SHGSHINHAN FINANCIAL GROUP CO L | 13,617 | $419K | 0.00% | |
| 169 | WITWIPRO LTD | 74,995 | $417K | 0.00% | |
| 170 | MRSHMARSH & MCLENNAN COS INC | 2,190 | $414K | 0.00% | |
| 171 | ZTSZOETIS INC | 2,088 | $412K | 0.00% | |
| 172 | HONHONEYWELL INTL INC | 1,950 | $408K | 0.00% | |
| 173 | TMUST-MOBILE US INC | 2,531 | $405K | 0.00% | |
| 174 | EQIXEQUINIX INC | 502 | $404K | 0.00% | |
| 175 | PSXPHILLIPS 66 | 3,032 | $403K | 0.00% | |
| 176 | CHTCHUNGHWA TELECOM CO LTD | 10,310 | $402K | 0.00% | |
| 177 | MCKMCKESSON CORP | 868 | $401K | 0.00% | |
| 178 | GLDMWORLD GOLD TR | 9,774 | $399K | 0.00% | |
| 179 | SMFGSUMITOMO MITSUI FINL GROUP I | 41,164 | $398K | 0.00% | |
| 180 | ACWVISHARES INC | 3,954 | $396K | 0.00% | |
| 181 | PGRPROGRESSIVE CORP | 2,489 | $396K | 0.00% | |
| 182 | MPCMARATHON PETE CORP | 2,640 | $391K | 0.00% | |
| 183 | BABAALIBABA GROUP HLDG LTD | 5,039 | $390K | 0.00% | |
| 184 | ICEINTERCONTINENTAL EXCHANGE IN | 3,009 | $386K | 0.00% | |
| 185 | WFCWELLS FARGO CO NEW | 7,825 | $385K | 0.00% | |
| 186 | STXKEA SERIES TRUST | 13,228 | $384K | 0.00% | |
| 187 | 4I1PHILIP MORRIS INTL INC | 4,087 | $384K | 0.00% | |
| 188 | SYKSTRYKER CORPORATION | 1,279 | $383K | 0.00% | |
| 189 | CDNSCADENCE DESIGN SYSTEM INC | 1,408 | $383K | 0.00% | |
| 190 | MCOMOODYS CORP | 979 | $382K | 0.00% | |
| 191 | TDTORONTO DOMINION BK ONT | 5,863 | $378K | 0.00% | |
| 192 | PKXPOSCO HOLDINGS INC | 3,980 | $378K | 0.00% | |
| 193 | GWWGRAINGER W W INC | 456 | $377K | 0.00% | |
| 194 | ESGDISHARES TR | 4,985 | $376K | 0.00% | |
| 195 | BDXBECTON DICKINSON & CO | 1,525 | $371K | 0.00% | |
| 196 | ULUNILEVER PLC | 7,639 | $370K | 0.00% | |
| 197 | CSXCSX CORP | 10,556 | $365K | 0.00% | |
| 198 | RDYDR REDDYS LABS LTD | 5,239 | $364K | 0.00% | |
| 199 | AMTAMERICAN TOWER CORP NEW | 1,683 | $363K | 0.00% | |
| 200 | KBIAKB FINL GROUP INC | 8,782 | $363K | 0.00% |