PDS Planning, Inc Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$1.1T
Holdings
444
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (444 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LINLINDE PLC | 2,311 | $967.5M | 0.09% | |
| 102 | ACNACCENTURE PLC IRELAND | 2,737 | $962.8M | 0.09% | |
| 103 | COPCONOCOPHILLIPS | 9,708 | $962.7M | 0.09% | |
| 104 | ASMLASML HOLDING N V | 1,357 | $940.5M | 0.08% | |
| 105 | GALSSGA ACTIVE ETF TR | 20,280 | $896.0M | 0.08% | |
| 106 | AXPAMERICAN EXPRESS CO | 2,967 | $880.5M | 0.08% | |
| 107 | PFEPFIZER INC | 32,708 | $867.7M | 0.08% | |
| 108 | AORISHARES TR | 15,075 | $864.1M | 0.08% | |
| 109 | CATCATERPILLAR INC | 2,370 | $859.8M | 0.08% | |
| 110 | TJXTJX COS INC NEW | 7,039 | $850.4M | 0.08% | |
| 111 | SPGIS&P GLOBAL INC | 1,696 | $844.7M | 0.08% | |
| 112 | DISDISNEY WALT CO | 7,475 | $832.3M | 0.07% | |
| 113 | BLKBLACKROCK INC | 803 | $822.8M | 0.07% | |
| 114 | AMDADVANCED MICRO DEVICES INC | 6,809 | $822.5M | 0.07% | |
| 115 | GSGOLDMAN SACHS GROUP INC | 1,423 | $814.9M | 0.07% | |
| 116 | APHAMPHENOL CORP NEW | 11,512 | $799.5M | 0.07% | |
| 117 | HDBHDFC BANK LTD | 12,487 | $797.4M | 0.07% | |
| 118 | CAHCARDINAL HEALTH INC | 6,735 | $796.5M | 0.07% | |
| 119 | CMCSACOMCAST CORP NEW | 21,062 | $790.5M | 0.07% | |
| 120 | MEDPMEDPACE HLDGS INC | 2,377 | $789.7M | 0.07% | |
| 121 | UNPUNION PAC CORP | 3,428 | $781.7M | 0.07% | |
| 122 | NVSNNOVARTIS AG | 7,990 | $777.5M | 0.07% | |
| 123 | INTUINTUIT | 1,235 | $776.2M | 0.07% | |
| 124 | DHRDANAHER CORPORATION | 3,351 | $769.2M | 0.07% | |
| 125 | INFYINFOSYS LTD | 34,541 | $757.1M | 0.07% | |
| 126 | TAT&T INC | 33,050 | $752.6M | 0.07% | |
| 127 | ANETARISTA NETWORKS INC | 6,710 | $741.7M | 0.07% | |
| 128 | EMREMERSON ELEC CO | 5,898 | $731.0M | 0.06% | |
| 129 | LMTLOCKHEED MARTIN CORP | 1,497 | $727.7M | 0.06% | |
| 130 | IBNICICI BANK LIMITED | 24,269 | $724.7M | 0.06% | |
| 131 | ISRGINTUITIVE SURGICAL INC | 1,385 | $722.9M | 0.06% | |
| 132 | PGRPROGRESSIVE CORP | 3,003 | $719.5M | 0.06% | |
| 133 | JPIEJ P MORGAN EXCHANGE TRADED F | 15,626 | $712.9M | 0.06% | |
| 134 | CRWDCROWDSTRIKE HLDGS INC | 2,082 | $712.4M | 0.06% | |
| 135 | AEPAMERICAN ELEC PWR CO INC | 7,717 | $711.7M | 0.06% | |
| 136 | WFCWELLS FARGO CO NEW | 10,116 | $710.5M | 0.06% | |
| 137 | DWDMORGAN STANLEY | 5,650 | $710.3M | 0.06% | |
| 138 | HBC2HSBC HLDGS PLC | 14,222 | $703.4M | 0.06% | |
| 139 | STRVEA SERIES TRUST | 18,357 | $693.9M | 0.06% | |
| 140 | SHWSHERWIN WILLIAMS CO | 2,035 | $691.8M | 0.06% | |
| 141 | FISVFISERV INC | 3,363 | $690.8M | 0.06% | |
| 142 | CBCHUBB LIMITED | 2,473 | $683.3M | 0.06% | |
| 143 | BACVERIZON COMMUNICATIONS INC | 16,883 | $675.2M | 0.06% | |
| 144 | VHTVANGUARD WORLD FD | 2,638 | $669.3M | 0.06% | |
| 145 | USMVISHARES TR | 7,525 | $668.2M | 0.06% | |
| 146 | BSXBOSTON SCIENTIFIC CORP | 7,474 | $667.6M | 0.06% | |
| 147 | ESGDISHARES TR | 8,740 | $665.5M | 0.06% | |
| 148 | WITWIPRO LTD | 181,096 | $641.1M | 0.06% | |
| 149 | SBUXSTARBUCKS CORP | 7,023 | $640.8M | 0.06% | |
| 150 | MRSHMARSH & MCLENNAN COS INC | 2,987 | $634.6M | 0.06% | |
| 151 | GEF/BGREIF INC | 9,351 | $634.5M | 0.06% | |
| 152 | QCOMQUALCOMM INC | 4,110 | $631.4M | 0.06% | |
| 153 | RTXRTX CORPORATION | 5,429 | $628.2M | 0.06% | |
| 154 | SMFGSUMITOMO MITSUI FINL GROUP I | 43,241 | $626.6M | 0.06% | |
| 155 | MMM3M CO | 4,848 | $625.8M | 0.06% | |
| 156 | IAU*ISHARES GOLD TR | 12,466 | $617.2M | 0.05% | |
| 157 | VYMVANGUARD WHITEHALL FDS | 4,815 | $614.4M | 0.05% | |
| 158 | SONYSONY GROUP CORP | 28,893 | $611.4M | 0.05% | |
| 159 | TMTOYOTA MOTOR CORP | 3,124 | $608.0M | 0.05% | |
| 160 | SCHWSCHWAB CHARLES CORP | 8,212 | $607.8M | 0.05% | |
| 161 | BBWIBATH & BODY WORKS INC | 15,606 | $605.0M | 0.05% | |
| 162 | AMATAPPLIED MATLS INC | 3,705 | $602.5M | 0.05% | |
| 163 | AZNASTRAZENECA PLC | 9,174 | $601.1M | 0.05% | |
| 164 | AMGNAMGEN INC | 2,296 | $598.4M | 0.05% | |
| 165 | ITWILLINOIS TOOL WKS INC | 2,357 | $597.7M | 0.05% | |
| 166 | DGRWWISDOMTREE TR | 7,340 | $594.0M | 0.05% | |
| 167 | CMECME GROUP INC | 2,520 | $585.2M | 0.05% | |
| 168 | CHTCHUNGHWA TELECOM CO LTD | 15,532 | $584.8M | 0.05% | |
| 169 | SYKSTRYKER CORPORATION | 1,562 | $562.4M | 0.05% | |
| 170 | ELVELEVANCE HEALTH INC | 1,518 | $560.0M | 0.05% | |
| 171 | PXFINVESCO EXCH TRADED FD TR II | 11,324 | $542.3M | 0.05% | |
| 172 | MCKMCKESSON CORP | 947 | $539.5M | 0.05% | |
| 173 | BABOEING CO | 3,009 | $532.6M | 0.05% | |
| 174 | UBSUBS GROUP AG | 17,556 | $532.3M | 0.05% | |
| 175 | SHELSHELL PLC | 8,489 | $531.8M | 0.05% | |
| 176 | TMUST-MOBILE US INC | 2,397 | $529.0M | 0.05% | |
| 177 | ULUNILEVER PLC | 9,314 | $528.1M | 0.05% | |
| 178 | VDEVANGUARD WORLD FD | 4,325 | $524.6M | 0.05% | |
| 179 | SCHDSCHWAB STRATEGIC TR | 18,837 | $514.6M | 0.05% | |
| 180 | GEVGE VERNOVA INC | 1,564 | $514.4M | 0.05% | |
| 181 | GWWGRAINGER W W INC | 485 | $511.2M | 0.05% | |
| 182 | RDYDR REDDYS LABS LTD | 32,254 | $509.3M | 0.05% | |
| 183 | ESGEISHARES INC | 15,209 | $507.8M | 0.05% | |
| 184 | ESMLISHARES TR | 12,044 | $506.4M | 0.04% | |
| 185 | EQIXEQUINIX INC | 536 | $505.6M | 0.04% | |
| 186 | HONHONEYWELL INTL INC | 2,237 | $505.3M | 0.04% | |
| 187 | PLDPROLOGIS INC. | 4,768 | $504.0M | 0.04% | |
| 188 | CITHE CIGNA GROUP | 1,824 | $503.6M | 0.04% | |
| 189 | STXKEA SERIES TRUST | 16,062 | $502.3M | 0.04% | |
| 190 | SNPSSYNOPSYS INC | 1,034 | $501.9M | 0.04% | |
| 191 | ESGVVANGUARD WORLD FD | 4,712 | $494.3M | 0.04% | |
| 192 | IONQIONQ INC | 11,829 | $494.1M | 0.04% | |
| 193 | RYROYAL BK CDA | 4,084 | $492.2M | 0.04% | |
| 194 | CDNSCADENCE DESIGN SYSTEM INC | 1,629 | $489.4M | 0.04% | |
| 195 | LRCXLAM RESEARCH CORP | 6,690 | $483.2M | 0.04% | |
| 196 | ORLYOREILLY AUTOMOTIVE INC | 406 | $481.4M | 0.04% | |
| 197 | MCOMOODYS CORP | 1,011 | $478.6M | 0.04% | |
| 198 | AMTAMERICAN TOWER CORP NEW | 2,602 | $477.2M | 0.04% | |
| 199 | 4I1PHILIP MORRIS INTL INC | 3,963 | $477.0M | 0.04% | |
| 200 | ICEINTERCONTINENTAL EXCHANGE IN | 3,186 | $474.7M | 0.04% |