Pds Planning, Inc
CIK Number: 0000838618
Main Sectors:
Top Industries:
Filing Date: Apr 24, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Develo... | 59.60 | +1.68% | 1.69M | +3.44% | 85.98M | 45.35 | 7.25% | Share |
| 2 | IVV | iShares Core S&... | 649.05 | +1.62% | 142.8K | +2.14% | 80.24M | 432.13 | 6.76% | Share |
| 3 | AGG | iShares Core U.... | 99.41 | +0.56% | 700.9K | +1.98% | 69.33M | 104.95 | 5.84% | Share |
| 4 | VO | Vanguard Mid Ca... | 291.07 | +2.02% | 207.57K | +2.45% | 53.68M | 250.56 | 4.53% | Share |
| 5 | VIG | Vanguard Divide... | 211.80 | +1.33% | 267.76K | +1.81% | 51.94M | 131.35 | 4.38% | Share |
| 6 | VWO | Vanguard Emergi... | 52.10 | +1.62% | 1.01M | +2.90% | 45.72M | 43.14 | 3.85% | Share |
| 7 | AVUV | Avantis U.S. Sm... | 99.14 | +4.09% | 519.82K | -0.85% | 45.31M | 95.97 | 3.82% | Share |
| 8 | BNDX | Vanguard Total ... | 49.31 | +0.22% | 841.66K | -3.62% | 41.09M | 52.12 | 3.46% | Share |
| 9 | IGSB | iShares 1-5 Yea... | 52.94 | +0.35% | 676.71K | +2.10% | 35.44M | 52.23 | 2.99% | Share |
| 10 | REET | iShares Global ... | 25.50 | +1.78% | 1.36M | +2.95% | 32.98M | 24.32 | 2.78% | Share |
| 11 | BSV | Vanguard Short-... | 78.81 | +0.32% | 390.25K | +1.75% | 30.55M | 79.11 | 2.58% | Share |
| 12 | AAPL | Apple Inc. | 228.44 | +1.57% | 107.65K | +6.96% | 23.91M | 156.54 | 2.02% | Share |
| 13 | ABBV | AbbVie Inc. | 208.51 | -0.47% | 107.46K | +0.34% | 22.52M | 116.77 | 1.90% | Share |
| 14 | VBR | Vanguard Small ... | 209.42 | +3.29% | 105.42K | +14.08% | 19.64M | 149.13 | 1.66% | Share |
| 15 | MSFT | Microsoft Corpo... | 509.40 | +1.02% | 45.63K | +9.31% | 17.13M | 276.12 | 1.44% | Share |
| 16 | NVDA | NVIDIA Corporat... | 178.17 | +1.82% | 148.47K | +8.24% | 16.09M | 39.12 | 1.36% | Share |
| 17 | ABT | Abbott Laborato... | 132.01 | +0.01% | 117.32K | -0.08% | 15.56M | 84.84 | 1.31% | Share |
| 18 | BND | Vanguard Total ... | 73.79 | +0.57% | 205.41K | +4.76% | 15.09M | 76.24 | 1.27% | Share |
| 19 | BRK-A | Berkshire Hatha... | 730315.25 | -0.38% | 18 | +100.00% | 14.37M | 798441.56 | 1.21% | Share |
| 20 | IEFA | iShares Core MS... | 87.15 | +1.62% | 189.67K | -1.18% | 14.35M | 60.02 | 1.21% | Share |
| 21 | IJH | iShares Core S&... | 65.37 | +3.03% | 233.87K | +5.29% | 13.65M | 51.98 | 1.15% | Share |
| 22 | BRK-B | Berkshire Hatha... | 487.04 | -0.32% | 25.5K | +18.64% | 13.58M | 289.47 | 1.14% | Share |
| 23 | JPM | JPMorgan Chase ... | 294.84 | +1.16% | 47.66K | +2.35% | 11.69M | 136.49 | 0.99% | Share |
| 24 | VTEB | Vanguard Tax-Ex... | 49.00 | +0.35% | 235K | +0.77% | 11.66M | 50.5 | 0.98% | Share |
| 25 | IEMG | iShares Core MS... | 62.87 | +1.79% | 199.36K | -0.86% | 10.76M | 48.28 | 0.91% | Share |
| 26 | VB | Vanguard Small ... | 253.03 | +3.26% | 45.77K | -0.21% | 10.15M | 171.81 | 0.86% | Share |
| 27 | AMZN | Amazon.com, Inc... | 227.69 | +2.59% | 52.11K | +13.15% | 9.92M | 129.55 | 0.84% | Share |
| 28 | MUB | iShares Nationa... | 104.30 | +0.37% | 93.75K | +1.21% | 9.89M | 107.97 | 0.83% | Share |
| 29 | IAGG | iShares Core In... | 51.08 | +0.27% | 196.97K | +31.07% | 9.85M | 50.11 | 0.83% | Share |
| 30 | SUB | iShares Short-T... | 107.00 | +0.07% | 66.45K | -1.27% | 7.02M | 105.05 | 0.59% | Share |
| 31 | VEU | Vanguard FTSE A... | 70.39 | +1.66% | 111.5K | -4.64% | 6.76M | 48.99 | 0.57% | Share |
| 32 | META | Meta Platforms,... | 755.79 | +2.26% | 11.09K | +11.48% | 6.39M | 308.77 | 0.54% | Share |
| 33 | VT | Vanguard Total ... | 134.56 | +1.79% | 54.28K | +3.32% | 6.29M | 91.86 | 0.53% | Share |
| 34 | PG | The Procter & G... | 158.55 | -0.11% | 36.77K | +3.15% | 6.27M | 118.72 | 0.53% | Share |
| 35 | VNQ | Vanguard Real E... | 92.31 | +2.08% | 64.34K | +6.74% | 5.83M | 82.87 | 0.49% | Share |
| 36 | VTI | Vanguard Total ... | 318.50 | +1.84% | 21.09K | -0.22% | 5.8M | 169.79 | 0.49% | Share |
| 37 | GOOG | Alphabet Inc. | 205.38 | +2.37% | 36.73K | +5.09% | 5.74M | 121.73 | 0.48% | Share |
| 38 | JMST | JPMorgan Ultra-... | 51.01 | +0.04% | 110.98K | +6.65% | 5.64M | 50.68 | 0.48% | Share |
| 39 | LLY | Eli Lilly and C... | 715.71 | +0.83% | 6.72K | +13.43% | 5.55M | 405.01 | 0.47% | Share |
| 40 | GOOGL | Alphabet Inc. | 204.54 | +2.40% | 35.72K | +9.37% | 5.52M | 119.93 | 0.47% | Share |
| 41 | OUNZ | VanEck Merk Gol... | 32.52 | +1.13% | 167.78K | 0.00% | 5.06M | 17.55 | 0.43% | Share |
| 42 | VIGI | Vanguard Intern... | 90.61 | +1.39% | 60.01K | -2.05% | 4.98M | 68.06 | 0.42% | Share |
| 43 | VV | Vanguard Large ... | 298.00 | +1.61% | 18.97K | +51.20% | 4.88M | 211.33 | 0.41% | Share |
| 44 | VOO | Vanguard S&P 50... | 593.75 | +1.62% | 8.8K | +6.60% | 4.52M | 432.67 | 0.38% | Share |
| 45 | AVGO | Broadcom Inc. | 298.91 | +3.22% | 26.46K | +8.19% | 4.43M | 105.1 | 0.37% | Share |
| 46 | KO | The Coca-Cola C... | 70.04 | -0.88% | 59.83K | +3.08% | 4.29M | 48.54 | 0.36% | Share |
| 47 | UPS | United Parcel S... | 88.82 | +3.10% | 34.65K | +0.19% | 3.81M | 122.03 | 0.32% | Share |
| 48 | TSLA | Tesla, Inc. | 336.49 | +5.12% | 14.44K | +9.44% | 3.74M | 228.63 | 0.32% | Share |
| 49 | V | Visa Inc. | 349.67 | +1.74% | 10.14K | +7.19% | 3.55M | 230.35 | 0.30% | Share |
| 50 | SPY | SPDR S&P 500 ET... | 645.83 | +1.62% | 6.07K | +0.25% | 3.4M | 442.33 | 0.29% | Share |
| 51 | TSM | Taiwan Semicond... | 233.81 | +2.85% | 19.71K | +11.73% | 3.27M | 99.6 | 0.28% | Share |
| 52 | JNJ | Johnson & Johns... | 177.61 | -0.74% | 18.59K | +9.35% | 3.08M | 152.37 | 0.26% | Share |
| 53 | DE | Deere & Company | 496.00 | +1.90% | 6.36K | +0.78% | 2.99M | 212.96 | 0.25% | Share |
| 54 | XOM | Exxon Mobil Cor... | 110.51 | +1.17% | 24.88K | +9.88% | 2.96M | 89.61 | 0.25% | Share |
| 55 | CINF | Cincinnati Fina... | 155.42 | +1.61% | 19.8K | +0.28% | 2.93M | 81.79 | 0.25% | Share |
| 56 | COST | Costco Wholesal... | 963.00 | -0.69% | 2.88K | +9.00% | 2.73M | 581.9 | 0.23% | Share |
| 57 | NOW | ServiceNow, Inc... | 891.12 | +1.61% | 3.38K | +3.30% | 2.69M | 547.94 | 0.23% | Share |
| 58 | MA | Mastercard Inco... | 598.74 | +1.15% | 4.74K | +7.77% | 2.6M | 374.11 | 0.22% | Share |
| 59 | HD | The Home Depot,... | 412.00 | +3.60% | 7.01K | +6.19% | 2.57M | 284.82 | 0.22% | Share |
| 60 | ORCL | Oracle Corporat... | 238.22 | +2.17% | 18.29K | +4.02% | 2.56M | 95.49 | 0.22% | Share |
| 61 | UNH | UnitedHealth Gr... | 306.68 | +1.10% | 4.8K | +12.42% | 2.52M | 386.16 | 0.21% | Share |
| 62 | WMT | Walmart Inc. | 98.23 | +0.28% | 28.51K | +7.90% | 2.5M | 59.25 | 0.21% | Share |
| 63 | SDY | SPDR S&P Divide... | 142.87 | +1.33% | 16.21K | -1.86% | 2.2M | 95.52 | 0.19% | Share |
| 64 | NFLX | Netflix, Inc. | 1210.63 | +0.37% | 2.35K | +9.59% | 2.2M | 380.98 | 0.19% | Share |
| 65 | ISTB | iShares Core 1-... | 48.74 | +0.30% | 43.17K | -0.74% | 2.09M | 46.95 | 0.18% | Share |
| 66 | JEPQ | JPMorgan Nasdaq... | 55.74 | +1.45% | 39.41K | +6.81% | 2.04M | 53.31 | 0.17% | Share |
| 67 | VTV | Vanguard Value ... | 183.40 | +1.35% | 11.52K | -0.1% | 1.99M | 137.7 | 0.17% | Share |
| 68 | DFAC | Dimensional U.S... | 37.83 | +2.09% | 57.35K | 0.00% | 1.89M | 34.29 | 0.16% | Share |
| 69 | CVX | Chevron Corpora... | 157.40 | +1.19% | 10.59K | +10.24% | 1.77M | 143.44 | 0.15% | Share |
| 70 | ETN | Eaton Corporati... | 352.40 | +2.03% | 6.33K | +1.88% | 1.72M | 106.26 | 0.14% | Share |
| 71 | JEPI | JPMorgan Equity... | 57.42 | +0.95% | 29.7K | +9.40% | 1.7M | 56.28 | 0.14% | Share |
| 72 | GLDM | SPDR Gold MiniS... | 66.86 | +1.15% | 26.93K | -0.45% | 1.67M | 47.21 | 0.14% | Share |
| 73 | VSS | Vanguard FTSE A... | 140.68 | +1.99% | 14.18K | -2.14% | 1.64M | 97.71 | 0.14% | Share |
| 74 | GLD | SPDR Gold Share... | 310.88 | +1.17% | 5.4K | +9.47% | 1.56M | 168.84 | 0.13% | Share |
| 75 | MRK | Merck & Co., In... | 86.88 | +0.93% | 16.77K | +5.62% | 1.5M | 92.22 | 0.13% | Share |
| 76 | TMO | Thermo Fisher S... | 497.35 | +2.81% | 3.01K | +7.47% | 1.5M | 545.34 | 0.13% | Share |
| 77 | HBAN | Huntington Banc... | 17.30 | +3.81% | 96.91K | +35.63% | 1.45M | 13.7 | 0.12% | Share |
| 78 | ADBE | Adobe Inc. | 360.62 | +2.03% | 3.78K | +4.62% | 1.45M | 462.17 | 0.12% | Share |
| 79 | PEP | PepsiCo, Inc. | 149.36 | +0.26% | 9.57K | +12.40% | 1.43M | 149.7 | 0.12% | Share |
| 80 | VCSH | Vanguard Short-... | 79.77 | +0.33% | 18.07K | +1.17% | 1.43M | 77.28 | 0.12% | Share |
| 81 | JPST | JPMorgan Ultra-... | 50.70 | +0.11% | 28.11K | -12.5% | 1.42M | 50.27 | 0.12% | Share |
| 82 | GE | GE Aerospace | 270.19 | +0.55% | 7.05K | +10.64% | 1.41M | 111.44 | 0.12% | Share |
| 83 | IBM | International B... | 242.76 | +1.40% | 5.59K | +11.81% | 1.39M | 167.46 | 0.12% | Share |
| 84 | CSCO | Cisco Systems, ... | 67.59 | +0.86% | 22.44K | +11.18% | 1.38M | 51.83 | 0.12% | Share |
| 85 | ADP | Automatic Data ... | 307.24 | +0.75% | 4.53K | +3.76% | 1.38M | 223.39 | 0.12% | Share |
| 86 | CRM | Salesforce, Inc... | 247.17 | +0.55% | 5.1K | +8.32% | 1.37M | 227.3 | 0.12% | Share |
| 87 | MCD | McDonald's Corp... | 313.20 | -0.01% | 4.1K | +11.59% | 1.28M | 243.98 | 0.11% | Share |
| 88 | LIN | Linde plc | 481.00 | +0.06% | 2.74K | +18.43% | 1.27M | 384.41 | 0.11% | Share |
| 89 | SAP | Sap Se | 271.97 | +1.03% | 4.53K | +9.79% | 1.22M | 134.91 | 0.10% | Share |
| 90 | SCHB | Schwab U.S. Bro... | 24.95 | +1.77% | 55.74K | -4.65% | 1.2M | 20.35 | 0.10% | Share |
| 91 | BAC | Bank of America... | 49.30 | +2.14% | 28.18K | +7.28% | 1.18M | 32.04 | 0.10% | Share |
| 92 | TXN | Texas Instrumen... | 207.32 | +3.29% | 6.4K | +9.11% | 1.15M | 168.9 | 0.10% | Share |
| 93 | COP | ConocoPhillips | 96.44 | +1.75% | 10.82K | +11.46% | 1.14M | 73.15 | 0.10% | Share |
| 94 | JPIE | JPMorgan Income... | 46.41 | +0.24% | 24.22K | +55.00% | 1.12M | 46.28 | 0.09% | Share |
| 95 | XLK | Technology Sele... | 263.78 | +1.88% | 5.38K | +358.04% | 1.11M | 203.62 | 0.09% | Share |
| 96 | NEE | NextEra Energy,... | 76.24 | +0.21% | 15.57K | +11.45% | 1.1M | 61.84 | 0.09% | Share |
| 97 | LOW | Lowe's Companie... | 264.12 | +3.31% | 4.69K | +5.84% | 1.09M | 179.83 | 0.09% | Share |
| 98 | SPYI | Neos S&P 500(R)... | 51.41 | +1.21% | 22.28K | +9.68% | 1.07M | 50.63 | 0.09% | Share |
| 99 | ASML | ASML Holding N.... | 758.86 | +3.19% | 1.59K | +17.39% | 1.06M | 676.36 | 0.09% | Share |
| 100 | SHOP | Shopify Inc. | 142.84 | +4.50% | 10.87K | -0.78% | 1.04M | 63.88 | 0.09% | Share |
| 101 | T | AT&T Inc. | 29.01 | -1.46% | 36.68K | +10.99% | 1.04M | 21.69 | 0.09% | Share |
| 102 | HDB | HDFC Bank Limit... | 74.27 | -1.53% | 15.53K | +24.35% | 1.03M | 63.6 | 0.09% | Share |
| 103 | UNP | Union Pacific C... | 227.34 | +0.91% | 4.3K | +25.53% | 1.02M | 212.1 | 0.09% | Share |
| 104 | BKNG | Booking Holding... | 5699.22 | -0.2% | 219 | +8.96% | 1.01M | 2939.78 | 0.09% | Share |
| 105 | NVS | Novartis AG | 127.14 | +0.25% | 8.9K | +11.35% | 991.84K | 91.59 | 0.08% | Share |
| 106 | IWN | iShares Russell... | 173.50 | +4.31% | 6.44K | +0.16% | 972.32K | 121.71 | 0.08% | Share |
| 107 | QQQ | Invesco QQQ Tru... | 573.58 | +1.83% | 2.06K | -8.14% | 967.9K | 349.5 | 0.08% | Share |
| 108 | NVO | Novo Nordisk A/... | 56.85 | +2.53% | 13.85K | +4.10% | 961.88K | 67.42 | 0.08% | Share |
| 109 | CAH | Cardinal Health... | 149.06 | -1.66% | 6.88K | +2.18% | 948.2K | 61.79 | 0.08% | Share |
| 110 | ACN | Accenture plc | 260.94 | +2.74% | 3.01K | +10.01% | 939.55K | 307.68 | 0.08% | Share |
| 111 | SPGI | S&P Global Inc. | 557.67 | +0.95% | 1.84K | +8.73% | 936.94K | 408.77 | 0.08% | Share |
| 112 | IBN | ICICI Bank Limi... | 32.69 | -1.94% | 29.08K | +19.81% | 916.51K | 23.93 | 0.08% | Share |
| 113 | VUG | Vanguard Growth... | 459.44 | +1.83% | 2.44K | +0.04% | 906.13K | 256.96 | 0.08% | Share |
| 114 | PGR | The Progressive... | 250.84 | +0.76% | 3.18K | +5.99% | 900.82K | 164.97 | 0.08% | Share |
| 115 | TJX | The TJX Compani... | 137.00 | -0.37% | 7.39K | +5.04% | 900.53K | 81.29 | 0.08% | Share |
| 116 | HSBC | HSBC Holdings p... | 65.99 | +1.12% | 15.3K | +7.59% | 878.74K | 37.26 | 0.07% | Share |
| 117 | AEP | American Electr... | 112.89 | -0.22% | 8K | +3.64% | 873.94K | 79.02 | 0.07% | Share |
| 118 | ELV | Elevance Health... | 316.08 | +2.09% | 2.01K | +32.35% | 873.84K | 415.54 | 0.07% | Share |
| 119 | AMGN | Amgen Inc. | 294.72 | -0.35% | 2.79K | +21.43% | 868.6K | 255.33 | 0.07% | Share |
| 120 | AXP | American Expres... | 320.11 | +3.87% | 3.22K | +8.43% | 865.5K | 179.31 | 0.07% | Share |
| 121 | PFE | Pfizer Inc. | 25.86 | +0.47% | 34.15K | +4.40% | 865.29K | 36.59 | 0.07% | Share |
| 122 | VZ | Verizon Communi... | 44.59 | -0.98% | 18.86K | +11.69% | 855.33K | 46.21 | 0.07% | Share |
| 123 | DIS | The Walt Disney... | 119.43 | +2.77% | 8.63K | +15.52% | 852.31K | 114.05 | 0.07% | Share |
| 124 | WFC | Wells Fargo & C... | 78.87 | +1.34% | 11.87K | +17.34% | 852.15K | 48.59 | 0.07% | Share |
| 125 | GS | The Goldman Sac... | 741.70 | +3.60% | 1.55K | +8.92% | 846.69K | 383.64 | 0.07% | Share |
| 126 | VGT | Vanguard Inform... | 697.06 | +2.20% | 1.56K | -30.97% | 844.83K | 403.34 | 0.07% | Share |
| 127 | CAT | Caterpillar Inc... | 433.42 | +3.72% | 2.54K | +7.30% | 838.74K | 249.97 | 0.07% | Share |
| 128 | INTU | Intuit Inc. | 661.20 | -5.24% | 1.36K | +10.53% | 838.1K | 495.89 | 0.07% | Share |
| 129 | BABA | Alibaba Group H... | 122.90 | +4.07% | 6.33K | +14.98% | 836.49K | 132.03 | 0.07% | Share |
| 130 | AOR | iShares Core Gr... | 63.04 | +1.25% | 14.32K | -5.02% | 824.3K | 47.16 | 0.07% | Share |
| 131 | BLK | BlackRock, Inc. | 1152.83 | +2.50% | 863 | +7.47% | 816.46K | 1019.64 | 0.07% | Share |
| 132 | BSX | Boston Scientif... | 106.11 | +0.85% | 8.01K | +7.21% | 808.35K | 64.22 | 0.07% | Share |
| 133 | RTX | RTX Corporation | 156.41 | +0.06% | 6.1K | +12.30% | 807.61K | 94.33 | 0.07% | Share |
| 134 | SONY | Sony Group Corp... | 28.66 | +3.71% | 31.69K | +9.69% | 804.66K | 17.29 | 0.07% | Share |
| 135 | CRWD | CrowdStrike Hol... | 422.60 | +2.06% | 2.27K | +9.17% | 801.41K | 292.07 | 0.07% | Share |
| 136 | GAL | SPDR SSgA Globa... | 48.39 | +1.38% | 17.86K | -11.91% | 800.73K | 37.1 | 0.07% | Share |
| 137 | MMC | Marsh & McLenna... | 210.44 | -0.32% | 3.25K | +8.97% | 794.34K | 184.84 | 0.07% | Share |
| 138 | PM | Philip Morris I... | 170.89 | -2.06% | 4.98K | +25.74% | 790.96K | 111.1 | 0.07% | Share |
| 139 | AZN | AstraZeneca PLC | 80.91 | +0.56% | 10.73K | +17.02% | 789.02K | 64.72 | 0.07% | Share |
| 140 | ISRG | Intuitive Surgi... | 476.81 | +1.47% | 1.59K | +14.73% | 786.98K | 323.47 | 0.07% | Share |
| 141 | AMD | Advanced Micro ... | 168.03 | +2.64% | 7.63K | +12.00% | 783.5K | 116.31 | 0.07% | Share |
| 142 | DHR | Danaher Corpora... | 211.13 | +3.55% | 3.79K | +13.01% | 776.34K | 218.64 | 0.07% | Share |
| 143 | LMT | Lockheed Martin... | 445.50 | -0.38% | 1.74K | +16.10% | 776.2K | 413.71 | 0.07% | Share |
| 144 | CB | Chubb Limited | 277.86 | -0.35% | 2.56K | +3.68% | 774.3K | 206.47 | 0.07% | Share |
| 145 | APH | Amphenol Corpor... | 110.61 | +1.65% | 11.79K | +2.39% | 773.11K | 41.53 | 0.07% | Share |
| 146 | MMM | 3M Company | 158.28 | +2.53% | 5.19K | +7.01% | 761.84K | 129.18 | 0.06% | Share |
| 147 | SHW | The Sherwin-Wil... | 376.10 | +3.36% | 2.17K | +6.88% | 759.49K | 208.3 | 0.06% | Share |
| 148 | INFY | Infosys Limited | 17.35 | +1.79% | 41.59K | +20.40% | 758.98K | 18.45 | 0.06% | Share |
| 149 | FI | Fiserv, Inc. | 138.81 | -0.85% | 3.42K | +1.72% | 755.46K | 128.24 | 0.06% | Share |
| 150 | SHEL | Shell plc | 73.11 | +0.86% | 10.21K | +20.25% | 748.05K | 59.97 | 0.06% | Share |