PDS Planning, Inc
Top Portfolio Positions
450 positions ·
$501,437,326 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
134,089 | $34,030,447 | 6.79% |
| NVDA |
Nvidia Corp
Technology
|
176,689 | $30,814,561 | 6.15% |
| ABBV |
AbbVie Inc.
Healthcare
|
108,916 | $23,688,140 | 4.72% |
| MSFT |
Microsoft Corp
Technology
|
54,486 | $20,169,082 | 4.02% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
49,211 | $14,475,907 | 2.89% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
67,657 | $14,090,923 | 2.81% |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,681 | $12,560,908 | 2.50% |
| ABT |
Abbott Laboratories
Healthcare
|
119,735 | $12,293,192 | 2.45% |
| AVGO |
Broadcom Inc.
Technology
|
27,641 | $8,555,165 | 1.71% |
| OUNZ |
VanEck Merk Gold ETF
|
167,778 | $7,558,398 | 1.51% |
Portfolio Trend
Holdings in ACT
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,123,793 | 52,041 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,326,949 | 33,475 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,283,661 | 33,481 | Shares | Sole | 2025-10-21 | |
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