PDS Planning, Inc
Top Portfolio Positions
450 positions ·
$501,437,326 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
25 quarters · across all stocks
Holdings in CHT
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $685,724 | 16,234 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $627,526 | 15,045 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $696,829 | 15,975 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $750,187 | 16,095 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $704,015 | 17,955 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $584,779 | 15,532 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $538,242 | 13,568 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $554,362 | 14,358 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $494,103 | 12,624 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $402,811 | 10,310 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $386,714 | 10,760 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $330,277 | 8,857 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $337,941 | 8,643 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $209,200 | 5,888 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $239,580 | 5,808 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $304,615 | 6,853 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $266,936 | 6,324 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $233,657 | 5,947 | Shares | Sole | 2021-10-22 | |
| No 13F history on record for this holder in this stock. | ||||||