PDS Planning, Inc
Top Portfolio Positions
451 positions ·
$516,168,413 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
134,089 | $34,030,447 | 6.59% | |
| NVDA |
Nvidia Corp
Technology
|
176,689 | $30,814,561 | 5.97% | |
| ABBV |
AbbVie Inc.
Healthcare
|
108,916 | $23,688,140 | 4.59% | |
| MSFT |
Microsoft Corp
Technology
|
54,486 | $20,169,082 | 3.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
30,741 | $14,731,087 | 2.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
49,211 | $14,475,907 | 2.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
67,657 | $14,090,923 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,681 | $12,560,908 | 2.43% | |
| ABT |
Abbott Laboratories
Healthcare
|
119,735 | $12,293,192 | 2.38% | |
| AVGO |
Broadcom Inc.
Technology
|
27,641 | $8,555,165 | 1.66% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SLDE
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $659,934 | 36,663 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $714,195 | 36,663 | Shares | Sole | 2026-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||