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
Holdings in UGP
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $155,855 | 28,286 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $106,638 | 28,286 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $115,661 | 28,210 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $105,324 | 32,111 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $80,415 | 26,109 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $53,367 | 20,292 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $83,063 | 21,408 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $44,007 | 11,255 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $63,022 | 11,018 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $62,427 | 11,518 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $46,223 | 12,595 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $45,265 | 11,518 | Shares | Sole | 2023-07-21 | |
| 2021-06-30 | $37,784 | 10,049 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $58,350 | 15,275 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $49,617 | 10,953 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $39,176 | 11,455 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $37,713 | 11,125 | Shares | Sole | 2020-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||