PDS Planning, Inc
Top Portfolio Positions
451 positions ·
$515,486,757 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
134,089 | $34,030,447 | 6.60% | |
| NVDA |
Nvidia Corp
Technology
|
176,689 | $30,814,561 | 5.98% | |
| ABBV |
AbbVie Inc.
Healthcare
|
108,916 | $23,688,140 | 4.60% | |
| MSFT |
Microsoft Corp
Technology
|
54,486 | $20,169,082 | 3.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
30,741 | $14,731,087 | 2.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
49,211 | $14,475,907 | 2.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
67,657 | $14,090,923 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
43,681 | $12,560,908 | 2.44% | |
| 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 WIT
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $669,555 | 315,828 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $714,612 | 251,624 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $567,635 | 215,831 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $562,532 | 186,269 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $622,602 | 203,465 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $641,079 | 181,096 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $299,220 | 92,352 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $271,602 | 89,050 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $230,621 | 80,216 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $208,861 | 74,995 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $191,593 | 79,171 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $175,494 | 74,362 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $130,986 | 58,346 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $73,751 | 31,653 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $71,146 | 30,211 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $42,307 | 15,935 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $110,673 | 28,709 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $99,908 | 20,473 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $107,951 | 24,451 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $83,035 | 21,264 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $58,413 | 18,427 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $45,688 | 16,173 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $32,559 | 13,855 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $20,149 | 12,175 | Shares | Sole | 2020-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||