Pds Planning, Inc
CIK Number: 0000838618
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 614.96 | +0.82% | 139.8K | +2.20% | 82.3M | 429.34 | 7.31% |
| 2 | VEA | Vanguard Develo... | 56.48 | +1.10% | 1.64M | +4.04% | 78.19M | 45.16 | 6.95% |
| 3 | AGG | iShares Core U.... | 99.08 | +0.28% | 687.31K | +6.68% | 66.6M | 105.07 | 5.92% |
| 4 | VO | Vanguard Mid Ca... | 277.93 | +0.78% | 202.61K | +1.60% | 53.52M | 250.36 | 4.75% |
| 5 | VIG | Vanguard Divide... | 203.59 | +0.62% | 263K | +0.83% | 51.5M | 130.22 | 4.58% |
| 6 | AVUV | Avantis U.S. Sm... | 90.91 | +1.61% | 524.3K | +2.92% | 50.61M | 95.97 | 4.50% |
| 7 | VWO | Vanguard Emergi... | 49.45 | +0.69% | 981.76K | +3.63% | 43.24M | 43.08 | 3.84% |
| 8 | BNDX | Vanguard Total ... | 49.48 | +0.11% | 873.24K | +8.83% | 42.83M | 52.12 | 3.81% |
| 9 | IGSB | iShares 1-5 Yea... | 52.70 | +0.18% | 662.77K | +6.12% | 34.27M | 52.23 | 3.04% |
| 10 | REET | iShares Global ... | 24.61 | +0.22% | 1.32M | +2.90% | 31.65M | 24.32 | 2.81% |
| 11 | BSV | Vanguard Short-... | 78.66 | +0.17% | 383.54K | +5.61% | 29.64M | 79.13 | 2.63% |
| 12 | AAPL | Apple Inc. | 201.21 | -0.18% | 100.65K | +1.05% | 25.2M | 151.98 | 2.24% |
| 13 | ABBV | AbbVie Inc. | 186.97 | +0.85% | 107.1K | -1.29% | 19.03M | 116.46 | 1.69% |
| 14 | NVDA | NVIDIA Corporat... | 155.10 | +0.51% | 137.17K | +3.76% | 18.42M | 33.41 | 1.64% |
| 15 | VBR | Vanguard Small ... | 195.46 | +1.41% | 92.42K | -3.98% | 18.31M | 143.9 | 1.63% |
| 16 | MSFT | Microsoft Corpo... | 497.50 | +1.06% | 41.74K | +4.33% | 17.59M | 266.87 | 1.56% |
| 17 | BND | Vanguard Total ... | 73.52 | +0.29% | 196.07K | +8.95% | 14.1M | 76.38 | 1.25% |
| 18 | IJH | iShares Core S&... | 61.88 | +1.38% | 222.12K | -1.71% | 13.84M | 51.65 | 1.23% |
| 19 | IEFA | iShares Core MS... | 82.55 | +1.22% | 191.94K | +0.65% | 13.49M | 60.02 | 1.20% |
| 20 | ABT | Abbott Laborato... | 133.70 | -2.69% | 117.42K | +1.78% | 13.28M | 84.84 | 1.18% |
| 21 | VTEB | Vanguard Tax-Ex... | 48.95 | +0.09% | 233.19K | +7.73% | 11.69M | 50.51 | 1.04% |
| 22 | JPM | JPMorgan Chase ... | 288.83 | +1.68% | 46.56K | +14.32% | 11.16M | 133.93 | 0.99% |
| 23 | VB | Vanguard Small ... | 237.05 | +1.40% | 45.87K | -1.54% | 11.02M | 171.81 | 0.98% |
| 24 | IEMG | iShares Core MS... | 59.96 | +0.69% | 201.08K | -0.07% | 10.5M | 48.28 | 0.93% |
| 25 | AMZN | Amazon.com, Inc... | 217.26 | +2.49% | 46.06K | +1.34% | 10.1M | 121.57 | 0.90% |
| 26 | MUB | iShares Nationa... | 104.33 | +0.13% | 92.63K | +6.50% | 9.87M | 108 | 0.88% |
| 27 | BRK-B | Berkshire Hatha... | 485.71 | -0.1% | 21.49K | -1.05% | 9.74M | 244.15 | 0.87% |
| 28 | IAGG | iShares Core In... | 51.09 | +0.10% | 150.28K | +1.46% | 7.5M | 50.14 | 0.67% |
| 29 | SUB | iShares Short-T... | 106.25 | +0.02% | 67.31K | +17.40% | 7.1M | 105.05 | 0.63% |
| 30 | VEU | Vanguard FTSE A... | 66.77 | +0.98% | 116.93K | +0.73% | 6.71M | 48.99 | 0.60% |
| 31 | GOOG | Alphabet Inc. | 174.38 | +1.69% | 34.95K | +10.94% | 6.66M | 119.97 | 0.59% |
| 32 | GOOGL | Alphabet Inc. | 173.50 | +1.65% | 32.66K | +9.38% | 6.18M | 116.68 | 0.55% |
| 33 | VT | Vanguard Total ... | 127.47 | +0.95% | 52.53K | +6.92% | 6.17M | 91.06 | 0.55% |
| 34 | VTI | Vanguard Total ... | 302.04 | +0.90% | 21.14K | +2.08% | 6.13M | 169.79 | 0.54% |
| 35 | PG | The Procter & G... | 158.66 | -0.19% | 35.65K | +9.15% | 5.98M | 117.09 | 0.53% |
| 36 | META | Meta Platforms,... | 726.45 | +2.51% | 9.95K | +1.34% | 5.83M | 278.06 | 0.52% |
| 37 | AVGO | Broadcom Inc. | 270.21 | +2.10% | 24.46K | +15.47% | 5.67M | 99.99 | 0.50% |
| 38 | VNQ | Vanguard Real E... | 88.31 | -1.01% | 60.28K | +2.72% | 5.37M | 82.35 | 0.48% |
| 39 | TSLA | Tesla, Inc. | 326.14 | -0.43% | 13.19K | +2.06% | 5.33M | 225.75 | 0.47% |
| 40 | JMST | JPMorgan Ultra-... | 50.89 | +0.01% | 104.06K | -3.18% | 5.28M | 50.67 | 0.47% |
| 41 | VIGI | Vanguard Intern... | 89.36 | +1.32% | 61.27K | -2.53% | 4.9M | 68.06 | 0.44% |
| 42 | LLY | Eli Lilly and C... | 795.71 | +0.43% | 5.93K | +1.26% | 4.57M | 348.47 | 0.41% |
| 43 | VOO | Vanguard 500 In... | 564.28 | +0.81% | 8.26K | +3.03% | 4.45M | 427.31 | 0.40% |
| 44 | UPS | United Parcel S... | 100.72 | +1.36% | 34.58K | +0.95% | 4.36M | 122.05 | 0.39% |
| 45 | OUNZ | VanEck Merk Gol... | 32.09 | -0.08% | 167.78K | 0.00% | 4.24M | 17.55 | 0.38% |
| 46 | KO | The Coca-Cola C... | 69.48 | -0.21% | 58.05K | -2.36% | 3.61M | 47.83 | 0.32% |
| 47 | SPY | SPDR S&P 500 ET... | 611.96 | +0.80% | 6.06K | -3.01% | 3.55M | 442.04 | 0.32% |
| 48 | TSM | Taiwan Semicond... | 224.01 | +0.57% | 17.64K | +1.77% | 3.48M | 91.8 | 0.31% |
| 49 | NOW | ServiceNow, Inc... | 1012.00 | +0.68% | 3.28K | -0.43% | 3.47M | 539.76 | 0.31% |
| 50 | VV | Vanguard Large ... | 283.29 | +0.67% | 12.55K | +2.39% | 3.38M | 187.94 | 0.30% |
| 51 | V | Visa Inc. | 346.26 | +0.29% | 9.46K | +2.98% | 2.99M | 221.72 | 0.27% |
| 52 | ORCL | Oracle Corporat... | 213.02 | +1.09% | 17.58K | +9.28% | 2.93M | 93.71 | 0.26% |
| 53 | CINF | Cincinnati Fina... | 145.84 | +1.47% | 19.75K | +1.62% | 2.84M | 81.61 | 0.25% |
| 54 | DE | Deere & Company | 508.48 | +0.34% | 6.31K | +1.06% | 2.67M | 210.97 | 0.24% |
| 55 | HD | The Home Depot,... | 363.71 | +0.51% | 6.6K | -2.21% | 2.57M | 279.76 | 0.23% |
| 56 | JNJ | Johnson & Johns... | 152.17 | -0.07% | 17K | +14.52% | 2.46M | 151.11 | 0.22% |
| 57 | XOM | Exxon Mobil Cor... | 110.07 | +1.57% | 22.65K | +0.33% | 2.44M | 86.72 | 0.22% |
| 58 | COST | Costco Wholesal... | 983.03 | -0.36% | 2.64K | +1.38% | 2.42M | 549.15 | 0.22% |
| 59 | WMT | Walmart Inc. | 96.16 | -1.13% | 26.42K | +15.03% | 2.39M | 56.99 | 0.21% |
| 60 | MA | Mastercard Inco... | 546.24 | -0.63% | 4.4K | +1.45% | 2.32M | 360.59 | 0.21% |
| 61 | SDY | SPDR S&P Divide... | 134.87 | +0.67% | 16.52K | -1.54% | 2.18M | 95.52 | 0.19% |
| 62 | UNH | UnitedHealth Gr... | 302.52 | +0.17% | 4.27K | -3.63% | 2.16M | 369.07 | 0.19% |
| 63 | JEPQ | JPMorgan Nasdaq... | 54.14 | +0.45% | 36.89K | +0.56% | 2.08M | 53.42 | 0.18% |
| 64 | ISTB | iShares Core 1-... | 48.62 | +0.13% | 43.49K | +0.45% | 2.08M | 46.95 | 0.18% |
| 65 | ETN | Eaton Corporati... | 348.68 | +1.85% | 6.21K | +0.23% | 2.06M | 103.14 | 0.18% |
| 66 | DFAC | Dimensional U.S... | 35.55 | +1.01% | 57.35K | 0.00% | 1.98M | 34.29 | 0.18% |
| 67 | VTV | Vanguard Value ... | 176.23 | +0.72% | 11.53K | +3.36% | 1.95M | 137.7 | 0.17% |
| 68 | NFLX | Netflix, Inc. | 1306.80 | +2.47% | 2.15K | +0.89% | 1.92M | 328.11 | 0.17% |
| 69 | VSS | Vanguard FTSE A... | 133.16 | +1.34% | 14.49K | -6.92% | 1.66M | 97.71 | 0.15% |
| 70 | JPST | JPMorgan Ultra-... | 50.65 | +0.07% | 32.12K | +34.66% | 1.62M | 50.27 | 0.14% |
| 71 | ADBE | Adobe Inc. | 385.00 | -0.66% | 3.61K | -1.2% | 1.61M | 465.81 | 0.14% |
| 72 | MRK | Merck & Co., In... | 78.92 | -0.94% | 15.88K | +17.44% | 1.58M | 92.36 | 0.14% |
| 73 | CRM | Salesforce, Inc... | 270.60 | +1.06% | 4.71K | +4.78% | 1.58M | 223.88 | 0.14% |
| 74 | JEPI | JPMorgan Equity... | 56.44 | +0.13% | 27.15K | +1.23% | 1.56M | 56.2 | 0.14% |
| 75 | TMO | Thermo Fisher S... | 411.91 | +0.31% | 2.8K | +22.13% | 1.46M | 548.9 | 0.13% |
| 76 | GLDM | SPDR Gold MiniS... | 65.94 | -0.14% | 27.05K | +3.91% | 1.41M | 47.21 | 0.12% |
| 77 | VGT | Vanguard Inform... | 656.89 | +0.75% | 2.26K | +4.73% | 1.4M | 403.34 | 0.12% |
| 78 | VCSH | Vanguard Short-... | 79.41 | +0.18% | 17.86K | +67.60% | 1.39M | 77.26 | 0.12% |
| 79 | CVX | Chevron Corpora... | 144.42 | +0.83% | 9.61K | +9.93% | 1.39M | 141 | 0.12% |
| 80 | SCHB | Schwab U.S. Bro... | 23.61 | +0.92% | 58.46K | +189.35% | 1.33M | 20.35 | 0.12% |
| 81 | PEP | PepsiCo, Inc. | 128.20 | +0.14% | 8.51K | -6.49% | 1.29M | 149.67 | 0.12% |
| 82 | ADP | Automatic Data ... | 303.09 | +1.64% | 4.37K | +17.94% | 1.28M | 220.31 | 0.11% |
| 83 | CSCO | Cisco Systems, ... | 68.97 | +1.15% | 20.19K | +5.72% | 1.2M | 50.72 | 0.11% |
| 84 | GLD | SPDR Gold Share... | 306.79 | -0.11% | 4.93K | +0.45% | 1.19M | 157.54 | 0.11% |
| 85 | SHOP | Shopify Inc. | 113.17 | -0.63% | 10.96K | +24.93% | 1.17M | 63.88 | 0.10% |
| 86 | HBAN | Huntington Banc... | 16.64 | +2.21% | 71.45K | +11.92% | 1.16M | 13.23 | 0.10% |
| 87 | BAC | Bank of America... | 47.51 | +1.40% | 26.26K | +6.57% | 1.15M | 31.33 | 0.10% |
| 88 | QQQ | Invesco QQQ Tru... | 546.29 | +0.95% | 2.25K | +18.89% | 1.15M | 349.5 | 0.10% |
| 89 | NVO | Novo Nordisk A/... | 67.75 | +0.60% | 13.31K | +1.40% | 1.14M | 67.34 | 0.10% |
| 90 | IBM | International B... | 292.32 | +0.43% | 5K | +15.04% | 1.1M | 157.87 | 0.10% |
| 91 | TXN | Texas Instrumen... | 206.37 | +0.48% | 5.86K | +1.56% | 1.1M | 167.92 | 0.10% |
| 92 | LOW | Lowe's Companie... | 221.42 | +0.33% | 4.43K | +0.57% | 1.09M | 176.71 | 0.10% |
| 93 | MCD | McDonald's Corp... | 285.78 | +0.08% | 3.67K | +0.35% | 1.07M | 236.05 | 0.09% |
| 94 | GE | General Electri... | 251.50 | +0.64% | 6.37K | +0.73% | 1.06M | 102 | 0.09% |
| 95 | IWN | iShares Russell... | 157.65 | +1.62% | 6.43K | -2.18% | 1.06M | 121.67 | 0.09% |
| 96 | SPYI | Neos S&P 500(R)... | 50.09 | +0.45% | 20.32K | 0.00% | 1.03M | 50.89 | 0.09% |
| 97 | SAP | SAP SE | 295.91 | +0.89% | 4.13K | +3.33% | 1.02M | 121.84 | 0.09% |
| 98 | VUG | Vanguard Growth... | 433.78 | +0.82% | 2.44K | -0.61% | 1M | 256.91 | 0.09% |
| 99 | NEE | NextEra Energy,... | 71.02 | +0.97% | 13.97K | +5.01% | 1M | 60.8 | 0.09% |
| 100 | BKNG | Booking Holding... | 5600.68 | +2.10% | 201 | +4.15% | 998.65K | 2790.49 | 0.09% |
| 101 | LIN | Linde plc | 464.83 | +1.01% | 2.31K | -1.78% | 967.55K | 369.44 | 0.09% |
| 102 | ACN | Accenture plc | 296.02 | +0.48% | 2.74K | -0.83% | 962.85K | 307.24 | 0.09% |
| 103 | COP | ConocoPhillips | 90.86 | +2.08% | 9.71K | +1.00% | 962.74K | 69.5 | 0.09% |
| 104 | ASML | ASML Holding N.... | 798.16 | -2.09% | 1.36K | +2.03% | 940.51K | 678.75 | 0.08% |
| 105 | GAL | SPDR SSgA Globa... | 46.73 | +0.64% | 20.28K | -1.07% | 895.98K | 37.1 | 0.08% |
| 106 | AXP | American Expres... | 311.66 | +0.99% | 2.97K | +1.30% | 880.47K | 171.75 | 0.08% |
| 107 | PFE | Pfizer Inc. | 24.28 | +0.08% | 32.71K | +4.01% | 867.74K | 37.09 | 0.08% |
| 108 | AOR | iShares Core Gr... | 61.20 | +0.71% | 15.07K | +0.03% | 864.11K | 47.16 | 0.08% |
| 109 | CAT | Caterpillar Inc... | 382.01 | +2.81% | 2.37K | -1.33% | 859.83K | 244.14 | 0.08% |
| 110 | TJX | The TJX Compani... | 122.30 | -0.15% | 7.04K | -7.59% | 850.43K | 79.25 | 0.08% |
| 111 | SPGI | S&P Global Inc. | 515.63 | -1.09% | 1.7K | +0.89% | 844.66K | 400.1 | 0.07% |
| 112 | DIS | The Walt Disney... | 121.64 | +1.86% | 7.47K | +16.27% | 832.32K | 116.44 | 0.07% |
| 113 | BLK | BlackRock, Inc. | 1031.27 | +1.30% | 803 | +100.00% | 822.78K | 1025.11 | 0.07% |
| 114 | AMD | Advanced Micro ... | 143.75 | +0.25% | 6.81K | -2.39% | 822.46K | 117.93 | 0.07% |
| 115 | GS | The Goldman Sac... | 687.95 | +2.70% | 1.42K | +1.57% | 814.87K | 369.12 | 0.07% |
| 116 | APH | Amphenol Corpor... | 97.03 | +0.01% | 11.51K | -0.73% | 799.51K | 40.95 | 0.07% |
| 117 | HDB | HDFC Bank Limit... | 77.03 | +1.41% | 12.49K | +37.27% | 797.42K | 62.91 | 0.07% |
| 118 | CAH | Cardinal Health... | 165.59 | +1.12% | 6.74K | -0.44% | 796.54K | 60.13 | 0.07% |
| 119 | CMCSA | Comcast Corpora... | 35.22 | +1.08% | 21.06K | -3.64% | 790.47K | 41.13 | 0.07% |
| 120 | MEDP | Medpace Holding... | 306.91 | -1.36% | 2.38K | -0.13% | 789.71K | 86.72 | 0.07% |
| 121 | UNP | Union Pacific C... | 229.69 | +1.27% | 3.43K | +0.38% | 781.7K | 205.94 | 0.07% |
| 122 | NVS | Novartis AG | 120.34 | +1.98% | 7.99K | -1.5% | 777.51K | 89.34 | 0.07% |
| 123 | INTU | Intuit Inc. | 773.08 | +2.01% | 1.24K | -3.29% | 776.2K | 483.45 | 0.07% |
| 124 | DHR | Danaher Corpora... | 201.71 | +0.35% | 3.35K | -7.64% | 769.22K | 220.41 | 0.07% |
| 125 | INFY | Infosys Limited | 18.61 | +0.51% | 34.54K | +0.66% | 757.14K | 18.49 | 0.07% |
| 126 | T | AT&T Inc. | 28.04 | +0.41% | 33.05K | +4.65% | 752.56K | 20.97 | 0.07% |
| 127 | ANET | Arista Networks... | 101.72 | +5.62% | 6.71K | +100.00% | 741.66K | 110.53 | 0.07% |
| 128 | EMR | Emerson Electri... | 132.87 | +2.65% | 5.9K | +2.09% | 730.98K | 78.76 | 0.06% |
| 129 | LMT | Lockheed Martin... | 458.13 | -0.06% | 1.5K | +2.75% | 727.66K | 408.4 | 0.06% |
| 130 | IBN | ICICI Bank Limi... | 33.40 | +1.54% | 24.27K | +2.64% | 724.67K | 22.42 | 0.06% |
| 131 | ISRG | Intuitive Surgi... | 534.45 | +2.46% | 1.39K | +3.82% | 722.91K | 298.16 | 0.06% |
| 132 | PGR | The Progressive... | 261.70 | +0.78% | 3K | +12.14% | 719.55K | 157.89 | 0.06% |
| 133 | JPIE | JPMorgan Income... | 46.28 | +0.16% | 15.63K | -3.71% | 712.88K | 46.39 | 0.06% |
| 134 | CRWD | CrowdStrike Hol... | 505.58 | +2.33% | 2.08K | +3.12% | 712.38K | 286.52 | 0.06% |
| 135 | AEP | American Electr... | 102.35 | +0.93% | 7.72K | +0.10% | 711.74K | 77.92 | 0.06% |
| 136 | WFC | Wells Fargo & C... | 79.98 | +1.15% | 10.12K | +1.74% | 710.55K | 44.56 | 0.06% |
| 137 | MS | Morgan Stanley | 139.78 | +1.50% | 5.65K | -1.1% | 710.32K | 88.62 | 0.06% |
| 138 | HSBC | HSBC Holdings p... | 60.51 | -0.96% | 14.22K | -1.8% | 703.42K | 35.73 | 0.06% |
| 139 | STRV | Strive 500 ETF | 39.73 | +0.79% | 18.36K | +7.77% | 693.91K | 31.65 | 0.06% |
| 140 | SHW | The Sherwin-Wil... | 342.00 | -0.47% | 2.04K | +0.64% | 691.76K | 198.61 | 0.06% |
| 141 | FI | Fiserv, Inc. | 171.40 | +0.61% | 3.36K | -1% | 690.83K | 126.64 | 0.06% |
| 142 | CB | Chubb Limited | 283.91 | +0.39% | 2.47K | +2.74% | 683.29K | 202.96 | 0.06% |
| 143 | VZ | Verizon Communi... | 42.13 | +0.01% | 16.88K | -13.7% | 675.15K | 46.31 | 0.06% |
| 144 | VHT | Vanguard Health... | 247.45 | -0.1% | 2.64K | +11.69% | 669.28K | 244.74 | 0.06% |
| 145 | USMV | iShares MSCI US... | 92.69 | +0.37% | 7.53K | +0.47% | 668.16K | 55.81 | 0.06% |
| 146 | BSX | Boston Scientif... | 104.64 | +0.34% | 7.47K | +1.54% | 667.58K | 61.58 | 0.06% |
| 147 | ESGD | iShares ESG Awa... | 88.26 | +1.12% | 8.74K | +2.49% | 665.48K | 73.6 | 0.06% |
| 148 | WIT | Wipro Limited | 3.08 | -0.16% | 181.1K | +96.09% | 641.08K | 2.56 | 0.06% |
| 149 | SBUX | Starbucks Corpo... | 91.88 | +0.85% | 7.02K | +5.59% | 640.83K | 96.93 | 0.06% |
| 150 | MMC | Marsh & McLenna... | 215.94 | -0.17% | 2.99K | +15.42% | 634.56K | 179.52 | 0.06% |