Pds Planning, Inc Top Holdings and 13F Report (2025) About Pds Planning, IncInvestment ActivityPds Planning, Inc has $1.13 billion in total holdings as of December 31, 2024.Pds Planning, Inc owns shares of 444 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 4.47% of the portfolio was purchased this quarter.About 1.44% of the portfolio was sold this quarter.This quarter, Pds Planning, Inc has purchased 443 new stocks and bought additional shares in 268 stocks.Pds Planning, Inc sold shares of 122 stocks and completely divested from 28 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $82,296,872Vanguard FTSE Developed Markets ETF $78,194,992iShares Core U.S. Aggregate Bond ETF $66,599,920Vanguard Mid-Cap ETF $53,515,152Vanguard Dividend Appreciation ETF $51,502,698 Largest New Holdings this Quarter BLACKROCK INC $822,778 HoldingARISTA NETWORKS INC $741,656 HoldingLAM RESEARCH CORP $483,219 HoldingPALANTIR TECHNOLOGIES INC $463,007 HoldingJPMorgan Municipal ETF $447,824 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 43,036 shares (about $4.17M)Vanguard Total International Bond ETF 70,815 shares (about $3.47M)Vanguard FTSE Developed Markets ETF 63,567 shares (about $3.04M)iShares 1-5 Year Investment Grade Corporate Bond ETF 38,228 shares (about $1.98M)iShares Core S&P 500 ETF 3,003 shares (about $1.77M) Largest Sales this Quarter CYBIN INC 237,236 shares (about $2.09M)WisdomTree U.S. Quality Dividend Growth Fund 11,242 shares (about $909.81K)Vanguard Small-Cap Value ETF 3,828 shares (about $758.63K)Greif 8,708 shares (about $532.19K)Energy Select Sector SPDR Fund 5,951 shares (about $509.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPds Planning, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$82,296,872$1,767,806 ▲2.2%139,7997.3%ETFVEAVanguard FTSE Developed Markets ETF$78,194,992$3,039,775 ▲4.0%1,635,1946.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$66,599,920$4,170,186 ▲6.7%687,3065.9%FinanceVOVanguard Mid-Cap ETF$53,515,152$844,688 ▲1.6%202,6094.8%ETFVIGVanguard Dividend Appreciation ETF$51,502,698$426,322 ▲0.8%262,9974.6%ETFAVUVAvantis U.S. Small Cap Value ETF$50,610,566$1,435,111 ▲2.9%524,2994.5%ETFVWOVanguard FTSE Emerging Markets ETF$43,236,937$1,512,730 ▲3.6%981,7653.8%ETFBNDXVanguard Total International Bond ETF$42,832,388$3,473,477 ▲8.8%873,2393.8%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$34,265,291$1,976,386 ▲6.1%662,7723.0%ManufacturingREETiShares Global REIT ETF$31,653,532$890,581 ▲2.9%1,320,5482.8%ETFBSVVanguard Short-Term Bond ETF$29,636,199$1,575,380 ▲5.6%383,5412.6%ETFAAPLApple$25,203,983$261,688 ▲1.0%100,6472.2%Computer and TechnologyABBVAbbVie$19,031,872$248,958 ▼-1.3%107,1011.7%MedicalNVDANVIDIA$18,420,036$668,093 ▲3.8%137,1661.6%Computer and TechnologyVBRVanguard Small-Cap Value ETF$18,314,988$758,632 ▼-4.0%92,4161.6%ETFMSFTMicrosoft$17,594,221$730,037 ▲4.3%41,7421.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$14,099,616$1,158,614 ▲9.0%196,0731.3%ETFIJHiShares Core S&P Mid-Cap ETF$13,840,192$240,704 ▼-1.7%222,1181.2%ETFIEFAiShares Core MSCI EAFE ETF$13,489,650$86,866 ▲0.6%191,9421.2%ETFABTAbbott Laboratories$13,280,875$232,440 ▲1.8%117,4161.2%MedicalVTEBVanguard Tax-Exempt Bond ETF$11,690,048$838,323 ▲7.7%233,1951.0%ETFJPMJPMorgan Chase & Co.$11,161,967$1,398,482 ▲14.3%46,5641.0%FinanceVBVanguard Small-Cap ETF$11,021,374$172,761 ▼-1.5%45,8691.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$10,500,381$6,893 ▼-0.1%201,0800.9%ETFAMZNAmazon.com$10,104,445$133,609 ▲1.3%46,0570.9%Retail/WholesaleMUBiShares National Muni Bond ETF$9,870,149$602,327 ▲6.5%92,6340.9%ETFBRK.BBerkshire Hathaway$9,740,987$103,348 ▼-1.0%21,4900.9%FinanceIAGGiShares Core International Aggregate Bond ETF$7,502,047$108,227 ▲1.5%150,2810.7%ETFSUBiShares Short-Term National Muni Bond ETF$7,099,521$1,052,054 ▲17.4%67,3070.6%ETFVEUVanguard FTSE All-World ex-US ETF$6,713,010$48,856 ▲0.7%116,9310.6%ETFGOOGAlphabet$6,655,502$656,447 ▲10.9%34,9480.6%Computer and TechnologyGOOGLAlphabet$6,183,001$530,426 ▲9.4%32,6620.5%Computer and TechnologyVTVanguard Total World Stock ETF$6,171,867$399,201 ▲6.9%52,5350.5%ETFVTIVanguard Total Stock Market ETF$6,125,387$124,618 ▲2.1%21,1360.5%ETFPGProcter & Gamble$5,975,826$500,766 ▲9.1%35,6450.5%Consumer StaplesMETAMeta Platforms$5,825,904$77,288 ▲1.3%9,9500.5%Computer and TechnologyAVGOBroadcom$5,670,326$759,506 ▲15.5%24,4580.5%Computer and TechnologyVNQVanguard Real Estate ETF$5,369,783$141,995 ▲2.7%60,2800.5%ETFTSLATesla$5,326,650$107,421 ▲2.1%13,1900.5%Auto/Tires/TrucksJMSTJPMorgan Ultra-Short Municipal ETF$5,276,700$173,125 ▼-3.2%104,0560.5%ETFVIGIVanguard International Dividend Appreciation ETF$4,900,654$127,024 ▼-2.5%61,2660.4%ETFLLYEli Lilly and Company$4,574,984$57,129 ▲1.3%5,9260.4%MedicalVOOVanguard S&P 500 ETF$4,449,467$130,930 ▲3.0%8,2580.4%ETFUPSUnited Parcel Service$4,360,911$41,235 ▲1.0%34,5830.4%TransportationOUNZVan Eck Merk Gold Trust$4,244,7830.0%167,7780.4%ETFKOCoca-Cola$3,614,087$87,476 ▼-2.4%58,0480.3%Consumer StaplesSPYSPDR S&P 500 ETF Trust$3,549,347$110,184 ▼-3.0%6,0560.3%FinanceTSMTaiwan Semiconductor Manufacturing$3,484,119$60,432 ▲1.8%17,6420.3%Computer and TechnologyNOWServiceNow$3,474,013$14,842 ▼-0.4%3,2770.3%Computer and TechnologyVVVanguard Large-Cap ETF$3,384,215$79,023 ▲2.4%12,5480.3%ETFVVisa$2,988,613$86,599 ▲3.0%9,4560.3%Business ServicesORCLOracle$2,929,531$248,794 ▲9.3%17,5800.3%Computer and TechnologyCINFCincinnati Financial$2,837,599$45,265 ▲1.6%19,7470.3%FinanceDEDeere & Company$2,674,380$27,964 ▲1.1%6,3120.2%IndustrialsHDHome Depot$2,568,622$57,962 ▼-2.2%6,6030.2%Retail/WholesaleJNJJohnson & Johnson$2,458,079$311,653 ▲14.5%16,9970.2%MedicalXOMExxon Mobil$2,435,991$7,960 ▲0.3%22,6460.2%EnergyCOSTCostco Wholesale$2,422,310$32,982 ▲1.4%2,6440.2%Retail/WholesaleWMTWalmart$2,386,959$311,889 ▲15.0%26,4190.2%Retail/WholesaleMAMastercard$2,316,381$33,174 ▲1.5%4,3990.2%Business ServicesSDYSPDR S&P Dividend ETF$2,182,608$34,215 ▼-1.5%16,5220.2%ETFUNHUnitedHealth Group$2,162,222$81,450 ▼-3.6%4,2740.2%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,080,108$11,614 ▲0.6%36,8940.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$2,077,466$9,363 ▲0.5%43,4890.2%ManufacturingETNEaton$2,061,245$4,646 ▲0.2%6,2110.2%IndustrialsDFACDimensional U.S. Core Equity 2 ETF$1,983,7710.0%57,3510.2%ETFVTVVanguard Value ETF$1,952,627$63,485 ▲3.4%11,5340.2%ETFNFLXNetflix$1,915,447$16,935 ▲0.9%2,1490.2%Consumer DiscretionaryVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,659,090$123,298 ▼-6.9%14,4920.1%ETFJPSTJPMorgan Ultra-Short Income ETF$1,617,909$416,415 ▲34.7%32,1200.1%ETFADBEAdobe$1,606,629$19,566 ▼-1.2%3,6130.1%Computer and TechnologyMRKMerck & Co., Inc.$1,579,238$234,473 ▲17.4%15,8750.1%MedicalCRMSalesforce$1,575,029$71,881 ▲4.8%4,7110.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,561,948$18,985 ▲1.2%27,1500.1%ETFTMOThermo Fisher Scientific$1,455,502$263,738 ▲22.1%2,7980.1%MedicalGLDMSPDR Gold MiniShares Trust$1,406,391$52,926 ▲3.9%27,0510.1%FinanceVGTVanguard Information Technology ETF$1,403,429$63,425 ▲4.7%2,2570.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,393,144$561,891 ▲67.6%17,8590.1%ETFCVXChevron$1,391,138$125,717 ▲9.9%9,6050.1%EnergySCHBSchwab US Broad Market ETF$1,327,049$868,416 ▲189.3%58,4600.1%ETFPEPPepsiCo$1,294,643$89,868 ▼-6.5%8,5140.1%Consumer StaplesADPAutomatic Data Processing$1,278,010$194,365 ▲17.9%4,3660.1%Business ServicesCSCOCisco Systems$1,195,055$64,646 ▲5.7%20,1870.1%Computer and TechnologyGLDSPDR Gold Shares$1,194,427$5,327 ▲0.4%4,9330.1%FinanceSHOPShopify$1,165,270$232,544 ▲24.9%10,9590.1%Computer and TechnologyHBANHuntington Bancshares$1,162,537$123,847 ▲11.9%71,4530.1%FinanceBACBank of America$1,154,256$71,199 ▲6.6%26,2630.1%FinanceQQQInvesco QQQ$1,148,796$182,519 ▲18.9%2,2470.1%FinanceNVONovo Nordisk A/S$1,144,582$15,828 ▲1.4%13,3060.1%MedicalIBMInternational Business Machines$1,099,710$143,756 ▲15.0%5,0030.1%Computer and TechnologyTXNTexas Instruments$1,099,364$16,876 ▲1.6%5,8630.1%Computer and TechnologyLOWLowe's Companies$1,093,834$6,170 ▲0.6%4,4320.1%Retail/WholesaleMCDMcDonald's$1,065,374$3,769 ▲0.4%3,6750.1%Retail/WholesaleGEGeneral Electric$1,062,452$7,672 ▲0.7%6,3700.1%TransportationIWNiShares Russell 2000 Value ETF$1,055,621$23,476 ▼-2.2%6,4300.1%ETFSPYINEOS S&P 500 High Income ETF$1,032,4390.0%20,3160.1%ETFSAPSAP$1,016,109$32,746 ▲3.3%4,1270.1%Computer and TechnologyVUGVanguard Growth ETF$1,002,767$6,157 ▼-0.6%2,4430.1%ETFNEENextEra Energy$1,001,568$47,817 ▲5.0%13,9710.1%UtilitiesBKNGBooking$998,652$39,747 ▲4.1%2010.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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