Pds-Planning

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-24
Total Holdings
476
Total Value
1186341155
Accession Number
0000838618-25-000005
Form Type
13F-HR
Manager Name
Pds-Planning
Data Enrichment
91% identified
431 identified45 unidentified

Holdings

476 positions
Manager:
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Page 1 of 24
921943858
Shares:1.7M
Value:$86.0M
464287200
Shares:142.8K
Value:$80.2M
464287226
Shares:700.9K
Value:$69.3M
922908629
Shares:207.6K
Value:$53.7M
921908844
Shares:267.8K
Value:$51.9M
922042858
Shares:1.0M
Value:$45.7M
025072877
Shares:519.8K
Value:$45.3M
92203J407
Shares:841.7K
Value:$41.1M
464288646
Shares:676.7K
Value:$35.4M
46434V647
Shares:1.4M
Value:$33.0M
921937827
Shares:390.3K
Value:$30.5M
Apple Inc.
Shares:107.7K
Value:$23.9M
AbbVie Inc.
Shares:107.5K
Value:$22.5M
922908611
Shares:105.4K
Value:$19.6M
MICROSOFT CORP
Shares:45.6K
Value:$17.1M
NVIDIA CORP
Shares:148.5K
Value:$16.1M
ABBOTT LABORATORIES
Shares:117.3K
Value:$15.6M
921937835
Shares:205.4K
Value:$15.1M
BERKSHIRE HATHAWAY INC
Shares:18
Value:$14.4M
46432F842
Shares:189.7K
Value:$14.3M