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 2 of 24
464287507
Shares:233.9K
Value:$13.6M
BERKSHIRE HATHAWAY INC
Shares:25.5K
Value:$13.6M
JPMORGAN CHASE & CO
Shares:47.7K
Value:$11.7M
922907746
Shares:235.0K
Value:$11.7M
46434G103
Shares:199.4K
Value:$10.8M
922908751
Shares:45.8K
Value:$10.1M
AMAZON COM INC
Shares:52.1K
Value:$9.9M
464288414
Shares:93.8K
Value:$9.9M
46435G672
Shares:197.0K
Value:$9.8M
464288158
Shares:66.5K
Value:$7.0M
922042775
Shares:111.5K
Value:$6.8M
Meta Platforms, Inc.
Shares:11.1K
Value:$6.4M
922042742
Shares:54.3K
Value:$6.3M
PROCTER & GAMBLE Co
Shares:36.8K
Value:$6.3M
922908553
Shares:64.3K
Value:$5.8M
922908769
Shares:21.1K
Value:$5.8M
Alphabet Inc.
Shares:36.7K
Value:$5.7M
46641Q654
Shares:111.0K
Value:$5.6M
ELI LILLY & Co
Shares:6.7K
Value:$5.6M
Alphabet Inc.
Shares:35.7K
Value:$5.5M