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 4 of 24
UNITEDHEALTH GROUP INC
Shares:4.8K
Value:$2.5M
Walmart Inc.
Shares:28.5K
Value:$2.5M
78464A763
Shares:16.2K
Value:$2.2M
NETFLIX INC
Shares:2.4K
Value:$2.2M
46432F859
Shares:43.2K
Value:$2.1M
46654Q203
Shares:39.4K
Value:$2.0M
922908744
Shares:11.5K
Value:$2.0M
25434V708
Shares:57.4K
Value:$1.9M
CHEVRON CORP
Shares:10.6K
Value:$1.8M
Eaton Corp plc
Shares:6.3K
Value:$1.7M
46641Q332
Shares:29.7K
Value:$1.7M
98149E303
Shares:26.9K
Value:$1.7M
922042718
Shares:14.2K
Value:$1.6M
SPDR GOLD TRUST
Shares:5.4K
Value:$1.6M
Merck & Co., Inc.
Shares:16.8K
Value:$1.5M
THERMO FISHER SCIENTIFIC INC.
Shares:3.0K
Value:$1.5M
HUNTINGTON BANCSHARES INC /MD/
Shares:96.9K
Value:$1.5M
ADOBE INC.
Shares:3.8K
Value:$1.4M
PEPSICO INC
Shares:9.6K
Value:$1.4M
92206C409
Shares:18.1K
Value:$1.4M