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 7 of 24
PFIZER INC
Shares:34.1K
Value:$865.3K
VERIZON COMMUNICATIONS INC
Shares:18.9K
Value:$855.3K
Walt Disney Co
Shares:8.6K
Value:$852.3K
WELLS FARGO & COMPANY/MN
Shares:11.9K
Value:$852.1K
GOLDMAN SACHS GROUP INC
Shares:1.6K
Value:$846.7K
92204A702
Shares:1.6K
Value:$844.8K
CATERPILLAR INC
Shares:2.5K
Value:$838.7K
INTUIT INC.
Shares:1.4K
Value:$838.1K
Alibaba Group Holding Ltd
Shares:6.3K
Value:$836.5K
464289867
Shares:14.3K
Value:$824.3K
BlackRock, Inc.
Shares:863
Value:$816.5K
BOSTON SCIENTIFIC CORP
Shares:8.0K
Value:$808.4K
RTX Corp
Shares:6.1K
Value:$807.6K
Sony Group Corp
Shares:31.7K
Value:$804.7K
CrowdStrike Holdings, Inc.
Shares:2.3K
Value:$801.4K
78467V400
Shares:17.9K
Value:$800.7K
MARSH & MCLENNAN COMPANIES, INC.
Shares:3.3K
Value:$794.3K
Philip Morris International Inc.
Shares:5.0K
Value:$791.0K
ASTRAZENECA PLC
Shares:10.7K
Value:$789.0K
INTUITIVE SURGICAL INC
Shares:1.6K
Value:$787.0K