Pds-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "GRAB",
  "ARGX",
  "DJP",
  "ITUB",
  null,
  "RBA.TO",
  "MU",
  null,
  "FNDF",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "ALL",
  "GOOGL",
  "PXF",
  "VDE",
  "AXP",
  "AEG",
  null,
  "AIG",
  "ASML",
  "T",
  "BLK",
  "ASX",
  null,
  null,
  null,
  "CAT",
  "BUD",
  "AVGO",
  "APP",
  "LOW",
  "CP.TO",
  "ARCC",
  "SAN",
  "BSX",
  "CCI",
  "COF",
  "CMI",
  "JMIA",
  null,
  "LPL",
  "DUK",
  "D",
  "EBAY",
  "RXRX",
  null,
  "EQH",
  "EOG",
  null,
  null,
  "FCX",
  "FITB",
  "GD",
  "AKBA",
  "GILD",
  "AGL",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "SCCO",
  "ISRG",
  "HSBC",
  "EMXC",
  "HMC",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "KEP",
  null,
  "PRK",
  "IJH",
  "SCYX",
  "UGP",
  "IONQ",
  null,
  null,
  "CYBN",
  "KGC",
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "SLF",
  "PWR",
  "MA",
  "PODD",
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "DX",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
  "EXC",
  "FRME",
  "FICO",
  "GE",
  "NI",
  "HIG",
  "NVS",
  "NU",
  "ODFL",
  "OMF",
  "ORLY",
  "IX",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "VHT",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KB",
  "KEYS",
  "MPW",
  "NMR",
  "AMGN",
  "REGN",
  null,
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  "SCHX",
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TKC",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VV",
  "RCL",
  "SCHW",
  "MNST",
  "ALC",
  "ACWV",
  "VWO",
  "VSS",
  "CHT",
  null,
  null,
  "NGG",
  "PKX",
  "VIG",
  "LYG",
  "TTE",
  "TRGP",
  "TEF",
  "SU",
  "IWN",
  "SNY",
  "TSM",
  "GSK",
  "BN.TO",
  "GEF-B",
  null,
  "VYM",
  "GEF",
  "VRTX",
  "MGC",
  null,
  "TT",
  "VRT",
  "MEDP",
  null,
  "ADSK",
  "AON",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  null,
  "SDY",
  "FI",
  "WAB",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "CAH",
  "AEP",
  "ELP",
  "ENIC",
  "ES",
  null,
  "JBLU",
  "IDXX",
  "RACE",
  "PEG",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  "NIO",
  null,
  "HCA",
  null,
  "ESGD",
  "EGP",
  "HDB",
  "TME",
  "ABEV",
  "HBAN",
  "PDD",
  null,
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "VEEV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WELL",
  "WIT",
  "WPM",
  "WMB",
  null,
  "WF",
  "XPEV",
  "WOR",
  "WDAY",
  "WS",
  "YUM",
  null,
  null,
  null,
  "UMC",
  null,
  "G",
  "CNQ",
  "AEM",
  "SCHD",
  "ET",
  null,
  "CHKP",
  "SCHF",
  "SCHA",
  "JD",
  "MSCI",
  "NSC",
  "NOK",
  "RDY",
  "INFY",
  null,
  "JCI",
  "MFC",
  "KDP",
  "ESLT",
  "ICL",
  "SO",
  "TAK",
  "SKM",
  "OTIS",
  "PSX",
  "CRM",
  "SHG",
  "RPRX",
  "PSO",
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  "GEV",
  "TRI.TO",
  "MCK",
  "GWW",
  null,
  "ESGU",
  "PSA",
  "AME",
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BBD",
  "BNS",
  "BBWI",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BHP",
  "BA",
  "BMY",
  "BDN",
  "BTI",
  "BR",
  "CCJ",
  "CM",
  "CNI",
  "CDNS",
  "CFFN",
  "CARR",
  "CBOE",
  "CBRE",
  "CDW",
  "CX",
  "CNC",
  "CVX",
  "LNG",
  "CINF",
  "CIG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  null,
  null,
  "DFAC",
  "DFS",
  "DLR",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: pds-planning
Manager Name: Pds-Planning

Data Enrichment

91% identified

431 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

476 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 24

Sort by:

PFIZER INC

PFE|717081103

Shares:34.1K

Value:$865.3K

% of Portfolio:0.1% ($865.3K/$1.2B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:18.9K

Value:$855.3K

% of Portfolio:0.1% ($855.3K/$1.2B)

Walt Disney Co

DIS|254687106

Shares:8.6K

Value:$852.3K

% of Portfolio:0.1% ($852.3K/$1.2B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:11.9K

Value:$852.1K

% of Portfolio:0.1% ($852.1K/$1.2B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.6K

Value:$846.7K

% of Portfolio:0.1% ($846.7K/$1.2B)

92204A702

VGT|92204A702

Shares:1.6K

Value:$844.8K

% of Portfolio:0.1% ($844.8K/$1.2B)

CATERPILLAR INC

CAT|149123101

Shares:2.5K

Value:$838.7K

% of Portfolio:0.1% ($838.7K/$1.2B)

INTUIT INC.

INTU|461202103

Shares:1.4K

Value:$838.1K

% of Portfolio:0.1% ($838.1K/$1.2B)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:6.3K

Value:$836.5K

% of Portfolio:0.1% ($836.5K/$1.2B)

464289867

Shares:14.3K

Value:$824.3K

% of Portfolio:0.1% ($824.3K/$1.2B)

BlackRock, Inc.

BLK|09290D101

Shares:863

Value:$816.5K

% of Portfolio:0.1% ($816.5K/$1.2B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:8.0K

Value:$808.4K

% of Portfolio:0.1% ($808.4K/$1.2B)

RTX Corp

RTX|75513E101

Shares:6.1K

Value:$807.6K

% of Portfolio:0.1% ($807.6K/$1.2B)

Sony Group Corp

SONY|835699307

Shares:31.7K

Value:$804.7K

% of Portfolio:0.1% ($804.7K/$1.2B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.3K

Value:$801.4K

% of Portfolio:0.1% ($801.4K/$1.2B)

78467V400

Shares:17.9K

Value:$800.7K

% of Portfolio:0.1% ($800.7K/$1.2B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:3.3K

Value:$794.3K

% of Portfolio:0.1% ($794.3K/$1.2B)

Philip Morris International Inc.

PM|718172109

Shares:5.0K

Value:$791.0K

% of Portfolio:0.1% ($791.0K/$1.2B)

ASTRAZENECA PLC

AZN|046353108

Shares:10.7K

Value:$789.0K

% of Portfolio:0.1% ($789.0K/$1.2B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.6K

Value:$787.0K

% of Portfolio:0.1% ($787.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PFIZER INC(PFEcusip717081103)	34.1K	QoQ +4.39% (-1.4K) YoY +39.91% (+9.7K)	All Managers (Combined)	$865.3K	0.1% ($865.3K/$1.2B)	QoQ -0.28% (-$2.4K) YoY +27.76% (+$188.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	18.9K	QoQ +11.69% (+2.0K) YoY +27.33% (+4.0K)	All Managers (Combined)	$855.3K	0.1% ($855.3K/$1.2B)	QoQ +26.68% (+$180.2K) YoY +37.64% (+$233.9K)
Walt Disney Co(DIScusip254687106)	8.6K	QoQ +15.51% (+1.2K) YoY +24.87% (+1.7K)	All Managers (Combined)	$852.3K	0.1% ($852.3K/$1.2B)	QoQ +2.40% (+$20.0K) YoY +0.73% (+$6.2K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	11.9K	QoQ +17.33% (+1.8K) YoY +41.61% (+3.5K)	All Managers (Combined)	$852.1K	0.1% ($852.1K/$1.2B)	QoQ +19.92% (+$141.6K) YoY +75.40% (+$366.3K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.6K	QoQ +8.92% (+127) YoY +38.51% (+431)	All Managers (Combined)	$846.7K	0.1% ($846.7K/$1.2B)	QoQ +3.90% (+$31.8K) YoY +81.07% (+$379.1K)
(VGTcusip92204A702)	1.6K	QoQ -30.97% (-699) YoY +3.65% (+55)	All Managers (Combined)	$844.8K	0.1% ($844.8K/$1.2B)	QoQ -39.80% (-$558.6K) YoY +7.21% (+$56.8K)
CATERPILLAR INC(CATcusip149123101)	2.5K	QoQ +7.29% (-173) YoY +14.39% (+320)	All Managers (Combined)	$838.7K	0.1% ($838.7K/$1.2B)	QoQ -2.45% (-$21.1K) YoY +2.98% (+$24.3K)
INTUIT INC.(INTUcusip461202103)	1.4K	QoQ +10.52% (+130) YoY +19.31% (+221)	All Managers (Combined)	$838.1K	0.1% ($838.1K/$1.2B)	QoQ +7.97% (+$61.9K) YoY +12.70% (+$94.5K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	6.3K	QoQ +14.97% (+824) YoY +31.40% (+1.5K)	All Managers (Combined)	$836.5K	0.1% ($836.5K/$1.2B)	QoQ +79.30% (+$370.0K) YoY +140.13% (+$488.1K)
(cusip464289867)✕	14.3K	QoQ -5.02% (-757) YoY -13.60% (-2.3K)	All Managers (Combined)	$824.3K	0.1% ($824.3K/$1.2B)	QoQ -4.60% (-$39.8K) YoY -10.65% (-$98.3K)
BlackRock, Inc.(BLKcusip09290D101)	863	QoQ +7.47% (-60) YoY NEW(+863)	All Managers (Combined)	$816.5K	0.1% ($816.5K/$1.2B)	QoQ -0.76% (-$6.3K) YoY NEW(+$816.5K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	8.0K	QoQ +7.21% (+539) YoY +46.24% (+2.5K)	All Managers (Combined)	$808.4K	0.1% ($808.4K/$1.2B)	QoQ +21.08% (+$140.8K) YoY +115.41% (+$433.1K)
RTX Corp(RTXcusip75513E101)	6.1K	QoQ +12.30% (+668) YoY +36.98% (+1.6K)	All Managers (Combined)	$807.6K	0.1% ($807.6K/$1.2B)	QoQ +28.55% (+$179.4K) YoY +86.03% (+$373.5K)
Sony Group Corp(SONYcusip835699307)	31.7K	QoQ +9.68% (+2.8K) YoY +514.78% (+26.5K)	All Managers (Combined)	$804.7K	0.1% ($804.7K/$1.2B)	QoQ +31.61% (+$193.3K) YoY +82.05% (+$362.7K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.3K	QoQ +9.17% (+191) YoY +113.22% (+1.2K)	All Managers (Combined)	$801.4K	0.1% ($801.4K/$1.2B)	QoQ +12.49% (+$89.0K) YoY +134.50% (+$459.7K)
(cusip78467V400)✕	17.9K	QoQ -11.90% (-2.4K) YoY -12.85% (-2.6K)	All Managers (Combined)	$800.7K	0.1% ($800.7K/$1.2B)	QoQ -10.63% (-$95.3K) YoY -9.60% (-$85.1K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	3.3K	QoQ +8.97% (+268) YoY +28.25% (+717)	All Managers (Combined)	$794.3K	0.1% ($794.3K/$1.2B)	QoQ +25.17% (+$159.8K) YoY +51.94% (+$271.6K)
Philip Morris International Inc.(PMcusip718172109)	5.0K	QoQ +25.73% (+1.0K) YoY +17.77% (+752)	All Managers (Combined)	$791.0K	0.1% ($791.0K/$1.2B)	QoQ +65.83% (+$314.0K) YoY +104.04% (+$403.3K)
ASTRAZENECA PLC(AZNcusip046353108)	10.7K	QoQ +17.01% (+1.6K) YoY +0.60% (+65)	All Managers (Combined)	$789.0K	0.1% ($789.0K/$1.2B)	QoQ +31.26% (+$187.9K) YoY +9.14% (+$66.1K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.6K	QoQ +14.72% (+204) YoY +14.56% (+202)	All Managers (Combined)	$787.0K	0.1% ($787.0K/$1.2B)	QoQ +8.86% (+$64.1K) YoY +42.17% (+$233.4K)