CIK 838618
PDS Planning, Inc
Institutional 13F holdings & portfolio
Holdings
553
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 553
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INFY | INFOSYS LTD | 52K | $500K+ | SH |
| KLAC | KLA CORP | 759 | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 6K | $500K+ | SH |
| SONY | SONY GROUP CORP | 35K | $500K+ | SH |
| GLW | CORNING INC | 10K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| GAL | SSGA ACTIVE ETF TR | 18K | $500K+ | SH |
| SHEL | SHELL PLC | 12K | $500K+ | SH |
| UBS | UBS GROUP AG | 19K | $500K+ | SH |
| C | CITIGROUP INC | 7K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| WELL | WELLTOWER INC | 5K | $500K+ | SH |
| STRV | EA SERIES TRUST | 19K | $500K+ | SH |
| CB | CHUBB LIMITED | 3K | $500K+ | SH |
| PLD | PROLOGIS INC. | 7K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 6K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 35K | $500K+ | SH |
| PFE | PFIZER INC | 33K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 9K | $500K+ | SH |
| ESGD | ISHARES TR | 9K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 20K | $500K+ | SH |
| COR | CENCORA INC | 2K | $500K+ | SH |
| T | AT&T INC | 32K | $500K+ | SH |
| SHG | SHINHAN FINANCIAL GROUP CO L | 15K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| INTC | INTEL CORP | 22K | $500K+ | SH |
| WF | WOORI FINL GROUP INC | 13K | $500K+ | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 34K | $500K+ | SH |
| ASX | ASE TECHNOLOGY HLDG CO LTD | 48K | $500K+ | SH |
| KB | KB FINL GROUP INC | 9K | $500K+ | SH |
| SAN | BANCO SANTANDER SA | 65K | $500K+ | SH |
| CME | CME GROUP INC | 3K | $500K+ | SH |
| AOR | ISHARES TR | 12K | $500K+ | SH |
| PXF | INVESCO EXCH TRADED FD TR II | 11K | $500K+ | SH |
| TD | TORONTO DOMINION BK ONT | 8K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 14K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 6K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 4K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 2K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 4K | $500K+ | SH |
| USMV | ISHARES TR | 8K | $500K+ | SH |
| WIT | WIPRO LTD | 252K | $500K+ | SH |
| SLDE | SLIDE INS HLDGS INC | 37K | $500K+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 1K | $500K+ | SH |
| WOR | WORTHINGTON ENTERPRISES INC | 14K | $500K+ | SH |
| APP | APPLOVIN CORP | 1K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 9K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 3K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |