$158 Million is the total value of PDS Planning, Inc's 104 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NI | New | NISOURCE INC | $355,000 | – | 12,758 | +100.0% | 0.22% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $242,000 | – | 1,140 | +100.0% | 0.15% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $236,000 | – | 176 | +100.0% | 0.15% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $218,000 | – | 1,024 | +100.0% | 0.14% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $214,000 | – | 727 | +100.0% | 0.14% | – |
| TSLA | New | TESLA INC | $212,000 | – | 507 | +100.0% | 0.13% | – |
| LOW | New | LOWES COS INC | $187,000 | – | 1,561 | +100.0% | 0.12% | – |
| BYLD | New | ISHARES TRyld optim bd | $170,000 | – | 6,639 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 24 | Q3 2023 | 12.7% |
| VANGUARD SPECIALIZED FUNDS | 24 | Q3 2023 | 7.8% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 5.5% |
| ISHARES TR | 24 | Q3 2023 | 5.7% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 7.3% |
| ABBVIE INC | 24 | Q3 2023 | 8.6% |
| ABBOTT LABS | 24 | Q3 2023 | 6.3% |
| ISHARES TR | 24 | Q3 2023 | 3.6% |
| ISHARES TR | 24 | Q3 2023 | 5.5% |
| COCA COLA CO | 24 | Q3 2023 | 5.6% |
View PDS Planning, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-25 |
View PDS Planning, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.