PP
PDS Planning Portfolio holdings
AUM
$1.45B
1-Year Est. Return
15.02%
1 Year Est. Return
+15.02%
AUM
$1.45B
AUM Growth
+$104M
(+7.8%)
Holding
562
Top Buys
| 1 | +$2.19M | |
| 2 | +$2.15M | |
| 3 | +$1.79M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$1.67M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.62M |
Top Sells
| 1 | +$437K | |
| 2 | +$401K | |
| 3 | +$362K | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$326K |
| 5 |
Eli Lilly
LLY
|
+$296K |
Sector Composition
| 1 | Technology | 10.86% |
| 2 | Financials | 6.96% |
| 3 | Healthcare | 5.23% |
| 4 | Consumer Discretionary | 2.98% |
| 5 | Communication Services | 2.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Advanced Micro Devices
AMD
$381B
| $1.35M | 0.09% |
8,327
+88
|
|
||
102
Merck
MRK
$218B
| $1.34M | 0.09% |
15,919
+326
|
|
||
103
Texas Instruments
TXN
$157B
| $1.32M | 0.09% |
7,200
-65
|
|
||
104
Goldman Sachs
GS
$232B
| $1.3M | 0.09% |
1,632
-30
|
|
||
105
Enact Holdings
ACT
$5.32B
| $1.28M | 0.09% |
+33,481
|
|
||
106
Salesforce
CRM
$243B
| $1.28M | 0.09% |
5,405
+292
|
|
||
107
HDFC Bank
HDB
$188B
| $1.27M | 0.09% |
37,324
+2,962
|
|
||
108
SAP
SAP
$324B
| $1.25M | 0.09% |
4,672
-168
|
|
||
109
Adobe
ADBE
$148B
| $1.24M | 0.09% |
3,517
-379
|
|
||
110
RTX Corp
RTX
$240B
| $1.23M | 0.09% |
7,348
+120
|
|
||
111
Lowe's Companies
LOW
$137B
| $1.23M | 0.08% |
4,881
+118
|
|
||
112
Medpace
MEDP
$15.3B
| $1.22M | 0.08% |
2,366
-55
|
|
||
113
Novartis
NVS
$255B
| $1.21M | 0.08% |
9,459
+390
|
|
||
|
114
Technology Select Sector SPDR Fund
XLK
$95B
| $1.19M | 0.08% |
4,236
-1,155
|
|
||
115
Intuit
INTU
$188B
| $1.17M | 0.08% |
1,708
+23
|
|
||
116
Vanguard Growth ETF
VUG
$197B
| $1.16M | 0.08% |
2,425
-19
|
|
||
117
Arista Networks
ANET
$192B
| $1.16M | 0.08% |
7,939
+336
|
|
||
118
HSBC
HSBC
$228B
| $1.15M | 0.08% |
16,227
-313
|
|
||
119
ConocoPhillips
COP
$113B
| $1.15M | 0.08% |
12,142
+557
|
|
||
120
iShares Russell 2000 Value ETF
IWN
$12.2B
| $1.14M | 0.08% |
6,440
-4
|
|
||
121
AT&T
T
$176B
| $1.13M | 0.08% |
39,986
+677
|
|
||
122
Cardinal Health
CAH
$37.7B
| $1.13M | 0.08% |
7,174
+35
|
|
||
123
American Express
AXP
$244B
| $1.11M | 0.08% |
3,355
-3
|
|
||
124
CrowdStrike
CRWD
$131B
| $1.1M | 0.08% |
2,251
-200
|
|
||
125
Wells Fargo
WFC
$266B
| $1.1M | 0.08% |
13,159
+409
|
|