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PDS Planning, Inc has disclosed 215 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-06-30. The current portfolio value is calculated to be $553.00 Mil. The turnover rate is 12%.
In PDS Planning, Inc's current portfolio as of 2022-06-30, the top 5 holdings are not including call and put options. PDS Planning, Inc did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for PDS Planning, Inc, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for PDS Planning, Inc, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for PDS Planning, Inc.
PDS Planning, Inc's Top Stock Picks View Full List
|Ticker||Company||Date||Action||Impact %||Price Range||Price||Price Change from Avrg%||Comment||Current Shares||Share Change|
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PDS Planning, Inc Total Holding History ($B)
PDS Planning, Inc's Asset Allocation
PDS Planning, Inc Past Portfolios
|Portfolio Date||Number of Stocks||New Stocks||Total Value ($Mil)||Q/Q Turnover|
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PDS Planning, Inc's Hypothetical Growth since 2022-06-30
PDS Planning, Inc's Yearly Returns
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PDS Planning, Inc's Holdings Heat Map
PDS Planning, Inc's Holdings Bubble Chart
PDS Planning, Inc News
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