Stock Taper

PDS PLANNING, INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
eBay Inc.EBAY4.09K$456.95K
McDonald's CorporationMCD4.11K$1.11M
Toyota Motor CorporationTM4.17K$703.15K
Phillips 66PSX4.21K$711.39K
National Grid plcNGG4.25K$352.03K
General Motors CompanyGM4.25K$327.98K
Bank of MontrealBMO4.28K$756.98K
Dominion Energy, Inc.D4.29K$293.24K
Colgate-Palmolive CompanyCL4.34K$397.89K
Carrier Global CorporationCARR4.42K$324.43K
CRH plcCRH4.43K$474.22K
Newmont CorporationNEM4.5K$419.83K
Citizens Financial Group, Inc.CFG4.5K$314.96K
Duke Energy CorporationDUK4.53K$573.37K
Marvell Technology, Inc.MRVL4.54K$1.35M
Vishay Intertechnology, Inc.VSH4.67K$251.1K
Wheaton Precious Metals Corp.WPM4.69K$526.7K
Lowe's Companies, Inc.LOW4.72K$1.04M
Grupo Cibest S.A.CIB4.73K$375.62K
Pembina Pipeline CorporationPBA4.75K$219.5K