Stock Taper

PDS PLANNING, INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
KB Financial Group Inc.KB11.91K$1.25M
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IonQ, Inc.IONQ12.25K$652.38K
Altria Group, Inc.MO12.43K$894.16K
Chevron CorporationCVX12.43K$2.06M
Bath & Body Works, Inc.BBWI12.49K$288.94K
Visa Inc.V12.51K$4.29M
Meta Platforms, Inc.META12.54K$7.06M
Canadian Natural Resources LimitedCNQ12.56K$496.12K
Worthington Steel, Inc.WS12.68K$425.93K
ORIX CorporationIX12.79K$486.42K
The Williams Companies, Inc.WMB12.91K$959.81K
ConocoPhillipsCOP13.01K$1.35M
Capitol Federal Financial, Inc.CFFN13.32K$113.34K
Woodside Energy Group LtdWDS13.33K$257.56K
Neogen CorporationNEOG13.37K$120.17K
Hewlett Packard Enterprise CompanyHPE13.74K$620.04K
Lumen Technologies, Inc.LUMN14.12K$108.47K
Nu Holdings Ltd.NU14.14K$188.95K
Wells Fargo & CompanyWFC14.21K$1.17M