Stock Taper

PDS PLANNING, INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CVS Health Corp.CVS5.81K$600.73K
Slb N.V.SLB5.78K$268.9K
Exelon CorporationEXC5.76K$268.67K
Royal Bank of CanadaRY5.62K$1.16M
Cameco CorporationCCJ5.59K$569.91K
QUALCOMM IncorporatedQCOM5.48K$1.01M
Union Pacific CorporationUNP5.47K$1.49M
Monster Beverage CorporationMNST5.41K$520.3K
Automatic Data Processing, Inc.ADP5.39K$1.21M
Public Service Enterprise Group IncorporatedPEG5.38K$436.75K
UnitedHealth Group IncorporatedUNH5.37K$2.23M
Viavi Solutions Inc.VIAV5.24K$250.16K
Applied Materials, Inc.AMAT5.22K$3.77M
Greif, Inc.GEF-B5.17K$483.44K
The Boeing CompanyBA5.11K$1.11M
Canadian Pacific Kansas City Ltd.CP5.09K$440.79K
Equitable Holdings, Inc.EQH5.08K$223K
Palo Alto Networks, Inc.PANW5.07K$1.73M
Royalty Pharma plcRPRX5.06K$283.66K
3M CompanyMMM5.06K$818.63K