Stock Taper

PDS PLANNING, INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Colgate-Palmolive CompanyCL4.34K$397.89K
Dominion Energy, Inc.D4.29K$293.24K
Bank of MontrealBMO4.28K$756.98K
General Motors CompanyGM4.25K$327.98K
National Grid plcNGG4.25K$352.03K
Phillips 66PSX4.21K$711.39K
Toyota Motor CorporationTM4.17K$703.15K
McDonald's CorporationMCD4.11K$1.11M
eBay Inc.EBAY4.09K$456.95K
Costco Wholesale CorporationCOST4.09K$3.82M
Danaher CorporationDHR4.06K$774.11K
American International Group, Inc.AIG4.06K$302.29K
Vertiv Holdings CoVRT4.03K$1.35M
Viasat, Inc.VSAT3.96K$356.1K
OneMain Holdings, Inc.OMF3.94K$240.28K
Marsh & McLennan Companies, Inc.MRSH3.91K$652.41K
TC Energy CorporationTRP3.9K$258.2K
Centene Corp.CNC3.89K$249.96K
Medtronic plcMDT3.89K$304.47K
CarMax, Inc.KMX3.89K$205.58K