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PDS Planning, Inc

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
SPDR Barclays Intermediate Term Corporate Bond ETF ITRcommon52,63352,6331,675,308,0001,675,308,0000.27  Hist 12/31/2022
EQUISHARES CORPORATION AORCommon27,17627,1761,281,620,0001,281,620,0000.20  Hist 12/31/2022
NIKE, Inc. NKECommon3,1223,122365,307,000365,307,0000.06  Hist 12/31/2022
Sony Group Corp SNEADR NEW3,9933,993304,586,000304,586,0000.05  Hist 12/31/2022
STRYKER CORP SYKCommon1,1531,153281,897,000281,897,0000.05  Hist 12/31/2022
SAP SE SAPADR2,6612,661274,589,000274,589,0000.04  Hist 12/31/2022
BlackRock Inc. BLKCommon374374265,028,000265,028,0000.040.00 Hist 12/31/2022
TotalEnergies SE TOTSPONSORED ADS3,9773,977246,892,000246,892,0000.04  Hist 12/31/2022
SPDR SERIES TRUST BILCommon2,6502,650242,396,000242,396,0000.04  Hist 12/31/2022
HONEYWELL INTERNATIONAL INC HONCommon1,0991,099235,516,000235,516,0000.04  Hist 12/31/2022
MARSH & MCLENNAN COMPANIES, INC. MMCCommon1,3851,385229,190,000229,190,0000.040.00 Hist 12/31/2022
GILEAD SCIENCES, INC. GILDCommon2,6132,613224,326,000224,326,0000.040.00 Hist 12/31/2022
iSHARES TRUST ESGUCommon2,6412,641223,810,000223,810,0000.04  Hist 12/31/2022
APPLIED MATERIALS INC /DE AMATCommon2,2912,291223,098,000223,098,0000.040.00 Hist 12/31/2022
WELLS FARGO & COMPANY/MN WFCCommon5,3775,377222,016,000222,016,0000.040.00 Hist 12/31/2022
AMPHENOL CORP /DE/ APHCl A2,9122,912221,720,000221,720,0000.04  Hist 12/31/2022
ABB LTD ABBSP ADR7,2037,203219,403,000219,403,0000.04  Hist 12/31/2022
PNC FINANCIAL SERVICES GROUP, INC. PNCCommon1,3811,381218,115,000218,115,0000.030.00 Hist 12/31/2022
SHINHAN FINANCIAL GROUP CO LTD SHGSPN ADR RESTRD7,8067,806218,022,000218,022,0000.03  Hist 12/31/2022
iSHARES TRUST ESGECommon7,0307,030211,391,000211,391,0000.03  Hist 12/31/2022
PUBLIC SERVICE ENTERPRISE GROUP INC PEGCommon3,4303,430210,181,000210,181,0000.030.00 Hist 12/31/2022
GOLDMAN SACHS GROUP INC GSCommon611611209,805,000209,805,0000.030.00 Hist 12/31/2022
Keysight Technologies, Inc. KEYSCOM1,2241,224209,390,000209,390,0000.030.00 Hist 12/31/2022
INTUITIVE SURGICAL INC ISRGCommon786786208,565,000208,565,0000.030.00 Hist 12/31/2022
ServiceNow, Inc. NOWCOM532532206,560,000206,560,0000.030.00 Hist 12/31/2022
MCKESSON CORP MCKCommon546546204,806,000204,806,0000.030.00 Hist 12/31/2022
GENERAL ELECTRIC CO GEStock2,4212,421202,865,000202,865,0000.03  Hist 12/31/2022
Mondelez International, Inc. MDLZCOM3,0043,004200,217,000200,217,0000.03  Hist 12/31/2022
KOREA ELECTRIC POWER CORP KEPCommon13,94213,942120,459,000120,459,0000.02  Hist 12/31/2022
TURKCELL ILETISIM HIZMETLERI A S TKCSPON ADR NEW12,59312,59360,320,00060,320,0000.01  Hist 12/31/2022
MIZUHO FINANCIAL GROUP INC MFGSPONSORED ADR21,20521,20560,222,00060,222,0000.01  Hist 12/31/2022
NOMURA HOLDINGS INC NMRSPONSORED ADR12,97012,97048,638,00048,638,0000.01  Hist 12/31/2022
SMART CHOICE AUTOMOTIVE GROUP INC SCHACMN85185134,479,00034,479,0000.01  Hist 12/31/2022
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