PDS Planning, Inc [Rocket]

Holdings

PDS Planning, Inc

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

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Lloyds Banking Group plc	LYG	ADR	17,681	-16,359	38,898,000	38,837,000	0.01		Hist	12/31/2022
LG Display Co., Ltd.	LPL	Common	18,345	-4,244	90,991,000	90,899,000	0.01		Hist	12/31/2022
SUMITOMO MITSUI FINANCIAL GROUP, INC.	SMFG	COM	11,506	-7,619	92,278,000	92,173,000	0.01		Hist	12/31/2022
INVESCO EXCHANGE TRADED FD T	PYZ	Common	1,931	-127	152,683,000	152,539,000	0.02		Hist	12/31/2022
Wendy's Co	WEN	COM	8,419	-701	190,522,000	190,352,000	0.03	0.00	Hist	12/31/2022
ENBRIDGE INC	ENB	COM	4,996	-516	195,337,000	195,132,000	0.03	0.00	Hist	12/31/2022
AMERICAN TOWER CORP /MA/	AMT	COM	963	-456	204,021,000	203,716,000	0.03	0.00	Hist	12/31/2022
Duke Energy CORP	DUK	COM	2,080	-105	214,229,000	214,026,000	0.03	0.00	Hist	12/31/2022
Airbnb, Inc.	ABNB	COM CL A	2,518	-502	215,289,000	214,972,000	0.03		Hist	12/31/2022
RAYTHEON TECHNOLOGIES CORP	RTX	COM	2,256	-287	227,676,000	227,468,000	0.04		Hist	12/31/2022
S&P Global Inc.	SPGI	COM	683	-24	228,764,000	228,548,000	0.04	0.00	Hist	12/31/2022
Salesforce, Inc.	CRM	Common	1,751	-266	232,165,000	231,875,000	0.04	0.00	Hist	12/31/2022
QUALCOMM INC/DE	QCOM	Common	2,164	-152	237,910,000	237,648,000	0.04	0.00	Hist	12/31/2022
NOVARTIS AG	NVS	ADR	2,662	-138	241,497,000	241,284,000	0.04		Hist	12/31/2022
Shell plc	SHEL	Call	4,334	-14	246,821,000	246,605,000	0.04		Hist	12/31/2022
TORONTO DOMINION BANK	TD	Common	3,898	-607	252,434,000	252,158,000	0.04	0.00	Hist	12/31/2022
REGENERON PHARMACEUTICALS, INC.	REGN	Common	355	-14	256,129,000	255,875,000	0.04	0.00	Hist	12/31/2022
Philip Morris International Inc.	PM	Common	2,560	-115	259,082,000	258,860,000	0.04	0.00	Hist	12/31/2022
TJX COMPANIES INC /DE/	TJX	Common	3,272	-166	260,451,000	260,237,000	0.04	0.00	Hist	12/31/2022
ILLINOIS TOOL WORKS INC	ITW	Common	1,184	-109	260,835,000	260,601,000	0.04		Hist	12/31/2022
KIMBERLY CLARK CORP	KMB	Common	1,931	-240	262,073,000	261,829,000	0.04	0.00	Hist	12/31/2022
SCHWAB STRATEGIC TRUST	SCHB	Common	6,187	-209	277,229,000	276,960,000	0.04		Hist	12/31/2022
SPDR INDEX SHARES FUNDS	RWO	Common	6,805	-202	278,325,000	278,054,000	0.04		Hist	12/31/2022
BECTON DICKINSON & CO	BDX	Common	1,118	-20	284,260,000	284,006,000	0.05	0.00	Hist	12/31/2022
AMGEN INC	AMGN	Common	1,116	-137	293,106,000	292,824,000	0.05	0.00	Hist	12/31/2022
BANK OF AMERICA CORP /DE/	BAC	Common	8,973	-2,273	297,194,000	296,854,000	0.05	0.00	Hist	12/31/2022
Vanguard Growth ETF	VUG	ETF	1,452	-263	309,418,000	309,051,000	0.05		Hist	12/31/2022
CANADIAN NATIONAL RAILWAY CO	CNI	Common	2,680	-57	318,598,000	318,302,000	0.05		Hist	12/31/2022
Alibaba Group Holding Ltd	BABA	SPONSORED ADS	3,618	-637	318,710,000	318,370,000	0.05		Hist	12/31/2022
iSHARES TRUST	SUSB	Common	13,918	-313	330,820,000	330,486,000	0.05		Hist	12/31/2022
Broadcom Ltd	AVGO	COM	636	-120	355,607,000	355,271,000	0.06		Hist	12/31/2022
US BANCORP \DE\	USB	Common	8,274	-1,477	360,829,000	360,436,000	0.06	0.00	Hist	12/31/2022
SHERWIN WILLIAMS CO	SHW	Common	1,737	-36	412,242,000	411,879,000	0.07		Hist	12/31/2022
UNION PACIFIC CORP	UNP	Common	2,114	-74	437,784,000	437,358,000	0.07	0.00	Hist	12/31/2022
VERIZON COMMUNICATIONS INC	VZ	Common	11,765	-1,611	463,548,000	463,040,000	0.07		Hist	12/31/2022
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