PDS Planning, Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison

The first quarter of 2023 has brought significant changes in the holdings of PDS Planning, Inc. as revealed in the 13F filings for Q2 2023. In this blog post, we will delve into the comparison between these two quarters and analyze the shifts in holdings for various securities.

Vanguard Tax-Managed FDS (VEA) witnessed a 6.9% increase in shares, from 1,230,629 to 1,286,190. Similarly, the value of shares also rose from $55,587,000 to $59,396,000. This surge demonstrates a positive trend for this particular security.

Vanguard Index FDS (VBR) experienced a notable increase in shares, rising from 306,572 to 333,804, which represents a growth of 13.4%. The value of shares also rose from $48,671,000 to $55,211,000 during this period.

Ishares TR (AGG) saw a similar trend with an increase in shares from 426,732 to 463,836, signaling a 6.9% rise. The value of these shares also rose from $42,519,000 to $45,432,000.

On the other hand, Apple Inc (AAPL) faced a significant decrease in shares, plummeting from 147,858 to 88,458, indicating a massive drop of 29.6%. The value of these shares also decreased from $24,381,000 to $17,158,000.

Another notable decrease was observed in AbbVie Inc (ABBV), where shares dropped from 123,589 to 110,699, representing a decline of 24.3%. The value of these shares also decreased from $19,696,000 to $14,914,000.

It is evident from the data that Microsoft Corp (MSFT) witnessed a positive growth in shares, rising from 34,158 to 37,441, which translates to a growth of 29.5%. The value of these shares also saw a significant increase from $9,847,000 to $12,750,000.

The data further reveals that Procter and Gamble Co (PG) observed a steady increase in shares from 30,184 to 30,943, indicating a growth of 4.6%. The value of these shares also increased from $4,487,000 to $4,695,000.

Meta Platforms Inc (META) experienced a substantial increase in shares, rising from 7,648 to 8,916, indicating a growth of 57.9%. The value of these shares soared from $1,620,000 to $2,558,000 during this period.

Furthermore, UnitedHealth Group Inc (UNH) saw a positive growth in shares, rising from 4,314 to 4,705, representing a growth rate of 10.9%. The value of these shares also increased from $2,038,000 to $2,261,000.

These are just a few examples of the shifts in holdings observed during the comparison between Q1 2023 and Q2 2023 for PDS Planning, Inc. The 13F filings provide valuable insights into the changes in their holdings and help investors and analysts make informed decisions.