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Kurt M. Brown

@Pds Planning, Inc

Latest period2024 - Q3ReportedManaged Assets$1.116BTotal holdings443
Assets growth rate12.58%Assets growth rate (2-Q avg)8.36%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pds Planning, Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 443 positions.

Assets under management

The assets under management (AUM) of Pds Planning, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.116B in assets, with a quarterly growth rate of 12.58% and a 2-quarter average growth rate of 8.36%. The portfolio is managed by Kurt M. Brown, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CYBNCybin Inc
Recent Activity
Exited
0%
$312,496
1.153M shares@ $0.28 avg price
IJJIshares Tr
Recent Activity
Exited
0%
$204,001
1,798 shares@ $113.46 avg price
FFord Mtr Co Del
Recent Activity
Exited
0%
$150,217
11,979 shares@ $12.55 avg price
SSLSasol Ltd
Recent Activity
Exited
0%
$89,151
11,715 shares@ $7.61 avg price
ICLIcl Group Ltd
Recent Activity
Exited
0%
$82,236
19,214 shares@ $4.29 avg price