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