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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
JMSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -18.5%
0.5%
$5.475M
107,470 shares@ $50.95 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -1.2%
0.42%
$4.67M
34,256 shares@ $136.34 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.95%
0.39%
$4.272M
59,453 shares@ $71.87 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.84%
0.24%
$2.646M
22,572 shares@ $117.22 avg price
CINFCincinnati Finl Corp
Recent Activity
Decreased -0.48%
0.24%
$2.645M
19,432 shares@ $136.13 avg price
DEDeere & Co
Recent Activity
Decreased -3.87%
0.24%
$2.607M
6,246 shares@ $417.35 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -8.04%
0.24%
$2.593M
4,435 shares@ $584.75 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -1.07%
0.22%
$2.384M
16,781 shares@ $142.05 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -2.17%
0.19%
$2.054M
6,197 shares@ $331.45 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Decreased -15.23%
0.18%
$1.961M
15,569 shares@ $125.96 avg price