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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
ABBVAbbvie Inc
Recent Activity
Increased 4.46%
1.93%
$21.427M
108,502 shares@ $197.48 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.91%
1.55%
$17.216M
40,010 shares@ $430.3 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 5.06%
1.22%
$13.517M
179,961 shares@ $75.11 avg price
ABTAbbott Labs
Recent Activity
Increased 10.9%
1.18%
$13.152M
115,361 shares@ $114.02 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 0.15%
1%
$11.066M
216,472 shares@ $51.13 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.66%
0.9%
$9.996M
21,718 shares@ $460.27 avg price
MUBIshares Tr
Recent Activity
Increased 9.63%
0.85%
$9.449M
86,981 shares@ $108.63 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.36%
0.76%
$8.468M
45,448 shares@ $186.34 avg price
IAGGIshares Tr
Recent Activity
Increased 3.08%
0.69%
$7.675M
148,113 shares@ $51.83 avg price
SUBIshares Tr
Recent Activity
Increased 8.87%
0.55%
$6.088M
57,333 shares@ $106.2 avg price