Pds Planning, Inc Purchases in Q4 2025

Pds Planning, Inc

  • $1.45 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.91K
+ 5.59%
$245.27 - $275.25 $1.7M - $1.9M
131K $34.9M
NOW
Service Now, Inc.

Technology
4.42K
+ 127.45%
$835.79 - $946.29 $3.69M - $4.18M
7.89K $6.59M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29.6K
+ 3.89%
$99.87 - $101.27 $2.95M - $2.99M
791K $79.1M
MUB
Ishares National Muni Bond ETF

ETFs
25K
+ 23.78%
$106.36 - $107.61 $2.66M - $2.69M
130K $13.9M
GOOG
Alphabet Inc.

Communication Services
1.36K
+ 3.01%
$237.49 - $291.74 $323K - $396K
46.4K $13.3M
GOOGL
Alphabet Inc.

Communication Services
3.21K
+ 8.19%
$236.57 - $291.31 $759K - $934K
42.4K $11.7M
LLY
Eli Lilly & CO

Healthcare
341
+ 4.88%
$799.57 - $1025.28 $273K - $350K
7.34K $7.49M
SUB
Ishares Short Term National Mu

ETFs
19.6K
+ 24.46%
$106.22 - $106.81 $2.08M - $2.09M
99.7K $10.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
34.8K
+ 18.01%
$51.27 - $51.8 $1.79M - $1.8M
228K $11.8M
AMZN
Amazon Com Inc

Consumer Cyclical
3.69K
+ 5.94%
$213.04 - $254.0 $785K - $936K
65.7K $15.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 11.11%
$712170.0 - $770185.0 $1.42M - $1.54M
20 $15.1M
XLK
Technology Sector Spdr

ETFs
4.21K
+ 99.43%
$278.39 - $304.13 $1.17M - $1.28M
8.45K $2.43M
BNDX
Vanguard Total International B

ETFs
23.4K
+ 2.52%
$49.3 - $49.91 $1.15M - $1.17M
952K $47.1M
NVDA
Nvidia Corp

Technology
5.8K
+ 3.47%
$179.83 - $207.04 $1.04M - $1.2M
173K $32.3M
REET
Ishares Global Reit ETF

ETFs
62.9K
+ 4.28%
$24.8 - $26.02 $1.56M - $1.64M
1.53M $38.6M
ABBV
Abb Vie Inc.

Healthcare
2.54K
+ 2.35%
$211.96 - $244.38 $539K - $621K
111K $25.9M
AMD
Advanced Micro Devices Inc

Technology
167
+ 2.01%
$164.01 - $264.33 $27.4K - $44.1K
8.49K $2.04M
AVUV
American Centy ETF Tr Avantis

ETFs
18.5K
+ 3.17%
$95.19 - $100.66 $1.76M - $1.86M
602K $58.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
957
+ 3.42%
$475.68 - $513.11 $455K - $491K
29K $14.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.5K
+ 3.39%
$49.98 - $50.59 $425K - $430K
259K $13M
CSCO
Cisco Systems, Inc.

Technology
2.79K
+ 11.25%
$67.46 - $78.0 $188K - $217K
27.6K $2.14M
UPS
United Parcel Service Inc

Industrials
887
+ 2.62%
$82.87 - $97.4 $73.5K - $86.4K
34.7K $3.27M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.4K
+ 101.4%
$23.02 - $24.23 $400K - $421K
34.6K $826K
MU
Micron Technology Inc

Technology
16
+ 0.3%
$181.6 - $253.3 $2.91K - $4.05K
5.28K $1.3M
CAH
Cardinal Health Inc

Healthcare
24
+ 0.33%
$153.27 - $206.06 $3.68K - $4.95K
7.2K $1.48M
ISRG
Intuitive Surgical Inc

Healthcare
239
+ 11.55%
$429.59 - $576.2 $103K - $138K
2.31K $1.26M
VIG
Vanguard Dividend Appreciation

ETFs
1.77K
+ 0.64%
N/A
278K $50.6M
IBM
International Business Machines Corp

Technology
787
+ 13.53%
$275.97 - $314.98 $217K - $248K
6.6K $1.96M
AMGN
Amgen Inc

Healthcare
435
+ 15.24%
$290.13 - $341.71 $126K - $149K
3.29K $1.12M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.84K
+ 95.84%
$32.35 - $34.37 $286K - $304K
18.1K $611K
VT
Vanguard Total World Stk Index

ETFs
1.47K
+ 2.6%
$135.16 - $141.78 $199K - $209K
58.1K $8.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
368
+ 3.74%
$600.51 - $631.95 $221K - $233K
10.2K $6.31M
TMO
Thermo Fisher Scientific Inc.

Healthcare
62
+ 2.08%
$524.58 - $588.02 $32.5K - $36.5K
3.04K $1.72M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
12.4K
New
$17.96 - $21.21 $223K - $263K
12.4K $260K
WBD
Warner Bros. Discovery, Inc.

Communication Services
11K
New
$17.1 - $23.05 $187K - $253K
11K $252K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.17K
+ 78.52%
$72.17 - $75.74 $229K - $240K
7.21K $540K
CAT
Caterpillar Inc

Industrials
30
+ 1.03%
$480.82 - $585.49 $14.4K - $17.6K
2.94K $1.62M
USRT
Ishares Core U.S. Reit ETF

ETFs
4.06K
New
$56.64 - $59.67 $230K - $242K
4.06K $234K
JPIE
J P Morgan Exchange Traded Fd
5.16K
+ 13.81%
$46.18 - $46.47 $238K - $240K
42.6K $1.97M
PCAR
Paccar Inc

Industrials
2.36K
New
$93.0 - $101.08 $220K - $239K
2.36K $225K
MRK
Merck & Co., Inc.

Healthcare
900
+ 5.65%
$82.49 - $92.93 $74.2K - $83.6K
16.8K $1.56M
CTVA
Corteva, Inc.

Basic Materials
3.42K
New
$61.0 - $66.48 $209K - $228K
3.42K $225K
FSLR
First Solar, Inc.

Technology
874
New
$223.36 - $277.39 $195K - $242K
874 $221K
FICO
Fair Isaac Corp

Technology
126
New
$1512.71 - $1879.55 $191K - $237K
126 $219K
BIIB
Biogen Inc.

Healthcare
1.29K
New
$142.26 - $167.55 $184K - $216K
1.29K $216K
NTR
Nutrien Ltd.

Basic Materials
3.59K
New
$53.64 - $61.11 $193K - $219K
3.59K $213K
STX
Seagate Technology Holdings PLC

Technology
816
New
$211.63 - $293.99 $173K - $240K
816 $210K
OKE
Oneok Inc

Energy
2.98K
New
$64.31 - $72.98 $191K - $217K
2.98K $209K
SLB
Schlumberger Limited

Energy
5.63K
New
$31.72 - $37.61 $179K - $212K
5.63K $208K
Activity Summary
Buys All Purchases 342 New Holdings 37 Increased Positions 305 Sells All Sells 185 Reductions 185 Sold out 0 Options Calls 0 Puts 0
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