Pds Planning, Inc Purchases in Q3 2025

Pds Planning, Inc

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
286
+ 6.76%
$291.67 - $316.99 $83.4K - $90.7K
4.52K $1.37M
IAU
Ishares Gold Trust

ETFs
2
+ 0.02%
$61.62 - $72.77 $123 - $146
12.5K $913K
ETN
Eaton Corp PLC

Industrials
43
+ 0.67%
$342.99 - $392.76 $14.7K - $16.9K
6.49K $2.43M
AMAT
Applied Materials Inc

Technology
124
+ 2.69%
$156.25 - $204.95 $19.4K - $25.4K
4.73K $967K
PDD
Pinduoduo Inc.

Consumer Cyclical
425
+ 16.95%
$102.41 - $134.86 $43.5K - $57.3K
2.93K $387K
TCOM
Trip.Com Group LTD

Consumer Cyclical
724
+ 17.69%
$58.74 - $78.52 $42.5K - $56.8K
4.82K $362K
C
Citigroup Inc

Financial Services
55
+ 0.78%
$85.57 - $103.49 $4.71K - $5.69K
7.12K $722K
VTV
Vanguard Value ETF

ETFs
45
+ 0.39%
$175.51 - $186.57 $7.9K - $8.4K
11.6K $2.16M
BX
Blackstone Inc.

Financial Services
348
+ 12.04%
$152.77 - $188.68 $53.2K - $65.7K
3.24K $553K
MS
Morgan Stanley

Financial Services
5
+ 0.08%
$139.09 - $161.16 $695 - $806
6.55K $1.04M
SONY
Sony Group Corp

Technology
762
+ 2.22%
$23.92 - $30.07 $18.2K - $22.9K
35.1K $1.01M
NVS
Novartis Ag

Healthcare
390
+ 4.3%
$113.5 - $129.73 $44.3K - $50.6K
9.46K $1.21M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.28K
+ 4.85%
$14.53 - $17.13 $33.1K - $39.1K
49.3K $825K
URI
United Rentals, Inc.

Industrials
5
+ 0.91%
$774.14 - $975.23 $3.87K - $4.88K
555 $529K
WELL
Welltower Inc.

Real Estate
59
+ 1.38%
$150.71 - $178.14 $8.89K - $10.5K
4.33K $770K
COP
Conocophillips

Energy
557
+ 4.81%
$91.0 - $98.99 $50.7K - $55.1K
12.1K $1.15M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
37
+ 0.07%
$23.82 - $25.84 $881 - $956
55.6K $1.43M
MRK
Merck & Co., Inc.

Healthcare
326
+ 2.09%
$77.6 - $87.37 $25.3K - $28.5K
15.9K $1.34M
BCS
Barclays PLC

Financial Services
3.14K
+ 17.58%
$17.88 - $21.05 $56.2K - $66.2K
21K $434K
MO
Altria Group, Inc.

Consumer Defensive
258
+ 2.25%
$57.75 - $67.68 $14.9K - $17.5K
11.7K $773K
SCHW
Schwab Charles Corp

Financial Services
640
+ 6.68%
$91.03 - $98.69 $58.3K - $63.2K
10.2K $975K
WPM
Wheaton Precious Metals Corp.

Basic Materials
10
+ 0.22%
$86.72 - $111.84 $867 - $1.12K
4.46K $498K
CDNS
Cadence Design Systems Inc

Technology
47
+ 2.53%
$309.46 - $373.37 $14.5K - $17.5K
1.91K $669K
IXN
Ishares Global Information Tec

ETFs
575
+ 16.78%
$91.28 - $103.32 $52.5K - $59.4K
4K $412K
XPEV
Xpeng Inc.

Consumer Cyclical
1.58K
+ 15.29%
$17.4 - $24.33 $27.5K - $38.5K
11.9K $279K
SNPS
Synopsys Inc

Technology
224
+ 20.8%
$387.78 - $645.35 $86.9K - $145K
1.3K $641K
BA
Boeing CO

Industrials
302
+ 8.2%
$209.79 - $237.38 $63.4K - $71.7K
3.99K $860K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.69%
$3649.42 - $4354.54 $3.65K - $4.35K
146 $626K
BHP
Bhp Group LTD

Basic Materials
386
+ 4.42%
$48.67 - $56.22 $18.8K - $21.7K
9.13K $508K
BK
Bank Of New York Mellon Corp

Financial Services
125
+ 3.03%
$90.65 - $109.75 $11.3K - $13.7K
4.24K $462K
MFG
Mizuho Financial Group Inc

Financial Services
525
+ 0.71%
$5.42 - $6.85 $2.85K - $3.6K
74.3K $497K
MDT
Medtronic PLC

Healthcare
659
+ 22.03%
$87.67 - $95.74 $57.8K - $63.1K
3.65K $347K
BMO
Bank Of Montreal

Financial Services
17
+ 0.39%
$110.44 - $130.66 $1.88K - $2.22K
4.35K $566K
MPC
Marathon Petroleum Corp

Energy
36
+ 1.2%
$158.59 - $198.69 $5.71K - $7.15K
3.05K $587K
LUMN
Lumen Technologies, Inc.

Communication Services
14.1K
New
$3.7 - $6.22 $52K - $87.4K
14.1K $86K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
801
+ 11.96%
$62.54 - $68.42 $50.1K - $54.8K
7.5K $506K
DHI
Horton D R Inc

Consumer Cyclical
111
+ 7.01%
$129.82 - $184.04 $14.4K - $20.4K
1.69K $287K
UBER
Uber Technologies, Inc

Technology
433
+ 5.11%
$86.91 - $99.57 $37.6K - $43.1K
8.9K $872K
WFC
Wells Fargo & Company

Financial Services
409
+ 3.21%
$77.05 - $85.16 $31.5K - $34.8K
13.2K $1.1M
BDX
Becton Dickinson & CO

Healthcare
316
+ 24.23%
$172.41 - $199.66 $54.5K - $63.1K
1.62K $303K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
855
+ 26.84%
$68.24 - $73.73 $58.3K - $63K
4.04K $296K
SSL
Sasol LTD

Basic Materials
12.4K
New
$4.6 - $7.15 $56.9K - $88.5K
12.4K $76K
AEP
American Electric Power CO Inc

Utilities
18
+ 0.22%
$103.26 - $115.0 $1.86K - $2.07K
8.24K $926K
ING
Ing Groep Nv

Financial Services
151
+ 0.93%
$22.0 - $26.08 $3.32K - $3.94K
16.5K $429K
EBAY
Ebay Inc

Consumer Cyclical
51
+ 1.25%
$75.33 - $100.77 $3.84K - $5.14K
4.13K $375K
DX
Dynex Capital Inc

Real Estate
5.5K
+ 17.69%
$11.85 - $12.93 $65.2K - $71.1K
36.6K $449K
KEYS
Keysight Technologies, Inc.

Technology
306
+ 22.06%
$158.51 - $178.15 $48.5K - $54.5K
1.69K $296K
SRE
Sempra Energy

Utilities
139
+ 3.57%
$74.14 - $89.98 $10.3K - $12.5K
4.04K $363K
NU
Nu Holdings Ltd.

Financial Services
2.37K
+ 18.19%
$11.92 - $16.3 $28.3K - $38.6K
15.4K $246K
Activity Summary
Buys All Purchases 313 New Holdings 46 Increased Positions 267 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pds Planning, Inc Portfolio

Follow Pds Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email