Pds Planning, Inc Purchases in Q4 2025

Pds Planning, Inc

  • $1.45 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
202
+ 11.67%
N/A
1.93K $0
Companhia Paranaense De Ener
22.9K
New
N/A
22.9K $0
STRV
Ea Ser Tr Strive 500 ETF
585
+ 3.14%
N/A
19.2K $0
CRH.L
Crh PLC

Basic Materials
89
+ 2.28%
N/A
4K $0
Celestica Inc
707
New
N/A
707 $0
Canadian Pacific Kansas City
66
+ 1.23%
N/A
5.41K $0
Unilever PLC
9.97K
New
N/A
9.97K $0
Vanguard Wellington Fd
145
+ 6.51%
N/A
2.37K $0
Brookfield Corp
3.62K
+ 50.41%
N/A
10.8K $0
Blackrock ETF Trust Ii
9.92K
New
N/A
9.92K $0
Anglogold Ashanti PLC
124
+ 3.01%
N/A
4.25K $0
QTUM
ETF Ser Solutions Defiance Qua
2.1K
New
N/A
2.1K $0
Profesionally Managed Portfo
17.1K
New
N/A
17.1K $0
Grupo Cibest Sa
42
+ 0.95%
N/A
4.48K $0
Gsk PLC
333
+ 5.48%
N/A
6.41K $0
ALCC
Alt C Acquisition Corp.

Financial Services
337
+ 9.65%
N/A
3.83K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
36
+ 0.19%
$26.44 - $27.53 $952 - $991
18.6K $507K
SPYI
Shp ETF Tr Neos S&P 500 High I
487
+ 1.81%
N/A
27.4K $0
Natwest Group PLC
943
+ 7.31%
N/A
13.8K $0
HDV
Ishares Core High Dividend ETF

ETFs
8
+ 0.47%
$118.22 - $122.79 $946 - $982
1.7K $207K
CBRE
Cbre Group, Inc.

Real Estate
42
+ 2.25%
$149.99 - $164.2 $6.3K - $6.9K
1.91K $293K
SKM
Sk Telecom CO LTD

Communication Services
767
+ 5.63%
$19.93 - $21.73 $15.3K - $16.7K
14.4K $293K
TMUS
T Mobile Us, Inc.

Communication Services
281
+ 10.58%
$201.01 - $233.26 $56.5K - $65.5K
2.94K $634K
BDN
Brandywine Realty Trust

Real Estate
1.97K
+ 15.72%
$3.25 - $4.18 $6.42K - $8.25K
14.5K $50K
NI
Nisource Inc.

Utilities
18
+ 0.3%
$42.11 - $44.17 $758 - $795
6.06K $259K
MPW
Medical Properties Trust Inc

Real Estate
61
+ 0.41%
$4.86 - $5.54 $296 - $338
15.1K $74K
CSX
Csx Corp

Industrials
187
+ 1.2%
$34.88 - $36.67 $6.52K - $6.86K
15.7K $548K
ING
Ing Groep Nv

Financial Services
23
+ 0.14%
$23.66 - $26.51 $544 - $610
16.5K $426K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3
+ 0.12%
$80.59 - $84.32 $242 - $253
2.47K $202K
TTWO
Take Two Interactive Software Inc

Communication Services
69
+ 8.32%
$232.0 - $262.29 $16K - $18.1K
898 $211K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2
+ 0.11%
$114.27 - $121.15 $229 - $242
1.91K $222K
ET
Energy Transfer LP

Energy
7
+ 0.03%
$16.29 - $17.01 $114 - $119
22.7K $386K
C
Citigroup Inc

Financial Services
197
+ 2.77%
$93.93 - $102.87 $18.5K - $20.3K
7.32K $718K
SPG
Simon Property Group Inc

Real Estate
24
+ 1.39%
$173.35 - $185.76 $4.16K - $4.46K
1.76K $320K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
31
+ 0.41%
$92.34 - $95.43 $2.86K - $2.96K
7.63K $718K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10
+ 0.28%
$66.04 - $69.67 $660 - $697
3.56K $238K
TT
Trane Technologies PLC

Industrials
3
+ 0.25%
$408.5 - $448.65 $1.23K - $1.35K
1.2K $500K
VBK
Vanguard Small Cap Growth ETF

ETFs
4
+ 0.37%
$291.71 - $309.36 $1.17K - $1.24K
1.09K $318K
MLM
Martin Marietta Materials Inc

Basic Materials
20
+ 3.71%
$596.44 - $656.85 $11.9K - $13.1K
559 $333K
SLF
Sun Life Financial Inc

Financial Services
2
+ 0.03%
$57.97 - $62.38 $116 - $125
6.43K $380K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.28K
+ 20.75%
$29.81 - $42.36 $38.1K - $54.2K
7.44K $234K
VFH
Vanguard Financial ETF

ETFs
13
+ 0.53%
$125.75 - $131.12 $1.63K - $1.7K
2.48K $316K
TEF
Telefonica S A

Communication Services
210
+ 1.82%
$4.08 - $5.32 $857 - $1.12K
11.7K $50K
PRK
Park National Corp

Financial Services
6
+ 0.44%
$151.13 - $162.32 $907 - $974
1.38K $214K
PNC
Pnc Financial Services Group, Inc.

Financial Services
110
+ 6.38%
$178.37 - $198.46 $19.6K - $21.8K
1.83K $337K
FITB
Fifth Third Bancorp

Financial Services
69
+ 1.19%
$40.36 - $44.41 $2.78K - $3.06K
5.87K $249K
WCN
Waste Connections, Inc.

Industrials
3
+ 0.21%
$165.31 - $178.47 $496 - $535
1.41K $237K
BAP
Credicorp LTD

Financial Services
1
+ 0.12%
$252.15 - $266.19 $252 - $266
811 $205K
IWN
Ishares Russell2000 Val ETF

ETFs
18
+ 0.28%
$172.34 - $181.51 $3.1K - $3.27K
6.46K $1.13M
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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