Pds Planning, Inc Incresed Positions in Q3 2024

Pds Planning, Inc

  • $1.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
162K
+ 426.0%
$237.84 - $263.83 $38.4M - $42.6M
199K $52.6M
IVV
Ishares Core S&P 500 ETF

ETFs
28.8K
+ 26.64%
$520.18 - $576.82 $15M - $16.6M
137K $78.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
78.9K
+ 13.96%
$96.25 - $101.98 $7.6M - $8.05M
644K $65.2M
VEA
Vanguard Ftse Developed Market

ETFs
75K
+ 5.01%
$47.6 - $53.31 $3.57M - $4M
1.57M $83M
REET
Ishares Global Reit ETF

ETFs
105K
+ 8.87%
$23.07 - $27.17 $2.41M - $2.84M
1.28M $34.3M
BNDX
Vanguard Total International B

ETFs
71.7K
+ 9.81%
$48.42 - $50.35 $3.47M - $3.61M
802K $40.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
54K
+ 9.47%
$51.02 - $52.74 $2.76M - $2.85M
625K $32.9M
ABBV
Abb Vie Inc.

Healthcare
4.62K
+ 4.45%
$163.84 - $199.33 $757K - $922K
109K $21.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
34K
+ 10.34%
$76.38 - $78.87 $2.6M - $2.68M
363K $28.6M
AAPL
Apple Inc.

Technology
1.54K
+ 1.57%
$207.23 - $234.82 $320K - $362K
99.6K $23.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
765
+ 3.65%
$405.19 - $478.57 $310K - $366K
21.7K $10M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.09K
+ 35.18%
$475.2 - $527.7 $991K - $1.1M
8.02K $4.23M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.65K
+ 5.05%
$71.45 - $75.64 $618K - $655K
180K $13.5M
TSLA
Tesla, Inc.

Consumer Cyclical
1.11K
+ 9.4%
$191.76 - $263.26 $213K - $292K
12.9K $3.38M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.9K
+ 281.86%
$59.93 - $66.52 $894K - $992K
20.2K $1.34M
MUB
Ishares National Muni Bond ETF

ETFs
7.64K
+ 9.62%
$106.13 - $108.7 $810K - $830K
87K $9.45M
META
Meta Platforms, Inc.

Communication Services
407
+ 4.32%
$453.41 - $572.44 $185K - $233K
9.82K $5.62M
GLDM
World Gold Trust

ETFs
14.9K
+ 132.89%
$46.2 - $53.01 $686K - $787K
26K $1.36M
VIG
Vanguard Dividend Appreciation

ETFs
5.15K
+ 2.01%
$182.15 - $182.15 $937K - $937K
261K $47.5M
ORCL
Oracle Corp

Technology
2.44K
+ 17.88%
$125.9 - $170.35 $307K - $416K
16.1K $2.74M
VNQ
Vanguard Specialized Funds Van

ETFs
8
+ 0.01%
$82.97 - $98.97 $664 - $792
58.7K $5.72M
VT
Vanguard Total World Stk Index

ETFs
2.31K
+ 4.94%
$107.72 - $119.96 $249K - $278K
49.1K $5.88M
SUB
Ishares Short Term National Mu

ETFs
4.67K
+ 8.87%
$104.3 - $106.3 $487K - $496K
57.3K $6.09M
VTI
Vanguard Total Stock Market Et

ETFs
930
+ 4.7%
$255.18 - $283.2 $237K - $263K
20.7K $5.86M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.43K
+ 3.08%
$49.77 - $51.95 $220K - $230K
148K $7.68M
HD
Home Depot, Inc.

Consumer Cyclical
181
+ 2.75%
$333.64 - $405.2 $60.4K - $73.3K
6.75K $2.74M
AVGO
Broadcom Inc.

Technology
19.2K
+ 966.03%
$136.27 - $1745.86 $2.62M - $33.5M
21.2K $3.65M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
166
+ 0.26%
$80.13 - $88.89 $13.3K - $14.8K
62.9K $5.55M
NOW
Service Now, Inc.

Technology
25
+ 0.77%
$730.87 - $937.36 $18.3K - $23.4K
3.29K $2.94M
VTV
Vanguard Value ETF

ETFs
1.29K
+ 13.09%
$159.75 - $174.57 $206K - $226K
11.2K $1.95M
WMT
Walmart Inc.

Consumer Defensive
807
+ 3.64%
$66.91 - $81.4 $54K - $65.7K
23K $1.85M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.65K
+ 22.12%
$49.7 - $56.11 $330K - $373K
36.7K $2.02M
JNJ
Johnson & Johnson

Healthcare
729
+ 5.17%
$145.48 - $167.38 $106K - $122K
14.8K $2.41M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.37K
+ 65.43%
$75.63 - $84.89 $255K - $286K
8.53K $717K
SPY
Spdr S&P 500 ETF Trust

ETFs
205
+ 3.39%
$517.38 - $573.86 $106K - $118K
6.24K $3.58M
IBM
International Business Machines Corp

Technology
424
+ 10.8%
$175.1 - $223.38 $74.2K - $94.7K
4.35K $961K
MA
Mastercard Inc

Financial Services
101
+ 2.38%
$429.6 - $500.99 $43.4K - $50.6K
4.34K $2.14M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.33K
+ 14.16%
$54.98 - $59.51 $183K - $198K
26.8K $1.6M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5.58K
+ 86.51%
$38.03 - $42.06 $212K - $234K
12K $502K
MCD
Mcdonalds Corp

Consumer Cyclical
268
+ 7.9%
$245.82 - $304.51 $65.9K - $81.6K
3.66K $1.12M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.84K
+ 63.43%
$32.04 - $37.11 $187K - $217K
15K $547K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
318
+ 0.15%
$49.93 - $51.15 $15.9K - $16.3K
216K $11.1M
LOW
Lowes Companies Inc

Consumer Cyclical
53
+ 1.22%
$213.3 - $270.78 $11.3K - $14.4K
4.41K $1.19M
ACN
Accenture PLC

Technology
283
+ 11.43%
$295.44 - $355.81 $83.6K - $101K
2.76K $975K
NEE
Nextera Energy Inc

Utilities
470
+ 3.66%
$69.9 - $84.97 $32.9K - $39.9K
13.3K $1.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
89
+ 4.04%
$531.86 - $624.21 $47.3K - $55.6K
2.29K $1.42M
VZ
Verizon Communications Inc

Communication Services
2.96K
+ 17.84%
$38.89 - $45.0 $115K - $133K
19.6K $878K
GE
General Electric CO

Industrials
35
+ 0.56%
$156.66 - $189.66 $5.48K - $6.64K
6.32K $1.19M
CAT
Caterpillar Inc

Industrials
159
+ 7.09%
$316.8 - $391.12 $50.4K - $62.2K
2.4K $939K
Activity Summary
Buys All Purchases 303 New Holdings 52 Increased Positions 251 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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