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
BABA
Alibaba Group Holding LTD

Consumer Cyclical
67
+ 1.33%
$72.18 - $107.33 $4.84K - $7.19K
5.09K $540K
LMT
Lockheed Martin Corp

Industrials
14
+ 0.97%
$460.3 - $584.56 $6.44K - $8.18K
1.46K $851K
VV
Vanguard Large Cap ETF

ETFs
18
+ 0.15%
$236.92 - $263.4 $4.26K - $4.74K
12.3K $3.23M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.15K
+ 15.21%
$50.25 - $50.74 $158K - $160K
23.9K $1.21M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.82K
+ 20.65%
$76.94 - $79.54 $140K - $145K
10.7K $846K
CRM
Salesforce, Inc.

Technology
343
+ 8.26%
$238.42 - $276.53 $81.8K - $94.8K
4.5K $1.23M
RTX
Raytheon Technologies Corp

Industrials
503
+ 10.33%
$99.55 - $123.34 $50.1K - $62K
5.37K $650K
QQQ
Invesco Qqq Trust, Series 1

ETFs
296
+ 18.57%
$434.77 - $502.96 $129K - $149K
1.89K $922K
GLD
Spdr Gold Trust

ETFs
72
+ 1.49%
$215.56 - $246.98 $15.5K - $17.8K
4.91K $1.19M
ADP
Automatic Data Processing Inc

Industrials
47
+ 1.29%
$233.44 - $279.45 $11K - $13.1K
3.7K $1.02M
BLK
Black Rock Inc.

Financial Services
26
+ 3.49%
$782.27 - $949.51 $20.3K - $24.7K
772 $733K
TJX
Tjx Companies Inc

Consumer Cyclical
785
+ 11.49%
$107.93 - $120.23 $84.7K - $94.4K
7.62K $895K
MMM
3 M CO

Industrials
11
+ 0.28%
$99.69 - $139.42 $1.1K - $1.53K
3.95K $539K
PM
Philip Morris International Inc.

Consumer Defensive
525
+ 14.67%
$101.25 - $127.45 $53.2K - $66.9K
4.1K $498K
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 1.56%
$801.83 - $917.05 $32.1K - $36.7K
2.61K $2.31M
SHOP
Shopify Inc.

Technology
108
+ 1.25%
$52.26 - $80.75 $5.64K - $8.72K
8.77K $702K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.74K
+ 43.22%
$36.98 - $41.55 $101K - $114K
9.07K $372K
UL
Unilever PLC

Consumer Defensive
657
+ 7.57%
$54.7 - $65.59 $35.9K - $43.1K
9.34K $606K
V
Visa Inc.

Financial Services
50
+ 0.55%
$253.74 - $291.56 $12.7K - $14.6K
9.18K $2.52M
ANET
Arista Networks, Inc.

Technology
202
+ 13.83%
$311.42 - $388.21 $62.9K - $78.4K
1.66K $638K
HIG
Hartford Financial Services Group, Inc.

Financial Services
712
+ 31.06%
$98.71 - $117.61 $70.3K - $83.7K
3K $353K
DHR
Danaher Corp

Healthcare
78
+ 2.2%
$239.25 - $280.76 $18.7K - $21.9K
3.63K $1.01M
PFE
Pfizer Inc

Healthcare
3.24K
+ 11.48%
$27.7 - $31.39 $89.7K - $102K
31.4K $910K
SAP
Sap Se

Technology
51
+ 1.29%
$197.21 - $231.0 $10.1K - $11.8K
3.99K $915K
AXP
American Express CO

Financial Services
11
+ 0.38%
$225.92 - $271.17 $2.49K - $2.98K
2.93K $794K
DEO
Diageo PLC

Consumer Defensive
664
+ 40.07%
$120.02 - $140.77 $79.7K - $93.5K
2.32K $325K
AMT
American Tower Corp

Real Estate
126
+ 5.63%
$192.27 - $242.73 $24.2K - $30.6K
2.36K $549K
AEP
American Electric Power CO Inc

Utilities
4
+ 0.05%
$87.11 - $104.95 $348 - $420
7.71K $790K
CEG
Constellation Energy Corp

Utilities
16
+ 0.97%
$167.08 - $262.86 $2.67K - $4.21K
1.67K $433K
SO
Southern CO

Utilities
724
+ 24.19%
$77.0 - $90.52 $55.7K - $65.5K
3.72K $335K
NFLX
Netflix Inc

Communication Services
43
+ 2.06%
$598.55 - $722.26 $25.7K - $31.1K
2.13K $1.51M
T
At&T Inc.

Communication Services
398
+ 1.28%
$18.21 - $22.28 $7.25K - $8.87K
31.6K $694K
GILD
Gilead Sciences, Inc.

Healthcare
433
+ 10.65%
$66.59 - $83.99 $28.8K - $36.4K
4.5K $377K
SRE
Sempra Energy

Utilities
885
+ 33.6%
$74.97 - $84.04 $66.3K - $74.4K
3.52K $294K
PH
Parker Hannifin Corp

Industrials
41
+ 7.65%
$501.01 - $635.92 $20.5K - $26.1K
577 $364K
EQIX
Equinix Inc

Real Estate
27
+ 5.11%
$749.0 - $890.01 $20.2K - $24K
555 $492K
URI
United Rentals, Inc.

Industrials
25
+ 5.72%
$627.41 - $814.1 $15.7K - $20.4K
462 $374K
RY
Royal Bank Of Canada

Financial Services
176
+ 4.76%
$105.65 - $124.73 $18.6K - $22K
3.88K $483K
UNP
Union Pacific Corp

Industrials
94
+ 2.83%
$221.78 - $256.09 $20.8K - $24.1K
3.42K $840K
GS
Goldman Sachs Group Inc

Financial Services
62
+ 4.63%
$459.02 - $510.25 $28.5K - $31.6K
1.4K $693K
BMY
Bristol Myers Squibb CO

Healthcare
699
+ 14.52%
$39.66 - $51.75 $27.7K - $36.2K
5.51K $285K
WELL
Welltower Inc.

Real Estate
19
+ 0.55%
$104.0 - $129.74 $1.98K - $2.47K
3.47K $444K
CSX
Csx Corp

Industrials
2.02K
+ 15.1%
$32.48 - $35.45 $65.5K - $71.5K
15.4K $530K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
513
+ 20.84%
$113.45 - $126.18 $58.2K - $64.7K
2.98K $375K
PLD
Prologis, Inc.

Real Estate
139
+ 3.02%
$111.95 - $132.43 $15.6K - $18.4K
4.74K $598K
ISRG
Intuitive Surgical Inc

Healthcare
43
+ 3.33%
$416.14 - $494.01 $17.9K - $21.2K
1.33K $655K
CRWD
Crowd Strike Holdings, Inc.

Technology
746
+ 58.6%
$217.89 - $392.15 $163K - $293K
2.02K $566K
CM
Canadian Imperial Bank Of Commerce

Financial Services
224
+ 4.71%
$47.28 - $62.24 $10.6K - $13.9K
4.98K $305K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
428
+ 1.0%
$47.18 - $48.74 $20.2K - $20.9K
43.3K $2.11M
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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