Pds Planning, Inc Incresed Positions in Q3 2025

Pds Planning, Inc

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
VLO
Valero Energy Corp

Energy
24
+ 1.38%
$131.77 - $175.63 $3.16K - $4.22K
1.77K $301K
NMR
Nomura Holdings Inc

Financial Services
5.86K
+ 16.46%
$6.28 - $7.56 $36.8K - $44.3K
41.4K $301K
EA
Electronic Arts Inc.

Communication Services
11
+ 0.72%
$147.79 - $202.05 $1.63K - $2.22K
1.54K $310K
GD
General Dynamics Corp

Industrials
1
+ 0.08%
$293.92 - $341.0 $294 - $341
1.29K $440K
TD
Toronto Dominion Bank

Financial Services
169
+ 2.21%
$72.55 - $79.95 $12.3K - $13.5K
7.81K $624K
ITW
Illinois Tool Works Inc

Industrials
110
+ 4.43%
$252.31 - $269.41 $27.8K - $29.6K
2.59K $675K
ASX
Ase Technology Holding Co., Ltd.

Technology
2.49K
+ 5.55%
$9.5 - $11.71 $23.6K - $29.1K
47.3K $524K
BTI
British American Tobacco P.L.C.

Consumer Defensive
287
+ 3.61%
$46.69 - $59.27 $13.4K - $17K
8.23K $436K
DHR
Danaher Corp

Healthcare
291
+ 6.92%
$181.46 - $212.2 $52.8K - $61.8K
4.5K $891K
SYY
Sysco Corp

Consumer Defensive
555
+ 24.15%
$76.33 - $82.51 $42.4K - $45.8K
2.85K $234K
CASY
Caseys General Stores Inc

Consumer Cyclical
62
+ 13.87%
$494.52 - $565.32 $30.7K - $35K
509 $287K
HPE
Hewlett Packard Enterprise CO

Technology
37
+ 0.26%
$19.81 - $25.24 $733 - $934
14.2K $348K
MCK
Mckesson Corp

Healthcare
13
+ 1.09%
$659.01 - $772.54 $8.57K - $10K
1.21K $934K
SE
Sea LTD

Consumer Cyclical
189
+ 14.75%
$146.23 - $196.5 $27.6K - $37.1K
1.47K $262K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
103
+ 0.42%
$13.29 - $16.05 $1.37K - $1.65K
24.8K $394K
IX
Orix Corp

Financial Services
663
+ 6.24%
$22.28 - $27.06 $14.8K - $17.9K
11.3K $294K
SPG
Simon Property Group Inc

Real Estate
49
+ 2.91%
$159.93 - $187.67 $7.84K - $9.2K
1.73K $324K
CM
Canadian Imperial Bank Of Commerce

Financial Services
13
+ 0.23%
$71.11 - $81.68 $924 - $1.06K
5.67K $452K
DASH
Door Dash, Inc.

Communication Services
34
+ 2.01%
$234.5 - $272.5 $7.97K - $9.27K
1.73K $469K
CBRE
Cbre Group, Inc.

Real Estate
131
+ 7.54%
$137.04 - $165.9 $18K - $21.7K
1.87K $294K
HBAN
Huntington Bancshares Inc

Financial Services
76
+ 0.08%
$15.87 - $17.88 $1.21K - $1.36K
99.1K $1.71M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.09%
$259.49 - $300.41 $259 - $300
1.09K $328K
CSX
Csx Corp

Industrials
105
+ 0.68%
$32.05 - $36.52 $3.37K - $3.83K
15.5K $551K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
2
+ 0.03%
$28.71 - $37.46 $57.4 - $74.9
7.54K $267K
CVS
Cvs Health Corp

Healthcare
215
+ 4.5%
$58.75 - $76.5 $12.6K - $16.4K
4.99K $376K
PH
Parker Hannifin Corp

Industrials
6
+ 0.86%
$697.13 - $769.67 $4.18K - $4.62K
705 $534K
MLM
Martin Marietta Materials Inc

Basic Materials
2
+ 0.37%
$546.36 - $631.12 $1.09K - $1.26K
539 $339K
ALL
Allstate Corp

Financial Services
76
+ 3.52%
$192.0 - $214.65 $14.6K - $16.3K
2.24K $479K
DUK
Duke Energy Corp

Utilities
166
+ 4.16%
$116.31 - $125.93 $19.3K - $20.9K
4.16K $514K
NTES
Net Ease, Inc.

Communication Services
65
+ 3.34%
$127.31 - $159.34 $8.28K - $10.4K
2.01K $305K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.06%
$109.47 - $119.06 $328 - $357
4.98K $589K
SHEL
Shell PLC

Energy
430
+ 4.29%
$69.82 - $73.93 $30K - $31.8K
10.5K $747K
PKX
Posco Holdings Inc.

Basic Materials
763
+ 14.17%
$48.73 - $61.15 $37.2K - $46.7K
6.15K $302K
SUB
Ishares Short Term National Mu

ETFs
54
+ 0.07%
$106.17 - $107.3 $5.73K - $5.79K
80.1K $8.55M
EXC
Exelon Corp

Utilities
706
+ 12.51%
$42.73 - $45.54 $30.2K - $32.2K
6.35K $285K
MNST
Monster Beverage Corp

Consumer Defensive
196
+ 3.53%
$58.65 - $67.31 $11.5K - $13.2K
5.75K $387K
VEEV
Veeva Systems Inc

Healthcare
103
+ 11.26%
$269.2 - $297.91 $27.7K - $30.7K
1.02K $303K
PWR
Quanta Services, Inc.

Industrials
4
+ 0.45%
$372.29 - $421.68 $1.49K - $1.69K
899 $372K
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
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