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
HMC
Honda Motor CO LTD

Consumer Cyclical
409
+ 3.92%
$29.11 - $34.85 $11.9K - $14.3K
10.8K $333K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
75
+ 0.82%
$30.13 - $33.37 $2.26K - $2.5K
9.23K $307K
MMM
3 M CO

Industrials
109
+ 2.17%
$144.41 - $160.2 $15.7K - $17.5K
5.14K $797K
MGC
Vanguard Mega Cap ETF

ETFs
3
+ 0.2%
$224.2 - $245.55 $673 - $737
1.53K $373K
NKE
Nike, Inc.

Consumer Cyclical
510
+ 12.4%
$69.24 - $79.24 $35.3K - $40.4K
4.62K $322K
SU
Suncor Energy Inc

Energy
20
+ 0.31%
$37.83 - $43.02 $757 - $860
6.56K $274K
D
Dominion Energy, Inc

Utilities
149
+ 3.29%
$56.32 - $62.1 $8.39K - $9.25K
4.67K $285K
AFL
Aflac Inc

Financial Services
78
+ 2.4%
$98.09 - $111.7 $7.65K - $8.71K
3.33K $372K
AMGN
Amgen Inc

Healthcare
74
+ 2.66%
$271.18 - $309.22 $20.1K - $22.9K
2.86K $805K
USB
Us Bancorp \De\

Financial Services
29
+ 0.32%
$43.94 - $50.41 $1.27K - $1.46K
8.96K $432K
PABU
Ishares Tr Ishares Paris Align

ETFs
12
+ 0.22%
$66.62 - $72.07 $799 - $865
5.48K $393K
YUM
Yum Brands Inc

Consumer Cyclical
140
+ 7.51%
$139.5 - $153.94 $19.5K - $21.6K
2K $304K
GRAB
Grab Holdings LTD

Technology
661
+ 2.76%
$4.77 - $6.45 $3.15K - $4.26K
24.6K $147K
ADI
Analog Devices Inc

Technology
33
+ 1.34%
$220.68 - $255.63 $7.28K - $8.44K
2.49K $612K
NTAP
Net App, Inc.

Technology
30
+ 1.58%
$101.1 - $126.36 $3.03K - $3.79K
1.93K $228K
TMUS
T Mobile Us, Inc.

Communication Services
97
+ 3.79%
$226.02 - $259.01 $21.9K - $25.1K
2.66K $636K
CIG
Energy CO Of Minas Gerais

Utilities
10.2K
+ 32.42%
$1.81 - $2.13 $18.5K - $21.8K
41.7K $88K
DDOG
Datadog, Inc.

Technology
80
+ 4.22%
$124.52 - $155.15 $9.96K - $12.4K
1.98K $281K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
24
+ 1.49%
$301.44 - $365.84 $7.23K - $8.78K
1.64K $530K
PUK
Prudential PLC

Financial Services
24
+ 0.28%
$24.27 - $28.15 $582 - $676
8.47K $236K
DFUS
Dimensional ETF Tr U S Equity

ETFs
10
+ 0.23%
$67.01 - $72.84 $670 - $728
4.35K $314K
PSA
Public Storage

Real Estate
103
+ 8.4%
$271.94 - $298.09 $28K - $30.7K
1.33K $383K
CNQ
Canadian Natural Resources LTD

Energy
576
+ 5.33%
$29.31 - $32.93 $16.9K - $19K
11.4K $363K
BBD
Bank Bradesco

Financial Services
3.74K
+ 11.11%
$2.75 - $3.39 $10.3K - $12.7K
37.4K $126K
NUE
Nucor Corp

Basic Materials
94
+ 5.61%
$133.3 - $150.33 $12.5K - $14.1K
1.77K $239K
F
Ford Motor CO

Consumer Cyclical
415
+ 2.97%
$10.82 - $12.09 $4.49K - $5.02K
14.4K $172K
ECL
Ecolab Inc.

Basic Materials
52
+ 3.38%
$259.39 - $285.47 $13.5K - $14.8K
1.59K $435K
ADSK
Autodesk, Inc.

Technology
80
+ 5.06%
N/A
1.66K $408K
O
Realty Income Corp

Real Estate
27
+ 0.5%
$56.13 - $60.79 $1.52K - $1.64K
5.38K $327K
NI
Nisource Inc.

Utilities
19
+ 0.32%
$39.0 - $43.33 $741 - $823
6.04K $261K
TFC
Truist Financial Corp

Financial Services
4
+ 0.06%
$42.83 - $47.07 $171 - $188
6.62K $302K
LYG
Lloyds Banking Group PLC

Financial Services
11
+ 0.02%
$4.03 - $4.63 $44.3 - $50.9
59.7K $271K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
85
+ 0.46%
$26.38 - $27.95 $2.24K - $2.38K
18.6K $507K
DFAS
Dimensional ETF Tr U S Small C

ETFs
10
+ 0.28%
$63.41 - $69.69 $634 - $697
3.55K $242K
ELP
Energy CO Of Parana

Utilities
103
+ 0.45%
$8.34 - $9.9 $859 - $1.02K
23.2K $227K
VFH
Vanguard Financial ETF

ETFs
54
+ 2.24%
$125.23 - $132.78 $6.76K - $7.17K
2.47K $323K
MSCI
Msci Inc.

Financial Services
36
+ 6.77%
$526.48 - $588.0 $19K - $21.2K
568 $322K
GILD
Gilead Sciences, Inc.

Healthcare
124
+ 2.14%
$108.22 - $120.47 $13.4K - $14.9K
5.91K $656K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
2.47K
+ 7.07%
$5.43 - $6.23 $13.4K - $15.4K
37.4K $225K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
114
+ 0.26%
$48.31 - $48.93 $5.51K - $5.58K
43.7K $2.14M
VST
Vistra Corp.

Utilities
45
+ 2.64%
$182.0 - $217.92 $8.19K - $9.81K
1.75K $343K
PEG
Public Service Enterprise Group Inc

Utilities
199
+ 4.0%
$79.99 - $90.14 $15.9K - $17.9K
5.18K $432K
WDAY
Workday, Inc.

Technology
52
+ 3.1%
$213.69 - $247.69 $11.1K - $12.9K
1.73K $416K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$24.46 - $26.5 $24.5 - $26.5
6.89K $181K
ABC
Amerisourcebergen Corp

Healthcare
64
+ 4.83%
N/A
1.39K $257K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
30
+ 0.4%
$92.18 - $95.14 $2.77K - $2.85K
7.6K $722K
AME
Ametek Inc

Industrials
13
+ 0.92%
$176.44 - $192.03 $2.29K - $2.5K
1.42K $266K
EOG
Eog Resources Inc

Energy
232
+ 10.79%
$112.12 - $126.1 $26K - $29.3K
2.38K $267K
NGG
National Grid PLC

Utilities
235
+ 6.4%
$67.98 - $74.38 $16K - $17.5K
3.91K $283K
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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