Pds Planning, Inc Incresed Positions in Q4 2025

Pds Planning, Inc

  • $1.45 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
24
+ 1.39%
$173.35 - $185.76 $4.16K - $4.46K
1.76K $320K
VBK
Vanguard Small Cap Growth ETF

ETFs
4
+ 0.37%
$291.71 - $309.36 $1.17K - $1.24K
1.09K $318K
SLF
Sun Life Financial Inc

Financial Services
2
+ 0.03%
$57.97 - $62.38 $116 - $125
6.43K $380K
MLM
Martin Marietta Materials Inc

Basic Materials
20
+ 3.71%
$596.44 - $656.85 $11.9K - $13.1K
559 $333K
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
WCN
Waste Connections, Inc.

Industrials
3
+ 0.21%
$165.31 - $178.47 $496 - $535
1.41K $237K
IWN
Ishares Russell2000 Val ETF

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

Financial Services
1
+ 0.12%
$252.15 - $266.19 $252 - $266
811 $205K
TCOM
Trip.Com Group LTD

Consumer Cyclical
61
+ 1.27%
$69.81 - $75.18 $4.26K - $4.59K
4.88K $351K
IWP
Ishares Russell Mid Cap Growth

ETFs
3
+ 0.12%
$136.84 - $145.3 $411 - $436
2.5K $342K
ECL
Ecolab Inc.

Basic Materials
42
+ 2.64%
$253.06 - $281.35 $10.6K - $11.8K
1.63K $422K
WOR
Worthington Industries Inc

Industrials
11
+ 0.08%
$54.52 - $58.54 $600 - $644
13.7K $745K
VMC
Vulcan Materials CO

Basic Materials
17
+ 2.36%
$280.58 - $309.07 $4.77K - $5.25K
738 $207K
BIDU
Baidu, Inc.

Communication Services
88
+ 5.69%
$116.0 - $144.91 $10.2K - $12.8K
1.63K $189K
APP
App Lovin Corp

Technology
212
+ 25.57%
$552.64 - $704.09 $117K - $149K
1.04K $580K
ITW
Illinois Tool Works Inc

Industrials
118
+ 4.55%
$242.03 - $260.73 $28.6K - $30.8K
2.71K $660K
DLR
Digital Realty Trust, Inc.

Real Estate
62
+ 3.6%
$158.11 - $179.28 $9.8K - $11.1K
1.79K $282K
KKR
Kkr & Co. Inc.

Financial Services
75
+ 3.19%
$117.52 - $127.65 $8.81K - $9.57K
2.42K $290K
NSC
Norfolk Southern Corp

Industrials
6
+ 0.55%
$279.53 - $300.15 $1.68K - $1.8K
1.1K $311K
O
Realty Income Corp

Real Estate
79
+ 1.47%
$56.12 - $60.64 $4.43K - $4.79K
5.46K $310K
NTES
Net Ease, Inc.

Communication Services
45
+ 2.24%
$138.39 - $153.93 $6.23K - $6.93K
2.06K $287K
ESLT
Elbit Systems LTD

Industrials
10
+ 1.63%
$463.47 - $526.29 $4.63K - $5.26K
624 $295K
USB
Us Bancorp \De\

Financial Services
130
+ 1.45%
$45.28 - $48.26 $5.89K - $6.27K
9.09K $413K
COIN
Coinbase Global, Inc.

Technology
92
+ 10.7%
$283.14 - $387.27 $26K - $35.6K
952 $270K
NKE
Nike, Inc.

Consumer Cyclical
179
+ 3.87%
$60.8 - $74.57 $10.9K - $13.3K
4.8K $302K
BMO
Bank Of Montreal

Financial Services
47
+ 1.08%
$122.49 - $130.46 $5.76K - $6.13K
4.4K $545K
ENB
Enbridge Inc

Energy
47
+ 0.54%
$46.39 - $50.07 $2.18K - $2.35K
8.77K $418K
ADI
Analog Devices Inc

Technology
68
+ 2.73%
$225.32 - $246.37 $15.3K - $16.8K
2.56K $588K
LPL
Lg Display Co., Ltd.

Technology
7.61K
+ 9.78%
$4.4 - $5.5 $33.5K - $41.8K
85.4K $381K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.08%
$136.06 - $140.64 $1.63K - $1.69K
15.2K $2.11M
UNH
Unitedhealth Group Inc

Healthcare
326
+ 6.12%
$320.52 - $369.92 $104K - $121K
5.66K $1.81M
LMT
Lockheed Martin Corp

Industrials
24
+ 1.35%
$452.1 - $514.24 $10.9K - $12.3K
1.8K $847K
RELX
Relx PLC

Communication Services
288
+ 3.59%
$41.33 - $47.07 $11.9K - $13.6K
8.32K $343K
FAST
Fastenal CO

Industrials
539
+ 6.94%
$40.45 - $48.17 $21.8K - $26K
8.3K $335K
CMCSA
Comcast Corp

Communication Services
586
+ 3.96%
$26.98 - $31.09 $15.8K - $18.2K
15.4K $418K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.09%
$144.33 - $160.86 $722 - $804
5.67K $865K
HBAN
Huntington Bancshares Inc

Financial Services
4.1K
+ 4.13%
$15.16 - $17.21 $62.1K - $70.5K
103K $1.62M
DASH
Door Dash, Inc.

Communication Services
109
+ 6.32%
$195.21 - $281.74 $21.3K - $30.7K
1.84K $379K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
319
+ 4.16%
$153.8 - $189.34 $49.1K - $60.4K
7.99K $1.26M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.78K
+ 0.78%
$63.25 - $66.24 $112K - $118K
229K $14.7M
V
Visa Inc.

Financial Services
174
+ 1.45%
$325.75 - $352.42 $56.7K - $61.3K
12.2K $3.96M
IONQ
Ion Q, Inc.

Technology
634
+ 5.31%
$45.4 - $82.09 $28.8K - $52K
12.6K $592K
MA
Mastercard Inc

Financial Services
74
+ 1.19%
$536.85 - $580.45 $39.7K - $43K
6.28K $3.37M
NFLX
Netflix Inc

Communication Services
23K
+ 874.25%
$110.29 - $1241.35 $2.54M - $28.6M
25.7K $2.83M
ABT
Abbott Laboratories

Healthcare
745
+ 0.62%
$123.62 - $134.59 $92.1K - $100K
121K $15.8M
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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