Pds Planning, Inc New Holdings in Q3 2024

Pds Planning, Inc

  • $1.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
509K
New
$88.24 - $99.7 $45M - $50.8M
509K $48.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
57.4K
New
$31.05 - $34.29 $1.78M - $1.97M
57.4K $1.97M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.6K
New
$75.88 - $83.21 $1.41M - $1.55M
18.6K $1.55M
JPIE
J P Morgan Exchange Traded Fd
16.2K
New
$45.17 - $46.39 $733K - $753K
16.2K $752K
XLE
Energy Sector Spdr

ETFs
8.5K
New
$84.35 - $93.39 $717K - $793K
8.5K $745K
HDB
Hdfc Bank LTD

Financial Services
9.1K
New
$58.04 - $66.97 $528K - $609K
9.1K $569K
JMBS
Janus Detroit Str Tr Henderson

ETFs
11.2K
New
$44.13 - $47.01 $496K - $528K
11.2K $524K
ET
Energy Transfer LP

Energy
23.9K
New
$15.43 - $16.44 $368K - $392K
23.9K $382K
PABU
Ishares Tr Ishares Paris Align

ETFs
5.68K
New
$56.88 - $63.42 $323K - $360K
5.68K $360K
EMB
Ishares Tr

ETFs
3.51K
New
$87.75 - $93.74 $308K - $329K
3.51K $328K
PSA
Public Storage

Real Estate
705
New
$283.13 - $365.01 $200K - $257K
705 $256K
JHX
James Hardie Industries PLC

Basic Materials
6.36K
New
$31.27 - $42.02 $199K - $267K
6.36K $254K
CARR
Carrier Global Corp

Industrials
3.14K
New
$61.9 - $80.88 $194K - $254K
3.14K $252K
MSCI
Msci Inc.

Financial Services
417
New
$479.31 - $584.91 $200K - $244K
417 $243K
CVS
Cvs Health Corp

Healthcare
3.86K
New
$55.81 - $63.18 $216K - $244K
3.86K $242K
GIB
Cgi Inc

Technology
2.1K
New
$99.02 - $116.4 $208K - $244K
2.1K $241K
TFC
Truist Financial Corp

Financial Services
5.57K
New
$38.22 - $44.94 $213K - $250K
5.57K $238K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.01K
New
$57.22 - $80.08 $172K - $241K
3.01K $234K
O
Realty Income Corp

Real Estate
3.69K
New
$52.36 - $63.42 $193K - $234K
3.69K $233K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.97K
New
$105.53 - $118.34 $208K - $233K
1.97K $230K
NSC
Norfolk Southern Corp

Industrials
926
New
$213.75 - $259.69 $198K - $240K
926 $229K
FICO
Fair Isaac Corp

Technology
118
New
$1496.51 - $1947.38 $177K - $230K
118 $229K
PRK
Park National Corp

Financial Services
1.36K
New
$140.68 - $188.56 $191K - $256K
1.36K $227K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.05K
New
$31.95 - $38.02 $193K - $230K
6.05K $226K
EBAY
Ebay Inc

Consumer Cyclical
3.47K
New
$52.61 - $65.44 $183K - $227K
3.47K $225K
DHI
Horton D R Inc

Consumer Cyclical
1.17K
New
$135.21 - $197.06 $158K - $230K
1.17K $222K
PWR
Quanta Services, Inc.

Industrials
745
New
$239.58 - $298.23 $178K - $222K
745 $221K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.84K
New
$51.29 - $56.57 $197K - $217K
3.84K $217K
ACGL
Arch Capital Group Ltd.

Financial Services
1.93K
New
$94.47 - $114.25 $182K - $221K
1.93K $216K
BK
Bank Of New York Mellon Corp

Financial Services
3.01K
New
$59.54 - $72.17 $179K - $217K
3.01K $216K
DLR
Digital Realty Trust, Inc.

Real Estate
1.33K
New
$144.47 - $162.98 $192K - $217K
1.33K $215K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.41K
New
$77.22 - $89.49 $186K - $215K
2.41K $214K
NGG
National Grid PLC

Utilities
3.07K
New
$57.14 - $70.48 $176K - $217K
3.07K $214K
MTD
Mettler Toledo International Inc

Healthcare
141
New
$1308.0 - $1521.03 $184K - $214K
141 $211K
IBP
Installed Building Products, Inc.

Consumer Cyclical
855
New
$198.8 - $270.35 $170K - $231K
855 $210K
ALC
Alcon Inc

Healthcare
2.1K
New
$88.07 - $100.79 $185K - $212K
2.1K $210K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.1K
New
$44.07 - $50.57 $181K - $207K
4.1K $207K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.37K
New
$39.47 - $49.4 $172K - $216K
4.37K $207K
OKE
Oneok Inc

Energy
2.27K
New
$78.62 - $95.27 $178K - $216K
2.27K $206K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.65K
New
$31.07 - $39.36 $176K - $223K
5.65K $206K
SLB
Schlumberger Limited

Energy
4.9K
New
$39.57 - $49.67 $194K - $243K
4.9K $205K
PAYX
Paychex Inc

Industrials
1.52K
New
$116.17 - $135.19 $176K - $205K
1.52K $203K
MRVL
Marvell Technology, Inc.

Technology
2.8K
New
$56.15 - $76.24 $157K - $213K
2.8K $201K
SKM
Sk Telecom CO LTD

Communication Services
8.44K
New
$20.68 - $24.47 $174K - $206K
8.44K $200K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.67K
New
$25.45 - $29.53 $170K - $197K
6.67K $194K
DX
Dynex Capital Inc

Real Estate
14.3K
New
$11.71 - $12.96 $167K - $185K
14.3K $182K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
10.4K
New
$13.0 - $15.08 $136K - $157K
10.4K $148K
IONQ
Ion Q, Inc.

Technology
11.5K
New
$6.57 - $9.71 $75.7K - $112K
11.5K $100K
SID
National Steel CO

Basic Materials
13.3K
New
$1.99 - $2.47 $26.4K - $32.7K
13.3K $31K
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
Track This Portfolio

Track Pds Planning, Inc Portfolio

Follow Pds Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email