Pds Planning, Inc Reduced Holdings in Q3 2024

Pds Planning, Inc

  • $1.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-275K
- 74.06%
$179.99 - $201.6 $49.5M - $55.4M
96.2K $19.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-633K
- 73.7%
$57.32 - $62.65 $36.3M - $39.7M
226K $14.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-138K
- 12.74%
$41.9 - $48.26 $5.8M - $6.68M
947K $45.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-24.4K
- 18.5%
$50.61 - $50.96 $1.24M - $1.24M
107K $5.47M
NVDA
Nvidia Corp

Technology
-1.73K
- 1.29%
$98.91 - $134.91 $171K - $233K
132K $16.1M
ASML
Asml Holding Nv

Technology
-184
- 12.15%
$749.82 - $1098.95 $138K - $202K
1.33K $1.11M
IEMG
Ishares Inc

ETFs
-7.43K
- 3.56%
$53.64 - $53.64 $399K - $399K
201K $10.8M
INTC
Intel Corp

Technology
-3.92K
- 20.96%
$18.9 - $34.87 $74.2K - $137K
14.8K $347K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.8K
- 15.23%
$112.99 - $126.45 $316K - $354K
15.6K $1.96M
HMC
Honda Motor CO LTD

Consumer Cyclical
-5.1K
- 43.04%
$29.02 - $33.61 $148K - $171K
6.75K $214K
MRK
Merck & Co., Inc.

Healthcare
-146
- 1.07%
$111.15 - $128.97 $16.2K - $18.8K
13.5K $1.54M
WOR
Worthington Industries Inc

Industrials
-1.23K
- 9.72%
$40.07 - $50.8 $49.3K - $62.5K
11.4K $474K
CDNS
Cadence Design Systems Inc

Technology
-172
- 10.03%
$246.84 - $321.11 $42.5K - $55.2K
1.54K $418K
ABNB
Airbnb, Inc.

Consumer Cyclical
-394
- 17.14%
$113.01 - $154.34 $44.5K - $60.8K
1.91K $241K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-53
- 0.37%
$26.71 - $39.42 $1.42K - $2.09K
14.5K $461K
BA
Boeing CO

Industrials
-105
- 3.6%
$152.04 - $190.6 $16K - $20K
2.81K $427K
CVX
Chevron Corp

Energy
-144
- 1.62%
$137.88 - $161.97 $19.9K - $23.3K
8.74K $1.29M
AGL
Agilon Health, Inc.

Healthcare
-1.4K
- 4.88%
$3.21 - $7.52 $4.49K - $10.5K
27.3K $107K
ROP
Roper Technologies Inc

Industrials
-127
- 15.41%
$515.25 - $576.55 $65.4K - $73.2K
697 $387K
UPS
United Parcel Service Inc

Industrials
-418
- 1.21%
$123.32 - $147.38 $51.5K - $61.6K
34.3K $4.67M
BP
Bp PLC

Energy
-1.18K
- 14.43%
$30.78 - $37.05 $36.4K - $43.8K
7.02K $220K
TGT
Target Corp

Consumer Defensive
-672
- 16.46%
$133.47 - $159.25 $89.7K - $107K
3.41K $531K
SCHW
Schwab Charles Corp

Financial Services
-51
- 0.66%
$61.74 - $76.08 $3.15K - $3.88K
7.71K $499K
DIS
Walt Disney CO

Communication Services
-416
- 6.08%
$85.6 - $98.61 $35.6K - $41K
6.43K $618K
ENB
Enbridge Inc

Energy
-2.37K
- 29.95%
$35.27 - $41.18 $83.6K - $97.6K
5.54K $225K
NKE
Nike, Inc.

Consumer Cyclical
-1.15K
- 25.3%
$71.09 - $89.44 $82K - $103K
3.4K $300K
RACE
Ferrari N.V.

Consumer Cyclical
-189
- 25.17%
$405.92 - $496.79 $76.7K - $93.9K
562 $264K
MDT
Medtronic PLC

Healthcare
-893
- 25.85%
$76.84 - $91.03 $68.6K - $81.3K
2.56K $230K
CNI
Canadian National Railway CO

Industrials
-303
- 6.25%
$110.1 - $123.65 $33.4K - $37.5K
4.54K $532K
AIG
American International Group, Inc.

Financial Services
-324
- 7.76%
$70.16 - $79.23 $22.7K - $25.7K
3.85K $281K
KLAC
Kla Corp

Technology
-1
- 0.19%
$696.17 - $892.35 $696 - $892
516 $399K
GAL
Ssga Active ETF Tr

ETFs
-1.7K
- 7.67%
$42.41 - $45.61 $72.2K - $77.6K
20.5K $933K
C
Citigroup Inc

Financial Services
-290
- 4.83%
$56.11 - $67.61 $16.3K - $19.6K
5.72K $357K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-598
- 8.54%
$56.04 - $62.99 $33.5K - $37.7K
6.41K $391K
YUM
Yum Brands Inc

Consumer Cyclical
-262
- 12.83%
$125.95 - $139.96 $33K - $36.7K
1.78K $248K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-369
- 1.49%
$9.27 - $11.62 $3.42K - $4.29K
24.3K $247K
BDX
Becton Dickinson & CO

Healthcare
-129
- 6.96%
$221.47 - $242.41 $28.6K - $31.3K
1.73K $415K
BAC
Bank Of America Corp

Financial Services
-394
- 1.57%
$36.65 - $44.13 $14.4K - $17.4K
24.6K $978K
CHT
Chunghwa Telecom CO LTD

Communication Services
-790
- 5.5%
$36.12 - $40.59 $28.5K - $32.1K
13.6K $538K
HBAN
Huntington Bancshares Inc

Financial Services
-8.52K
- 11.77%
$12.84 - $15.15 $109K - $129K
63.8K $938K
NOK
Nokia Corp

Technology
-7.84K
- 23.42%
$3.62 - $4.48 $28.4K - $35.1K
25.6K $112K
TMUS
T Mobile Us, Inc.

Communication Services
-478
- 16.53%
$175.14 - $206.36 $83.7K - $98.6K
2.41K $497K
BBD
Bank Bradesco

Financial Services
-9.18K
- 32.34%
$2.18 - $2.92 $20K - $26.8K
19.2K $51K
SHG
Shinhan Financial Group CO LTD

Financial Services
-243
- 1.81%
$34.61 - $34.61 $8.41K - $8.41K
13.1K $455K
EMR
Emerson Electric CO

Industrials
-52
- 0.89%
$98.19 - $118.87 $5.11K - $6.18K
5.78K $631K
CCJ
Cameco Corp

Energy
-34
- 0.53%
$36.9 - $53.72 $1.25K - $1.83K
6.42K $306K
HPE
Hewlett Packard Enterprise CO

Technology
-32
- 0.24%
$16.1 - $21.44 $515 - $686
13.1K $267K
LPL
Lg Display Co., Ltd.

Technology
-1.95K
- 8.72%
$3.66 - $4.81 $7.12K - $9.36K
20.4K $82K
PDD
Pinduoduo Inc.

Consumer Cyclical
-96
- 3.8%
$89.17 - $151.11 $8.56K - $14.5K
2.43K $327K
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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