Pds Planning, Inc Reduced Holdings in Q4 2025

Pds Planning, Inc

  • $1.45 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
-58
- 5.17%
$242.98 - $310.48 $14.1K - $18K
1.06K $275K
UBS
Ubs Group Ag

Financial Services
-783
- 4.06%
$37.56 - $41.1 $29.4K - $32.2K
18.5K $720K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-807
- 5.71%
$21.96 - $27.05 $17.7K - $21.8K
13.3K $293K
AMT
American Tower Corp

Real Estate
-112
- 2.65%
$176.64 - $193.32 $19.8K - $21.7K
4.11K $742K
PGR
Progressive Corp

Financial Services
-17
- 0.55%
$203.7 - $246.46 $3.46K - $4.19K
3.05K $687K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-788
- 4.29%
$79.55 - $80.13 $62.7K - $63.1K
17.6K $1.4M
SCHW
Schwab Charles Corp

Financial Services
-358
- 3.5%
$91.91 - $97.71 $32.9K - $35K
9.86K $906K
SYK
Stryker Corp

Healthcare
-115
- 4.83%
$353.81 - $388.35 $40.7K - $44.7K
2.27K $816K
PSA
Public Storage

Real Estate
-163
- 12.26%
$272.78 - $311.8 $44.5K - $50.8K
1.17K $319K
JD
Jd.Com, Inc.

Consumer Cyclical
-541
- 6.57%
$29.31 - $36.17 $15.9K - $19.6K
7.69K $227K
CHT
Chunghwa Telecom CO LTD

Communication Services
-930
- 5.82%
$41.89 - $43.88 $39K - $40.8K
15K $637K
BK
Bank Of New York Mellon Corp

Financial Services
-571
- 13.45%
$104.54 - $112.64 $59.7K - $64.3K
3.67K $405K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.7K
- 11.18%
$42.19 - $45.31 $71.6K - $76.8K
13.5K $601K
AXP
American Express CO

Financial Services
-242
- 7.21%
$316.26 - $372.77 $76.5K - $90.2K
3.11K $1.06M
RSG
Republic Services, Inc.

Industrials
-84
- 4.9%
$204.12 - $227.29 $17.1K - $19.1K
1.63K $341K
AWK
American Water Works Company, Inc.

Utilities
-220
- 7.33%
$125.97 - $145.43 $27.7K - $32K
2.78K $365K
SPGI
S&P Global Inc.

Financial Services
-115
- 5.9%
$472.05 - $502.96 $54.3K - $57.8K
1.84K $897K
APH
Amphenol Corp

Technology
-1.6K
- 9.7%
$121.7 - $143.85 $195K - $230K
14.9K $1.99M
WM
Waste Management Inc

Industrials
-102
- 4.36%
$196.77 - $219.98 $20.1K - $22.4K
2.24K $468K
NIO
Nio Inc.

Consumer Cyclical
-2.9K
- 14.1%
$6.16 - $7.89 $17.9K - $22.9K
17.7K $108K
CI
Cigna Corp

Healthcare
-57
- 2.98%
$244.41 - $311.0 $13.9K - $17.7K
1.85K $503K
VST
Vistra Corp.

Utilities
-35
- 2.0%
$171.56 - $210.85 $6K - $7.38K
1.72K $299K
GWW
W.W. Grainger, Inc.

Industrials
-31
- 5.76%
$926.21 - $979.0 $28.7K - $30.3K
507 $469K
GS
Goldman Sachs Group Inc

Financial Services
-11
- 0.67%
$744.6 - $838.97 $8.19K - $9.23K
1.62K $1.26M
CME
Cme Group Inc.

Financial Services
-243
- 8.11%
$261.53 - $285.04 $63.6K - $69.3K
2.75K $768K
CRM
Salesforce, Inc.

Technology
-176
- 3.26%
$235.69 - $263.41 $41.5K - $46.4K
5.23K $1.24M
AON
Aon PLC

Financial Services
-90
- 6.02%
$326.07 - $366.93 $29.3K - $33K
1.41K $492K
MET
Metlife Inc

Financial Services
-382
- 13.09%
$75.97 - $82.89 $29K - $31.7K
2.54K $199K
MCO
Moodys Corp

Financial Services
-93
- 8.04%
$468.56 - $495.08 $43.6K - $46K
1.06K $510K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-77
- 4.28%
$589.5 - $635.77 $45.4K - $49K
1.72K $1.04M
NOC
Northrop Grumman Corp

Industrials
-2
- 0.24%
$558.0 - $637.95 $1.12K - $1.28K
835 $470K
HPE
Hewlett Packard Enterprise CO

Technology
-662
- 4.66%
$22.5 - $26.25 $14.9K - $17.4K
13.5K $308K
YUM
Yum Brands Inc

Consumer Cyclical
-217
- 10.83%
$138.21 - $153.19 $30K - $33.2K
1.79K $266K
SYY
Sysco Corp

Consumer Defensive
-193
- 6.76%
$72.9 - $83.27 $14.1K - $16.1K
2.66K $198K
KR
Kroger CO

Consumer Defensive
-447
- 5.8%
$63.15 - $69.15 $28.2K - $30.9K
7.26K $484K
EBAY
Ebay Inc

Consumer Cyclical
-72
- 1.74%
$80.85 - $99.58 $5.82K - $7.17K
4.06K $340K
ICL
Icl Group Ltd.

Basic Materials
-1.77K
- 5.68%
$5.46 - $6.84 $9.66K - $12.1K
29.4K $160K
CFG
Citizens Financial Group Inc

Financial Services
-492
- 9.85%
$48.39 - $54.0 $23.8K - $26.6K
4.5K $232K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.51K
- 2.71%
$25.2 - $26.46 $38K - $39.8K
54.1K $1.4M
MSCI
Msci Inc.

Financial Services
-56
- 9.86%
$533.34 - $593.76 $29.9K - $33.3K
512 $289K
D
Dominion Energy, Inc

Utilities
-435
- 9.31%
$58.49 - $61.69 $25.4K - $26.8K
4.24K $256K
EXC
Exelon Corp

Utilities
-684
- 10.77%
$44.97 - $48.24 $30.8K - $33K
5.67K $260K
EMR
Emerson Electric CO

Industrials
-20
- 0.32%
$126.01 - $140.03 $2.52K - $2.8K
6.26K $799K
SPY
Spdr S&P 500 ETF Trust

ETFs
-28
- 0.46%
$653.02 - $687.39 $18.3K - $19.2K
6.02K $4.01M
HMC
Honda Motor CO LTD

Consumer Cyclical
-483
- 4.46%
$29.48 - $31.93 $14.2K - $15.4K
10.4K $311K
CEG
Constellation Energy Corp

Utilities
-116
- 6.19%
$335.74 - $401.43 $38.9K - $46.6K
1.76K $595K
ACT
Enact Holdings, Inc.

Financial Services
-6
- 0.02%
$34.93 - $37.86 $210 - $227
33.5K $1.26M
LHX
L3 Harris Technologies, Inc.

Industrials
-2
- 0.15%
$283.87 - $306.76 $568 - $614
1.3K $376K
ABNB
Airbnb, Inc.

Consumer Cyclical
-102
- 5.18%
$117.6 - $129.07 $12K - $13.2K
1.87K $219K
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
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