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
NTAP
Net App, Inc.

Technology
-19
- 0.99%
$109.44 - $121.82 $2.08K - $2.31K
1.91K $208K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-523
- 9.88%
$58.51 - $64.76 $30.6K - $33.9K
4.77K $296K
PEG
Public Service Enterprise Group Inc

Utilities
-170
- 3.28%
$79.86 - $84.83 $13.6K - $14.4K
5.01K $414K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-157
- 3.15%
$116.0 - $122.39 $18.2K - $19.2K
4.82K $573K
EQIX
Equinix Inc

Real Estate
-22
- 3.58%
$772.6 - $846.01 $17K - $18.6K
593 $465K
GFI
Gold Fields LTD

Basic Materials
-257
- 5.22%
$35.68 - $46.62 $9.17K - $12K
4.67K $190K
CASY
Caseys General Stores Inc

Consumer Cyclical
-4
- 0.79%
$513.19 - $567.48 $2.05K - $2.27K
505 $271K
PDD
Pinduoduo Inc.

Consumer Cyclical
-52
- 1.77%
$124.27 - $138.13 $6.46K - $7.18K
2.88K $371K
WEN
Wendy'S CO

Consumer Cyclical
-961
- 7.45%
$8.43 - $9.55 $8.1K - $9.18K
11.9K $102K
PABU
Ishares Tr Ishares Paris Align

ETFs
-226
- 4.12%
$70.78 - $74.5 $16K - $16.8K
5.25K $378K
DUK
Duke Energy Corp

Utilities
-156
- 3.75%
$121.57 - $129.03 $19K - $20.1K
4K $500K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-309
- 3.46%
$91.84 - $96.06 $28.4K - $29.7K
8.61K $815K
HCA
Hca Healthcare, Inc.

Healthcare
-149
- 12.08%
$410.68 - $476.61 $61.2K - $71K
1.08K $512K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-396
- 2.52%
$13.23 - $14.74 $5.24K - $5.84K
15.3K $218K
STLD
Steel Dynamics Inc

Basic Materials
-106
- 7.01%
N/A
1.41K $138K
IBN
Icici Bank LTD

Financial Services
-1.27K
- 3.85%
$29.87 - $32.94 $38K - $41.9K
31.8K $990K
MKC
Mccormick & CO Inc

Consumer Defensive
-73
- 2.09%
$63.83 - $68.91 $4.66K - $5.03K
3.42K $223K
MTB
M&T Bank Corp

Financial Services
-4
- 0.44%
$178.63 - $195.63 $715 - $783
900 $168K
AGL
Agilon Health, Inc.

Healthcare
-1.12K
- 5.02%
$0.58 - $1.13 $648 - $1.26K
21.1K $12K
QCOM
Qualcomm Inc

Technology
-70
- 1.39%
$153.59 - $187.68 $10.8K - $13.1K
4.97K $829K
DE
Deere & CO

Industrials
-272
- 4.17%
$439.11 - $480.78 $119K - $131K
6.25K $2.98M
TFC
Truist Financial Corp

Financial Services
-27
- 0.41%
$41.09 - $45.64 $1.11K - $1.23K
6.6K $295K
MNST
Monster Beverage Corp

Consumer Defensive
-418
- 7.27%
$66.31 - $71.91 $27.7K - $30.1K
5.33K $380K
HLN
Haleon PLC

Healthcare
-1.86K
- 10.07%
$8.79 - $9.9 $16.4K - $18.5K
16.7K $159K
NDAQ
Nasdaq, Inc.

Financial Services
-21
- 0.74%
$85.42 - $91.4 $1.79K - $1.92K
2.81K $244K
GAL
Ssga Active ETF Tr

ETFs
-219
- 1.23%
$48.39 - $50.13 $10.6K - $11K
17.5K $867K
STT
State Street Corp

Financial Services
-50
- 2.82%
$111.0 - $121.11 $5.55K - $6.06K
1.72K $201K
MCD
Mcdonalds Corp

Consumer Cyclical
-24
- 0.53%
$293.81 - $310.11 $7.05K - $7.44K
4.49K $1.37M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-63
- 0.71%
$33.69 - $34.08 $2.12K - $2.15K
8.81K $297K
MPWR
Monolithic Power Systems Inc

Technology
-1
- 0.42%
$904.44 - $1105.05 $904 - $1.11K
237 $218K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-62
- 2.12%
$83.65 - $86.6 $5.19K - $5.37K
2.87K $247K
Blackrock Inc
-47
- 5.01%
N/A
891 $0
Linde PLC
-445
- 11.78%
N/A
3.33K $0
Thomson Reuters Corp
-533
- 21.83%
N/A
1.91K $0
Barrick Mng Corp
-393
- 5.02%
N/A
7.44K $0
Ferguson Enterprises Inc
-14
- 1.46%
N/A
946 $0
Sandisk Corp
-312
- 10.88%
N/A
2.56K $0
Lam Research Corp
-121
- 1.64%
N/A
7.24K $0
Arista Networks Inc
-437
- 5.5%
N/A
7.5K $0
GEFB
Greif, Inc. Cl B
-303
- 3.16%
N/A
9.27K $0
STXK
Ea Ser Tr Strive 2000 ETF
-41
- 0.24%
N/A
17.2K $0
Ea Series Trust
-946
- 7.24%
N/A
12.1K $0
Rb Global Inc
-57
- 2.61%
N/A
2.13K $0
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-71
- 1.4%
$68.22 - $71.43 $4.84K - $5.07K
5.02K $353K
CBOE
Cboe Global Markets, Inc.

Financial Services
-65
- 4.5%
$232.68 - $260.88 $15.1K - $17K
1.38K $356K
VUG
Vanguard Growth ETF

ETFs
-14
- 0.58%
$470.44 - $504.26 $6.59K - $7.06K
2.41K $1.17M
BWA
Borgwarner Inc

Consumer Cyclical
-65
- 1.28%
$41.21 - $46.01 $2.68K - $2.99K
5.03K $225K
ES
Eversource Energy

Utilities
-53
- 1.47%
$70.59 - $74.88 $3.74K - $3.97K
3.55K $259K
CCJ
Cameco Corp

Energy
-28
- 0.46%
$82.77 - $106.91 $2.32K - $2.99K
6.09K $516K
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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