Pds Planning, Inc Sells in Q4 2025

Pds Planning, Inc

  • $1.45 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-1.28K
- 2.53%
$294.11 - $320.41 $377K - $411K
49.4K $14.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-17.5K
- 2.34%
$52.76 - $53.18 $923K - $930K
729K $38.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-8.35K
- 1.99%
$78.65 - $79.19 $657K - $661K
411K $32.3M
PG
Procter & Gamble CO

Consumer Defensive
-2.59K
- 6.72%
$145.5 - $153.18 $376K - $396K
35.9K $5.23M
HD
Home Depot, Inc.

Consumer Cyclical
-621
- 8.24%
$358.03 - $397.02 $222K - $247K
6.92K $2.48M
VBR
Vanguard Small Cap Value ETF

ETFs
-153
- 0.15%
$201.42 - $211.15 $30.8K - $32.3K
98.9K $20.3M
T
At&T Inc.

Communication Services
-7.78K
- 19.45%
$24.44 - $27.55 $190K - $214K
32.2K $820K
ADP
Automatic Data Processing Inc

Industrials
-225
- 4.58%
$250.9 - $292.94 $56.5K - $65.9K
4.69K $1.18M
SNPS
Synopsys Inc

Technology
-317
- 24.37%
$389.83 - $489.36 $124K - $155K
984 $383K
SAP
Sap Se

Technology
-430
- 9.2%
$238.9 - $280.46 $103K - $121K
4.24K $1.01M
UNP
Union Pacific Corp

Industrials
-540
- 9.34%
$216.37 - $237.41 $117K - $128K
5.24K $1.16M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-8
- 2.85%
$4804.01 - $5424.55 $38.4K - $43.4K
273 $1.31M
PLTR
Palantir Technologies Inc.

Technology
-643
- 6.54%
$172.14 - $207.18 $111K - $133K
9.2K $1.6M
ETN
Eaton Corp PLC

Industrials
-138
- 2.13%
$352.39 - $387.75 $48.6K - $53.5K
6.35K $2.24M
BX
Blackstone Inc.

Financial Services
-511
- 15.78%
$138.42 - $168.45 $70.7K - $86.1K
2.73K $377K
DIS
Walt Disney CO

Communication Services
-788
- 8.42%
$105.69 - $116.65 $83.3K - $91.9K
8.57K $905K
LOW
Lowes Companies Inc

Consumer Cyclical
-126
- 2.58%
$225.0 - $247.99 $28.4K - $31.2K
4.76K $1.07M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.96K
- 10.72%
$50.57 - $50.77 $150K - $150K
24.7K $1.25M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-108
- 6.59%
$252.87 - $320.26 $27.3K - $34.6K
1.53K $386K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-274
- 6.57%
$176.58 - $207.02 $48.4K - $56.7K
3.9K $704K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.45K
- 5.61%
$48.64 - $48.99 $119K - $120K
41.3K $2.01M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-554
- 7.73%
$91.7 - $105.68 $50.8K - $58.5K
6.62K $653K
AZO
Autozone Inc

Consumer Cyclical
-13
- 8.9%
$3576.14 - $4253.71 $46.5K - $55.3K
133 $512K
MSI
Motorola Solutions, Inc.

Technology
-125
- 16.01%
$379.98 - $462.26 $47.5K - $57.8K
656 $249K
VZ
Verizon Communications Inc

Communication Services
-1.12K
- 5.3%
$38.4 - $43.83 $43.1K - $49.2K
20.1K $822K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.14K
- 5.66%
$47.34 - $48.01 $101K - $103K
35.6K $1.69M
AEM
Agnico Eagle Mines LTD

Basic Materials
-625
- 22.43%
$155.17 - $185.52 $97K - $116K
2.16K $363K
CTAS
Cintas Corp

Industrials
-331
- 14.23%
$182.04 - $203.64 $60.3K - $67.4K
2K $372K
SHOP
Shopify Inc.

Technology
-544
- 5.66%
$146.04 - $179.01 $79.4K - $97.4K
9.07K $1.32M
AMP
Ameriprise Financial Inc

Financial Services
-127
- 13.89%
$440.8 - $497.79 $56K - $63.2K
787 $346K
MO
Altria Group, Inc.

Consumer Defensive
-132
- 1.13%
$56.38 - $66.65 $7.44K - $8.8K
11.6K $673K
GLD
Spdr Gold Trust

ETFs
-529
- 10.91%
$354.79 - $403.15 $188K - $213K
4.32K $1.62M
ROP
Roper Technologies Inc

Industrials
-97
- 9.46%
$443.27 - $520.0 $43K - $50.4K
928 $417K
ICE
Intercontinental Exchange, Inc.

Financial Services
-234
- 6.67%
$145.59 - $162.64 $34.1K - $38.1K
3.27K $497K
UBER
Uber Technologies, Inc

Technology
-391
- 4.39%
$91.62 - $100.1 $35.8K - $39.1K
8.51K $779K
TXN
Texas Instruments Inc

Technology
-467
- 6.49%
N/A
6.73K $1.31M
URI
United Rentals, Inc.

Industrials
-4
- 0.72%
$806.61 - $1020.0 $3.23K - $4.08K
551 $444K
HON
Honeywell International Inc

Industrials
-230
- 8.41%
$194.07 - $220.67 $44.6K - $50.8K
2.5K $490K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.41K
- 1.35%
$50.85 - $51.0 $71.6K - $71.8K
103K $5.23M
TJX
Tjx Companies Inc

Consumer Cyclical
-617
- 8.24%
$138.56 - $147.63 $85.5K - $91.1K
6.87K $1M
KMB
Kimberly Clark Corp

Consumer Defensive
-200
- 7.1%
$100.05 - $123.23 $20K - $24.6K
2.62K $272K
CDNS
Cadence Design Systems Inc

Technology
-30
- 1.57%
$314.93 - $353.36 $9.45K - $10.6K
1.88K $591K
SPOT
Spotify Technology S.A.

Communication Services
-4
- 0.33%
$616.91 - $707.3 $2.47K - $2.83K
1.22K $773K
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.25K
- 9.76%
$63.43 - $65.6 $79.3K - $82K
11.6K $747K
COP
Conocophillips

Energy
-56
- 0.46%
$85.66 - $95.46 $4.8K - $5.35K
12.1K $1.07M
CCI
Crown Castle International Corp

Real Estate
-607
- 17.71%
$87.81 - $98.87 $53.3K - $60K
2.82K $255K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-640
- 11.21%
$55.57 - $63.17 $35.6K - $40.4K
5.07K $281K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-444
- 10.34%
$76.92 - $92.53 $34.2K - $41.1K
3.85K $296K
DHI
Horton D R Inc

Consumer Cyclical
-179
- 10.57%
$142.43 - $174.95 $25.5K - $31.3K
1.52K $215K
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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