Pds Planning, Inc Sells in Q3 2025

Pds Planning, Inc

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
-22
- 0.71%
$238.61 - $264.3 $5.25K - $5.81K
3.07K $757K
WM
Waste Management Inc

Industrials
-209
- 8.19%
$213.88 - $237.1 $44.7K - $49.6K
2.34K $517K
CARR
Carrier Global Corp

Industrials
-85
- 1.95%
$58.75 - $80.73 $4.99K - $6.86K
4.27K $254K
APD
Air Products & Chemicals, Inc.

Basic Materials
-187
- 13.85%
$265.78 - $299.3 $49.7K - $56K
1.16K $317K
PAYX
Paychex Inc

Industrials
-203
- 11.25%
$126.69 - $147.99 $25.7K - $30K
1.6K $202K
UL
Unilever PLC

Consumer Defensive
-642
- 5.42%
$58.43 - $65.01 $37.5K - $41.7K
11.2K $664K
AIG
American International Group, Inc.

Financial Services
-348
- 7.59%
$76.34 - $85.87 $26.6K - $29.9K
4.24K $332K
G
Genpact LTD

Technology
-1.04K
- 15.96%
$41.06 - $46.13 $42.7K - $48K
5.48K $229K
CHT
Chunghwa Telecom CO LTD

Communication Services
-120
- 0.75%
$43.4 - $46.95 $5.21K - $5.63K
16K $696K
TDG
Trans Digm Group Inc

Industrials
-7
- 3.21%
$1271.04 - $1620.83 $8.9K - $11.3K
211 $278K
RDY
Dr Reddys Laboratories LTD

Healthcare
-284
- 0.63%
$13.33 - $15.08 $3.79K - $4.28K
44.8K $626K
JBL
Jabil Inc

Technology
-226
- 16.05%
$202.08 - $234.45 $45.7K - $53K
1.18K $256K
KEP
Korea Electric Power Corp

Utilities
-1.35K
- 5.03%
$12.94 - $14.82 $17.4K - $20K
25.4K $331K
META
Meta Platforms, Inc.

Communication Services
-5
- 0.04%
$695.21 - $791.73 $3.48K - $3.96K
12K $8.85M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-283
- 7.1%
$65.64 - $78.22 $18.6K - $22.1K
3.71K $248K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-2.2K
- 12.31%
$13.6 - $15.52 $29.9K - $34.2K
15.7K $229K
SLF
Sun Life Financial Inc

Financial Services
-82
- 1.26%
$56.54 - $66.41 $4.64K - $5.45K
6.43K $386K
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.32K
- 9.36%
$60.99 - $64.39 $80.7K - $85.2K
12.8K $824K
AMP
Ameriprise Financial Inc

Financial Services
-6
- 0.65%
$486.13 - $544.55 $2.92K - $3.27K
914 $449K
ABNB
Airbnb, Inc.

Consumer Cyclical
-130
- 6.19%
$118.3 - $142.16 $15.4K - $18.5K
1.97K $239K
AGL
Agilon Health, Inc.

Healthcare
-3.24K
- 12.72%
$0.86 - $2.43 $2.79K - $7.87K
22.2K $22K
MSI
Motorola Solutions, Inc.

Technology
-154
- 16.47%
$408.73 - $490.3 $62.9K - $75.5K
781 $357K
CB
Chubb LTD

Financial Services
-51
- 1.89%
$265.99 - $289.59 $13.6K - $14.8K
2.64K $745K
PRU
Prudential Financial Inc

Financial Services
-244
- 9.15%
$100.68 - $109.89 $24.6K - $26.8K
2.42K $251K
KR
Kroger CO

Consumer Defensive
-5
- 0.06%
$64.52 - $74.35 $323 - $372
7.71K $519K
TRGP
Targa Resources Corp.

Energy
-145
- 10.22%
$160.52 - $174.4 $23.3K - $25.3K
1.27K $213K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.07K
- 10.79%
$33.26 - $34.01 $35.7K - $36.5K
8.88K $300K
VZ
Verizon Communications Inc

Communication Services
-1.12K
- 5.0%
$40.84 - $45.06 $45.5K - $50.2K
21.2K $930K
NOK
Nokia Corp

Technology
-3.73K
- 9.99%
$4.05 - $5.23 $15.1K - $19.5K
33.6K $161K
EQH
Equitable Holdings, Inc.

Financial Services
-126
- 2.61%
$50.09 - $55.88 $6.31K - $7.04K
4.7K $238K
FISV
Fiserv Inc

Technology
-255
- 7.84%
N/A
3K $375K
KMB
Kimberly Clark Corp

Consumer Defensive
-145
- 4.89%
$121.72 - $136.77 $17.6K - $19.8K
2.82K $350K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.21K
- 70.02%
$25.29 - $28.33 $30.6K - $34.3K
518 $14K
CME
Cme Group Inc.

Financial Services
-43
- 1.42%
$258.83 - $287.1 $11.1K - $12.3K
3K $809K
EMR
Emerson Electric CO

Industrials
-84
- 1.32%
$128.6 - $149.63 $10.8K - $12.6K
6.28K $824K
SNY
Sanofi

Healthcare
-358
- 5.39%
$45.07 - $51.35 $16.1K - $18.4K
6.28K $296K
UMC
United Microelectronics Corp

Technology
-2.36K
- 3.34%
$6.58 - $7.86 $15.5K - $18.5K
68.4K $518K
WMB
Williams Companies, Inc.

Energy
-431
- 5.22%
$56.52 - $64.01 $24.4K - $27.6K
7.83K $496K
APO
Apollo Global Management, Inc.

Financial Services
-21
- 0.97%
$131.55 - $156.05 $2.76K - $3.28K
2.13K $284K
IEMG
Ishares Inc

ETFs
-381
- 0.19%
N/A
204K $10.9M
COIN
Coinbase Global, Inc.

Technology
-26
- 2.93%
$297.99 - $419.78 $7.75K - $10.9K
860 $290K
NRG
Nrg Energy, Inc.

Utilities
-132
- 8.63%
$144.77 - $173.91 $19.1K - $23K
1.4K $226K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-521
- 5.74%
$49.09 - $50.58 $25.6K - $26.4K
8.56K $432K
TTE
Total Energies Se

Energy
-181
- 2.47%
N/A
7.15K $490K
VRSN
Verisign Inc

Technology
-19
- 2.54%
$263.02 - $305.98 $5K - $5.81K
728 $203K
TXN
Texas Instruments Inc

Technology
-65
- 0.89%
N/A
7.2K $1.4M
EQIX
Equinix Inc

Real Estate
-4
- 0.65%
$756.7 - $811.13 $3.03K - $3.24K
615 $481K
DLR
Digital Realty Trust, Inc.

Real Estate
-44
- 2.49%
$161.21 - $180.02 $7.09K - $7.92K
1.72K $297K
VPU
Vanguard Utilities ETF

ETFs
-164
- 10.11%
$175.25 - $189.41 $28.7K - $31.1K
1.46K $276K
Activity Summary
Buys All Purchases 313 New Holdings 46 Increased Positions 267 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
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