Pds Planning, Inc Sells in Q3 2025

Pds Planning, Inc

  • $1.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
-23
- 0.37%
$550.18 - $598.96 $12.7K - $13.8K
6.21K $3.53M
TME
Tencent Music Entertainment Group

Communication Services
-788
- 6.27%
$19.17 - $26.36 $15.1K - $20.8K
11.8K $274K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1
- 0.03%
$134.94 - $145.86 $135 - $146
2.93K $426K
GAL
Ssga Active ETF Tr

ETFs
-167
- 0.93%
$46.79 - $49.44 $7.81K - $8.26K
17.8K $872K
BP
Bp PLC

Energy
-274
- 3.05%
$30.25 - $35.69 $8.29K - $9.78K
8.7K $299K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-11
- 0.12%
$87.05 - $93.19 $958 - $1.03K
8.92K $829K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-100
- 5.27%
$546.99 - $602.2 $54.7K - $60.2K
1.8K $1.08M
IMO
Imperial Oil LTD

Energy
-6
- 0.2%
$80.03 - $95.16 $480 - $571
2.98K $270K
FNDF
Schwab Fundamental Intl Large

ETFs
-144
- 1.02%
$39.84 - $43.15 $5.74K - $6.21K
13.9K $598K
ENB
Enbridge Inc

Energy
-146
- 1.65%
$43.79 - $50.46 $6.39K - $7.37K
8.72K $440K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-179
- 1.16%
$136.48 - $142.97 $24.4K - $25.6K
15.2K $2.13M
AXP
American Express CO

Financial Services
-3
- 0.09%
$294.27 - $342.31 $883 - $1.03K
3.36K $1.11M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-35
- 0.29%
$41.34 - $45.65 $1.45K - $1.6K
12K $539K
HCA
Hca Healthcare, Inc.

Healthcare
-27
- 2.14%
$334.32 - $426.2 $9.03K - $11.5K
1.23K $525K
FAST
Fastenal CO

Industrials
-29
- 0.37%
$42.47 - $50.39 $1.23K - $1.46K
7.76K $380K
CMI
Cummins Inc

Industrials
-61
- 7.23%
$327.85 - $426.39 $20K - $26K
783 $330K
PSX
Phillips 66

Energy
-44
- 1.12%
$118.37 - $139.46 $5.21K - $6.14K
3.88K $527K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-62
- 0.41%
$39.06 - $43.42 $2.42K - $2.69K
15.2K $658K
SCCO
Southern Copper Corp

Basic Materials
-49
- 1.47%
$90.54 - $121.36 $4.44K - $5.95K
3.28K $398K
LHX
L3 Harris Technologies, Inc.

Industrials
-31
- 2.33%
$252.18 - $305.41 $7.82K - $9.47K
1.3K $397K
WF
Woori Financial Group Inc.

Financial Services
-416
- 3.1%
$49.62 - $57.76 $20.6K - $24K
13K $731K
NOC
Northrop Grumman Corp

Industrials
-32
- 3.68%
$498.9 - $609.32 $16K - $19.5K
837 $510K
KGC
Kinross Gold Corp

Basic Materials
-1.31K
- 9.9%
$15.19 - $24.85 $19.9K - $32.5K
11.9K $296K
NEM
Newmont Corp

Basic Materials
-257
- 5.94%
$57.35 - $85.25 $14.7K - $21.9K
4.07K $342K
VUG
Vanguard Growth ETF

ETFs
-19
- 0.78%
$433.97 - $484.08 $8.25K - $9.2K
2.43K $1.16M
IDXX
Idexx Laboratories Inc

Healthcare
-10
- 1.02%
$514.61 - $682.78 $5.15K - $6.83K
967 $617K
VNQ
Vanguard Specialized Funds Van

ETFs
-558
- 0.9%
$88.47 - $93.24 $49.4K - $52K
61.6K $5.63M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-123
- 0.87%
$133.48 - $144.38 $16.4K - $17.8K
14K $1.99M
NEE
Nextera Energy Inc

Utilities
-396
- 1.84%
$69.77 - $77.54 $27.6K - $30.7K
21.1K $1.59M
KLAC
Kla Corp

Technology
-32
- 4.18%
$843.9 - $1078.6 $27K - $34.5K
734 $791K
TJX
Tjx Companies Inc

Consumer Cyclical
-303
- 3.89%
$121.35 - $144.54 $36.8K - $43.8K
7.49K $1.08M
IWN
Ishares Russell2000 Val ETF

ETFs
-4
- 0.06%
$157.1 - $178.94 $628 - $716
6.44K $1.14M
GS
Goldman Sachs Group Inc

Financial Services
-30
- 1.81%
$696.56 - $806.32 $20.9K - $24.2K
1.63K $1.3M
HSBC
Hsbc Holdings PLC

Financial Services
-313
- 1.89%
$60.27 - $70.98 $18.9K - $22.2K
16.2K $1.15M
GLD
Spdr Gold Trust

ETFs
-61
- 1.24%
$300.96 - $355.47 $18.4K - $21.7K
4.85K $1.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
-63
- 1.03%
$617.65 - $666.84 $38.9K - $42K
6.05K $4.03M
HD
Home Depot, Inc.

Consumer Cyclical
-93
- 1.22%
$357.4 - $423.42 $33.2K - $39.4K
7.54K $3.06M
APP
App Lovin Corp

Technology
-23
- 2.7%
$335.1 - $718.54 $7.71K - $16.5K
829 $595K
SHOP
Shopify Inc.

Technology
-76
- 0.78%
$112.11 - $157.12 $8.52K - $11.9K
9.61K $1.43M
APH
Amphenol Corp

Technology
-650
- 3.79%
$97.39 - $125.4 $63.3K - $81.5K
16.5K $2.04M
VV
Vanguard Large Cap ETF

ETFs
-83
- 0.5%
$285.05 - $309.14 $23.7K - $25.7K
16.5K $5.08M
MEDP
Medpace Holdings, Inc.

Healthcare
-55
- 2.27%
$308.88 - $514.16 $17K - $28.3K
2.37K $1.22M
IEFA
Ishares Tr

ETFs
-2.42K
- 1.27%
$81.7 - $87.53 $197K - $212K
188K $16.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.42K
- 1.06%
$62.09 - $66.51 $150K - $161K
227K $14.8M
VB
Vanguard Small Cap ETF

ETFs
-579
- 1.13%
$237.58 - $259.17 $138K - $150K
50.9K $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
-1.27K
- 2.45%
$282.78 - $316.06 $359K - $402K
50.7K $16M
ORCL
Oracle Corp

Technology
-407
- 2.22%
$218.96 - $328.33 $89.1K - $134K
18K $5.05M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.23K
- 1.23%
$195.41 - $212.37 $241K - $262K
99K $20.7M
AVGO
Broadcom Inc.

Technology
-315
- 1.14%
$264.74 - $369.57 $83.4K - $116K
27.4K $9.03M
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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